Q4 2025 Holdings
Filed 2026-02-17 | 5 holdings | $176.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Kestra MED Technologies LTD(KMTS) | SHS | G52441105 | $67.4M | 2,540,106 | 38.1% |
| Mineralys Therapeutics Inc(MLYS) | COM | 603170101 | $57.8M | 1,591,917 | 32.7% |
| Evommune Inc(EVMN) | COM SHS | 30054Y107 | $32.5M | 1,897,362 | 18.4% |
| Abivax SA(ABVX) | SPONSORED ADS | 00370M103 | $10.5M | 78,125 | 6.0% |
| Inventiva SA(IVA) | ADS | 46124U107 | $8.5M | 1,818,181 | 4.8% |