Q4 2024 Holdings
Filed 2025-02-13 | 17 holdings | $61.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Verona Pharma PLC(VRNA) | SPONSORED ADS | 925050106 | $6.3M | 135,452 | 10.2% |
| Legend Biotech Corp(LEGN) | SPONSORED ADS | 52490G102 | $6.2M | 190,800 | 10.1% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $6.1M | 130,735 | 10.0% |
| Astrazeneca PLC(AZN) | SPONSORED ADR | 046353108 | $5.0M | 76,500 | 8.1% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $4.8M | 69,500 | 7.8% |
| Vera Therapeutics Inc(VERA) | CL A | 92337R101 | $4.6M | 109,400 | 7.5% |
| Cogent Biosciences Inc(COGT) | COM | 19240Q201 | $4.3M | 548,554 | 6.9% |
| Akero Therapeutics Inc(AKRO) | COM | 00973Y108 | $4.2M | 151,200 | 6.8% |
| Merus N V | COM | N5749R100 | $3.5M | 83,800 | 5.7% |
| Cullinan Therapeutics Inc(CGEM) | COM | 230031106 | $3.4M | 276,400 | 5.5% |
| Dyne Therapeutics Inc(DYN) | COM | 26818M108 | $3.1M | 131,200 | 5.0% |
| Nurix Therapeutics Inc(NRIX) | COM | 67080M103 | $3.0M | 160,500 | 4.9% |
| Bright Minds Biosciences Inc(DRUG) | COM NEW | 10919W405 | $2.2M | 60,648 | 3.5% |
| Bicycle Therapeutics PLC(BCYC) | SPONSORED ADS | 088786108 | $1.6M | 116,400 | 2.6% |
| Janux Therapeutics Inc(JANX) | COM | 47103J105 | $1.6M | 29,600 | 2.6% |
| Abivax SA(ABVX) | SPONSORED ADS | 00370M103 | $1.5M | 207,600 | 2.5% |
| Soleno Therapeutics Inc(SLNO) | COM | 834203309 | $80.6K | 1,793 | 0.1% |