Q1 2022 Holdings
Filed 2022-05-16 | 25 holdings | $83.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ascendis Pharma A/S(ASND) | SPONSORED ADR | 04351P101 | $37.7M | 321,621 | 45.4% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $33.1M | 491,333 | 39.7% |
| C4 Therapeutics Inc(CCCC) | COM STK | 12529R107 | $12.1M | 499,496 | 14.6% |
| Global Blood Therapeutics in | COM | 37890U108 | $33.5K | 966,827 | 0.0% |
| Legend Biotech Corp(LEGN) | SPONSORED ADS | 52490G102 | $30.2K | 831,728 | 0.0% |
| Sierra Oncology Inc | COM NEW | 82640U404 | $24.7K | 771,314 | 0.0% |
| Viridian Therapeutics Inc(VRDN) | COM | 92790C104 | $23.2K | 1,256,051 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $18.6K | 234,419 | 0.0% |
| Iveric BIO Inc(OPHTEUR) | COM | 46583P102 | $15.3K | 910,416 | 0.0% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $15.1K | 907,428 | 0.0% |
| Immunocore Hldgs PLC(IMCR) | ADS | 45258D105 | $14.9K | 499,190 | 0.0% |
| Horizon Therapeutics PUB L | SHS | G46188101 | $14.3K | 136,243 | 0.0% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $13.6K | 75,635 | 0.0% |
| Zentalis Pharmaceuticals Inc(ZNTL) | COM | 98943L107 | $13.3K | 287,577 | 0.0% |
| Syndax Pharmaceuticals Inc(SNDX) | COM | 87164F105 | $12.2K | 701,356 | 0.0% |
| Oyster PT Pharma Inc | COM | 69242L106 | $11.5K | 987,698 | 0.0% |
| Prothena Corp PLC(PRTA) | SHS | G72800108 | $9.8K | 267,946 | 0.0% |
| Kymera Therapeutics Inc(KYMR) | COM | 501575104 | $9.6K | 227,034 | 0.0% |
| Mirati Therapeutics Inc(MRTXEUR) | COM | 60468T105 | $8.1K | 98,383 | 0.0% |
| Merus N V | COM | N5749R100 | $6.6K | 249,738 | 0.0% |
| VOR Biopharma Inc | COM | 929033108 | $5.4K | 894,404 | 0.0% |
| Esperion Therapeutics Inc NE(ESPR) | COM | 29664W105 | $5.4K | 1,157,246 | 0.0% |
| Fulcrum Therapeutics Inc(FULC) | COM | 359616109 | $5.0K | 212,961 | 0.0% |
| Alpine Immune Sciences Inc(NVLSEUR) | COM | 02083G100 | $3.0K | 336,229 | 0.0% |
| Gracell Biotechnologies Inc | SPONSORED ADS | 38406L103 | $1.8K | 783,445 | 0.0% |