Q4 2024 Holdings
Filed 2025-02-14 | 28 holdings | $2.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nuvalent Inc(NUVL) | COM | 670703107 | $419.8M | 5,363,379 | 14.6% |
| Arcellx Inc(ACLX) | COMMON STOCK | 03940C100 | $335.3M | 4,371,601 | 11.7% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $296.0M | 481,305 | 10.3% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $286.6M | 6,553,111 | 10.0% |
| Janux Therapeutics Inc(JANX) | COM | 47103J105 | $188.2M | 3,515,986 | 6.5% |
| Tarsus Pharmaceuticals Inc(TARS) | COM | 87650L103 | $140.2M | 2,531,896 | 4.9% |
| Edgewise Therapeutics Inc(EWTX) | COM | 28036F105 | $120.0M | 4,493,929 | 4.2% |
| Vaxcyte Inc(PCVX) | COM | 92243G108 | $116.5M | 1,422,787 | 4.1% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $113.8M | 616,024 | 4.0% |
| Crinetics Pharmaceuticals in(CRNX) | COM | 22663K107 | $97.7M | 1,910,761 | 3.4% |
| Moonlake Immunotherapeutics(MLTX) | CLASS A ORD | 61559X104 | $96.0M | 1,772,211 | 3.3% |
| Disc Medicine Inc(IRON) | COM | 254604101 | $95.0M | 1,497,720 | 3.3% |
| Merus N V | COM | N5749R100 | $71.1M | 1,689,922 | 2.5% |
| Vera Therapeutics Inc(VERA) | CL A | 92337R101 | $60.8M | 1,437,339 | 2.1% |
| Apogee Therapeutics Inc(APGE) | COM | 03770N101 | $58.2M | 1,283,766 | 2.0% |
| Olema Pharmaceuticals Inc(OLMA) | COM | 68062P106 | $42.6M | 7,304,970 | 1.5% |
| Pliant Therapeutics Inc(PLRX) | COM | 729139105 | $42.1M | 3,197,050 | 1.5% |
| Immatics N.v(IMTX) | SHS | N44445109 | $38.5M | 5,414,409 | 1.3% |
| Cogent Biosciences Inc(COGT) | COM | 19240Q201 | $38.4M | 4,917,412 | 1.3% |
| Spyre Therapeutics Inc(SYRE) | COM NEW | 00773J202 | $35.6M | 1,527,205 | 1.2% |
| Viridian Therapeutics Inc(VRDN) | COM | 92790C104 | $34.9M | 1,820,079 | 1.2% |
| Y-Mabs Therapeutics Inc(YMABUSD) | COM | 984241109 | $33.2M | 4,236,346 | 1.2% |
| Erasca Inc(ERAS) | COM | 29479A108 | $27.0M | 10,752,354 | 0.9% |
| Tectonic Therapeutic Inc(TECX) | COM | 878972108 | $22.4M | 485,105 | 0.8% |
| Lenz Therapeutics Inc(LENZ) | COM | 52635N103 | $22.2M | 770,455 | 0.8% |
| Scholar Rock Hldg Corp(SRRK) | COM | 80706P103 | $17.3M | 400,000 | 0.6% |
| Oruka Therapeutics Inc(ORKA) | COM | 687604108 | $15.9M | 819,660 | 0.6% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $9.1M | 276,439 | 0.3% |