Q1 2026 Holdings
Filed 2026-05-15 | 35 holdings | $4.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Arcellx Inc(ACLX) | COMMON STOCK | 03940C100 | $663.0M | 5,774,016 | 13.5% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $647.3M | 6,655,703 | 13.2% |
| Nuvalent Inc(NUVL) | COM | 670703107 | $545.5M | 5,324,433 | 11.1% |
| Vaxcyte Inc(PCVX) | COM | 92243G108 | $278.5M | 4,793,020 | 5.7% |
| Edgewise Therapeutics Inc(EWTX) | COM | 28036F105 | $232.0M | 7,365,038 | 4.7% |
| Genmab A/S(GMAB) | SPONSORED ADS | 372303206 | $213.8M | 7,967,836 | 4.4% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $205.1M | 1,254,488 | 4.2% |
| Tarsus Pharmaceuticals Inc(TARS) | COM | 87650L103 | $179.7M | 2,562,154 | 3.7% |
| Belite BIO Inc(BLTE) | SPONSORED ADS | 07782B104 | $177.7M | 1,114,784 | 3.6% |
| Erasca Inc(ERAS) | COM | 29479A108 | $168.2M | 10,392,702 | 3.4% |
| Centessa Pharmaceuticals PLC(CNTA) | SPONSORED ADS | 152309100 | $142.0M | 3,574,048 | 2.9% |
| Olema Pharmaceuticals Inc(OLMA) | COM | 68062P106 | $119.6M | 8,020,576 | 2.4% |
| Terns Pharmaceuticals Inc(TERN) | COM | 880881107 | $116.9M | 2,216,499 | 2.4% |
| Oruka Therapeutics Inc(ORKA) | COM | 687604108 | $113.8M | 2,320,316 | 2.3% |
| Apogee Therapeutics Inc(APGE) | COM | 03770N101 | $113.5M | 1,348,243 | 2.3% |
| Spyre Therapeutics Inc(SYRE) | COM NEW | 00773J202 | $98.7M | 1,957,266 | 2.0% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $97.6M | 1,480,857 | 2.0% |
| Abivax SA(ABVX) | SPONSORED ADS | 00370M103 | $86.0M | 772,473 | 1.8% |
| Tango Therapeutics Inc(TNGX) | COM | 87583X109 | $83.9M | 4,009,679 | 1.7% |
| Maze Therapeutics Inc(MAZE) | COM | 578784100 | $81.9M | 2,744,399 | 1.7% |
| Tyra Biosciences Inc(TYRA) | COM | 90240B106 | $78.7M | 2,054,991 | 1.6% |
| Viridian Therapeutics Inc(VRDN) | COM | 92790C104 | $61.6M | 3,148,893 | 1.3% |
| Scholar Rock Hldg Corp(SRRK) | COM | 80706P103 | $60.3M | 1,226,080 | 1.2% |
| Mirum Pharmaceuticals Inc(MIRM) | COM | 604749101 | $57.7M | 625,000 | 1.2% |
| Eyepoint Inc(EYPT) | COM NEW | 30233G209 | $40.5M | 3,142,437 | 0.8% |
| Lexeo Therapeutics Inc(LXEO) | COM | 52886X107 | $35.5M | 6,184,134 | 0.7% |
| Veradermics Inc(MANE) | COMMON STOCK | 922967104 | $33.2M | 525,000 | 0.7% |
| VOR Biopharma Inc(VOR) | COM NEW | 929033207 | $31.2M | 1,750,000 | 0.6% |
| Urogen Pharma LTD(URGN) | COM | M96088105 | $30.6M | 1,703,949 | 0.6% |
| Structure Therapeutics Inc(GPCR) | SPONSORED ADS | 86366E106 | $26.3M | 545,287 | 0.5% |
| Inventiva SA(IVA) | ADS | 46124U107 | $22.2M | 4,000,000 | 0.5% |
| Oric Pharmaceuticals Inc(ORIC) | COM | 68622P109 | $21.6M | 1,701,217 | 0.4% |
| Assembly Biosciences Inc(ASMB) | COM NEW | 045396207 | $18.5M | 665,251 | 0.4% |
| Bridgebio Oncology Therapeut(BBOT) | COM NEW | 107924102 | $7.8M | 868,213 | 0.2% |
| Kalaris Therapeutics Inc(KLRS) | COM | 482929106 | $4.0M | 700,000 | 0.1% |