Q2 2026 Holdings
Filed 2026-08-14 | 28 holdings | $5.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $1.2B | 6,361,323 | 22.3% |
| Nuvalent Inc(NUVL) | COM | 670703107 | $731.7M | 5,924,433 | 13.7% |
| Edgewise Therapeutics Inc(EWTX) | COM | 28036F105 | $415.1M | 10,215,455 | 7.8% |
| Genmab A/S(GMAB) | SPONSORED ADS | 372303206 | $360.8M | 13,133,131 | 6.8% |
| Spyre Therapeutics Inc(SYRE) | COM NEW | 00773J202 | $341.0M | 3,840,778 | 6.4% |
| Apogee Therapeutics Inc(APGE) | COM | 03770N101 | $209.2M | 1,576,385 | 3.9% |
| Oruka Therapeutics Inc(ORKA) | COM | 687604108 | $204.1M | 2,144,526 | 3.8% |
| Tango Therapeutics Inc(TNGX) | COM | 87583X109 | $198.7M | 6,357,523 | 3.7% |
| Belite BIO Inc(BLTE) | SPONSORED ADS | 07782B104 | $189.8M | 1,232,877 | 3.6% |
| Erasca Inc(ERAS) | COM | 29479A108 | $175.0M | 9,550,000 | 3.3% |
| Tarsus Pharmaceuticals Inc(TARS) | COM | 87650L103 | $174.7M | 2,775,649 | 3.3% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $144.5M | 480,000 | 2.7% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $141.4M | 1,325,977 | 2.6% |
| MBX Biosciences Inc(MBX) | COM | 55287L101 | $138.4M | 2,508,015 | 2.6% |
| Vaxcyte Inc(PCVX) | COM | 92243G108 | $123.7M | 2,127,852 | 2.3% |
| Viridian Therapeutics Inc(VRDN) | COM | 92790C104 | $123.5M | 6,723,788 | 2.3% |
| Olema Pharmaceuticals Inc(OLMA) | COM | 68062P106 | $108.5M | 8,670,576 | 2.0% |
| Jade Biosciences Inc(JBIO) | COM NEW | 008064206 | $63.5M | 2,857,405 | 1.2% |
| Tyra Biosciences Inc(TYRA) | COM | 90240B106 | $58.4M | 1,828,607 | 1.1% |
| Assembly Biosciences Inc(ASMB) | COM NEW | 045396207 | $42.7M | 1,553,748 | 0.8% |
| Eyepoint Inc(EYPT) | COM NEW | 30233G209 | $41.3M | 2,890,397 | 0.8% |
| Achieve Life Science Inc(ACHV) | COM | 004468500 | $32.3M | 4,951,856 | 0.6% |
| VOR Biopharma Inc(VOR) | COM NEW | 929033207 | $32.2M | 1,750,000 | 0.6% |
| Maplight Therapeutics Inc(MPLT) | COM | 56565P103 | $24.6M | 685,852 | 0.5% |
| Kardigan Inc(KARD) | COM | 485925101 | $21.5M | 900,000 | 0.4% |
| Lexeo Therapeutics Inc(LXEO) | COM | 52886X107 | $19.4M | 4,175,382 | 0.4% |
| Editas Medicine Inc(EDIT) | COM | 28106W103 | $18.1M | 5,586,625 | 0.3% |
| Inventiva SA(IVA) | ADS | 46124U107 | $15.1M | 4,000,000 | 0.3% |