Q2 2023 Holdings
Filed 2023-08-14 | 55 holdings | $2.2B | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2023-09-06) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Structure Therapeutics Inc(GPCR) | SPONSORED ADS | 86366E106 | $110.0M | 2,646,782 | 5.1% |
| Travere Therapeutics Inc(TVTX) | COM | 89422G107 | $113.2M | 7,370,000 | 5.2% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $116.3M | 2,834,069 | 5.4% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $137.2M | 6,500,000 | 6.3% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $155.0M | 1,250,000 | 7.2% |