Q1 2024 Holdings
Filed 2024-05-15 | 66 holdings | $3.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| 4D Molecular Therapeutics in(FDMT) | COM | 35104E100 | $96.7M | 3,034,453 | 2.8% |
| Autolus Therapeutics PLC(AUTL) | SPON ADS | 05280R100 | $97.4M | 15,272,172 | 2.8% |
| Geron Corp(GERN) | COM | 374163103 | $100.7M | 30,505,929 | 2.9% |
| Intra-Cellular Therapies Inc(ITCIEUR) | COM | 46116X101 | $103.8M | 1,500,000 | 3.0% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $104.1M | 1,304,721 | 3.0% |
| Dynavax Technologies Corp(DVAX) | COM NEW | 268158201 | $113.4M | 9,141,660 | 3.2% |
| Ocular Therapeutix Inc(OCUL) | COM | 67576A100 | $115.8M | 12,721,460 | 3.3% |
| Intellia Therapeutics Inc(NTLA) | COM | 45826J105 | $115.8M | 4,210,784 | 3.3% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $118.1M | 300,000 | 3.4% |
| Guardant Health Inc(GH) | COM | 40131M109 | $123.8M | 6,000,000 | 3.5% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $124.4M | 832,310 | 3.6% |
| Dyne Therapeutics Inc(DYN) | COM | 26818M108 | $129.3M | 4,555,383 | 3.7% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $129.8M | 4,783,679 | 3.7% |
| Apogee Therapeutics Inc(APGE) | COM | 03770N101 | $154.4M | 2,323,456 | 4.4% |
| Amgen Inc(AMGN) | COM | 031162100 | $156.4M | 550,000 | 4.5% |
| Springworks Therapeutics Inc | COM | 85205L107 | $171.3M | 3,479,853 | 4.9% |