Q1 2025 Holdings
Filed 2025-05-15 | 69 holdings | $3.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ultragenyx Pharmaceutical in(RARE) | COM | 90400D108 | $48.9M | 1,350,000 | 1.6% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $57.4M | 899,731 | 1.9% |
| Geron Corp(GERN) | COM | 374163103 | $60.7M | 38,176,251 | 2.0% |
| Nurix Therapeutics Inc(NRIX) | COM | 67080M103 | $65.3M | 5,500,000 | 2.1% |
| 89Bio Inc(ETNBGBP) | COM | 282559103 | $67.7M | 9,316,333 | 2.2% |
| Structure Therapeutics Inc(GPCR) | SPONSORED ADS | 86366E106 | $71.0M | 4,100,000 | 2.3% |
| Viridian Therapeutics Inc(VRDN) | COM | 92790C104 | $72.5M | 5,380,449 | 2.3% |
| Tarsus Pharmaceuticals Inc(TARS) | COM | 87650L103 | $76.2M | 1,484,266 | 2.5% |
| Bridgebio Pharma Inc(BBIO) | COM | 10806X102 | $96.8M | 2,800,000 | 3.1% |
| Ocular Therapeutix Inc(OCUL) | COM | 67576A100 | $104.8M | 14,294,420 | 3.4% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $109.4M | 5,000,000 | 3.5% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $123.5M | 3,073,853 | 4.0% |
| Akero Therapeutics Inc(AKRO) | COM | 00973Y108 | $130.0M | 3,210,270 | 4.2% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $137.7M | 4,564,207 | 4.5% |
| Protagonist Therapeutics Inc(PTGX) | COM | 74366E102 | $145.1M | 3,000,000 | 4.7% |
| Immunovant Inc(IMVT) | COM | 45258J102 | $162.4M | 9,500,000 | 5.3% |
| Dynavax Technologies Corp(DVAX) | COM NEW | 268158201 | $230.8M | 17,791,486 | 7.5% |
| Guardant Health Inc(GH) | COM | 40131M109 | $231.9M | 5,443,721 | 7.5% |
| Intra-Cellular Therapies Inc(ITCIEUR) | COM | 46116X101 | $263.8M | 2,000,000 | 8.5% |