Q2 2025 Holdings
Filed 2025-08-14 | 5 holdings | $2.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $1.9B | 19,344,621 | 80.8% |
| Verona Pharma PLC(VRNA) | SPONSORED ADS | 925050106 | $387.4M | 4,129,618 | 16.3% |
| Cidara Therapeutics Inc(CDTX) | COM NEW | 171757206 | $38.0M | 768,424 | 1.6% |
| Merus N V | COM | N5749R100 | $21.0M | 395,738 | 0.9% |
| Allogene Therapeutics Inc(ALLO) | COM | 019770106 | $12.4M | 10,479,791 | 0.5% |