Q3 2025 Holdings
Filed 2025-11-14 | 5 holdings | $3.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $2.9B | 20,457,445 | 80.5% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $317.6M | 748,550 | 8.8% |
| Abivax SA(ABVX) | SPONSORED ADS | 00370M103 | $263.7M | 3,164,501 | 7.3% |
| Cidara Therapeutics Inc(CDTX) | COM NEW | 171757206 | $95.0M | 997,196 | 2.6% |
| Uniqure NV(QURE) | SHS | N90064101 | $23.8M | 400,000 | 0.7% |