Q4 2025 Holdings
Filed 2026-02-17 | 6 holdings | $4.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $3.6B | 20,933,277 | 73.8% |
| Belite BIO Inc(BLTE) | SPONSORED ADS | 07782B104 | $486.9M | 3,027,704 | 9.9% |
| Abivax SA(ABVX) | SPONSORED ADS | 00370M103 | $439.7M | 3,178,501 | 8.9% |
| Cidara Therapeutics Inc(CDTX) | COM NEW | 171757206 | $220.2M | 997,196 | 4.5% |
| Wave Life Sciences LTD(WVE) | SHS | Y95308105 | $125.2M | 7,298,421 | 2.5% |
| Capricor Therapeutics Inc(CAPR) | COM NEW | 14070B309 | $23.2M | 800,000 | 0.5% |