Q1 2026 Holdings
Filed 2026-05-15 | 6 holdings | $3.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $2.6B | 16,805,184 | 68.3% |
| Belite BIO Inc(BLTE) | SPONSORED ADS | 07782B104 | $456.1M | 3,057,412 | 12.1% |
| Abivax SA(ABVX) | SPONSORED ADS | 00370M103 | $352.1M | 3,468,657 | 9.3% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $205.0M | 2,211,018 | 5.4% |
| Roivant Sciences LTD(ROIV) | SHS | G76279101 | $179.5M | 6,797,300 | 4.8% |
| Dianthus Therapeutics Inc(DNTH) | COM | 252828108 | $1.5M | 17,357 | 0.0% |