Q2 2026 Holdings
Filed 2026-08-14 | 5 holdings | $3.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $2.0B | 10,629,822 | 54.5% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $673.6M | 6,431,163 | 17.9% |
| Belite BIO Inc(BLTE) | SPONSORED ADS | 07782B104 | $456.6M | 3,077,219 | 12.1% |
| Abivax SA(ABVX) | SPONSORED ADS | 00370M103 | $348.2M | 3,621,583 | 9.3% |
| Roivant Sciences LTD(ROIV) | SHS | G76279101 | $234.3M | 6,747,300 | 6.2% |