Q1 2025 Holdings
Filed 2025-05-14 | 19 holdings | $20.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Verona Pharma PLC(VRNA) | SPONSORED ADS | 925050106 | $4.0M | 63,499 | 19.3% |
| Summit Therapeutics Inc(SMMT) | COM | 86627T108 | $2.4M | 124,307 | 11.5% |
| Janux Therapeutics Inc(JANX) | COM | 47103J105 | $2.1M | 78,500 | 10.2% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $1.6M | 2,600 | 7.9% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $1.5M | 13,612 | 7.2% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $1.5M | 19,192 | 7.0% |
| Soleno Therapeutics Inc(SLNO) | COM | 834203309 | $1.4M | 19,858 | 6.8% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $1.2M | 9,853 | 5.9% |
| Akero Therapeutics Inc(AKRO) | COM | 00973Y108 | $806.6K | 19,925 | 3.9% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $678.3K | 1,146 | 3.3% |
| ELI Lilly & Co(LLY) | COM | 532457108 | $673.9K | 816 | 3.2% |
| Protagonist Therapeutics Inc(PTGX) | COM | 74366E102 | $621.9K | 12,859 | 3.0% |
| TG Therapeutics Inc(TGTX) | COM | 88322Q108 | $532.3K | 13,500 | 2.6% |
| Tarsus Pharmaceuticals Inc(TARS) | COM | 87650L103 | $363.5K | 7,076 | 1.7% |
| Ascendis Pharma A/S(ASND) | SPONSORED ADR | 04351P101 | $338.7K | 2,173 | 1.6% |
| Rhythm Pharmaceuticals Inc(RYTM) | COM | 76243J105 | $332.5K | 6,277 | 1.6% |
| Biontech SE(BNTX) | SPONSORED ADS | 09075V102 | $273.2K | 3,000 | 1.3% |
| Springworks Therapeutics Inc | COM | 85205L107 | $260.2K | 5,897 | 1.2% |
| Cogent Biosciences Inc(COGT) | COM | 19240Q201 | $176.7K | 29,491 | 0.8% |