Q4 2023 Holdings
Filed 2024-02-14 | 23 holdings | $261.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $37.4M | 448,144 | 14.3% |
| Crinetics Pharmaceuticals in(CRNX) | COM | 22663K107 | $28.0M | 787,132 | 10.7% |
| Kalvista Pharmaceuticals Inc(KALV) | COM | 483497103 | $22.1M | 1,807,563 | 8.5% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $19.5M | 51,175 | 7.5% |
| Cymabay Therapeutics Inc(CBAYUSD) | COM | 23257D103 | $17.7M | 750,250 | 6.8% |
| Ascendis Pharma A/S(ASND) | SPONSORED ADR | 04351P101 | $16.6M | 131,759 | 6.4% |
| Amylyx Pharmaceuticals Inc(AMLX) | COM | 03237H101 | $16.2M | 1,099,268 | 6.2% |
| Anaptysbio Inc(ANAB) | COM | 032724106 | $14.2M | 664,276 | 5.4% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $11.5M | 119,188 | 4.4% |
| Syndax Pharmaceuticals Inc(SNDX) | COM | 87164F105 | $11.2M | 518,799 | 4.3% |
| Merus N V | COM | N5749R100 | $10.7M | 389,333 | 4.1% |
| Iteos Therapeutics Inc(5E7) | COM | 46565G104 | $9.1M | 828,232 | 3.5% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $8.6M | 142,927 | 3.3% |
| Biogen Inc(BIIB) | COM | 09062X103 | $8.4M | 32,469 | 3.2% |
| Astria Therapeutics Inc(CATBUSD) | COM | 04635X102 | $7.6M | 990,663 | 2.9% |
| Morphic Hldg Inc | COM | 61775R105 | $6.1M | 212,343 | 2.3% |
| Cogent Biosciences Inc(COGT) | COM | 19240Q201 | $4.4M | 756,681 | 1.7% |
| Disc Medicine Inc(IRON) | COM | 254604101 | $3.7M | 64,784 | 1.4% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $2.8M | 199,973 | 1.1% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $2.0M | 10,327 | 0.8% |
| Phathom Pharmaceuticals Inc(PHAT) | COM | 71722W107 | $1.5M | 160,075 | 0.6% |
| Jasper Therapeutics Inc | COM | 471871103 | $1.1M | 1,386,215 | 0.4% |
| Ambrx Biopharma Inc | COM | 641871108 | $751.6K | 52,781 | 0.3% |