Q1 2024 Holdings
Filed 2024-05-15 | 21 holdings | $249.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crinetics Pharmaceuticals in(CRNX) | COM | 22663K107 | $30.9M | 660,143 | 12.4% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $25.8M | 65,597 | 10.4% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $18.5M | 263,701 | 7.4% |
| Kalvista Pharmaceuticals Inc(KALV) | COM | 483497103 | $17.1M | 1,441,952 | 6.9% |
| Merus N V | COM | N5749R100 | $17.0M | 376,629 | 6.8% |
| Disc Medicine Inc(IRON) | COM | 254604101 | $15.9M | 254,803 | 6.4% |
| Ascendis Pharma A/S(ASND) | SPONSORED ADR | 04351P101 | $15.6M | 103,428 | 6.3% |
| Anaptysbio Inc(ANAB) | COM | 032724106 | $13.2M | 586,031 | 5.3% |
| Vaxcyte Inc(PCVX) | COM | 92243G108 | $12.6M | 185,175 | 5.1% |
| Cogent Biosciences Inc(COGT) | COM | 19240Q201 | $10.7M | 1,595,021 | 4.3% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $10.6M | 898,381 | 4.2% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $10.4M | 119,188 | 4.2% |
| Syndax Pharmaceuticals Inc(SNDX) | COM | 87164F105 | $9.5M | 397,997 | 3.8% |
| Abivax SA(ABVX) | SPONSORED ADS | 00370M103 | $8.9M | 622,970 | 3.6% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $8.2M | 944,912 | 3.3% |
| Phathom Pharmaceuticals Inc(PHAT) | COM | 71722W107 | $5.3M | 500,987 | 2.1% |
| Iteos Therapeutics Inc(5E7) | COM | 46565G104 | $5.3M | 387,095 | 2.1% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $4.2M | 71,463 | 1.7% |
| Geron Corp(GERN) | COM | 374163103 | $3.7M | 1,123,995 | 1.5% |
| Morphic Hldg Inc | COM | 61775R105 | $3.0M | 85,632 | 1.2% |
| Cabaletta BIO Inc(CABA) | COM | 12674W109 | $3.0M | 173,173 | 1.2% |