Q1 2026 Holdings
Filed 2026-05-15 | 90 holdings | $3.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $231.0M | 2,375,000 | 6.5% |
| BioMarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $202.0M | 3,575,000 | 5.6% |
| Abivax SA(ABVX) | SPONSORED ADS | 00370M103 | $167.0M | 1,500,000 | 4.7% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $164.7M | 1,250,000 | 4.6% |
| Arrowhead Pharmaceuticals Inc(ARWR) | COM | 04280A100 | $142.6M | 2,275,000 | 4.0% |
| Enliven Therapeutics Inc(ELVN) | COM | 29337E102 | $127.4M | 3,250,000 | 3.6% |
| Repligen Corp(RGEN) | COM | 759916109 | $109.0M | 925,000 | 3.0% |
| Bicara Therapeutics Inc(BCAX) | COM | 055477103 | $107.9M | 5,425,000 | 3.0% |
| Nurix Therapeutics Inc(NRIX) | COM | 67080M103 | $100.8M | 6,500,000 | 2.8% |
| Apogee Therapeutics Inc(APGE) | COM | 03770N101 | $92.6M | 1,100,000 | 2.6% |
| Ascendis Pharma A/S(ASND) | SPONSORED ADR | 04351P101 | $85.8M | 375,000 | 2.4% |
| Immunocore Holdings PLC(IMCR) | ADS | 45258D105 | $83.4M | 2,766,868 | 2.3% |
| Taysha Gene Therapies Inc(TSHA) | COM SHS | 877619106 | $80.5M | 18,000,000 | 2.2% |
| Dyne Therapeutics Inc(DYN) | COM | 26818M108 | $72.5M | 4,000,000 | 2.0% |
| Sanofi SA(SNY) | SPONSORED ADR | 80105N105 | $67.5M | 1,400,000 | 1.9% |
| BioCryst Pharmaceuticals Inc(BCRX) | COM | 09058V103 | $66.9M | 7,025,000 | 1.9% |
| Scholar Rock Holding Corp(SRRK) | COM | 80706P103 | $65.1M | 1,324,422 | 1.8% |
| Immatics NV(IMTX) | SHS | N44445109 | $60.8M | 6,175,000 | 1.7% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $60.7M | 1,000,000 | 1.7% |
| Alcon AG(ALC) | ORD SHS | H01301128 | $60.3M | 800,000 | 1.7% |
| Monte Rosa Therapeutics Inc(GLUE) | COM | 61225M102 | $59.3M | 3,603,465 | 1.7% |
| Vera Therapeutics Inc(VERA) | CL A | 92337R101 | $55.0M | 1,368,159 | 1.5% |
| Terns Pharmaceuticals Inc(TERN) | COM | 880881107 | $52.7M | 1,000,000 | 1.5% |
| Globus Medical Inc(GMED) | CL A | 379577208 | $52.6M | 610,520 | 1.5% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $50.2M | 800,000 | 1.4% |
| Nuvalent Inc(NUVL) | COM | 670703107 | $49.4M | 481,715 | 1.4% |
| Cogent Biosciences Inc(COGT) | COM | 19240Q201 | $47.4M | 1,230,888 | 1.3% |
| Alto Neuroscience Inc(ANRO) | COM SHS | 02157Q109 | $46.4M | 2,064,075 | 1.3% |
| Rapport Therapeutics Inc(RAPP) | COM | 75383L102 | $44.9M | 1,436,229 | 1.3% |
| Disc Medicine Inc(IRON) | COM | 254604101 | $44.8M | 700,000 | 1.3% |
| United Therapeutics Corp(UTHR) | COM | 91307C102 | $44.5M | 75,000 | 1.2% |
| Celldex Therapeutics Inc(CLDX) | COM NEW | 15117B202 | $38.8M | 1,224,165 | 1.1% |
| KalVista Pharmaceuticals Inc(KALV) | COM | 483497103 | $37.2M | 1,850,000 | 1.0% |
| Xenon Pharmaceuticals Inc(XENE) | COM | 98420N105 | $37.2M | 639,900 | 1.0% |
| Solid Biosciences Inc(SLDB) | COM NEW | 83422E204 | $36.0M | 5,000,000 | 1.0% |
| Bright Minds Biosciences Inc(DRUG) | COM NEW | 10919W405 | $35.9M | 492,319 | 1.0% |
| Protagonist Therapeutics Inc(PTGX) | COM | 74366E102 | $34.4M | 326,159 | 1.0% |
| Denali Therapeutics Inc(DNLI) | COM | 24823R105 | $34.0M | 1,773,326 | 1.0% |
| Regeneron Pharmaceuticals Inc(REGN) | COM | 75886F107 | $30.9M | 40,000 | 0.9% |
| Waters Corp(WAT) | COM | 941848103 | $29.8M | 100,000 | 0.8% |
| Viking Therapeutics Inc(VKTX) | COM | 92686J106 | $29.7M | 914,147 | 0.8% |
| Inspire Medical Systems Inc(INSP) | COM | 457730109 | $27.8M | 539,269 | 0.8% |
| Crescent Biopharma Inc(CBIO) | COM | G2545C104 | $27.6M | 1,500,000 | 0.8% |
| Trevi Therapeutics Inc(TRVI) | COM | 89532M101 | $25.8M | 2,166,504 | 0.7% |
| Lexeo Therapeutics Inc(LXEO) | COM | 52886X107 | $25.7M | 4,475,000 | 0.7% |
| Soleno Therapeutics Inc(SLNO) | COM | 834203309 | $24.4M | 730,000 | 0.7% |
| Beta Bionics Inc(BBNX) | COM | 08659B102 | $22.2M | 2,211,518 | 0.6% |
| Nektar Therapeutics(NKTR) | COM NEW | 640268306 | $20.5M | 285,000 | 0.6% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $19.8M | 300,000 | 0.6% |
| AstraZeneca PLC(AZN) | ORD | G0593M107 | $19.7M | 100,000 | 0.6% |