Q4 2024 Holdings
Filed 2025-02-14 | 16 holdings | $196.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $56.9M | 92,500 | 29.0% |
| Rhythm Pharmaceuticals Inc(RYTM) | COM | 76243J105 | $40.8M | 727,982 | 20.7% |
| Phathom Pharmaceuticals Inc(PHAT) | COM | 71722W107 | $18.5M | 2,274,157 | 9.4% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $14.8M | 174,769 | 7.5% |
| Disc Medicine Inc(IRON) | COM | 254604101 | $11.7M | 185,000 | 6.0% |
| Avadel Pharmaceuticals PLC | COM SHS | G29687103 | $10.6M | 1,004,790 | 5.4% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $9.2M | 210,000 | 4.7% |
| Pliant Therapeutics Inc(PLRX) | COM | 729139105 | $7.1M | 535,494 | 3.6% |
| Tscan Therapeutics Inc(TCRX) | COM | 89854M101 | $5.3M | 1,755,987 | 2.7% |
| Cidara Therapeutics Inc(CDTX) | COM NEW | 171757206 | $5.1M | 196,949 | 2.6% |
| Trevi Therapeutics Inc(TRVI) | COM | 89532M101 | $4.5M | 1,084,135 | 2.3% |
| Stoke Therapeutics Inc(STOK) | COM | 86150R107 | $3.4M | 305,387 | 1.7% |
| Soleno Therapeutics Inc(SLNO) | COM | 834203309 | $3.1M | 70,027 | 1.6% |
| Kymera Therapeutics Inc(KYMR) | COM | 501575104 | $3.1M | 77,535 | 1.6% |
| Atyr Pharma Inc(ATYR) | COM NEW | 002120202 | $1.6M | 432,561 | 0.8% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $940.8K | 20,000 | 0.5% |