Q1 2025 Holdings
Filed 2025-05-15 | 14 holdings | $182.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $68.1M | 115,000 | 37.3% |
| Rhythm Pharmaceuticals Inc(RYTM) | COM | 76243J105 | $48.1M | 907,240 | 26.4% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $13.9M | 392,011 | 7.6% |
| Soleno Therapeutics Inc(SLNO) | COM | 834203309 | $12.4M | 172,902 | 6.8% |
| Disc Medicine Inc(IRON) | COM | 254604101 | $12.1M | 243,311 | 6.6% |
| Protagonist Therapeutics Inc(PTGX) | COM | 74366E102 | $8.5M | 175,184 | 4.6% |
| Stoke Therapeutics Inc(STOK) | COM | 86150R107 | $4.9M | 730,717 | 2.7% |
| Septerna Inc(SEPN) | COM | 81734D104 | $4.8M | 824,878 | 2.6% |
| Kymera Therapeutics Inc(KYMR) | COM | 501575104 | $3.7M | 136,605 | 2.1% |
| Tscan Therapeutics Inc(TCRX) | COM | 89854M101 | $2.8M | 2,017,650 | 1.5% |
| Cidara Therapeutics Inc(CDTX) | COM NEW | 171757206 | $2.2M | 104,380 | 1.2% |
| Corcept Therapeutics Inc(CORT) | COM | 218352102 | $571.1K | 5,000 | 0.3% |
| Immunocore Hldgs PLC(IMCR) | ADS | 45258D105 | $267.4K | 9,011 | 0.1% |
| Rapt Therapeutics Inc(RAPTEUR) | COM | 75382E109 | $134.0K | 109,830 | 0.1% |