Q2 2025 Holdings
Filed 2025-08-14 | 8 holdings | $214.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $82.7M | 149,977 | 38.5% |
| Rhythm Pharmaceuticals Inc(RYTM) | COM | 76243J105 | $67.0M | 1,060,000 | 31.2% |
| Corcept Therapeutics Inc(CORT) | COM | 218352102 | $25.2M | 343,917 | 11.8% |
| Disc Medicine Inc(IRON) | COM | 254604101 | $14.0M | 265,000 | 6.5% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $10.3M | 280,000 | 4.8% |
| Septerna Inc(SEPN) | COM | 81734D104 | $6.2M | 586,473 | 2.9% |
| Kymera Therapeutics Inc(KYMR) | COM | 501575104 | $4.7M | 106,991 | 2.2% |
| Protagonist Therapeutics Inc(PTGX) | COM | 74366E102 | $4.5M | 81,311 | 2.1% |