Q3 2025 Holdings
Filed 2025-11-14 | 10 holdings | $298.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $110.6M | 150,000 | 37.1% |
| Rhythm Pharmaceuticals Inc(RYTM) | COM | 76243J105 | $77.1M | 763,707 | 25.8% |
| Corcept Therapeutics Inc(CORT) | COM | 218352102 | $32.6M | 392,331 | 10.9% |
| Disc Medicine Inc(IRON) | COM | 254604101 | $28.4M | 430,000 | 9.5% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $23.0M | 492,300 | 7.7% |
| Crinetics Pharmaceuticals in(CRNX) | COM | 22663K107 | $10.8M | 260,000 | 3.6% |
| Septerna Inc(SEPN) | COM | 81734D104 | $5.3M | 283,158 | 1.8% |
| Stoke Therapeutics Inc(STOK) | COM | 86150R107 | $5.0M | 212,049 | 1.7% |
| Kymera Therapeutics Inc(KYMR) | COM | 501575104 | $3.5M | 61,750 | 1.2% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $2.1M | 37,587 | 0.7% |