Q4 2025 Holdings
Filed 2026-02-17 | 7 holdings | $320.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $119.4M | 142,000 | 37.3% |
| Rhythm Pharmaceuticals Inc(RYTM) | COM | 76243J105 | $106.2M | 992,200 | 33.2% |
| Disc Medicine Inc(IRON) | COM | 254604101 | $36.0M | 452,992 | 11.2% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $29.5M | 370,000 | 9.2% |
| Corcept Therapeutics Inc(CORT) | COM | 218352102 | $14.0M | 401,395 | 4.4% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $10.6M | 166,823 | 3.3% |
| Corcept Therapeutics Inc(CORT)Call | COM | 218352102 | $4.5M | 128,300 | 1.4% |