Q1 2026 Holdings
Filed 2026-05-15 | 8 holdings | $278.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $111.7M | 153,000 | 40.1% |
| Rhythm Pharmaceuticals Inc(RYTM) | COM | 76243J105 | $106.7M | 1,227,200 | 38.3% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $25.5M | 262,539 | 9.2% |
| Disc Medicine Inc(IRON) | COM | 254604101 | $18.3M | 286,661 | 6.6% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $11.9M | 180,000 | 4.3% |
| Septerna Inc(SEPN) | COM | 81734D104 | $2.4M | 100,300 | 0.9% |
| Crinetics Pharmaceuticals in(CRNX) | COM | 22663K107 | $1.5M | 40,230 | 0.5% |
| Trevi Therapeutics Inc(TRVI) | COM | 89532M101 | $596.5K | 50,000 | 0.2% |