Q2 2026 Holdings
Filed 2026-08-14 | 6 holdings | $389.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Rhythm Pharmaceuticals Inc(RYTM) | COM | 76243J105 | $131.7M | 1,186,000 | 33.8% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $121.8M | 131,283 | 31.3% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $76.9M | 410,353 | 19.7% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $40.5M | 475,000 | 10.4% |
| Disc Medicine Inc(IRON) | COM | 254604101 | $17.6M | 240,125 | 4.5% |
| Trevi Therapeutics Inc(TRVI) | COM | 89532M101 | $1.4M | 75,000 | 0.4% |