Q4 2025 Holdings
Filed 2026-02-13 | 33 holdings | $875.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abivax SA(ABVX) | SPONSORED ADS | 00370M103 | $51.4M | 381,233 | 5.9% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $50.8M | 638,385 | 5.8% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $46.0M | 264,293 | 5.3% |
| Bridgebio Pharma Inc(BBIO) | COM | 10806X102 | $45.5M | 595,473 | 5.2% |
| Mirum Pharmaceuticals Inc(MIRM) | COM | 604749101 | $38.0M | 481,564 | 4.3% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $37.8M | 206,921 | 4.3% |
| Nuvalent Inc(NUVL) | COM | 670703107 | $37.1M | 368,697 | 4.2% |
| Xenon Pharmaceuticals Inc(XENE) | COM | 98420N105 | $35.8M | 799,743 | 4.1% |
| Apogee Therapeutics Inc(APGE) | COM | 03770N101 | $35.8M | 474,839 | 4.1% |
| Terns Pharmaceuticals Inc(TERN) | COM | 880881107 | $35.2M | 872,049 | 4.0% |
| Newamsterdam Pharma Company(NAMS) | ORDINARY SHARES | N62509109 | $31.3M | 893,473 | 3.6% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $31.0M | 63,580 | 3.5% |
| Vera Therapeutics Inc(VERA) | CL A | 92337R101 | $30.5M | 601,774 | 3.5% |
| Cogent Biosciences Inc(COGT) | COM | 19240Q201 | $29.3M | 824,283 | 3.3% |
| Ascendis Pharma A/S(ASND) | SPONSORED ADR | 04351P101 | $28.1M | 131,808 | 3.2% |
| Guardant Health Inc(GH) | COM | 40131M109 | $27.7M | 271,685 | 3.2% |
| Roivant Sciences LTD(ROIV) | SHS | G76279101 | $25.8M | 1,186,817 | 2.9% |
| Ideaya Biosciences Inc(IDYA) | COM | 45166A102 | $25.0M | 723,653 | 2.9% |
| Viridian Therapeutics Inc(VRDN) | COM | 92790C104 | $21.5M | 690,528 | 2.5% |
| Fulcrum Therapeutics Inc(FULC) | COM | 359616109 | $21.4M | 1,892,683 | 2.4% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $20.7M | 325,668 | 2.4% |
| Scholar Rock Hldg Corp(SRRK) | COM | 80706P103 | $20.3M | 459,727 | 2.3% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $19.6M | 23,256 | 2.2% |
| Natera Inc(NTRA) | COM | 632307104 | $18.5M | 80,875 | 2.1% |
| Oric Pharmaceuticals Inc(ORIC) | COM | 68622P109 | $16.4M | 2,010,307 | 1.9% |
| Kymera Therapeutics Inc(KYMR) | COM | 501575104 | $16.1M | 206,445 | 1.8% |
| Rhythm Pharmaceuticals Inc(RYTM) | COM | 76243J105 | $15.7M | 146,303 | 1.8% |
| Olema Pharmaceuticals Inc(OLMA) | COM | 68062P106 | $15.4M | 617,714 | 1.8% |
| Arcus Biosciences Inc(RCUS) | COM | 03969F109 | $13.5M | 565,142 | 1.5% |
| Disc Medicine Inc(IRON) | COM | 254604101 | $12.2M | 153,206 | 1.4% |
| Praxis Precision Medicines I(PRAX) | COM NEW | 74006W207 | $10.5M | 35,749 | 1.2% |
| Uniqure NV(QURE) | SHS | N90064101 | $7.7M | 321,655 | 0.9% |
| Moonlake Immunotherapeutics(MLTX) | CLASS A ORD | 61559X104 | $3.5M | 262,643 | 0.4% |