Q4 2024 Holdings
Filed 2025-02-14 | 119 holdings | $2.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apogee Therapeutics Inc(APGE) | COM | 03770N101 | $33.9M | 747,325 | 1.5% |
| Taboola.com Ltd(TBLA) | ORD SHS | M8744T106 | $36.4M | 9,969,495 | 1.6% |
| Madrigal Pharmaceuticals Inc(MDGL) | COM | 558868105 | $38.9M | 125,942 | 1.7% |
| Ascendis Pharma A/S(ASND) | SPONSORED ADR | 04351P101 | $40.9M | 297,321 | 1.8% |
| Wave Life Sciences Ltd(WVE) | SHS | Y95308105 | $46.4M | 3,750,491 | 2.0% |
| Neumora Therapeutics Inc(NMRA) | COM | 640979100 | $46.6M | 4,396,100 | 2.1% |
| SpringWorks Therapeutics Inc | COM | 85205L107 | $49.8M | 1,377,701 | 2.2% |
| Centessa Pharmaceuticals PLC(CNTA) | SPONSORED ADS | 152309100 | $50.3M | 3,004,677 | 2.2% |
| Septerna Inc(SEPN) | COM | 81734D104 | $50.4M | 2,202,514 | 2.2% |
| NewAmsterdam Pharma Company NV(NAMS) | ORDINARY SHARES | N62509109 | $53.9M | 2,095,638 | 2.4% |
| Arrowhead Pharmaceuticals Inc(ARWR) | COM | 04280A100 | $54.6M | 2,901,681 | 2.4% |
| Bicara Therapeutics Inc(BCAX) | COM | 055477103 | $57.0M | 3,272,827 | 2.5% |
| argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $70.8M | 115,045 | 3.1% |
| Crinetics Pharmaceuticals Inc(CRNX) | COM | 22663K107 | $82.3M | 1,609,652 | 3.6% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $89.9M | 2,816,258 | 4.0% |
| Kymera Therapeutics Inc(KYMR) | COM | 501575104 | $119.5M | 2,969,733 | 5.3% |
| Beigene Ltd(ONC) | SPONSORED ADR | 07725L102 | $120.7M | 653,721 | 5.3% |
| Scholar Rock Holding Corp(SRRK) | COM | 80706P103 | $399.8M | 9,250,005 | 17.7% |