Q1 2026 Holdings
Filed 2026-05-14 | 102 holdings | $3.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Scholar Rock Holding Corp(SRRK) | COM | 80706P103 | $532.2M | 10,825,013 | 14.8% |
| Kymera Therapeutics Inc(KYMR) | COM | 501575104 | $265.4M | 3,186,830 | 7.4% |
| Erasca Inc(ERAS) | COM | 29479A108 | $181.9M | 11,244,246 | 5.0% |
| Edgewise Therapeutics Inc(EWTX) | COM | 28036F105 | $139.6M | 4,430,263 | 3.9% |
| BeOne Medicines AG(ONC) | SPONSORED ADS | 07725L102 | $138.1M | 465,000 | 3.8% |
| Tango Therapeutics Inc(TNGX) | COM | 87583X109 | $118.3M | 5,657,105 | 3.3% |
| Bicara Therapeutics Inc(BCAX) | COM | 055477103 | $115.4M | 5,802,970 | 3.2% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $108.0M | 1,110,980 | 3.0% |
| Arrowhead Pharmaceuticals Inc(ARWR) | COM | 04280A100 | $101.3M | 1,615,476 | 2.8% |
| Veradermics Inc(MANE) | COMMON STOCK | 922967104 | $95.1M | 1,505,374 | 2.6% |
| Xenon Pharmaceuticals Inc(XENE) | COM | 98420N105 | $76.7M | 1,318,564 | 2.1% |
| Olema Pharmaceuticals Inc(OLMA) | COM | 68062P106 | $70.9M | 4,756,949 | 2.0% |
| Crinetics Pharmaceuticals Inc(CRNX) | COM | 22663K107 | $69.1M | 1,903,636 | 1.9% |
| Lexicon Pharmaceuticals Inc(LXRX) | COM NEW | 528872302 | $69.1M | 44,303,518 | 1.9% |
| Cogent Biosciences Inc(COGT) | COM | 19240Q201 | $65.8M | 1,709,279 | 1.8% |
| Stoke Therapeutics Inc(STOK) | COM | 86150R107 | $65.0M | 1,995,347 | 1.8% |
| Arcus Biosciences Inc(RCUS) | COM | 03969F109 | $65.0M | 3,007,077 | 1.8% |
| Structure Therapeutics Inc(GPCR) | SPONSORED ADS | 86366E106 | $64.0M | 1,328,698 | 1.8% |
| Disc Medicine Inc(IRON) | COM | 254604101 | $63.2M | 988,401 | 1.8% |
| Rhythm Pharmaceuticals Inc(RYTM) | COM | 76243J105 | $63.1M | 725,511 | 1.7% |
| Solid Biosciences Inc(SLDB) | COM NEW | 83422E204 | $55.4M | 7,690,405 | 1.5% |
| Septerna Inc(SEPN) | COM | 81734D104 | $48.1M | 2,000,000 | 1.3% |
| Centessa Pharmaceuticals PLC(CNTA) | SPONSORED ADS | 152309100 | $41.8M | 1,053,464 | 1.2% |
| Spyre Therapeutics Inc(SYRE) | COM NEW | 00773J202 | $41.3M | 818,598 | 1.1% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $40.5M | 613,952 | 1.1% |
| Dyne Therapeutics, Inc(DYN) | COM | 26818M108 | $40.4M | 2,229,125 | 1.1% |
| Taysha Gene Therapies Inc(TSHA) | COM SHS | 877619106 | $39.5M | 8,829,913 | 1.1% |
| Dbv Technologies SA(DBVT) | SPONSORED ADS | 23306J309 | $38.8M | 1,857,362 | 1.1% |
| Oric Pharmaceuticals Inc(ORIC) | COM | 68622P109 | $38.0M | 2,998,192 | 1.1% |
| enGene Holdings Inc(ENGN) | COM | 29286M105 | $35.8M | 5,253,159 | 1.0% |
| Palvella Therapeutics Inc(PVLA) | COM | 697947109 | $32.1M | 257,485 | 0.9% |
| Taboola.com Ltd(TBLA) | ORD SHS | M8744T106 | $30.9M | 9,969,495 | 0.9% |
| Enliven Therapeutics Inc(ELVN) | COM | 29337E102 | $29.3M | 746,226 | 0.8% |
| Denali Therapeutics Inc(DNLI) | COM | 24823R105 | $26.8M | 1,396,513 | 0.7% |
| Remitly Global Inc(RELY) | COM | 75960P104 | $24.2M | 1,543,271 | 0.7% |
| Damora Therapeutics Inc(GLTO) | COM NEW | 36322Q206 | $23.3M | 900,000 | 0.6% |
| Zura Bio Ltd(ZURA) | CLASS A ORD SHS | G9TY5A101 | $22.2M | 3,734,866 | 0.6% |
| Annexon Inc(ANNX) | COM | 03589W102 | $21.9M | 3,958,646 | 0.6% |
| Trevi Therapeutics Inc(TRVI) | COM | 89532M101 | $21.3M | 1,786,867 | 0.6% |
| Rapport Therapeutics Inc(RAPP) | COM | 75383L102 | $20.1M | 641,469 | 0.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $18.9M | 65,703 | 0.5% |
| Fulcrum Therapeutics Inc(FULC) | COM | 359616109 | $18.0M | 2,350,000 | 0.5% |
| Wave Life Sciences Ltd(WVE) | SHS | Y95308105 | $17.8M | 2,450,000 | 0.5% |
| Definium Therapeutics Inc(DFTX) | COM SHS | 24477V105 | $17.4M | 919,493 | 0.5% |
| Amylyx Pharmaceuticals Inc(AMLX) | COM | 03237H101 | $17.1M | 1,230,000 | 0.5% |
| Cullinan Therapeutics Inc(CGEM) | COM | 230031106 | $17.0M | 1,193,410 | 0.5% |
| Neumora Therapeutics Inc(NMRA) | COM | 640979100 | $16.6M | 8,497,822 | 0.5% |
| Uniqure NV(QURE) | SHS | N90064101 | $16.4M | 1,000,000 | 0.5% |
| CytomX Therapeutics Inc(CTMX) | COM | 23284F105 | $16.3M | 3,457,711 | 0.5% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $15.5M | 89,085 | 0.4% |