Q2 2026 Holdings
Filed 2026-08-13 | 119 holdings | $4.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Solid Biosciences Inc(SLDB) | COM NEW | 83422E204 | $76.8M | 7,690,405 | 1.6% |
| Xenon Pharmaceuticals Inc(XENE) | COM | 98420N105 | $79.6M | 1,318,564 | 1.6% |
| Parabilis Medicines Inc(PBLS) | COM | 698955101 | $81.9M | 2,992,259 | 1.7% |
| Spyre Therapeutics Inc(SYRE) | COM NEW | 00773J202 | $86.0M | 968,598 | 1.7% |
| Enliven Therapeutics Inc(ELVN) | COM | 29337E102 | $90.1M | 1,774,411 | 1.8% |
| Lexicon Pharmaceuticals Inc(LXRX) | COM NEW | 528872302 | $106.3M | 44,303,518 | 2.2% |
| Rhythm Pharmaceuticals Inc(RYTM) | COM | 76243J105 | $126.2M | 1,136,275 | 2.6% |
| Edgewise Therapeutics Inc(EWTX) | COM | 28036F105 | $129.4M | 3,184,629 | 2.6% |
| BeOne Medicines AG(ONC) | SPONSORED ADS | 07725L102 | $132.5M | 465,000 | 2.7% |
| Arrowhead Pharmaceuticals Inc(ARWR) | COM | 04280A100 | $139.8M | 1,715,476 | 2.8% |
| Bicara Therapeutics Inc(BCAX) | COM | 055477103 | $166.4M | 5,602,970 | 3.4% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $168.6M | 900,000 | 3.4% |
| Tango Therapeutics Inc(TNGX) | COM | 87583X109 | $193.2M | 6,179,364 | 3.9% |
| Veradermics Inc(MANE) | COMMON STOCK | 922967104 | $203.5M | 1,655,374 | 4.1% |
| Erasca Inc(ERAS) | COM | 29479A108 | $208.8M | 11,397,781 | 4.2% |
| Kymera Therapeutics Inc(KYMR) | COM | 501575104 | $336.7M | 2,935,830 | 6.8% |
| Scholar Rock Holding Corp(SRRK) | COM | 80706P103 | $526.6M | 9,575,013 | 10.7% |