Q4 2025 Holdings
Filed 2026-04-01 | 4 holdings | $171.3M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2026-08-21) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cytokinetics, Inc(CYTK) | COM | 23282W605 | $62.3M | 980,392 | 36.4% |
| Zenas Biopharma, Inc.(ZBIO)A | COM | 98937L105 | $45.9M | 1,263,150 | 26.8% |
| Zenas Biopharma, Inc.(BCAX) | COM | 055477103 | $45.9M | 1,263,150 | 26.8% |
| Biohaven LTD(BHVN) | COM | G1110E107 | $33.2M | 2,936,507 | 19.4% |
| Biocryst Pharmaceuticals Inc(BCRX) | COM | 09058V103 | $30.0M | 3,846,154 | 17.5% |