Q1 2026 Holdings
Filed 2026-05-14 | 4 holdings | $172.8M | 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 | $64.6M | 980,392 | 37.4% |
| Zenas Biopharma, Inc.(ZBIO)A | COM | 98937L105 | $46.7M | 2,388,150 | 27.0% |
| Zenas Biopharma, Inc.(BCAX) | COM | 055477103 | $46.7M | 2,388,150 | 27.0% |
| Biocryst Pharmaceuticals Inc(BCRX) | COM | 09058V103 | $36.6M | 3,846,154 | 21.2% |
| Biohaven LTD(BHVN) | COM | G1110E107 | $24.8M | 2,936,507 | 14.4% |