Q2 2026 Holdings
Filed 2026-08-14 | 4 holdings | $241.9M | 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 | $83.5M | 980,392 | 34.5% |
| Zenas Biopharma, Inc.(ZBIO)A | COM | 98937L105 | $60.6M | 2,388,150 | 25.1% |
| Zenas Biopharma, Inc.(BCAX) | COM | 055477103 | $60.6M | 2,388,150 | 25.1% |
| Kailera Therapeutics(KLRA) | COM | 482931102 | $54.1M | 2,455,357 | 22.4% |
| Biohaven LTD(BHVN) | COM | G1110E107 | $43.7M | 2,936,507 | 18.1% |