Q1 2026 Holdings
Filed 2026-05-13 | 6 holdings | $281.2M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2026-05-19) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Oruka Therapeutics Inc(ORKA)A | COM | 687604108 | $76.8M | 1,565,661 | 27.3% |
| Spyre Therapeutics Inc(SYRE)A | COM | 00773J202 | $73.5M | 1,456,231 | 26.1% |
| Damora Therapeutics Inc(GLTO) | COM | 36322Q206 | $53.0M | 2,045,473 | 18.8% |
| Apogee Therapeutics Inc(APGE) | COM | 03770N101 | $49.1M | 583,591 | 17.5% |
| Jade Biosciences Inc(JBIO) | COM | 008064206 | $22.2M | 1,577,750 | 7.9% |
| Crescent Biopharma Inc | COM | 38000Q201 | $6.6M | 361,250 | 2.4% |