Q2 2026 Holdings
Filed 2026-08-07 | 6 holdings | $451.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Oruka Therapeutics Inc(ORKA) | COM | 687604108 | $149.0M | 1,565,661 | 33.0% |
| Spyre Therapeutics Inc(SYRE) | COM | 00773J202 | $130.0M | 1,464,169 | 28.8% |
| Apogee Therapeutics Inc(APGE) | COM | 03770N101 | $77.9M | 586,691 | 17.2% |
| Damora Therapeutics Inc(GLTO) | COM | 36322Q206 | $53.2M | 2,045,473 | 11.8% |
| Jade Biosciences Inc(JBIO) | COM | 008064206 | $35.1M | 1,577,750 | 7.8% |
| Crescent Biopharma Inc(CBIO) | COM | G2545C104 | $6.5M | 361,250 | 1.4% |