| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | KYMERA THERAPEUTICS INC COM | $458.3M | 5.50M | 14.6% | —HELD | 0 |
| 2 | MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD | $298.3M | 16.00M | 9.5% | REDUCED | -3,750,000 |
| 3 | REVOLUTION MEDICINES INC COM | $277.8M | 2.86M | 8.9% | REDUCED | -500,000 |
| 4 | NEKTAR THERAPEUTICS COM NEW | $184.2M | 2.56M | 5.9% | ADDED | +1.00M |
| 5 | STRUCTURE THERAPEUTICS INC SPONSORED ADS | $166.7M | 3.46M | 5.3% | REDUCED | -19,664 |
| 6 | MIRUM PHARMACEUTICALS INC COM | $146.4M | 1.58M | 4.7% | ADDED | +89.4K |
| 7 | GH RESEARCH PLC ORDINARY SHARES | $121.6M | 8.65M | 3.9% | REDUCED | -177,554 |
| 8 | PALVELLA THERAPEUTICS INC NE COM | $119.8M | 961.0K | 3.8% | ADDED | +82.0K |
| 9 | ZYMEWORKS INC COM | $93.5M | 3.73M | 3.0% | REDUCED | -204,499 |
| 10 | XENCOR INC COM | $86.0M | 7.13M | 2.7% | —HELD | 0 |
| 11 | STOKE THERAPEUTICS INC COM | $82.9M | 2.55M | 2.6% | ADDED | +281.9K |
| 12 | CULLINAN THERAPEUTICS INC COM | $81.7M | 5.75M | 2.6% | —HELD | 0 |
| 13 | DISC MEDICINE INC COM | $81.4M | 1.27M | 2.6% | ADDED | +622.3K |
| 14 | XOMA ROYALTY CORPORATION COM NEW | $81.3M | 2.59M | 2.6% | —HELD | 0 |
| 15 | OLEMA PHARMACEUTICALS INC COM | $79.0M | 5.30M | 2.5% | —HELD | 0 |
| 16 | TYRA BIOSCIENCES INC COM | $75.7M | 1.98M | 2.4% | REDUCED | -151,469 |
| 17 | MONTE ROSA THERAPEUTICS INC COM | $73.4M | 4.46M | 2.3% | ADDED | +625.0K |
| 18 | ALKERMES PLC SHS | $70.7M | 2.00M | 2.3% | NEW | — |
| 19 | KURA ONCOLOGY INC COM | $68.7M | 8.45M | 2.2% | REDUCED | -171,393 |
| 20 | AC IMMUNE SA SHS | $54.5M | 19.82M | 1.7% | —HELD | 0 |
| 21 | CRESCENT BIOPHARMA INC. COM | $50.5M | 2.75M | 1.6% | —HELD | 0 |
| 22 | ANNEXON INC COM | $48.2M | 8.70M | 1.5% | REDUCED | -429,907 |
| 23 | COMPASS THERAPEUTICS INC COM | $41.1M | 7.76M | 1.3% | —HELD | 0 |
| 24 | IMMUNOCORE HLDGS PLC ADS | $39.0M | 1.29M | 1.2% | REDUCED | -194,512 |
| 25 | SEPTERNA INC COM | $32.5M | 1.35M | 1.0% | REDUCED | -367,533 |
Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.
Last filed: May 15, 2026