| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | INSMED INC COM PAR $.01 | $2.6B | 16.81M | 68.3% | REDUCED | -4,128,093 |
| 2 | BELITE BIO INC SPONSORED ADS | $456.1M | 3.06M | 12.1% | ADDED | +29.7K |
| 3 | ABIVAX SA SPONSORED ADS | $352.1M | 3.47M | 9.3% | ADDED | +290.2K |
| 4 | REVOLUTION MEDICINES INC COM | $205.0M | 2.21M | 5.4% | NEW | — |
| 5 | ROIVANT SCIENCES LTD SHS | $179.5M | 6.80M | 4.8% | NEW | — |
| 6 | DIANTHUS THERAPEUTICS INC COM | $1.5M | 17.4K | 0.0% | NEW | — |
| 7 | WAVE LIFE SCIENCES LTD SHS | $0 | 0 | 0.0% | EXITED | -7,298,421 |
| 8 | CAPRICOR THERAPEUTICS INC COM NEW | $0 | 0 | 0.0% | EXITED | -800,000 |
| 9 | CIDARA THERAPEUTICS INC COM NEW | $0 | 0 | 0.0% | EXITED | -997,196 |
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