| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | MIRUM PHARMACEUTICALS INC COM | $709.4M | 7.68M | 18.3% | ADDED | +884.6K |
| 2 | NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES | $542.4M | 16.94M | 14.0% | —HELD | 0 |
| 3 | ERASCA INC COM | $399.2M | 24.68M | 10.3% | ADDED | +1.95M |
| 4 | BRIDGEBIO PHARMA INC COM | $256.1M | 3.45M | 6.6% | REDUCED | -97,418 |
| 5 | ARCUTIS BIOTHERAPEUTICS INC COM | $232.6M | 9.87M | 6.0% | —HELD | 0 |
| 6 | MBX BIOSCIENCES INC COM | $198.6M | 6.65M | 5.1% | —HELD | 0 |
| 7 | PHATHOM PHARMACEUTICALS INC COM | $138.5M | 12.47M | 3.6% | —HELD | 0 |
| 8 | MAZE THERAPEUTICS INC COM | $136.3M | 4.57M | 3.5% | —HELD | 0 |
| 9 | KRYSTAL BIOTECH INC COM | $124.3M | 481.3K | 3.2% | REDUCED | -7,153 |
| 10 | TREVI THERAPEUTICS INC COM | $118.6M | 9.94M | 3.1% | REDUCED | -319,862 |
| 11 | PALVELLA THERAPEUTICS INC NE COM | $110.0M | 882.4K | 2.8% | ADDED | +160.0K |
| 12 | KALVISTA PHARMACEUTICALS INC COM | $99.9M | 4.96M | 2.6% | REDUCED | -78,759 |
| 13 | DISC MEDICINE INC COM | $86.6M | 1.35M | 2.2% | ADDED | +94.9K |
| 14 | CYTOKINETICS INC COM NEW | $76.4M | 1.16M | 2.0% | ADDED | +225.2K |
| 15 | REVOLUTION MEDICINES INC COM | $65.7M | 675.7K | 1.7% | REDUCED | -121,769 |
| 16 | DYNE THERAPEUTICS INC COM | $57.2M | 3.15M | 1.5% | —HELD | 0 |
| 17 | SAVARA INC COM | $53.1M | 9.72M | 1.4% | REDUCED | -141,449 |
| 18 | TARSUS PHARMACEUTICALS INC COM | $51.1M | 728.6K | 1.3% | —HELD | 0 |
| 19 | VOR BIOPHARMA INC COM NEW | $45.4M | 2.54M | 1.2% | —HELD | 0 |
| 20 | AGIOS PHARMACEUTICALS INC COM | $42.5M | 1.26M | 1.1% | REDUCED | -23,674 |
| 21 | BIOCRYST PHARMACEUTICALS INC COM | $38.2M | 4.01M | 1.0% | NEW | — |
| 22 | ZAI LAB LTD ADR | $35.8M | 1.90M | 0.9% | —HELD | 0 |
| 23 | AURA BIOSCIENCES INC COM | $34.1M | 5.10M | 0.9% | —HELD | 0 |
| 24 | ACADIA PHARMACEUTICALS INC COM | $32.0M | 1.44M | 0.8% | ADDED | +141.0K |
| 25 | ASCENDIS PHARMA A/S SPONSORED ADR | $30.5M | 133.3K | 0.8% | —HELD | 0 |
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