| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | REVOLUTION MEDICINES INC COM | $194.5M | 2.00M | 9.7% | —HELD | 0 |
| 2 | ERASCA INC COM | $180.4M | 11.15M | 9.0% | REDUCED | -1,850,000 |
| 3 | IDEAYA BIOSCIENCES INC COM | $115.0M | 3.45M | 5.7% | ADDED | +3.00M |
| 4 | PRAXIS PRECISION MEDICINES I COM NEW | $91.8M | 285.0K | 4.6% | REDUCED | -90,000 |
| 5 | CENTESSA PHARMACEUTICALS PLC SPONSORED ADS | $84.4M | 2.13M | 4.2% | ADDED | +1.93M |
| 6 | TERNS PHARMACEUTICALS INC COM | $79.1M | 1.50M | 3.9% | ADDED | +750.0K |
| 7 | ABIVAX SA SPONSORED ADS | $75.2M | 675.0K | 3.8% | ADDED | +275.0K |
| 8 | TANGO THERAPEUTICS INC COM | $62.8M | 3.00M | 3.1% | REDUCED | -1,200,000 |
| 9 | CYTOKINETICS INC COM NEW | $57.7M | 875.0K | 2.9% | ADDED | +575.0K |
| 10 | OLEMA PHARMACEUTICALS INC COM | $47.8M | 3.21M | 2.4% | —HELD | 0 |
| 11 | UNITED THERAPEUTICS CORP DEL COM | $47.4M | 80.0K | 2.4% | NEW | — |
| 12 | IMMUNOCORE HLDGS PLC ADS | $45.2M | 1.50M | 2.3% | ADDED | +650.0K |
| 13 | MADRIGAL PHARMACEUTICALS INC COM | $44.5M | 85.0K | 2.2% | NEW | — |
| 14 | RHYTHM PHARMACEUTICALS INC COM | $39.1M | 450.0K | 2.0% | ADDED | +260.0K |
| 15 | CG ONCOLOGY INC COM | $38.9M | 575.0K | 1.9% | ADDED | +375.0K |
| 16 | MAZE THERAPEUTICS INC COM | $36.9M | 1.24M | 1.8% | ADDED | +285.0K |
| 17 | BIOGEN INC COM | $36.7M | 200.0K | 1.8% | —HELD | 0 |
| 18 | DISC MEDICINE INC COM | $35.8M | 560.0K | 1.8% | ADDED | +50.0K |
| 19 | DIANTHUS THERAPEUTICS INC COM | $33.6M | 400.0K | 1.7% | ADDED | +85.0K |
| 20 | OCULAR THERAPEUTIX INC COM | $32.6M | 3.85M | 1.6% | ADDED | +350.0K |
| 21 | TYRA BIOSCIENCES INC COM | $32.6M | 850.0K | 1.6% | ADDED | +640.0K |
| 22 | TREVI THERAPEUTICS INC COM | $28.6M | 2.40M | 1.4% | ADDED | +850.0K |
| 23 | MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD | $28.0M | 1.50M | 1.4% | REDUCED | -250,000 |
| 24 | IMMUNOVANT INC COM | $26.7M | 1.07M | 1.3% | REDUCED | -300,000 |
| 25 | TERNS PHARMACEUTICALS INC COM | $26.4M | 500.0K | 1.3% | REDUCED | -250,000 |
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