| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | ARCELLX INC COMMON STOCK | $663.0M | 5.77M | 13.5% | ADDED | +50.0K |
| 2 | REVOLUTION MEDICINES INC COM | $647.3M | 6.66M | 13.2% | ADDED | +11.3K |
| 3 | NUVALENT INC COM | $545.5M | 5.32M | 11.1% | ADDED | +55.0K |
| 4 | VAXCYTE INC COM | $278.5M | 4.79M | 5.7% | ADDED | +725.0K |
| 5 | EDGEWISE THERAPEUTICS INC COM | $232.0M | 7.37M | 4.7% | ADDED | +823.8K |
| 6 | GENMAB A/S SPONSORED ADS | $213.8M | 7.97M | 4.4% | ADDED | +928.0K |
| 7 | INSMED INC COM PAR $.01 | $205.1M | 1.25M | 4.2% | NEW | — |
| 8 | TARSUS PHARMACEUTICALS INC COM | $179.7M | 2.56M | 3.7% | —HELD | 0 |
| 9 | BELITE BIO INC SPONSORED ADS | $177.7M | 1.11M | 3.6% | NEW | — |
| 10 | ERASCA INC COM | $168.2M | 10.39M | 3.4% | REDUCED | -3,766,393 |
| 11 | CENTESSA PHARMACEUTICALS PLC SPONSORED ADS | $142.0M | 3.57M | 2.9% | NEW | — |
| 12 | OLEMA PHARMACEUTICALS INC COM | $119.6M | 8.02M | 2.4% | ADDED | +476.4K |
| 13 | TERNS PHARMACEUTICALS INC COM | $116.9M | 2.22M | 2.4% | ADDED | +1.41M |
| 14 | ORUKA THERAPEUTICS INC COM | $113.8M | 2.32M | 2.3% | ADDED | +610.0K |
| 15 | APOGEE THERAPEUTICS INC COM | $113.5M | 1.35M | 2.3% | ADDED | +225.0K |
| 16 | SPYRE THERAPEUTICS INC COM NEW | $98.7M | 1.96M | 2.0% | ADDED | +490.0K |
| 17 | CYTOKINETICS INC COM NEW | $97.6M | 1.48M | 2.0% | NEW | — |
| 18 | ABIVAX SA SPONSORED ADS | $86.0M | 772.5K | 1.8% | REDUCED | -645,000 |
| 19 | TANGO THERAPEUTICS INC COM | $83.9M | 4.01M | 1.7% | NEW | — |
| 20 | MAZE THERAPEUTICS INC COM | $81.9M | 2.74M | 1.7% | NEW | — |
| 21 | TYRA BIOSCIENCES INC COM | $78.7M | 2.05M | 1.6% | NEW | — |
| 22 | VIRIDIAN THERAPEUTICS INC COM | $61.6M | 3.15M | 1.3% | ADDED | +1.71M |
| 23 | SCHOLAR ROCK HLDG CORP COM | $60.3M | 1.23M | 1.2% | REDUCED | -1,836,077 |
| 24 | MIRUM PHARMACEUTICALS INC COM | $57.7M | 625.0K | 1.2% | NEW | — |
| 25 | EYEPOINT INC COM NEW | $40.5M | 3.14M | 0.8% | REDUCED | -549,038 |
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