| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | PRAXIS PRECISION MEDICINES I COM NEW | $656.0M | 2.04M | 12.8% | NEW | — |
| 2 | CELCUITY INC COM | $356.9M | 3.13M | 7.0% | NEW | — |
| 3 | ASCENDIS PHARMA A/S SPONSORED ADR | $350.3M | 1.53M | 6.8% | NEW | — |
| 4 | ROIVANT SCIENCES LTD SHS | $229.5M | 8.29M | 4.5% | NEW | — |
| 5 | CENTESSA PHARMACEUTICALS PLC SPONSORED ADS | $208.9M | 5.26M | 4.1% | NEW | — |
| 6 | RHYTHM PHARMACEUTICALS INC COM | $206.4M | 2.37M | 4.0% | NEW | — |
| 7 | SPYRE THERAPEUTICS INC COM NEW | $190.8M | 3.78M | 3.7% | NEW | — |
| 8 | NUVALENT INC COM | $161.9M | 1.58M | 3.2% | NEW | — |
| 9 | EDGEWISE THERAPEUTICS INC COM | $139.4M | 4.42M | 2.7% | NEW | — |
| 10 | PROTAGONIST THERAPEUTICS INC COM | $129.7M | 1.23M | 2.5% | NEW | — |
| 11 | APOGEE THERAPEUTICS INC COM | $129.7M | 1.54M | 2.5% | NEW | — |
| 12 | TRAVERE THERAPEUTICS INC COM | $123.1M | 4.14M | 2.4% | NEW | — |
| 13 | AMYLYX PHARMACEUTICALS INC COM | $115.2M | 8.28M | 2.3% | NEW | — |
| 14 | IMMATICS N.V SHS | $102.2M | 10.38M | 2.0% | NEW | — |
| 15 | RELAY THERAPEUTICS INC COM | $97.0M | 9.75M | 1.9% | NEW | — |
| 16 | INHIBRX BIOSCIENCES INC COM | $97.0M | 1.44M | 1.9% | NEW | — |
| 17 | MEIRAGTX HLDGS PLC COM | $89.3M | 10.33M | 1.7% | NEW | — |
| 18 | ZYMEWORKS INC COM | $87.9M | 3.51M | 1.7% | NEW | — |
| 19 | SOLID BIOSCIENCES INC COM NEW | $85.7M | 11.91M | 1.7% | NEW | — |
| 20 | DYNE THERAPEUTICS INC COM | $84.6M | 4.67M | 1.7% | NEW | — |
| 21 | BIOCRYST PHARMACEUTICALS INC COM | $70.8M | 7.43M | 1.4% | NEW | — |
| 22 | ORUKA THERAPEUTICS INC COM | $68.4M | 1.40M | 1.3% | NEW | — |
| 23 | ARTIVION INC COM | $60.0M | 1.64M | 1.2% | NEW | — |
| 24 | NURIX THERAPEUTICS INC COM | $57.5M | 3.71M | 1.1% | NEW | — |
| 25 | MODERNA INC COM | $50.8M | 1.00M | 1.0% | NEW | — |
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 29, 2026