| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | MADRIGAL PHARMACEUTICALS INC COM | $1.0B | 1.99M | 10.4% | —HELD | 0 |
| 2 | INSMED INC COM PAR $.01 | $791.9M | 4.84M | 7.9% | ADDED | +1 |
| 3 | PROTAGONIST THERAPEUTICS INC COM | $533.2M | 5.06M | 5.3% | —HELD | 0 |
| 4 | PTC THERAPEUTICS INC COM | $527.8M | 7.75M | 5.3% | —HELD | 0 |
| 5 | ARGENX SE SPONSORED ADR | $518.1M | 709.4K | 5.2% | ADDED | +35.9K |
| 6 | CG ONCOLOGY INC COM | $472.7M | 6.98M | 4.7% | ADDED | +4.97M |
| 7 | CELCUITY INC COM | $346.9M | 3.04M | 3.5% | ADDED | +2.49M |
| 8 | TANGO THERAPEUTICS INC COM | $278.2M | 13.30M | 2.8% | ADDED | +11.81M |
| 9 | ERASCA INC COM | $261.4M | 16.16M | 2.6% | ADDED | +16.01M |
| 10 | NATERA INC COM | $250.0M | 1.25M | 2.5% | REDUCED | -250,000 |
| 11 | RADNET INC COM | $239.5M | 4.29M | 2.4% | ADDED | +346.5K |
| 12 | TARSUS PHARMACEUTICALS INC COM | $234.7M | 3.35M | 2.3% | ADDED | +10.7K |
| 13 | APOGEE THERAPEUTICS INC COM | $234.2M | 2.78M | 2.3% | ADDED | +70.0K |
| 14 | SPYRE THERAPEUTICS INC COM NEW | $210.4M | 4.17M | 2.1% | —HELD | 0 |
| 15 | COGENT BIOSCIENCES INC COM | $210.1M | 5.46M | 2.1% | REDUCED | -2,133,566 |
| 16 | IRHYTHM HOLDINGS INC COM | $196.9M | 1.67M | 2.0% | ADDED | +486.5K |
| 17 | STOKE THERAPEUTICS INC COM | $183.1M | 5.62M | 1.8% | ADDED | +76.7K |
| 18 | CYTOKINETICS INC COM NEW | $179.4M | 2.72M | 1.8% | —HELD | 0 |
| 19 | ACADIA PHARMACEUTICALS INC COM | $159.0M | 7.14M | 1.6% | —HELD | 0 |
| 20 | ESTABLISHMENT LABS HLDGS INC COM | $150.8M | 2.66M | 1.5% | ADDED | +66.9K |
| 21 | APELLIS PHARMACEUTICALS INC COM | $148.2M | 3.69M | 1.5% | REDUCED | -3,981,719 |
| 22 | IMMUNOCORE HLDGS PLC ADS | $146.8M | 4.87M | 1.5% | —HELD | 0 |
| 23 | REPLIGEN CORP COM | $142.1M | 1.21M | 1.4% | ADDED | +142.0K |
| 24 | NEUROCRINE BIOSCIENCES INC COM | $139.9M | 1.06M | 1.4% | —HELD | 0 |
| 25 | GUARDANT HEALTH INC COM | $136.8M | 1.48M | 1.4% | —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