| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | Scholar Rock Holding Corp COM | $532.2M | 10.83M | 14.8% | —HELD | 0 |
| 2 | Kymera Therapeutics Inc COM | $265.4M | 3.19M | 7.4% | REDUCED | -100,000 |
| 3 | Erasca Inc COM | $181.9M | 11.24M | 5.0% | ADDED | +2.49M |
| 4 | Edgewise Therapeutics Inc COM | $139.6M | 4.43M | 3.9% | REDUCED | -99,727 |
| 5 | BeOne Medicines AG SPONSORED ADS | $138.1M | 465.0K | 3.8% | REDUCED | -35,000 |
| 6 | Tango Therapeutics Inc COM | $118.3M | 5.66M | 3.3% | REDUCED | -2,508,269 |
| 7 | Bicara Therapeutics Inc COM | $115.4M | 5.80M | 3.2% | ADDED | +586.0K |
| 8 | Revolution Medicines Inc COM | $108.0M | 1.11M | 3.0% | REDUCED | -224,095 |
| 9 | Arrowhead Pharmaceuticals Inc COM | $101.3M | 1.62M | 2.8% | ADDED | +115.0K |
| 10 | Veradermics Inc COMMON STOCK | $95.1M | 1.51M | 2.6% | NEW | — |
| 11 | Xenon Pharmaceuticals Inc COM | $76.7M | 1.32M | 2.1% | ADDED | +505.8K |
| 12 | Olema Pharmaceuticals Inc COM | $70.9M | 4.76M | 2.0% | ADDED | +1.46M |
| 13 | Crinetics Pharmaceuticals Inc COM | $69.1M | 1.90M | 1.9% | ADDED | +396.0K |
| 14 | Lexicon Pharmaceuticals Inc COM NEW | $69.1M | 44.30M | 1.9% | ADDED | +5.38M |
| 15 | Cogent Biosciences Inc COM | $65.8M | 1.71M | 1.8% | ADDED | +80.0K |
| 16 | Stoke Therapeutics Inc COM | $65.0M | 2.00M | 1.8% | REDUCED | -252,000 |
| 17 | Structure Therapeutics Inc SPONSORED ADS | $64.0M | 1.33M | 1.8% | ADDED | +250.0K |
| 18 | Disc Medicine Inc COM | $63.2M | 988.4K | 1.8% | —HELD | 0 |
| 19 | Rhythm Pharmaceuticals Inc COM | $63.1M | 725.5K | 1.7% | ADDED | +225.5K |
| 20 | Solid Biosciences Inc COM NEW | $55.4M | 7.69M | 1.5% | —HELD | 0 |
| 21 | Septerna Inc COM | $48.1M | 2.00M | 1.3% | —HELD | 0 |
| 22 | Centessa Pharmaceuticals PLC SPONSORED ADS | $41.8M | 1.05M | 1.2% | REDUCED | -2,974,053 |
| 23 | Spyre Therapeutics Inc COM NEW | $41.3M | 818.6K | 1.1% | —HELD | 0 |
| 24 | Cytokinetics Inc COM NEW | $40.5M | 614.0K | 1.1% | NEW | — |
| 25 | Dyne Therapeutics, Inc COM | $40.4M | 2.23M | 1.1% | REDUCED | -1,273,816 |
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 14, 2026