| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | Revolution Medicines Inc COM | $231.0M | 2.38M | 6.5% | ADDED | +2.08M |
| 2 | BioMarin Pharmaceutical Inc COM | $202.0M | 3.58M | 5.6% | ADDED | +575.0K |
| 3 | Abivax SA SPONSORED ADS | $167.0M | 1.50M | 4.7% | REDUCED | -400,000 |
| 4 | Neurocrine Biosciences Inc COM | $164.7M | 1.25M | 4.6% | NEW | — |
| 5 | Arrowhead Pharmaceuticals Inc COM | $142.6M | 2.27M | 4.0% | ADDED | +1.38M |
| 6 | Enliven Therapeutics Inc COM | $127.4M | 3.25M | 3.6% | REDUCED | -580,000 |
| 7 | Repligen Corp COM | $109.0M | 925.0K | 3.0% | ADDED | +842.0K |
| 8 | Bicara Therapeutics Inc COM | $107.9M | 5.42M | 3.0% | ADDED | +1.85M |
| 9 | Nurix Therapeutics Inc COM | $100.8M | 6.50M | 2.8% | ADDED | +1.81M |
| 10 | Apogee Therapeutics Inc COM | $92.6M | 1.10M | 2.6% | ADDED | +550.0K |
| 11 | Ascendis Pharma A/S SPONSORED ADR | $85.8M | 375.0K | 2.4% | ADDED | +200.0K |
| 12 | Immunocore Holdings PLC ADS | $83.4M | 2.77M | 2.3% | ADDED | +2.18M |
| 13 | Taysha Gene Therapies Inc COM SHS | $80.5M | 18.00M | 2.2% | ADDED | +4.25M |
| 14 | Dyne Therapeutics Inc COM | $72.5M | 4.00M | 2.0% | ADDED | +3.88M |
| 15 | Sanofi SA SPONSORED ADR | $67.5M | 1.40M | 1.9% | NEW | — |
| 16 | BioCryst Pharmaceuticals Inc COM | $66.9M | 7.03M | 1.9% | ADDED | +4.78M |
| 17 | Scholar Rock Holding Corp COM | $65.1M | 1.32M | 1.8% | ADDED | +624.4K |
| 18 | Immatics NV SHS | $60.8M | 6.17M | 1.7% | ADDED | +50.0K |
| 19 | Bristol-Myers Squibb Co COM | $60.6M | 1.00M | 1.7% | ADDED | +750.0K |
| 20 | Alcon AG ORD SHS | $60.3M | 800.0K | 1.7% | REDUCED | -305,000 |
| 21 | Monte Rosa Therapeutics Inc COM | $59.3M | 3.60M | 1.7% | ADDED | +2.83M |
| 22 | Vera Therapeutics Inc CL A | $55.0M | 1.37M | 1.5% | ADDED | +818.2K |
| 23 | Terns Pharmaceuticals Inc COM | $52.7M | 1.00M | 1.5% | REDUCED | -3,500,000 |
| 24 | Globus Medical Inc CL A | $52.6M | 610.5K | 1.5% | REDUCED | -664,480 |
| 25 | Boston Scientific Corp COM | $50.2M | 800.0K | 1.4% | 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 15, 2026