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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Incyte Corporation | $2.9M | 30744412 | 16.61% |
| 2 | BeOne Medicines Ltd. | $2.6M | 8799053 | 15.00% |
| 3 | Insmed Incorporated | $1.2M | 7421111 | 6.97% |
| 4 | Madrigal Pharmaceuticals, Inc. | $1.1M | 2141701 | 6.44% |
| 5 | ACADIA Pharmaceuticals Inc. | $954K | 42896690 | 5.48% |
| 6 | Revolution Medicines, Inc. | $929K | 9555357 | 5.33% |
| 7 | Celcuity Inc. | $903K | 7915792 | 5.19% |
| 8 | Kodiak Sciences Inc. | $759K | 19919186 | 4.36% |
| 9 | Kymera Therapeutics, Inc. | $721K | 8657242 | 4.14% |
| 10 | Summit Therapeutics Inc. | $689K | 36391063 | 3.96% |
| 11 | Praxis Precision Medicines, Inc. | $564K | 1753198 | 3.24% |
| 12 | Rhythm Pharmaceuticals, Inc. | $487K | 5604483 | 2.80% |
| 13 | Alkermes plc | $354K | 10012267 | 2.03% |
| 14 | GRAIL, Inc. | $208K | 4028614 | 1.19% |
| 15 | Edgewise Therapeutics, Inc. | $207K | 6575940 | 1.19% |
| 16 | Ionis Pharmaceuticals, Inc. | $153K | 2047727 | 0.88% |
| 17 | Kiniksa Pharmaceuticals International, plc | $136K | 2826246 | 0.78% |
| 18 | Immunovant, Inc. | $135K | 5457881 | 0.78% |
| 19 | Roivant Sciences Ltd. | $134K | 4867723 | 0.77% |
| 20 | IDEAYA Biosciences, Inc. | $131K | 3946515 | 0.75% |
| 21 | Arrowhead Pharmaceuticals, Inc. | $124K | 1992783 | 0.71% |
| 22 | Stoke Therapeutics, Inc. | $108K | 3336697 | 0.62% |
| 23 | Immatics N.V. | $107K | 10916693 | 0.61% |
| 24 | AbCellera Biologics Inc. | $105K | 30275938 | 0.60% |
| 25 | Abivax S.A. | $97K | 875796 | 0.56% |
| 26 | Crinetics Pharmaceuticals, Inc. | $85K | 2351465 | 0.49% |
| 27 | Replimune Group, Inc. | $84K | 11045336 | 0.48% |
| 28 | Celcuity Inc. | $74K | 30750000 | 0.42% |
| 29 | Nurix Therapeutics, Inc. | $72K | 4658556 | 0.41% |
| 30 | Monte Rosa Therapeutics, Inc. | $71K | 4345736 | 0.41% |
| 31 | Denali Therapeutics Inc. | $71K | 3731695 | 0.41% |
| 32 | Dianthus Therapeutics, Inc. | $71K | 852164 | 0.41% |
| 33 | Structure Therapeutics Inc. | $69K | 1432529 | 0.40% |
| 34 | Entrada Therapeutics, Inc. | $64K | 5072730 | 0.37% |
| 35 | Bicycle Therapeutics plc | $50K | 10885357 | 0.29% |
| 36 | Spyre Therapeutics, Inc. | $50K | 1000000 | 0.29% |
| 37 | Rapport Therapeutics, Inc. | $48K | 1547090 | 0.28% |
| 38 | Alumis Inc. | $44K | 2012500 | 0.25% |
| 39 | Mirum Pharmaceuticals, Inc. | $41K | 445975 | 0.24% |
| 40 | Viridian Therapeutics, Inc. | $38K | 1971678 | 0.22% |
| 41 | Enliven Therapeutics, Inc. | $35K | 905191 | 0.20% |
| 42 | Prelude Therapeutics Inc. | $34K | 10123824 | 0.20% |
| 43 | DBV Technologies S.A. | $30K | 1461425 | 0.17% |
| 44 | Design Therapeutics, Inc. | $27K | 2585978 | 0.16% |
| 45 | Centessa Pharmaceuticals plc | $26K | 670751 | 0.15% |
| 46 | CytomX Therapeutics, Inc. | $23K | 4975826 | 0.13% |
| 47 | Jade Biosciences, Inc. | $23K | 1641137 | 0.13% |
| 48 | Disc Medicine, Inc. | $22K | 349657 | 0.13% |
| 49 | Immunocore Holdings plc | $22K | 734397 | 0.13% |
| 50 | Celldex Therapeutics, Inc. | $21K | 665370 | 0.12% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.