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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | INSMED INC | $67.9M | 415269 | 10.39% |
| 2 | ACADIA PHARMACEUTICALS INC | $63.9M | 2872695 | 9.78% |
| 3 | PTC THERAPEUTICS INC | $62.8M | 921607 | 9.60% |
| 4 | BIOMARIN PHARMACEUTICAL INC | $38.7M | 685182 | 5.92% |
| 5 | UNITED THERAPEUTICS CORP | $37.2M | 62809 | 5.70% |
| 6 | ANAPTYSBIO INC | $35.4M | 638161 | 5.41% |
| 7 | MIRUM PHARMACEUTICALS INC | $30.0M | 325175 | 4.59% |
| 8 | DYNE THERAPEUTICS INC | $30.0M | 1652972 | 4.58% |
| 9 | BIOGEN INC | $25.8M | 140719 | 3.95% |
| 10 | DISC MEDICINE INC | $25.7M | 401719 | 3.93% |
| 11 | IOVANCE BIOTHERAPEUTICS INC | $22.3M | 6349563 | 3.41% |
| 12 | SYNDAX PHARMACEUTICALS INC | $20.2M | 864986 | 3.09% |
| 13 | ANNEXON INC | $16.3M | 2948090 | 2.50% |
| 14 | AMICUS THERAPEUTICS INC | $16.1M | 1113045 | 2.46% |
| 15 | NOVOCURE LTD | $14.0M | 1280439 | 2.13% |
| 16 | ULTRAGENYX PHARMACEUTICAL IN | $12.5M | 596495 | 1.91% |
| 17 | PROTHENA CORP PLC | $11.7M | 1208568 | 1.80% |
| 18 | BICARA THERAPEUTICS INC | $10.9M | 550408 | 1.67% |
| 19 | CELLDEX THERAPEUTICS INC | $9.4M | 296408 | 1.44% |
| 20 | CAREDX INC | $9.2M | 531870 | 1.41% |
| 21 | ALKERMES PLC | $8.6M | 242560 | 1.31% |
| 22 | COMPASS THERAPEUTICS INC | $8.0M | 1514504 | 1.23% |
| 23 | AGIOS PHARMACEUTICALS INC | $7.2M | 213601 | 1.11% |
| 24 | ALIGN TECHNOLOGY INC | $7.1M | 41520 | 1.09% |
| 25 | CAPRICOR THERAPEUTICS INC | $7.0M | 229763 | 1.07% |
| 26 | TRAVERE THERAPEUTICS INC | $6.8M | 230453 | 1.05% |
| 27 | TAYSHA GENE THERAPIES INC | $6.2M | 1391382 | 0.95% |
| 28 | ACLARIS THERAPEUTICS INC | $6.0M | 1613430 | 0.93% |
| 29 | DENALI THERAPEUTICS INC | $4.5M | 234582 | 0.69% |
| 30 | XENON PHARMACEUTICALS INC | $3.0M | 51345 | 0.46% |
| 31 | ORUKA THERAPEUTICS INC | $2.9M | 59985 | 0.45% |
| 32 | STOKE THERAPEUTICS INC | $2.8M | 84631 | 0.42% |
| 33 | EDWARDS LIFESCIENCES CORP | $2.7M | 33640 | 0.41% |
| 34 | NEUROCRINE BIOSCIENCES INC | $2.4M | 18117 | 0.37% |
| 35 | NUVATION BIO INC | $2.2M | 508846 | 0.33% |
| 36 | CYTOKINETICS INC | $2.1M | 32195 | 0.32% |
| 37 | EHEALTH INC | $1.9M | 1482797 | 0.29% |
| 38 | CRISPR THERAPEUTICS AG | $1.9M | 39605 | 0.29% |
| 39 | BIONTECH SE-ADR | $1.7M | 19614 | 0.27% |
| 40 | PYXIS ONCOLOGY INC | $1.5M | 1010510 | 0.23% |
| 41 | VERASTEM INC | $1.3M | 246093 | 0.20% |
| 42 | BICYCLE THERAPEUTICS PLC-ADR | $937K | 201890 | 0.14% |
| 43 | MADRIGAL PHARMACEUTICALS INC | $935K | 1787 | 0.14% |
| 44 | HUMANA INC | $691K | 3985 | 0.11% |
| 45 | COMPASS PATHWAYS PLC ADR | $639K | 115616 | 0.10% |
| 46 | XERIS BIOPHARMA HOLDINGS INC | $606K | 104410 | 0.09% |
| 47 | ABEONA THERAPEUTICS INC | $488K | 108865 | 0.07% |
| 48 | INSPIRE MEDICAL SYSTEMS INC | $452K | 8772 | 0.07% |
| 49 | UROGEN PHARMA LTD | $441K | 24500 | 0.07% |
| 50 | PROQR THERAPEUTICS NV | $306K | 188807 | 0.05% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.