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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | INVESCO DB COMMDY INDX TRCK | $30.6M | 1057238 | 8.45% |
| 2 | ABIVAX SA | $12.6M | 113254 | 3.48% |
| 3 | PRAXIS PRECISION MEDICINES I | $8.5M | 26323 | 2.34% |
| 4 | COGENT BIOSCIENCES INC | $7.6M | 197051 | 2.09% |
| 5 | SPYRE THERAPEUTICS INC | $7.4M | 146264 | 2.04% |
| 6 | VAXCYTE INC | $7.2M | 124647 | 2.00% |
| 7 | REVOLUTION MEDICINES INC | $6.7M | 69309 | 1.86% |
| 8 | TERNS PHARMACEUTICALS INC | $6.0M | 114307 | 1.66% |
| 9 | STRUCTURE THERAPEUTICS INC | $6.0M | 123909 | 1.65% |
| 10 | NUVALENT INC | $5.8M | 56602 | 1.60% |
| 11 | IMMUNOVANT INC | $5.6M | 225139 | 1.54% |
| 12 | SOLENO THERAPEUTICS INC | $5.5M | 165227 | 1.53% |
| 13 | TYRA BIOSCIENCES INC | $5.0M | 131304 | 1.39% |
| 14 | AMYLYX PHARMACEUTICALS INC | $4.9M | 352085 | 1.35% |
| 15 | AMAZON COM INC | $4.7M | 22397 | 1.29% |
| 16 | LB PHARMACEUTICALS INC | $4.3M | 173595 | 1.18% |
| 17 | RELAY THERAPEUTICS INC | $4.2M | 421881 | 1.16% |
| 18 | INSMED INC | $4.0M | 24316 | 1.10% |
| 19 | NVIDIA CORPORATION | $3.9M | 22420 | 1.08% |
| 20 | ORUKA THERAPEUTICS INC | $3.9M | 78911 | 1.07% |
| 21 | CYTOKINETICS INC | $3.9M | 58643 | 1.07% |
| 22 | LIQUIDIA CORPORATION | $3.8M | 99744 | 1.04% |
| 23 | OCULAR THERAPEUTIX INC | $3.7M | 441573 | 1.03% |
| 24 | TARSUS PHARMACEUTICALS INC | $3.7M | 52464 | 1.02% |
| 25 | BRIDGEBIO PHARMA INC | $3.7M | 49560 | 1.02% |
| 26 | MOONLAKE IMMUNOTHERAPEUTICS | $3.6M | 193955 | 1.00% |
| 27 | ARGENX SE | $3.6M | 4918 | 0.99% |
| 28 | PROTAGONIST THERAPEUTICS INC | $3.6M | 33852 | 0.99% |
| 29 | PALISADE BIO INC | $3.5M | 2019326 | 0.98% |
| 30 | DEFINIUM THERAPEUTICS INC | $3.5M | 185856 | 0.97% |
| 31 | NURIX THERAPEUTICS INC | $3.5M | 226546 | 0.97% |
| 32 | AXSOME THERAPEUTICS INC. | $3.5M | 20437 | 0.95% |
| 33 | INVENTIVA SA | $3.4M | 615666 | 0.94% |
| 34 | DYNE THERAPEUTICS INC | $3.3M | 182929 | 0.92% |
| 35 | APOGEE THERAPEUTICS INC | $3.0M | 35761 | 0.83% |
| 36 | GH RESEARCH PLC | $3.0M | 213212 | 0.83% |
| 37 | DIANTHUS THERAPEUTICS INC | $3.0M | 35587 | 0.82% |
| 38 | MAZE THERAPEUTICS INC | $3.0M | 99850 | 0.82% |
| 39 | ERASCA INC | $2.9M | 181069 | 0.81% |
| 40 | EDGEWISE THERAPEUTICS INC | $2.9M | 91931 | 0.80% |
| 41 | ENLIVEN THERAPEUTICS INC | $2.9M | 73102 | 0.79% |
| 42 | XENON PHARMACEUTICALS INC | $2.9M | 49050 | 0.79% |
| 43 | CELLDEX THERAPEUTICS INC NEW | $2.8M | 89397 | 0.78% |
| 44 | VERA THERAPEUTICS INC | $2.8M | 69241 | 0.77% |
| 45 | PHARVARIS N V | $2.8M | 97866 | 0.76% |
| 46 | VIRIDIAN THERAPEUTICS INC | $2.6M | 134229 | 0.73% |
| 47 | ALKERMES PLC | $2.6M | 73189 | 0.71% |
| 48 | ALUMIS INC | $2.5M | 112929 | 0.69% |
| 49 | MICROSOFT CORP | $2.4M | 6457 | 0.66% |
| 50 | EYEPOINT INC | $2.4M | 183037 | 0.65% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.