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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | REVOLUTION MEDICINES INC | $56.5M | 580678 | 12.85% |
| 2 | SPDR S&P BIOTECH ETF | $40.7M | 318505 | 9.25% |
| 3 | STEREOTAXIS INC | $25.2M | 13680554 | 5.73% |
| 4 | DAY ONE BIOPHARMACEUTICALS I | $21.0M | 978463 | 4.77% |
| 5 | ATRICURE INC | $17.0M | 597431 | 3.88% |
| 6 | IDEAYA BIOSCIENCES INC | $15.9M | 476740 | 3.61% |
| 7 | XENON PHARMACEUTICALS INC | $14.6M | 250772 | 3.32% |
| 8 | CYTOKINETICS INC | $14.3M | 217497 | 3.26% |
| 9 | COMPASS PATHWAYS PLC | $13.4M | 2418882 | 3.04% |
| 10 | NEKTAR THERAPEUTICS | $11.9M | 165178 | 2.70% |
| 11 | ISHARES NASDAQ BIOTECH INDX | $10.5M | 62095 | 2.38% |
| 12 | ARCUS BIOSCIENCES INC | $9.6M | 443829 | 2.18% |
| 13 | NEUROCRINE BIOSCIENCES INC | $9.3M | 70615 | 2.12% |
| 14 | LARIMAR THERAPEUTICS INC | $9.1M | 2029164 | 2.08% |
| 15 | BICARA THERAPEUTICS INC | $8.4M | 421733 | 1.91% |
| 16 | AXOGEN INC | $8.3M | 249960 | 1.88% |
| 17 | BIOHAVEN LTD | $7.2M | 845735 | 1.63% |
| 18 | TANDEM DIABETES CARE INC | $6.8M | 355208 | 1.55% |
| 19 | DENALI THERAPEUTICS INC | $6.1M | 318500 | 1.39% |
| 20 | ASCENDIS PHARMA A/S | $5.9M | 4000000 | 1.35% |
| 21 | CENTURY THERAPEUTICS INC | $5.5M | 2434353 | 1.25% |
| 22 | DEXCOM INC | $5.4M | 86279 | 1.23% |
| 23 | KALVISTA PHARMACEUTICALS INC | $5.4M | 267402 | 1.22% |
| 24 | ASCENDIS PHARMA A/S | $5.3M | 23177 | 1.21% |
| 25 | MBX BIOSCIENCES INC | $5.2M | 175465 | 1.19% |
| 26 | INOGEN INC | $5.2M | 845179 | 1.19% |
| 27 | SYNDAX PHARMACEUTICALS INC | $5.1M | 217355 | 1.15% |
| 28 | ALKERMES PLC | $4.9M | 139482 | 1.12% |
| 29 | STOKE THERAPEUTICS INC | $4.3M | 130875 | 0.97% |
| 30 | BIOCRYST PHARMACEUTICALS INC | $4.1M | 430248 | 0.93% |
| 31 | GALAPAGOS NV | $3.9M | 130175 | 0.89% |
| 32 | IMMUNOVANT INC | $3.7M | 150524 | 0.85% |
| 33 | EDGEWISE THERAPEUTICS INC | $3.5M | 112236 | 0.80% |
| 34 | MAPLIGHT THERAPEUTICS INC | $3.5M | 171006 | 0.79% |
| 35 | ALLOGENE THERAPEUTICS INC | $3.3M | 1370118 | 0.76% |
| 36 | PROCEPT BIOROBOTICS CORP | $3.0M | 120000 | 0.68% |
| 37 | ALIGN TECHNOLOGY INC | $2.6M | 15000 | 0.58% |
| 38 | PROQR THERAPEUTICS N V | $2.5M | 1567561 | 0.58% |
| 39 | CYBIN INC | $2.4M | 498361 | 0.54% |
| 40 | RAPPORT THERAPEUTICS INC | $2.3M | 75000 | 0.53% |
| 41 | INSULET CORP | $2.3M | 10870 | 0.52% |
| 42 | STRUCTURE THERAPEUTICS INC | $2.2M | 46500 | 0.51% |
| 43 | IMMATICS NV | $2.2M | 225860 | 0.51% |
| 44 | CELLDEX THERAPEUTICS INC | $2.2M | 68518 | 0.49% |
| 45 | LEXEO THERAPEUTICS INC | $2.2M | 377059 | 0.49% |
| 46 | ALECTOR INC | $2.0M | 908351 | 0.44% |
| 47 | VIKING THERAPEUTICS INC | $1.9M | 59516 | 0.44% |
| 48 | KURA ONCOLOGY INC | $1.9M | 235868 | 0.44% |
| 49 | PROFOUND MEDICAL CORP | $1.7M | 263005 | 0.39% |
| 50 | FULCRUM THERAPEUTICS INC | $1.6M | 205000 | 0.36% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.