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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | UNITED THERAPEUTICS CORP | $1.56B | 2630000 | 15.35% |
| 2 | ASCENDIS PHARMA | $1.16B | 5062500 | 11.40% |
| 3 | MADRIGAL PHARMACEUTICALS INC | $951.8M | 1818181 | 9.37% |
| 4 | KRYSTAL BIOTECH INC | $746.3M | 2888888 | 7.35% |
| 5 | ARGENX SE | $730.3M | 1000000 | 7.19% |
| 6 | ARROWHEAD PHARMACEUTICALS INC | $670.9M | 10699999 | 6.60% |
| 7 | KYMERA THERAPEUTICS INC | $622.6M | 7474747 | 6.13% |
| 8 | APELLIS PHARMACEUTICALS INC | $491.7M | 12222222 | 4.84% |
| 9 | CENTESSA PHARMACEUTICALS PLC | $454.0M | 11430455 | 4.47% |
| 10 | CELCUITY INC | $385.2M | 3375000 | 3.79% |
| 11 | XENON PHARMACEUTICALS INC | $336.0M | 5777777 | 3.31% |
| 12 | STRUCTURE THERAPEUTICS INC | $316.0M | 6555555 | 3.11% |
| 13 | TERNS PHARMACEUTICALS INC | $300.2M | 5695000 | 2.96% |
| 14 | VERA THERAPEUTICS INC | $236.9M | 5888888 | 2.33% |
| 15 | REVOLUTION MEDICINES INC | $228.0M | 2344444 | 2.24% |
| 16 | CYTOKINETICS INC | $219.7M | 3333333 | 2.16% |
| 17 | OCULAR THERAPEUTIX INC | $104.3M | 12315000 | 1.03% |
| 18 | DAMORA THERAPEUTICS INC | $98.0M | 3783000 | 0.96% |
| 19 | UNIQURE NV | $97.4M | 5959595 | 0.96% |
| 20 | TAYSHA GENE THERAPIES INC | $97.0M | 21700000 | 0.95% |
| 21 | DEFINIUM THERAPEUTICS INC | $94.5M | 5000000 | 0.93% |
| 22 | SOLENO THERAPEUTICS INC | $77.0M | 2300000 | 0.76% |
| 23 | ALKERMES PLC | $42.4M | 1200000 | 0.42% |
| 24 | SEPTERNA INC | $32.1M | 1337500 | 0.32% |
| 25 | VIRIDIAN THERAPEUTICS INC | $29.3M | 1500000 | 0.29% |
| 26 | GH RESEARCH PLC | $25.3M | 1800000 | 0.25% |
| 27 | AVALO THERAPEUTICS | $21.1M | 1410000 | 0.21% |
| 28 | LEXEO THERAPEUTICS INC | $10.8M | 1875000 | 0.11% |
| 29 | WHITEHAWK THERAPEUTICS INC | $9.8M | 2849402 | 0.10% |
| 30 | MANNKIND CORP | $5.4M | 2200000 | 0.05% |
| 31 | UNITED THERAPEUTICS CORPCALL | $4.6M | 180000 | 0.05% |
| 32 | CELCUITY INCCALL | $3.0M | 200000 | 0.03% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.