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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DBV Technologies S A | $108.9M | 5213361 | 8.41% |
| 2 | Cullinan Therapeutics, Inc. | $108.7M | 7648268 | 8.39% |
| 3 | Aktis Oncology, Inc. | $86.5M | 4835872 | 6.68% |
| 4 | Liquidia Corporation | $53.0M | 1405158 | 4.10% |
| 5 | Alumis Inc | $52.6M | 2386529 | 4.06% |
| 6 | Edgewise Therapeutics Inc | $52.3M | 1660696 | 4.04% |
| 7 | Revolution Medicines, Inc. | $49.3M | 506776 | 3.81% |
| 8 | Agios Pharmaceuticals Inc | $44.2M | 1306261 | 3.41% |
| 9 | Corcept Therapeutics, Inc. | $39.7M | 985700 | 3.07% |
| 10 | Trevi Therapeutics Inc | $39.4M | 3298430 | 3.04% |
| 11 | Dianthus Therapeutics Inc | $35.6M | 423982 | 2.75% |
| 12 | Xenon Pharmaceuticals Inc | $34.2M | 588706 | 2.64% |
| 13 | MoonLake Immunotherapeutics | $33.8M | 1811082 | 2.61% |
| 14 | Travere Therapeutics Inc | $33.7M | 1133365 | 2.60% |
| 15 | Evommune Inc | $33.5M | 1455863 | 2.58% |
| 16 | Cytokinetics Inc | $33.0M | 500000 | 2.54% |
| 17 | Syndax Pharmaceuticals Inc | $31.3M | 1340733 | 2.42% |
| 18 | Context Therapeutics Inc | $28.0M | 10679391 | 2.16% |
| 19 | Forte Biosciences, Inc. | $25.9M | 1000682 | 2.00% |
| 20 | Palvella Therapeutics Inc | $25.7M | 206404 | 1.99% |
| 21 | Dyne Therapeutics, Inc. | $25.5M | 1408152 | 1.97% |
| 22 | Stoke Therapeutics Inc | $25.0M | 767038 | 1.93% |
| 23 | Corvus Pharmaceuticals Inc | $24.5M | 1674875 | 1.89% |
| 24 | Relay Therapeutics Inc. | $23.5M | 2359586 | 1.81% |
| 25 | Tarsus Pharmaceuticals Inc | $23.1M | 329750 | 1.79% |
| 26 | Oric Pharmaceuticals Inc | $22.9M | 1803945 | 1.77% |
| 27 | Uniqure NV | $22.4M | 1369231 | 1.73% |
| 28 | Monte Rosa Therapeutics Inc | $19.4M | 1176928 | 1.50% |
| 29 | Natera Inc | $18.6M | 93074 | 1.44% |
| 30 | Climb Bio Inc | $17.8M | 2593439 | 1.37% |
| 31 | Arcutis Biotherapeutics Inc | $17.3M | 733966 | 1.34% |
| 32 | Urogen Pharma Ltd | $17.0M | 943803 | 1.31% |
| 33 | Bright Minds Biosciences Inc | $15.5M | 212175 | 1.20% |
| 34 | Zymeworks, Inc. | $14.2M | 565249 | 1.09% |
| 35 | Belite Bio Inc | $14.0M | 88045 | 1.08% |
| 36 | Viridian Therapeutics Inc | $12.7M | 649873 | 0.98% |
| 37 | enGene Holdings, Inc. | $12.6M | 1845373 | 0.97% |
| 38 | Abivax SA | $11.9M | 107268 | 0.92% |
| 39 | Allogene Therapeutics, Inc. | $5.5M | 2242933 | 0.42% |
| 40 | Aclaris Therapeutics Inc | $1.5M | 391918 | 0.11% |
| 41 | Werewolf Therapeutics, Inc. | $1.0M | 1208810 | 0.08% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.