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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | REVOLUTION MEDICINES INC | $194.5M | 2000000 | 9.71% |
| 2 | ERASCA INC | $180.4M | 11150000 | 9.01% |
| 3 | IDEAYA BIOSCIENCES INC | $115.0M | 3450000 | 5.74% |
| 4 | PRAXIS PRECISION MEDICINES I | $91.8M | 285000 | 4.58% |
| 5 | CENTESSA PHARMACEUTICALS PLC | $84.4M | 2125000 | 4.21% |
| 6 | TERNS PHARMACEUTICALS INC | $79.1M | 1500000 | 3.95% |
| 7 | ABIVAX SA | $75.2M | 675000 | 3.75% |
| 8 | TANGO THERAPEUTICS INC | $62.8M | 3000000 | 3.13% |
| 9 | CYTOKINETICS INC | $57.7M | 875000 | 2.88% |
| 10 | OLEMA PHARMACEUTICALS INC | $47.8M | 3208875 | 2.39% |
| 11 | UNITED THERAPEUTICS CORP DEL | $47.4M | 80000 | 2.37% |
| 12 | IMMUNOCORE HLDGS PLC | $45.2M | 1500000 | 2.26% |
| 13 | MADRIGAL PHARMACEUTICALS INC | $44.5M | 85000 | 2.22% |
| 14 | RHYTHM PHARMACEUTICALS INC | $39.1M | 450000 | 1.95% |
| 15 | CG ONCOLOGY INC | $38.9M | 575000 | 1.94% |
| 16 | MAZE THERAPEUTICS INC | $36.9M | 1235000 | 1.84% |
| 17 | BIOGEN INC | $36.7M | 200000 | 1.83% |
| 18 | DISC MEDICINE INC | $35.8M | 560000 | 1.79% |
| 19 | DIANTHUS THERAPEUTICS INC | $33.6M | 400000 | 1.68% |
| 20 | OCULAR THERAPEUTIX INC | $32.6M | 3850000 | 1.63% |
| 21 | TYRA BIOSCIENCES INC | $32.6M | 850000 | 1.63% |
| 22 | TREVI THERAPEUTICS INC | $28.6M | 2400000 | 1.43% |
| 23 | MOONLAKE IMMUNOTHERAPEUTICS | $28.0M | 1500000 | 1.40% |
| 24 | IMMUNOVANT INC | $26.7M | 1075000 | 1.33% |
| 25 | TERNS PHARMACEUTICALS INCCALL | $26.4M | 500000 | 1.32% |
| 26 | XENON PHARMACEUTICALS INC | $26.2M | 450000 | 1.31% |
| 27 | ARCUS BIOSCIENCES INC | $25.9M | 1200000 | 1.29% |
| 28 | DYNE THERAPEUTICS INC | $25.4M | 1400000 | 1.27% |
| 29 | STRUCTURE THERAPEUTICS INC | $24.1M | 500000 | 1.20% |
| 30 | LB PHARMACEUTICALS INC | $22.6M | 915000 | 1.13% |
| 31 | ENLIVEN THERAPEUTICS INC | $21.2M | 540000 | 1.06% |
| 32 | DESIGN THERAPEUTICS INC | $20.7M | 1950000 | 1.04% |
| 33 | ENLIVEN THERAPEUTICS INCCALL | $19.6M | 500000 | 0.98% |
| 34 | MINERVA NEUROSCIENCES INC | $19.4M | 3215000 | 0.97% |
| 35 | NEWAMSTERDAM PHARMA COMPANY | $19.2M | 600000 | 0.96% |
| 36 | MIRUM PHARMACEUTICALS INC | $18.5M | 200000 | 0.92% |
| 37 | VAXCYTE INC | $17.4M | 300000 | 0.87% |
| 38 | ACADIA PHARMACEUTICALS INC | $16.7M | 750000 | 0.83% |
| 39 | COMPASS THERAPEUTICS INC | $16.7M | 3150000 | 0.83% |
| 40 | AVALO THERAPEUTICS INCCALL | $14.9M | 1000000 | 0.75% |
| 41 | CELLDEX THERAPEUTICS INC NEW | $14.3M | 450000 | 0.71% |
| 42 | JANUX THERAPEUTICS INC | $13.9M | 1000000 | 0.69% |
| 43 | VOR BIOPHARMA INC | $13.4M | 750000 | 0.67% |
| 44 | ALKERMES PLC | $12.4M | 350000 | 0.62% |
| 45 | ORIC PHARMACEUTICALS INC | $12.0M | 950000 | 0.60% |
| 46 | IMMIX BIOPHARMA INC | $11.2M | 1225000 | 0.56% |
| 47 | TENAX THERAPEUTICS INC | $10.0M | 625000 | 0.50% |
| 48 | AMYLYX PHARMACEUTICALS INC | $9.7M | 700000 | 0.49% |
| 49 | CRESCENT BIOPHARMA INC. | $8.9M | 482500 | 0.44% |
| 50 | SOLENO THERAPEUTICS INC | $8.4M | 250000 | 0.42% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.