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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DIANTHUS THERAPEUTICS INC | $163.4M | 1946667 | 18.08% |
| 2 | COGENT BIOSCIENCES INC | $90.5M | 2350000 | 10.01% |
| 3 | ABIVAX SA | $75.4M | 677000 | 8.34% |
| 4 | ALUMIS INC | $62.4M | 2830700 | 6.90% |
| 5 | DEFINIUM THERAPEUTICS INC | $46.1M | 2440000 | 5.10% |
| 6 | ARRIVENT BIOPHARMA INC | $45.5M | 1971054 | 5.03% |
| 7 | TAYSHA GENE THERAPIES INC | $39.6M | 8859911 | 4.38% |
| 8 | KYMERA THERAPEUTICS INC | $35.4M | 425000 | 3.92% |
| 9 | MIRUM PHARMACEUTICALS INC | $31.3M | 338900 | 3.46% |
| 10 | BIOAGE LABS INC | $30.6M | 1748000 | 3.38% |
| 11 | CENTESSA PHARMACEUTICALS PLC | $29.8M | 750000 | 3.30% |
| 12 | KALVISTA PHARMACEUTICALS INC | $29.2M | 1450000 | 3.23% |
| 13 | XENON PHARMACEUTICALS INC | $28.5M | 490000 | 3.15% |
| 14 | TERNS PHARMACEUTICALS INC | $27.9M | 530000 | 3.09% |
| 15 | OCULAR THERAPEUTIX INC | $26.8M | 3166600 | 2.97% |
| 16 | PALISADE BIO INC | $18.0M | 10276317 | 1.99% |
| 17 | TREVI THERAPEUTICS INC | $17.7M | 1485000 | 1.96% |
| 18 | DISC MEDICINE INC | $17.3M | 270000 | 1.91% |
| 19 | AKTIS ONCOLOGY INC | $17.2M | 960847 | 1.90% |
| 20 | CONTEXT THERAPEUTICS INC | $13.8M | 5250000 | 1.52% |
| 21 | PRECISION BIOSCIENCES INC | $12.3M | 2236732 | 1.36% |
| 22 | DBV TECHNOLOGIES S A | $12.0M | 574200 | 1.33% |
| 23 | UNICYCIVE THERAPEUTICS INC | $6.6M | 1000000 | 0.73% |
| 24 | BRIDGEBIO ONCOLOGY THERAPEUT | $6.4M | 719000 | 0.71% |
| 25 | LEXEO THERAPEUTICS INC | $6.3M | 1100000 | 0.70% |
| 26 | PHARVARIS N V | $4.7M | 165000 | 0.52% |
| 27 | PERSPECTIVE THERAPEUTICS INC | $3.3M | 791555 | 0.37% |
| 28 | EVOMMUNE INC | $3.3M | 143472 | 0.36% |
| 29 | GOSSAMER BIO INC | $2.5M | 7750000 | 0.28% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.