Loading portfolio…
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ARCELLX INC | $663.0M | 5774016 | 13.55% |
| 2 | REVOLUTION MEDICINES INC | $647.3M | 6655703 | 13.23% |
| 3 | NUVALENT INC | $545.5M | 5324433 | 11.15% |
| 4 | VAXCYTE INC | $278.5M | 4793020 | 5.69% |
| 5 | EDGEWISE THERAPEUTICS INC | $232.0M | 7365038 | 4.74% |
| 6 | GENMAB A/S | $213.8M | 7967836 | 4.37% |
| 7 | INSMED INC | $205.1M | 1254488 | 4.19% |
| 8 | TARSUS PHARMACEUTICALS INC | $179.7M | 2562154 | 3.67% |
| 9 | BELITE BIO INC | $177.7M | 1114784 | 3.63% |
| 10 | ERASCA INC | $168.2M | 10392702 | 3.44% |
| 11 | CENTESSA PHARMACEUTICALS PLC | $142.0M | 3574048 | 2.90% |
| 12 | OLEMA PHARMACEUTICALS INC | $119.6M | 8020576 | 2.44% |
| 13 | TERNS PHARMACEUTICALS INC | $116.9M | 2216499 | 2.39% |
| 14 | ORUKA THERAPEUTICS INC | $113.8M | 2320316 | 2.33% |
| 15 | APOGEE THERAPEUTICS INC | $113.5M | 1348243 | 2.32% |
| 16 | SPYRE THERAPEUTICS INC | $98.7M | 1957266 | 2.02% |
| 17 | CYTOKINETICS INC | $97.6M | 1480857 | 1.99% |
| 18 | ABIVAX SA | $86.0M | 772473 | 1.76% |
| 19 | TANGO THERAPEUTICS INC | $83.9M | 4009679 | 1.71% |
| 20 | MAZE THERAPEUTICS INC | $81.9M | 2744399 | 1.67% |
| 21 | TYRA BIOSCIENCES INC | $78.7M | 2054991 | 1.61% |
| 22 | VIRIDIAN THERAPEUTICS INC | $61.6M | 3148893 | 1.26% |
| 23 | SCHOLAR ROCK HLDG CORP | $60.3M | 1226080 | 1.23% |
| 24 | MIRUM PHARMACEUTICALS INC | $57.7M | 625000 | 1.18% |
| 25 | EYEPOINT INC | $40.5M | 3142437 | 0.83% |
| 26 | LEXEO THERAPEUTICS INC | $35.5M | 6184134 | 0.73% |
| 27 | VERADERMICS INC | $33.2M | 525000 | 0.68% |
| 28 | VOR BIOPHARMA INC | $31.2M | 1750000 | 0.64% |
| 29 | UROGEN PHARMA LTD | $30.6M | 1703949 | 0.63% |
| 30 | STRUCTURE THERAPEUTICS INC | $26.3M | 545287 | 0.54% |
| 31 | INVENTIVA SA | $22.2M | 4000000 | 0.45% |
| 32 | ORIC PHARMACEUTICALS INC | $21.6M | 1701217 | 0.44% |
| 33 | ASSEMBLY BIOSCIENCES INC | $18.5M | 665251 | 0.38% |
| 34 | BRIDGEBIO ONCOLOGY THERAPEUT | $7.8M | 868213 | 0.16% |
| 35 | KALARIS THERAPEUTICS INC | $4.0M | 700000 | 0.08% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.