
Loading portfolio…

Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MIRUM PHARMACEUTICALS INC | $709.4M | 7679684 | 18.25% |
| 2 | NEWAMSTERDAM PHARMA COMPANY | $542.4M | 16943774 | 13.96% |
| 3 | ERASCA INC | $399.2M | 24675188 | 10.27% |
| 4 | BRIDGEBIO PHARMA INC | $256.1M | 3448139 | 6.59% |
| 5 | ARCUTIS BIOTHERAPEUTICS INC | $232.6M | 9874511 | 5.99% |
| 6 | MBX BIOSCIENCES INC | $198.6M | 6652013 | 5.11% |
| 7 | PHATHOM PHARMACEUTICALS INC | $138.5M | 12466489 | 3.56% |
| 8 | MAZE THERAPEUTICS INC | $136.3M | 4567274 | 3.51% |
| 9 | KRYSTAL BIOTECH INC | $124.3M | 481307 | 3.20% |
| 10 | TREVI THERAPEUTICS INC | $118.6M | 9939547 | 3.05% |
| 11 | PALVELLA THERAPEUTICS INC NE | $110.0M | 882400 | 2.83% |
| 12 | KALVISTA PHARMACEUTICALS INC | $99.9M | 4961108 | 2.57% |
| 13 | DISC MEDICINE INC | $86.6M | 1354852 | 2.23% |
| 14 | CYTOKINETICS INC | $76.4M | 1159879 | 1.97% |
| 15 | REVOLUTION MEDICINES INC | $65.7M | 675686 | 1.69% |
| 16 | DYNE THERAPEUTICS INC | $57.2M | 3153082 | 1.47% |
| 17 | SAVARA INC | $53.1M | 9720852 | 1.37% |
| 18 | TARSUS PHARMACEUTICALS INC | $51.1M | 728644 | 1.32% |
| 19 | VOR BIOPHARMA INC | $45.4M | 2543939 | 1.17% |
| 20 | AGIOS PHARMACEUTICALS INC | $42.5M | 1256080 | 1.09% |
| 21 | BIOCRYST PHARMACEUTICALS INC | $38.2M | 4009240 | 0.98% |
| 22 | ZAI LAB LTD | $35.8M | 1902320 | 0.92% |
| 23 | AURA BIOSCIENCES INC | $34.1M | 5100000 | 0.88% |
| 24 | ACADIA PHARMACEUTICALS INC | $32.0M | 1438198 | 0.82% |
| 25 | ASCENDIS PHARMA A/S | $30.5M | 133333 | 0.78% |
| 26 | LEXEO THERAPEUTICS INC | $25.4M | 4424725 | 0.65% |
| 27 | ALKERMES PLC | $24.8M | 700647 | 0.64% |
| 28 | ACLARIS THERAPEUTICS INC | $18.5M | 4925374 | 0.48% |
| 29 | MONTE ROSA THERAPEUTICS INC | $16.4M | 1000000 | 0.42% |
| 30 | IMMUNOCORE HLDGS PLC | $14.6M | 484782 | 0.38% |
| 31 | MANNKIND CORP | $14.5M | 5900000 | 0.37% |
| 32 | VALNEVA SE | $14.3M | 2291666 | 0.37% |
| 33 | EVOLUS INC | $10.8M | 2630665 | 0.28% |
| 34 | NEWAMSTERDAM PHARMA COMPANY | $10.0M | 500333 | 0.26% |
| 35 | ALLOGENE THERAPEUTICS INC | $9.3M | 3796668 | 0.24% |
| 36 | AUTOLUS THERAPEUTICS LTD | $6.1M | 4447910 | 0.16% |
| 37 | IBIO INC | $3.7M | 1953467 | 0.10% |
| 38 | XILIO THERAPEUTICS INC | $3.6M | 422505 | 0.09% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.