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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | INSMED INC | $102.8M | 628712 | 20.59% |
| 2 | ABIVAX SA | $66.9M | 600747 | 13.39% |
| 3 | INSMED INCPUT | $45.7M | 279700 | 9.16% |
| 4 | ELI LILLY & CO | $35.2M | 38220 | 7.04% |
| 5 | TREVI THERAPEUTICS INC | $24.0M | 2013602 | 4.81% |
| 6 | ARGENX SE | $21.7M | 29739 | 4.35% |
| 7 | ASTRAZENECA PLC | $18.8M | 95376 | 3.77% |
| 8 | NEWAMSTERDAM PHARMA COMPANY | $16.1M | 503936 | 3.23% |
| 9 | DIANTHUS THERAPEUTICS INC | $13.7M | 162990 | 2.74% |
| 10 | REVOLUTION MEDICINES INC | $12.2M | 124990 | 2.43% |
| 11 | IONIS PHARMACEUTICALS INC | $10.8M | 144376 | 2.17% |
| 12 | MODERNA INCCALL | $10.2M | 200000 | 2.03% |
| 13 | EYEPOINT INC | $9.9M | 767098 | 1.98% |
| 14 | QUEST DIAGNOSTICS INC | $8.0M | 40817 | 1.60% |
| 15 | ALUMIS INC | $7.2M | 325046 | 1.43% |
| 16 | VIKING THERAPEUTICS INC | $5.9M | 180731 | 1.18% |
| 17 | MERCK & CO INC | $5.6M | 46700 | 1.12% |
| 18 | TERNS PHARMACEUTICALS INC | $5.5M | 104800 | 1.11% |
| 19 | JOHNSON & JOHNSON | $5.5M | 22600 | 1.11% |
| 20 | SIONNA THERAPEUTICS INC | $4.8M | 119741 | 0.96% |
| 21 | SCHOLAR ROCK HLDG CORP | $4.7M | 96285 | 0.95% |
| 22 | RAPPORT THERAPEUTICS INC | $4.3M | 138508 | 0.87% |
| 23 | ASCENDIS PHARMA A/S | $4.1M | 17740 | 0.81% |
| 24 | BELITE BIO INC | $4.0M | 24989 | 0.80% |
| 25 | XENON PHARMACEUTICALS INC | $3.8M | 65000 | 0.76% |
| 26 | MINERALYS THERAPEUTICS INC | $3.7M | 137800 | 0.75% |
| 27 | ROIVANT SCIENCES LTD | $3.6M | 129800 | 0.72% |
| 28 | PALISADE BIO INC | $3.5M | 1992367 | 0.70% |
| 29 | BIOGEN INC | $3.4M | 18437 | 0.68% |
| 30 | PROKIDNEY CORP | $3.2M | 1806939 | 0.65% |
| 31 | ABBVIE INC | $3.2M | 14500 | 0.63% |
| 32 | UNITED THERAPEUTICS CORP DEL | $3.0M | 5000 | 0.59% |
| 33 | BRIGHT MINDS BIOSCIENCES INC | $2.8M | 38407 | 0.56% |
| 34 | PROTAGONIST THERAPEUTICS INC | $2.4M | 22931 | 0.48% |
| 35 | SOLENO THERAPEUTICS INC | $2.3M | 68490 | 0.46% |
| 36 | BRIGHTSPRING HEALTH SVCS INC | $2.3M | 53800 | 0.46% |
| 37 | TRAVERE THERAPEUTICS INC | $2.1M | 70700 | 0.42% |
| 38 | EDGEWISE THERAPEUTICS INC | $2.1M | 65500 | 0.41% |
| 39 | CELCUITY INC | $1.8M | 15576 | 0.36% |
| 40 | BRIDGEBIO PHARMA INC | $1.5M | 20400 | 0.30% |
| 41 | KINIKSA PHARMACEUTICALS INTL | $1.4M | 29200 | 0.28% |
| 42 | CYTOKINETICS INC | $1.1M | 16300 | 0.22% |
| 43 | ENLIVEN THERAPEUTICS INC | $819K | 20900 | 0.16% |
| 44 | PRAXIS PRECISION MEDICINES I | $805K | 2500 | 0.16% |
| 45 | TENAX THERAPEUTICS INC | $673K | 42080 | 0.13% |
| 46 | KODIAK SCIENCES INC | $649K | 17019 | 0.13% |
| 47 | NUVALENT INC | $502K | 4900 | 0.10% |
| 48 | APOGEE THERAPEUTICS INC | $495K | 5886 | 0.10% |
| 49 | AVALO THERAPEUTICS INC | $433K | 28970 | 0.09% |
| 50 | PEPGEN INC | $363K | 205324 | 0.07% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.