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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | SCHOLAR ROCK HLDG CORP | $50.9M | 1035496 | 9.90% |
| 2 | ABIVAX SA | $34.9M | 313791 | 6.79% |
| 3 | SYNDAX PHARMACEUTICALS INC | $28.4M | 1215743 | 5.52% |
| 4 | REVOLUTION MEDICINES INC | $27.4M | 281632 | 5.33% |
| 5 | IMMUNOVANT INC | $18.5M | 746494 | 3.61% |
| 6 | PRAXIS PRECISION MEDICINES I | $18.1M | 56267 | 3.52% |
| 7 | MBX BIOSCIENCES INC | $14.9M | 499469 | 2.90% |
| 8 | MINERALYS THERAPEUTICS INC | $14.4M | 533378 | 2.81% |
| 9 | ENLIVEN THERAPEUTICS INC | $14.2M | 363438 | 2.77% |
| 10 | CG ONCOLOGY INC | $13.9M | 205622 | 2.71% |
| 11 | BIOHAVEN LTD | $13.5M | 1594491 | 2.62% |
| 12 | ROIVANT SCIENCES LTD | $10.7M | 385800 | 2.08% |
| 13 | EYEPOINT INC | $10.4M | 810764 | 2.03% |
| 14 | ARCUTIS BIOTHERAPEUTICS INC | $9.7M | 413792 | 1.90% |
| 15 | STRUCTURE THERAPEUTICS INC | $9.7M | 200267 | 1.88% |
| 16 | AMYLYX PHARMACEUTICALS INC | $9.3M | 669685 | 1.81% |
| 17 | DYNE THERAPEUTICS INC | $9.2M | 506075 | 1.78% |
| 18 | EDGEWISE THERAPEUTICS INC | $9.2M | 290864 | 1.78% |
| 19 | CYTOKINETICS INC | $8.5M | 129577 | 1.66% |
| 20 | SPYRE THERAPEUTICS INC | $8.5M | 167606 | 1.64% |
| 21 | DENALI THERAPEUTICS INC | $8.2M | 426561 | 1.59% |
| 22 | XENON PHARMACEUTICALS INC | $8.2M | 140755 | 1.59% |
| 23 | CELLDEX THERAPEUTICS INC NEW | $8.1M | 254267 | 1.57% |
| 24 | PROTAGONIST THERAPEUTICS INC | $7.6M | 72577 | 1.49% |
| 25 | TYRA BIOSCIENCES INC | $7.4M | 193177 | 1.44% |
| 26 | DIANTHUS THERAPEUTICS INC | $7.2M | 85502 | 1.40% |
| 27 | CELCUITY INC | $6.9M | 60062 | 1.33% |
| 28 | DEFINIUM THERAPEUTICS INC | $6.2M | 325483 | 1.20% |
| 29 | BIOAGE LABS INC | $5.9M | 338654 | 1.15% |
| 30 | NEWAMSTERDAM PHARMA COMPANY | $5.8M | 180658 | 1.12% |
| 31 | SURROZEN INC | $5.7M | 195981 | 1.11% |
| 32 | ACADIA PHARMACEUTICALS INC | $5.4M | 242566 | 1.05% |
| 33 | ASSEMBLY BIOSCIENCES INC | $5.1M | 185435 | 1.00% |
| 34 | ALUMIS INC | $5.1M | 229566 | 0.98% |
| 35 | NURIX THERAPEUTICS INC | $4.9M | 315226 | 0.95% |
| 36 | ZURA BIO LTD | $4.5M | 753520 | 0.87% |
| 37 | EVOMMUNE INC | $4.4M | 193777 | 0.85% |
| 38 | TANGO THERAPEUTICS INC | $4.2M | 200919 | 0.82% |
| 39 | SENSEI BIOTHERAPEUTICS INC | $4.2M | 132873 | 0.81% |
| 40 | RELMADA THERAPEUTICS INC | $4.2M | 597409 | 0.81% |
| 41 | ERASCA INC | $3.9M | 239861 | 0.75% |
| 42 | JOHNSON & JOHNSON | $3.8M | 15415 | 0.73% |
| 43 | X4 PHARMACEUTICALS INC | $3.5M | 850742 | 0.68% |
| 44 | VAXCYTE INC | $3.4M | 59061 | 0.67% |
| 45 | WHITEHAWK THERAPEUTICS INC | $3.2M | 939369 | 0.63% |
| 46 | HELIX ACQUISITION CORP III | $3.1M | 305028 | 0.60% |
| 47 | TENAX THERAPEUTICS INC | $3.0M | 188700 | 0.59% |
| 48 | ALKERMES PLC | $2.8M | 80492 | 0.55% |
| 49 | PHARVARIS N V | $2.4M | 86637 | 0.48% |
| 50 | INVIVYD INC | $2.4M | 1874546 | 0.47% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.