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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Revolution Medicines Inc | $231.0M | 2375000 | 6.46% |
| 2 | BioMarin Pharmaceutical Inc | $202.0M | 3575000 | 5.65% |
| 3 | Abivax SA | $167.0M | 1500000 | 4.67% |
| 4 | Neurocrine Biosciences Inc | $164.7M | 1250000 | 4.60% |
| 5 | Arrowhead Pharmaceuticals Inc | $142.6M | 2275000 | 3.99% |
| 6 | Enliven Therapeutics Inc | $127.4M | 3250000 | 3.56% |
| 7 | Repligen Corp | $109.0M | 925000 | 3.05% |
| 8 | Bicara Therapeutics Inc | $107.9M | 5425000 | 3.02% |
| 9 | Nurix Therapeutics Inc | $100.8M | 6500000 | 2.82% |
| 10 | Apogee Therapeutics Inc | $92.6M | 1100000 | 2.59% |
| 11 | Ascendis Pharma A/S | $85.8M | 375000 | 2.40% |
| 12 | Immunocore Holdings PLC | $83.4M | 2766868 | 2.33% |
| 13 | Taysha Gene Therapies Inc | $80.5M | 18000000 | 2.25% |
| 14 | Dyne Therapeutics Inc | $72.5M | 4000000 | 2.03% |
| 15 | Sanofi SA | $67.5M | 1400000 | 1.89% |
| 16 | BioCryst Pharmaceuticals Inc | $66.9M | 7025000 | 1.87% |
| 17 | Scholar Rock Holding Corp | $65.1M | 1324422 | 1.82% |
| 18 | Immatics NV | $60.8M | 6175000 | 1.70% |
| 19 | Bristol-Myers Squibb Co | $60.6M | 1000000 | 1.70% |
| 20 | Alcon AG | $60.3M | 800000 | 1.69% |
| 21 | Monte Rosa Therapeutics Inc | $59.3M | 3603465 | 1.66% |
| 22 | Vera Therapeutics Inc | $55.0M | 1368159 | 1.54% |
| 23 | Terns Pharmaceuticals Inc | $52.7M | 1000000 | 1.47% |
| 24 | Globus Medical Inc | $52.6M | 610520 | 1.47% |
| 25 | Boston Scientific Corp | $50.2M | 800000 | 1.40% |
| 26 | Nuvalent Inc | $49.4M | 481715 | 1.38% |
| 27 | Cogent Biosciences Inc | $47.4M | 1230888 | 1.32% |
| 28 | Alto Neuroscience Inc | $46.4M | 2064075 | 1.30% |
| 29 | Rapport Therapeutics Inc | $44.9M | 1436229 | 1.26% |
| 30 | Disc Medicine Inc | $44.8M | 700000 | 1.25% |
| 31 | United Therapeutics Corp | $44.5M | 75000 | 1.24% |
| 32 | Celldex Therapeutics Inc | $38.8M | 1224165 | 1.09% |
| 33 | KalVista Pharmaceuticals Inc | $37.2M | 1850000 | 1.04% |
| 34 | Xenon Pharmaceuticals Inc | $37.2M | 639900 | 1.04% |
| 35 | Solid Biosciences Inc | $36.0M | 5000000 | 1.01% |
| 36 | Bright Minds Biosciences Inc | $35.9M | 492319 | 1.00% |
| 37 | Protagonist Therapeutics Inc | $34.4M | 326159 | 0.96% |
| 38 | Denali Therapeutics Inc | $34.0M | 1773326 | 0.95% |
| 39 | Regeneron Pharmaceuticals Inc | $30.9M | 40000 | 0.86% |
| 40 | Waters Corp | $29.8M | 100000 | 0.83% |
| 41 | Viking Therapeutics Inc | $29.7M | 914147 | 0.83% |
| 42 | Inspire Medical Systems Inc | $27.8M | 539269 | 0.78% |
| 43 | Crescent Biopharma Inc | $27.6M | 1500000 | 0.77% |
| 44 | Trevi Therapeutics Inc | $25.8M | 2166504 | 0.72% |
| 45 | Lexeo Therapeutics Inc | $25.7M | 4475000 | 0.72% |
| 46 | Soleno Therapeutics Inc | $24.4M | 730000 | 0.68% |
| 47 | Beta Bionics Inc | $22.2M | 2211518 | 0.62% |
| 48 | Nektar Therapeutics | $20.5M | 285000 | 0.57% |
| 49 | Cytokinetics Inc | $19.8M | 300000 | 0.55% |
| 50 | AstraZeneca PLC | $19.7M | 100000 | 0.55% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.