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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ARGENX SE | $111.7M | 153000 | 40.10% |
| 2 | RHYTHM PHARMACEUTICALS INC | $106.7M | 1227200 | 38.30% |
| 3 | REVOLUTION MEDICINES INC | $25.5M | 262539 | 9.16% |
| 4 | DISC MEDICINE INC | $18.3M | 286661 | 6.58% |
| 5 | CYTOKINETICS INC | $11.9M | 180000 | 4.26% |
| 6 | SEPTERNA INC | $2.4M | 100300 | 0.86% |
| 7 | CRINETICS PHARMACEUTICALS IN | $1.5M | 40230 | 0.52% |
| 8 | TREVI THERAPEUTICS INC | $597K | 50000 | 0.21% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.