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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | UNITED THERAPEUTICS CORP DEL | $62.1M | 104726 | 6.94% |
| 2 | ABIVAX SA | $51.9M | 465869 | 5.80% |
| 3 | BRIDGEBIO PHARMA INC | $51.7M | 695718 | 5.77% |
| 4 | XENON PHARMACEUTICALS INC | $45.8M | 786844 | 5.11% |
| 5 | REVOLUTION MEDICINES INC | $45.5M | 468376 | 5.09% |
| 6 | APOGEE THERAPEUTICS INC | $43.2M | 513770 | 4.83% |
| 7 | INSMED INC | $40.6M | 248475 | 4.54% |
| 8 | NUVALENT INC | $37.9M | 370344 | 4.24% |
| 9 | MIRUM PHARMACEUTICALS INC | $37.0M | 400464 | 4.13% |
| 10 | COGENT BIOSCIENCES INC | $36.5M | 947339 | 4.07% |
| 11 | ROIVANT SCIENCES LTD | $33.0M | 1190118 | 3.68% |
| 12 | AXSOME THERAPEUTICS INC. | $31.9M | 188772 | 3.56% |
| 13 | IDEAYA BIOSCIENCES INC | $29.1M | 873838 | 3.25% |
| 14 | ORIC PHARMACEUTICALS INC | $25.6M | 2017284 | 2.86% |
| 15 | ENLIVEN THERAPEUTICS INC | $24.5M | 623839 | 2.73% |
| 16 | CELCUITY INC | $24.0M | 210578 | 2.69% |
| 17 | SCHOLAR ROCK HLDG CORP | $21.9M | 446390 | 2.45% |
| 18 | KYMERA THERAPEUTICS INC | $21.2M | 254672 | 2.37% |
| 19 | CYTOKINETICS INC | $18.7M | 283700 | 2.09% |
| 20 | DIANTHUS THERAPEUTICS INC | $18.5M | 220921 | 2.07% |
| 21 | PALVELLA THERAPEUTICS INC NE | $18.5M | 148093 | 2.06% |
| 22 | NEWAMSTERDAM PHARMA COMPANY | $17.9M | 558336 | 2.00% |
| 23 | VIRIDIAN THERAPEUTICS INC | $17.8M | 911337 | 1.99% |
| 24 | ASCENDIS PHARMA A/S | $17.5M | 76300 | 1.95% |
| 25 | FULCRUM THERAPEUTICS INC | $17.3M | 2256109 | 1.93% |
| 26 | TERNS PHARMACEUTICALS INC | $17.2M | 326694 | 1.92% |
| 27 | VERA THERAPEUTICS INC | $17.0M | 422023 | 1.90% |
| 28 | NATERA INC | $16.2M | 81077 | 1.81% |
| 29 | ERASCA INC | $14.0M | 867639 | 1.57% |
| 30 | PRAXIS PRECISION MEDICINES I | $13.7M | 42441 | 1.53% |
| 31 | OLEMA PHARMACEUTICALS INC | $11.5M | 768662 | 1.28% |
| 32 | UNIQURE NV | $10.1M | 615489 | 1.12% |
| 33 | MOONLAKE IMMUNOTHERAPEUTICS | $5.9M | 315563 | 0.66% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.