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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | PFIZER INC | $44.8M | 1593942 | 12.28% |
| 2 | REGENERON PHARMACEUTICALS | $34.6M | 44800 | 9.50% |
| 3 | INSMED INC | $29.9M | 182562 | 8.19% |
| 4 | IONIS PHARMACEUTICALS INC | $29.1M | 386903 | 7.97% |
| 5 | NATERA INC | $28.8M | 143966 | 7.90% |
| 6 | BIONTECH SE | $27.1M | 305055 | 7.44% |
| 7 | ARGENX SE | $25.6M | 35045 | 7.02% |
| 8 | ELI LILLY & CO | $25.1M | 27279 | 6.88% |
| 9 | ROYALTY PHARMA PLC | $24.9M | 520009 | 6.84% |
| 10 | ROIVANT SCIENCES LTD | $24.2M | 873398 | 6.64% |
| 11 | LEGEND BIOTECH CORP | $23.8M | 1314748 | 6.52% |
| 12 | MINERALYS THERAPEUTICS INC | $12.1M | 447153 | 3.32% |
| 13 | ABIVAX SA | $8.7M | 78125 | 2.39% |
| 14 | GENERATE BIOMEDICINES INC | $7.4M | 591800 | 2.03% |
| 15 | PROCEPT BIOROBOTICS CORP | $6.5M | 261200 | 1.79% |
| 16 | STRUCTURE THERAPEUTICS INC | $6.1M | 126461 | 1.67% |
| 17 | VIRIDIAN THERAPEUTICS INC | $5.9M | 302457 | 1.62% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.