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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Scholar Rock Holding Corp | $532.2M | 10825013 | 14.95% |
| 2 | Kymera Therapeutics Inc | $265.4M | 3186830 | 7.46% |
| 3 | Erasca Inc | $181.9M | 11244246 | 5.11% |
| 4 | Edgewise Therapeutics Inc | $139.6M | 4430263 | 3.92% |
| 5 | BeOne Medicines AG | $138.1M | 465000 | 3.88% |
| 6 | Tango Therapeutics Inc | $118.3M | 5657105 | 3.32% |
| 7 | Bicara Therapeutics Inc | $115.4M | 5802970 | 3.24% |
| 8 | Revolution Medicines Inc | $108.0M | 1110980 | 3.04% |
| 9 | Arrowhead Pharmaceuticals Inc | $101.3M | 1615476 | 2.85% |
| 10 | Veradermics Inc | $95.1M | 1505374 | 2.67% |
| 11 | Xenon Pharmaceuticals Inc | $76.7M | 1318564 | 2.15% |
| 12 | Olema Pharmaceuticals Inc | $70.9M | 4756949 | 1.99% |
| 13 | Crinetics Pharmaceuticals Inc | $69.1M | 1903636 | 1.94% |
| 14 | Lexicon Pharmaceuticals Inc | $69.1M | 44303518 | 1.94% |
| 15 | Cogent Biosciences Inc | $65.8M | 1709279 | 1.85% |
| 16 | Stoke Therapeutics Inc | $65.0M | 1995347 | 1.83% |
| 17 | Structure Therapeutics Inc | $64.0M | 1328698 | 1.80% |
| 18 | Disc Medicine Inc | $63.2M | 988401 | 1.78% |
| 19 | Rhythm Pharmaceuticals Inc | $63.1M | 725511 | 1.77% |
| 20 | Solid Biosciences Inc | $55.4M | 7690405 | 1.56% |
| 21 | Septerna Inc | $48.1M | 2000000 | 1.35% |
| 22 | Centessa Pharmaceuticals PLC | $41.8M | 1053464 | 1.18% |
| 23 | Spyre Therapeutics Inc | $41.3M | 818598 | 1.16% |
| 24 | Cytokinetics Inc | $40.5M | 613952 | 1.14% |
| 25 | Dyne Therapeutics, Inc | $40.4M | 2229125 | 1.14% |
| 26 | Taysha Gene Therapies Inc | $39.5M | 8829913 | 1.11% |
| 27 | Dbv Technologies SA | $38.8M | 1857362 | 1.09% |
| 28 | enGene Holdings Inc | $35.8M | 5253159 | 1.00% |
| 29 | Palvella Therapeutics Inc | $32.1M | 257485 | 0.90% |
| 30 | Taboola.com Ltd | $30.9M | 9969495 | 0.87% |
| 31 | Arcus Biosciences Inc | $30.1M | 1395000 | 0.85% |
| 32 | Enliven Therapeutics Inc | $29.3M | 746226 | 0.82% |
| 33 | Denali Therapeutics Inc | $26.8M | 1396513 | 0.75% |
| 34 | Oric Pharmaceuticals Inc | $25.2M | 1990617 | 0.71% |
| 35 | Remitly Global Inc | $24.2M | 1543271 | 0.68% |
| 36 | Damora Therapeutics Inc | $23.3M | 900000 | 0.65% |
| 37 | Zura Bio Ltd | $22.2M | 3734866 | 0.62% |
| 38 | Annexon Inc | $21.9M | 3958646 | 0.62% |
| 39 | Trevi Therapeutics Inc | $21.3M | 1786867 | 0.60% |
| 40 | Rapport Therapeutics Inc | $20.1M | 641469 | 0.56% |
| 41 | Alphabet Inc | $18.9M | 65703 | 0.53% |
| 42 | Fulcrum Therapeutics Inc | $18.0M | 2350000 | 0.51% |
| 43 | WAVE Life Sciences Ltd | $17.8M | 2450000 | 0.50% |
| 44 | Definium Therapeutics Inc | $17.4M | 919493 | 0.49% |
| 45 | Amylyx Pharmaceuticals Inc | $17.1M | 1230000 | 0.48% |
| 46 | Cullinan Therapeutics Inc | $17.0M | 1193410 | 0.48% |
| 47 | Neumora Therapeutics Inc | $16.6M | 8497822 | 0.47% |
| 48 | Uniqure NV | $16.4M | 1000000 | 0.46% |
| 49 | CytomX Therapeutics Inc | $16.3M | 3457711 | 0.46% |
| 50 | NVIDIA Corp | $15.5M | 89085 | 0.44% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.