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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VERTEX PHARMACEUTICALS INCCALL | $41.6M | 93100 | 7.07% |
| 2 | LIQUIDIA CORPORATIONCALL | $25.0M | 662100 | 4.25% |
| 3 | UNITED THERAPEUTICS CORP DELCALL | $23.8M | 40200 | 4.06% |
| 4 | VIKING THERAPEUTICS INCCALL | $21.4M | 659200 | 3.65% |
| 5 | CAPRICOR THERAPEUTICS INCPUT | $19.0M | 623400 | 3.22% |
| 6 | APOGEE THERAPEUTICS INCCALL | $18.7M | 222500 | 3.19% |
| 7 | BRIDGEBIO PHARMA INC | $18.6M | 250000 | 3.16% |
| 8 | VIKING THERAPEUTICS INC | $17.1M | 525181 | 2.91% |
| 9 | UNITED THERAPEUTICS CORP DEL | $16.2M | 27303 | 2.75% |
| 10 | CYTOKINETICS INCPUT | $13.2M | 200000 | 2.24% |
| 11 | JOHNSON & JOHNSON | $13.1M | 53771 | 2.24% |
| 12 | COGENT BIOSCIENCES INC | $12.4M | 322764 | 2.11% |
| 13 | REVOLUTION MEDICINES INCPUT | $12.2M | 125500 | 2.08% |
| 14 | MERCK & CO INCPUT | $12.0M | 100000 | 2.05% |
| 15 | UNITED THERAPEUTICS CORP DELPUT | $11.9M | 20000 | 2.02% |
| 16 | ABIVAX SAPUT | $11.1M | 100000 | 1.89% |
| 17 | ABIVAX SACALL | $11.1M | 100000 | 1.89% |
| 18 | JAZZ PHARMACEUTICALS PLC | $10.4M | 54755 | 1.76% |
| 19 | CAPRICOR THERAPEUTICS INCCALL | $10.0M | 329300 | 1.70% |
| 20 | INCYTE CORPPUT | $9.9M | 105400 | 1.69% |
| 21 | TERNS PHARMACEUTICALS INC | $9.6M | 181752 | 1.63% |
| 22 | KODIAK SCIENCES INCPUT | $9.4M | 246900 | 1.60% |
| 23 | ROIVANT SCIENCES LTDPUT | $9.3M | 335800 | 1.58% |
| 24 | BIOMARIN PHARMACEUTICAL INC | $8.4M | 148229 | 1.42% |
| 25 | ABIVAX SA | $8.2M | 75944 | 1.40% |
| 26 | MODERNA INCPUT | $8.1M | 159400 | 1.38% |
| 27 | REVOLUTION MEDICINES INC | $7.9M | 80872 | 1.34% |
| 28 | KODIAK SCIENCES INC | $7.4M | 192962 | 1.25% |
| 29 | INCYTE CORP | $7.3M | 78029 | 1.25% |
| 30 | TG THERAPEUTICS INC | $6.9M | 206928 | 1.17% |
| 31 | EDGEWISE THERAPEUTICS INCCALL | $6.7M | 212500 | 1.14% |
| 32 | CORCEPT THERAPEUTICS INCCALL | $6.4M | 158500 | 1.09% |
| 33 | BRIDGEBIO PHARMA INC | $6.3M | 85311 | 1.08% |
| 34 | STRUCTURE THERAPEUTICS INCPUT | $6.1M | 127500 | 1.05% |
| 35 | IMMUNOCORE HLDGS PLC | $5.8M | 193189 | 0.99% |
| 36 | ELI LILLY & CO | $5.5M | 6000 | 0.94% |
| 37 | ABBVIE INC | $5.2M | 24058 | 0.89% |
| 38 | ARCUS BIOSCIENCES INC | $5.1M | 238142 | 0.88% |
| 39 | CRISPR THERAPEUTICS AGCALL | $5.1M | 106300 | 0.86% |
| 40 | UNIQURE NVPUT | $4.9M | 299000 | 0.83% |
| 41 | CORBUS PHARMACEUTICALS HLDGS | $4.1M | 439957 | 0.70% |
| 42 | UNIQURE NVCALL | $4.1M | 250000 | 0.70% |
| 43 | CORVUS PHARMACEUTICALS INC | $3.6M | 244811 | 0.61% |
| 44 | ZYMEWORKS INC | $3.6M | 142132 | 0.61% |
| 45 | REPLIMUNE GROUP INCPUT | $3.5M | 459900 | 0.60% |
| 46 | STRUCTURE THERAPEUTICS INC | $3.5M | 72234 | 0.59% |
| 47 | CYTOKINETICS INCCALL | $3.3M | 50000 | 0.56% |
| 48 | VAXCYTE INCCALL | $3.1M | 53100 | 0.53% |
| 49 | MONTE ROSA THERAPEUTICS INC | $3.1M | 187307 | 0.52% |
| 50 | TENAX THERAPEUTICS INC | $2.9M | 179738 | 0.49% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.