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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | KYVERNA THERAPEUTICS INC | $36.6M | 4244818 | 25.51% |
| 2 | TAYSHA GENE THERAPIES INC | $22.2M | 737550 | 15.47% |
| 3 | VIR BIOTECHNOLOGY INC | $13.6M | 1518552 | 9.48% |
| 4 | BAUSCH PLUS LOMB CORP | $9.1M | 573472 | 6.35% |
| 5 | AMGEN INC | $7.1M | 20212 | 4.95% |
| 6 | SCHOLAR ROCK HLDG CORP | $6.5M | 132500 | 4.54% |
| 7 | ULTRAGENYX PHARMACEUTICAL IN | $6.1M | 289101 | 4.22% |
| 8 | PYXIS ONCOLOGY INC | $6.0M | 4121870 | 4.19% |
| 9 | TEVA PHARMACEUTICAL INDS LTD | $5.6M | 1257495 | 3.91% |
| 10 | SIONNA THERAPEUTICS INC | $5.5M | 136000 | 3.80% |
| 11 | CELLDEX THERAPEUTICS INC NEW | $5.4M | 170307 | 3.76% |
| 12 | INSMED INC | $4.7M | 28587 | 3.26% |
| 13 | CRINETICS PHARMACEUTICALS IN | $4.6M | 126985 | 3.21% |
| 14 | INCYTE CORP | $4.1M | 43300 | 2.84% |
| 15 | ALLOGENE THERAPEUTICS INC | $3.5M | 1430000 | 2.43% |
| 16 | TARSUS PHARMACEUTICALS INC | $3.0M | 42680 | 2.09% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.