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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | COGENT BIOSCIENCES INC | $45.1M | 1170740 | 12.79% |
| 2 | SYNDAX PHARMACEUTICALS INC | $43.3M | 1855000 | 12.30% |
| 3 | CELLDEX THERAPEUTICS INC NEW | $27.4M | 865000 | 7.79% |
| 4 | CYTOMX THERAPEUTICS INC. | $21.4M | 4550000 | 6.07% |
| 5 | KALVISTA PHARMACEUTICALS INC | $20.6M | 1021300 | 5.84% |
| 6 | CG ONCOLOGY INC | $19.7M | 291800 | 5.61% |
| 7 | VERA THERAPEUTICS INC | $19.4M | 482500 | 5.51% |
| 8 | VAXCYTE INC | $18.4M | 316500 | 5.22% |
| 9 | PHARVARIS N V | $13.4M | 475750 | 3.82% |
| 10 | TYRA BIOSCIENCES INC | $13.4M | 350000 | 3.81% |
| 11 | BEAM THERAPEUTICS INC | $11.4M | 476338 | 3.22% |
| 12 | VIRIDIAN THERAPEUTICS INC | $10.5M | 534931 | 2.97% |
| 13 | BIOCRYST PHARMACEUTICALS INC | $9.5M | 1000000 | 2.70% |
| 14 | UNITED THERAPEUTICS CORP DEL | $8.9M | 15000 | 2.53% |
| 15 | CULLINAN THERAPEUTICS INC | $7.5M | 530000 | 2.14% |
| 16 | NURIX THERAPEUTICS INC | $7.1M | 460000 | 2.02% |
| 17 | MBX BIOSCIENCES INC | $6.3M | 211000 | 1.79% |
| 18 | KRYSTAL BIOTECH INC | $5.7M | 22000 | 1.61% |
| 19 | DBV TECHNOLOGIES S A | $5.5M | 265000 | 1.57% |
| 20 | RELAY THERAPEUTICS INC | $5.3M | 536946 | 1.52% |
| 21 | TRAVERE THERAPEUTICS INC | $5.3M | 177600 | 1.50% |
| 22 | PROTAGONIST THERAPEUTICS INC | $4.0M | 38000 | 1.14% |
| 23 | UROGEN PHARMA LTD | $4.0M | 220000 | 1.12% |
| 24 | ALUMIS INC | $2.9M | 130000 | 0.81% |
| 25 | BIOMARIN PHARMACEUTICAL INC | $2.7M | 47000 | 0.75% |
| 26 | DESIGN THERAPEUTICS INC | $2.2M | 207900 | 0.63% |
| 27 | APELLIS PHARMACEUTICALS INC | $2.0M | 50000 | 0.57% |
| 28 | ALECTOR INC | $1.9M | 900000 | 0.55% |
| 29 | IMMUNOCORE HLDGS PLC | $1.8M | 58248 | 0.50% |
| 30 | AMYLYX PHARMACEUTICALS INC | $1.6M | 112000 | 0.44% |
| 31 | ENGENE HOLDINGS INC | $1.4M | 210000 | 0.41% |
| 32 | WAVE LIFE SCIENCES LTD | $1.3M | 177846 | 0.37% |
| 33 | SUPERNUS PHARMACEUTICALS | $1.0M | 20000 | 0.29% |
| 34 | EDGEWISE THERAPEUTICS INC | $315K | 10000 | 0.09% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.