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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VAXCYTE INC | $38.5M | 662470 | 8.82% |
| 2 | DEFINIUM THERAPEUTICS INC | $32.9M | 1738110 | 7.53% |
| 3 | LB PHARMACEUTICALS INC | $32.5M | 1319362 | 7.45% |
| 4 | MIRUM PHARMACEUTICALS INC | $30.8M | 333312 | 7.05% |
| 5 | NURIX THERAPEUTICS INC | $27.0M | 1743220 | 6.19% |
| 6 | XENON PHARMACEUTICALS INC | $25.6M | 440000 | 5.86% |
| 7 | REVOLUTION MEDICINES INC | $23.8M | 245000 | 5.46% |
| 8 | ARCUS BIOSCIENCES INC | $22.6M | 1047935 | 5.19% |
| 9 | IMMUNOCORE HLDGS PLC | $20.6M | 682597 | 4.71% |
| 10 | CYTOKINETICS INC | $19.8M | 300000 | 4.53% |
| 11 | SYNDAX PHARMACEUTICALS INC | $16.4M | 701821 | 3.76% |
| 12 | NEUROGENE INC | $15.8M | 782787 | 3.62% |
| 13 | INVENTIVA SA | $14.8M | 2657997 | 3.38% |
| 14 | INHIBIKASE THERAPEUTICS INC | $13.5M | 8057345 | 3.10% |
| 15 | 4D MOLECULAR THERAPEUTICS IN | $12.1M | 1302917 | 2.78% |
| 16 | XENON PHARMACEUTICALS INCPUT | $11.6M | 200000 | 2.66% |
| 17 | X4 PHARMACEUTICALS INC | $10.6M | 2571478 | 2.43% |
| 18 | IMMUNOVANT INC | $10.3M | 414054 | 2.36% |
| 19 | DESIGN THERAPEUTICS INC | $9.1M | 852013 | 2.08% |
| 20 | CAMP4 THERAPEUTICS CORP | $8.6M | 1939563 | 1.96% |
| 21 | MINERVA NEUROSCIENCES INC | $8.5M | 1419000 | 1.96% |
| 22 | PROMIS NEUROSCIENCES INC | $7.1M | 557103 | 1.62% |
| 23 | SOL-GEL TECHNOLOGIES LTD | $6.8M | 85496 | 1.55% |
| 24 | CENTURY THERAPEUTICS INC | $5.5M | 2449993 | 1.27% |
| 25 | VTV THERAPEUTICS INC | $5.5M | 139578 | 1.27% |
| 26 | SENSEI BIOTHERAPEUTICS INC | $3.9M | 125000 | 0.90% |
| 27 | OPUS GENETICS INC | $2.3M | 500000 | 0.52% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.