- Subscribe
- Premium
- C-Suite
- Insiders
- M&A
- Gurus
- Spinoffs
- Buybacks
- More
| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| RVMD | REVOLUTION MEDICINES INC | 4.67% | 2,392,000 | $447,973,760 | 95,000 | 4.14% | $187.28 | 13F |
| LEGN | LEGEND BIOTECH CORP | 2.45% | 8,137,638 | $235,014,985 | 450,000 | 5.85% | $28.88 | 13F |
| GMAB | GENMAB A/S | 1.97% | 6,865,000 | $188,581,550 | 4,403,000 | 178.84% | $27.47 | 13F |
| VERA | VERA THERAPEUTICS INC | 1.75% | 3,916,400 | $168,052,724 | 194,300 | 5.22% | $42.91 | 13F |
| BCRX | BIOCRYST PHARMACEUTICALS INC | 1.57% | 15,096,403 | $150,964,030 | 58,403 | 0.39% | $10 | 13F |
| TNGX | TANGO THERAPEUTICS INC | 1.37% | 4,190,611 | $130,998,500 | 43,798 | 1.06% | $31.26 | 13F |
| PHVS | PHARVARIS N V | 1.22% | 3,376,042 | $116,743,532 | 250,000 | 8% | $34.58 | 13F |
| DNTH | DIANTHUS THERAPEUTICS INC | 1.14% | 1,125,313 | $109,695,511 | 105,500 | 10.35% | $97.48 | 13F |
| IDYA | IDEAYA BIOSCIENCES INC | 1.06% | 2,714,503 | $101,169,527 | 1,184,495 | 77.42% | $37.27 | 13F |
| ZBIO | ZENAS BIOPHARMA INC (PRN) | 0.84% | 67,200,000 | $80,316,096 | 2,200,000 | 3.38% | $1.2 | 13F |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 0.8% | 1,332,836 | $76,264,876 | 481,280 | 56.52% | $57.22 | 13F |
| GPCR | STRUCTURE THERAPEUTICS INC | 0.61% | 1,086,000 | $58,285,620 | 318,007 | 41.41% | $53.67 | 13F |
| BLTE | BELITE BIO INC | 0.57% | 357,199 | $55,003,288 | 53,186 | 17.49% | $153.98 | 13F |
| TYRA | TYRA BIOSCIENCES INC | 0.34% | 1,017,000 | $32,482,980 | 468,000 | 85.25% | $31.94 | 13F |