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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | 5.22% | 257,900 | $309,332,997 | 21,100 | 8.91% | $1199.43 | 13F |
| AZN | ASTRAZENECA PLC | 2.89% | 915,700 | $171,079,502 | 245,500 | 36.63% | $186.83 | 13F |
| GPCR | STRUCTURE THERAPEUTICS INC | 2.00% | 2,209,400 | $118,578,498 | 733,997 | 49.75% | $53.67 | 13F |
| GH | GUARDANT HEALTH INC | 1.48% | 583,700 | $87,572,511 | 148,500 | 34.12% | $150.03 | 13F |
| PRAX | PRAXIS PRECISION MEDICINES I | 1.30% | 230,100 | $77,035,179 | 57,600 | 33.39% | $334.79 | 13F |
| PRLD | PRELUDE THERAPEUTICS INC | 1.24% | 13,724,571 | $73,151,963 | 2,815,315 | 25.81% | $5.33 | 13F |
| ABVX | ABIVAX SA | 1.23% | 546,522 | $72,829,522 | 80,822 | 17.35% | $133.26 | 13F |
| DYN | DYNE THERAPEUTICS INC | 1.21% | 3,235,684 | $71,864,542 | 317,800 | 10.89% | $22.21 | 13F |
| CGON | CG ONCOLOGY INC | 1.17% | 972,800 | $69,117,440 | 24,533 | 2.59% | $71.05 | 13F |
| COGT | COGENT BIOSCIENCES INC | 1.10% | 1,681,300 | $65,066,310 | 1,359,200 | 421.98% | $38.7 | 13F |
| MLYS | MINERALYS THERAPEUTICS INC | 0.96% | 2,110,300 | $56,935,894 | 57,400 | 2.8% | $26.98 | 13F |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.77% | 90,700 | $45,473,352 | 44,200 | 95.05% | $501.36 | 13F |
| PVLA | PALVELLA THERAPEUTICS INC NE | 0.75% | 292,360 | $44,678,455 | 157,760 | 117.21% | $152.82 | 13F |
| RYTM | RHYTHM PHARMACEUTICALS INC | 0.61% | 322,900 | $35,851,587 | 8,800 | 2.8% | $111.03 | 13F |
| FBRX | FORTE BIOSCIENCES INC | 0.57% | 1,577,705 | $33,526,231 | 380,750 | 31.81% | $21.25 | 13F |
| SNDX | SYNDAX PHARMACEUTICALS INC | 0.57% | 1,542,000 | $33,708,120 | 579,700 | 60.24% | $21.86 | 13F |
| NKTR | NEKTAR THERAPEUTICS | 0.55% | 465,346 | $32,485,804 | 190,346 | 69.22% | $69.81 | 13F |
| KRYS | KRYSTAL BIOTECH INC | 0.52% | 83,200 | $30,922,944 | 14,100 | 20.41% | $371.67 | 13F |
| KNSA | KINIKSA PHARMACEUTICALS INTL | 0.45% | 420,600 | $26,897,370 | 240,001 | 132.89% | $63.95 | 13F |
| SVRA | SAVARA INC | 0.41% | 3,959,900 | $24,392,984 | 3,324,900 | 523.61% | $6.16 | 13F |
| BCRX | BIOCRYST PHARMACEUTICALS INC | 0.31% | 1,852,000 | $18,520,000 | 426,800 | 29.95% | $10 | 13F |
| BIOA | BIOAGE LABS INC | 0.31% | 752,153 | $18,435,270 | 40,342 | 5.67% | $24.51 | 13F |
| LXEO | LEXEO THERAPEUTICS INC | 0.31% | 3,947,850 | $18,377,242 | 345,400 | 9.59% | $4.66 | 13F |
| RVMD | REVOLUTION MEDICINES INC | 0.22% | 70,500 | $13,203,240 | 18,500 | 35.58% | $187.28 | 13F |
| LFST | LIFESTANCE HEALTH GROUP INC | 0.17% | 947,400 | $10,146,654 | 447,400 | 89.48% | $10.71 | 13F |
| ANRO | ALTO NEUROSCIENCE INC | 0.11% | 257,852 | $6,804,714 | 90,352 | 53.94% | $26.39 | 13F |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | 0.11% | 93,000 | $6,528,600 | 53,000 | 132.5% | $70.2 | 13F |
| IMA | IMAGENEBIO INC | 0.09% | 909,269 | $5,364,687 | 530,713 | 140.19% | $5.9 | 13F |
| ATAI | ATAIBECKLEY INC | 0.07% | 797,500 | $4,202,825 | 450,500 | 129.83% | $5.27 | 13F |
| AORT | ARTIVION INC | 0.07% | 175,000 | $3,932,250 | 24,000 | 15.89% | $22.47 | 13F |
| TRAW | TRAWS PHARMA INC | 0.02% | 1,203,260 | $1,014,709 | 597,729 | 98.71% | $0.84 | 13F |