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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| BRVE | Braveheart Bio, Inc. | 6.22% | 12,175,159 | $358,071,426 | 12,175,159 | New | 13D | |
| UNH | UNITEDHEALTH GROUP INC | 1.13% | 161,100 | $66,957,993 | 161,100 | New | $415.63 | 13F |
| HUM | HUMANA INC | 1.10% | 164,100 | $65,183,802 | 164,100 | New | $397.22 | 13F |
| ASND | ASCENDIS PHARMA A/S | 1.10% | 244,456 | $65,201,304 | 244,456 | New | $266.72 | 13F |
| ODTX | ODYSSEY THERAPEUTICS INC | 0.95% | 3,001,198 | $56,152,415 | 3,001,198 | New | $18.71 | 13F |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | 0.90% | 2,042,000 | $53,541,240 | 2,042,000 | New | $26.22 | 13F |
| XBI | SPDR SERIES TRUST (Put) | 0.80% | 300,000 | $47,475,000 | 300,000 | New | $158.25 | 13F |
| BLSM | BlossomHill Therapeutics, Inc. | 0.74% | 2,714,279 | $43,428,464 | 2,714,279 | New | Form 4 | |
| ABVX | ABIVAX SA (Call) | 0.45% | 200,000 | $26,652,000 | 200,000 | New | $133.26 | 13F |
| WST | WEST PHARMACEUTICAL SVSC INC | 0.43% | 70,600 | $25,345,400 | 70,600 | New | $359 | 13F |
| AURA | AURA BIOSCIENCES INC | 0.40% | 3,333,333 | $23,666,664 | 3,333,333 | New | $7.1 | 13F |
| SCTX | Scribe Therapeutics, Inc. | 0.34% | 1,348,825 | $20,232,375 | 1,348,825 | New | Form 4 | |
| PTGX | PROTAGONIST THERAPEUTICS INC (Call) | 0.31% | 150,000 | $18,387,000 | 150,000 | New | $122.58 | 13F |
| SYRE | SPYRE THERAPEUTICS INC | 0.28% | 186,145 | $16,525,953 | 186,145 | New | $88.78 | 13F |
| WAT | WATERS CORP | 0.26% | 40,300 | $15,114,112 | 40,300 | New | $375.04 | 13F |
| MNPR | MONOPAR THERAPEUTICS INC | 0.25% | 157,423 | $14,575,796 | 157,423 | New | $92.59 | 13F |
| TVTX | TRAVERE THERAPEUTICS INC | 0.24% | 253,000 | $14,372,930 | 253,000 | New | $56.81 | 13F |
| TSHA | TAYSHA GENE THERAPIES INC | 0.23% | 2,000,000 | $13,620,000 | 2,000,000 | New | $6.81 | 13F |
| DNTH | DIANTHUS THERAPEUTICS INC | 0.19% | 115,000 | $11,210,200 | 115,000 | New | $97.48 | 13F |
| SPRB | SPRUCE BIOSCIENCES INC | 0.18% | 200,000 | $10,800,000 | 200,000 | New | $54 | 13F |
| RVMD | REVOLUTION MEDICINES INC (Call) | 0.16% | 50,000 | $9,364,000 | 50,000 | New | $187.28 | 13F |
| ERAS | ERASCA INC | 0.15% | 495,900 | $9,084,888 | 495,900 | New | $18.32 | 13F |
| TARA | PROTARA THERAPEUTICS INC | 0.14% | 2,220,000 | $8,480,400 | 2,220,000 | New | $3.82 | 13F |
| YARW | Yarrow Bioscience, Inc. | 0.13% | 266,306 | $7,605,699 | 266,306 | New | 13D | |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | 0.11% | 1,390,576 | $6,744,294 | 1,390,576 | New | $4.85 | 13F |
| TVTX | TRAVERE THERAPEUTICS INC (PRN) | 0.10% | 5,000,000 | $5,894,350 | 5,000,000 | New | $1.18 | 13F |
| XLO | XILIO THERAPEUTICS INC | 0.10% | 592,300 | $5,674,234 | 592,300 | New | $9.58 | 13F |
| ELV | ELEVANCE HEALTH INC FORMERLY (Call) | 0.07% | 10,000 | $3,867,300 | 10,000 | New | $386.73 | 13F |
| RVMD | REVOLUTION MEDICINES INC (PRN) | 0.07% | 3,500,000 | $4,379,725 | 3,500,000 | New | $1.25 | 13F |
| UNH | UNITEDHEALTH GROUP INC (Call) | 0.07% | 10,000 | $4,156,300 | 10,000 | New | $415.63 | 13F |
| ACAD | ACADIA PHARMACEUTICALS INC | 0.06% | 137,000 | $3,466,100 | 137,000 | New | $25.3 | 13F |
| AMLX | AMYLYX PHARMACEUTICALS INC | 0.06% | 183,400 | $3,293,864 | 183,400 | New | $17.96 | 13F |
| NMRA | NEUMORA THERAPEUTICS INC. | 0.06% | 2,139,882 | $3,637,799 | 2,139,882 | New | $1.7 | 13F |
| TYRA | TYRA BIOSCIENCES INC | 0.06% | 102,000 | $3,257,880 | 102,000 | New | $31.94 | 13F |
| RAPP | RAPPORT THERAPEUTICS INC | 0.05% | 76,616 | $3,192,589 | 76,616 | New | $41.67 | 13F |
| ACRS | ACLARIS THERAPEUTICS INC | 0.04% | 421,500 | $2,229,735 | 421,500 | New | $5.29 | 13F |
| AGMB | AGOMAB THERAPEUTICS NV | 0.04% | 192,740 | $2,501,765 | 192,740 | New | $12.98 | 13F |
| CYTK | CYTOKINETICS INC | 0.04% | 25,800 | $2,197,902 | 25,800 | New | $85.19 | 13F |
| EVMN | EVOMMUNE INC | 0.04% | 161,000 | $2,139,690 | 161,000 | New | $13.29 | 13F |
| OCUL | OCULAR THERAPEUTIX INC | 0.04% | 220,000 | $2,160,400 | 220,000 | New | $9.82 | 13F |
| TARS | TARSUS PHARMACEUTICALS INC | 0.04% | 35,581 | $2,239,468 | 35,581 | New | $62.94 | 13F |
| BLTE | BELITE BIO INC | 0.03% | 13,300 | $2,048,001 | 13,300 | New | $153.99 | 13F |
| EPRX | EUPRAXIA PHARMACEUTICALS INC | 0.03% | 269,000 | $1,778,090 | 269,000 | New | $6.61 | 13F |
| OVID | OVID THERAPEUTICS INC | 0.03% | 747,000 | $2,009,430 | 747,000 | New | $2.69 | 13F |
| SLS | SELLAS LIFE SCIENCES GROUP I (Put) | 0.02% | 92,500 | $1,365,300 | 92,500 | New | $14.76 | 13F |
| VRDN | VIRIDIAN THERAPEUTICS INC (PRN) | 0.02% | 1,000,000 | $1,072,670 | 1,000,000 | New | $1.07 | 13F |