| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| EWTX | EDGEWISE THERAPEUTICS INC | 5.83% | 15,518,492 | $251,709,940 | No Change | $16.22 | 13F | |
| SVA | SINOVAC BIOTECH LTD | 4.28% | 2,718,735 | $184,466,170 | No Change | $67.85 | 13F | |
| ELVN | ENLIVEN THERAPEUTICS INC | 3.78% | 7,959,538 | $162,931,743 | No Change | $20.47 | 13F | |
| SYK | STRYKER CORPORATION | 3.08% | 359,200 | $132,785,464 | No Change | $369.67 | 13F | |
| UPB | UPSTREAM BIO INC | 2.48% | 5,693,589 | $107,096,409 | No Change | $18.81 | 13F | |
| IRON | DISC MEDICINE INC | 2.17% | 1,415,020 | $93,504,522 | No Change | $66.08 | 13F | |
| CAI | CARIS LIFE SCIENCES INC | 2.13% | 3,034,858 | $91,804,455 | No Change | $30.25 | 13F | |
| SPRY | ARS PHARMACEUTICALS INC | 1.93% | 8,288,510 | $83,299,526 | No Change | $10.05 | 13F | |
| MBX | MBX BIOSCIENCES INC | 1.62% | 4,002,887 | $70,050,523 | No Change | $17.5 | 13F | |
| AVBP | ARRIVENT BIOPHARMA INC | 1.29% | 3,027,328 | $55,854,202 | No Change | $18.45 | 13F | |
| CMPX | COMPASS THERAPEUTICS INC | 1.23% | 15,219,994 | $53,269,979 | No Change | $3.5 | 13F | |
| CRVS | CORVUS PHARMACEUTICALS INC | 1.22% | 7,165,006 | $52,806,094 | No Change | $7.37 | 13F | |
| SIBN | SI-BONE INC | 0.88% | 2,578,979 | $37,962,571 | No Change | $14.72 | 13F | |
| SCPH | SCPHARMACEUTICALS INC | 0.80% | 6,059,528 | $34,357,524 | No Change | $5.67 | 13F | |
| TRVI | TREVI THERAPEUTICS INC | 0.70% | 3,308,400 | $30,271,860 | No Change | $9.15 | 13F | |
| CTMX | CYTOMX THERAPEUTICS INC | 0.63% | 8,461,500 | $26,992,185 | No Change | $3.19 | 13F | |
| NPCE | NEUROPACE INC | 0.62% | 2,614,184 | $26,952,237 | No Change | $10.31 | 13F | |
| ADCT | ADC THERAPEUTICS SA | 0.55% | 5,907,351 | $23,629,404 | No Change | $4 | 13F | |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.52% | 46,500 | $22,553,430 | No Change | $485.02 | 13F | |
| FBRX | FORTE BIOSCIENCES INC | 0.42% | 1,196,955 | $17,954,325 | No Change | $15 | 13F | |
| KROS | KEROS THERAPEUTICS INC | 0.37% | 1,018,734 | $16,116,372 | No Change | $15.82 | 13F | |
| PRLD | PRELUDE THERAPEUTICS INC | 0.36% | 10,909,256 | $15,709,329 | No Change | $1.44 | 13F | |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | 0.34% | 1,172,287 | $14,829,431 | No Change | $12.65 | 13F | |
| VIR | VIR BIOTECHNOLOGY INC | 0.32% | 2,380,715 | $13,593,883 | No Change | $5.71 | 13F | |
| TARS | TARSUS PHARMACEUTICALS INC | 0.27% | 197,900 | $11,761,197 | No Change | $59.43 | 13F | |
| CGEM | CULLINAN THERAPEUTICS INC | 0.26% | 1,923,855 | $11,408,460 | No Change | $5.93 | 13F | |
| WHWK | WHITEHAWK THERAPEUTICS INC | 0.18% | 4,166,000 | $7,915,400 | No Change | $1.9 | 13F | |
| ALMS | ALUMIS INC | 0.18% | 1,926,423 | $7,686,428 | No Change | $3.99 | 13F | |
| RPTX | REPARE THERAPEUTICS INC | 0.14% | 3,322,488 | $5,847,579 | No Change | $1.76 | 13F | |
| NSPR | INSPIREMD INC | 0.12% | 2,133,405 | $5,141,506 | No Change | $2.41 | 13F | |
| JBIO | JADE BIOSCIENCES INC | 0.11% | 531,163 | $4,583,937 | No Change | $8.63 | 13F | |
| QTTB | Q32 BIO INC | 0.10% | 2,252,987 | $4,460,914 | No Change | $1.98 | 13F | |
| INSM | INSMED INC | 0.04% | 13,459 | $1,938,231 | No Change | $144.01 | 13F | |
| KRRO | KORRO BIO INC | 0.04% | 32,400 | $1,551,636 | No Change | $47.89 | 13F | |
| TRAW | TRAWS PHARMA INC | 0.03% | 605,531 | $1,120,232 | No Change | $1.85 | 13F | |
| MURA | MURAL ONCOLOGY PUB LTD CO | 0.03% | 588,800 | $1,218,816 | No Change | $2.07 | 13F | |
| ANRO | ALTO NEUROSCIENCE INC | 0.02% | 250,000 | $1,005,000 | No Change | $4.02 | 13F | |
| KZR | KEZAR LIFE SCIENCES INC | 0.02% | 192,700 | $751,530 | No Change | $3.9 | 13F | |
| LYEL | LYELL IMMUNOPHARMA INC | 0.02% | 51,727 | $840,046 | No Change | $16.24 | 13F | |
| XERS | XERIS BIOPHARMA HOLDINGS INC | 0.02% | 80,420 | $654,619 | No Change | $8.14 | 13F | |
| DHAI | DIH HLDG US INC | 0.00830% | 1,915,000 | $358,105 | No Change | $0.19 | 13F |