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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| EWTX | EDGEWISE THERAPEUTICS INC | 10.65% | 15,518,492 | $630,516,330 | No Change | $40.63 | 13F | |
| SVA | SINOVAC BIOTECH LTD | 3.12% | 2,718,735 | $184,466,170 | No Change | $67.85 | 13F | |
| CRVS | CORVUS PHARMACEUTICALS INC | 1.81% | 7,165,006 | $107,045,190 | No Change | $14.94 | 13F | |
| AVBP | ARRIVENT BIOPHARMA INC | 1.78% | 3,027,328 | $105,169,375 | No Change | $34.74 | 13F | |
| MRK | MERCK & CO INC | 1.44% | 663,400 | $85,246,900 | No Change | $128.5 | 13F | |
| NTRA | NATERA INC | 1.20% | 262,000 | $71,119,900 | No Change | $271.45 | 13F | |
| SPRY | ARS PHARMACEUTICALS INC | 1.12% | 8,288,510 | $66,390,965 | No Change | $8.01 | 13F | |
| QTTB | Q32 Bio Inc. | 1.07% | 4,127,987 | $62,786,682 | No Change | 13D | ||
| BMY | BRISTOL-MYERS SQUIBB CO | 0.90% | 925,000 | $53,298,500 | No Change | $57.62 | 13F | |
| CAI | CARIS LIFE SCIENCES INC | 0.84% | 2,806,811 | $50,017,372 | No Change | $17.82 | 13F | |
| ELV | ELEVANCE HEALTH INC FORMERLY | 0.75% | 114,700 | $44,357,931 | No Change | $386.73 | 13F | |
| STTK | SHATTUCK LABS INC | 0.74% | 6,306,127 | $43,764,521 | No Change | $6.94 | 13F | |
| UPB | UPSTREAM BIO INC | 0.67% | 5,693,589 | $39,399,636 | No Change | $6.92 | 13F | |
| CRNX | CRINETICS PHARMACEUTICALS IN | 0.63% | 999,000 | $37,382,580 | No Change | $37.42 | 13F | |
| CMPX | COMPASS THERAPEUTICS INC | 0.56% | 15,219,994 | $33,331,787 | No Change | $2.19 | 13F | |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | 0.28% | 1,737,287 | $16,295,752 | No Change | $9.38 | 13F | |
| VERA | VERA THERAPEUTICS INC | 0.27% | 369,596 | $15,859,364 | No Change | $42.91 | 13F | |
| ALMS | ALUMIS INC | 0.26% | 548,163 | $15,425,307 | No Change | $28.14 | 13F | |
| EYPT | EYEPOINT INC | 0.26% | 1,069,147 | $15,288,802 | No Change | $14.3 | 13F | |
| BIIB | BIOGEN INC | 0.22% | 61,600 | $13,309,296 | No Change | $216.06 | 13F | |
| KROS | KEROS THERAPEUTICS INC | 0.14% | 759,155 | $8,122,959 | No Change | $10.7 | 13F | |
| TECX | TECTONIC THERAPEUTIC INC | 0.13% | 226,600 | $7,789,375 | No Change | $34.38 | 13F | |
| PHVS | PHARVARIS N V | 0.12% | 205,400 | $7,102,732 | No Change | $34.58 | 13F | |
| ALXO | ALX ONCOLOGY HLDGS INC | 0.10% | 2,866,256 | $5,933,150 | No Change | $2.07 | 13F | |
| PTGX | PROTAGONIST THERAPEUTICS INC | 0.09% | 42,100 | $5,160,618 | No Change | $122.58 | 13F | |
| PALI | PALISADE BIO INC | 0.08% | 2,333,000 | $4,875,970 | No Change | $2.09 | 13F | |
| PTCT | PTC THERAPEUTICS INC | 0.07% | 49,100 | $4,005,087 | No Change | $81.57 | 13F | |
| NSPR | INSPIREMD INC | 0.04% | 3,133,405 | $2,193,697 | No Change | $0.7 | 13F | |
| COGT | COGENT BIOSCIENCES INC (PRN) | 0.02% | 1,000,000 | $1,227,500 | No Change | $1.23 | 13F |