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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ELVN | ENLIVEN THERAPEUTICS INC | 5.81% | 6,776,632 | $343,914,074 | -1,182,906 | -14.86% | $50.75 | 13F |
| MBX | MBX Biosciences, Inc. | 3.55% | 3,074,853 | $206,353,385 | -353,883 | -10.32% | 13D | |
| SION | Sionna Therapeutics, Inc. | 1.87% | 2,469,959 | $110,802,361 | -85,918 | -3.36% | Form 4 | |
| ARGX | ARGENX SE | 1.46% | 92,880 | $86,171,278 | -44,020 | -32.15% | $927.77 | 13F |
| QURE | UNIQURE NV | 1.41% | 1,807,486 | $83,252,805 | -328,663 | -15.39% | $46.06 | 13F |
| EW | EDWARDS LIFESCIENCES CORP | 1.28% | 834,900 | $75,525,054 | -395,700 | -32.16% | $90.46 | 13F |
| BSX | BOSTON SCIENTIFIC CORP | 1.07% | 1,483,200 | $63,302,976 | -898,900 | -37.74% | $42.68 | 13F |
| ISRG | INTUITIVE SURGICAL INC | 1.06% | 157,900 | $62,793,672 | -50,800 | -24.34% | $397.68 | 13F |
| XENE | XENON PHARMACEUTICALS INC | 0.91% | 892,471 | $53,869,550 | -167,500 | -15.8% | $60.36 | 13F |
| SYK | STRYKER CORPORATION | 0.85% | 159,100 | $50,091,044 | -23,400 | -12.82% | $314.84 | 13F |
| PRLD | PRELUDE THERAPEUTICS INC | 0.51% | 5,680,186 | $30,275,391 | -530,713 | -8.54% | $5.33 | 13F |
| AXSM | AXSOME THERAPEUTICS INC. | 0.49% | 117,578 | $28,779,567 | -96,343 | -45.04% | $244.77 | 13F |
| TRVI | TREVI THERAPEUTICS INC | 0.45% | 1,430,293 | $26,674,964 | -1,024,107 | -41.73% | $18.65 | 13F |
| IRON | DISC MEDICINE INC | 0.44% | 357,535 | $26,150,110 | -710,015 | -66.51% | $73.14 | 13F |
| RLMD | RELMADA THERAPEUTICS INC | 0.42% | 3,631,195 | $25,127,869 | -1,084,669 | -23% | $6.92 | 13F |
| STRO | SUTRO BIOPHARMA INC | 0.42% | 743,944 | $24,698,941 | -57,200 | -7.14% | $33.2 | 13F |
| URGN | UROGEN PHARMA LTD | 0.42% | 676,187 | $24,883,682 | -199,300 | -22.76% | $36.8 | 13F |
| NPCE | NEUROPACE INC | 0.40% | 1,505,125 | $23,916,436 | -591,402 | -28.21% | $15.89 | 13F |
| HELP | CYBIN INC | 0.37% | 3,271,400 | $21,623,954 | -561,443 | -14.65% | $6.61 | 13F |
| ORIC | ORIC PHARMACEUTICALS INC | 0.37% | 2,015,000 | $21,822,450 | -678,929 | -25.2% | $10.83 | 13F |
| WHWK | WHITEHAWK THERAPEUTICS INC | 0.30% | 3,934,296 | $18,019,076 | -231,704 | -5.56% | $4.58 | 13F |
| DFTX | DEFINIUM THERAPEUTICS INC | 0.29% | 365,400 | $17,188,416 | -438,600 | -54.55% | $47.04 | 13F |
| JANX | JANUX THERAPEUTICS INC | 0.14% | 524,700 | $8,059,392 | -458,900 | -46.66% | $15.36 | 13F |
| ACET | ADICET BIO INC | 0.12% | 844,787 | $7,298,960 | -183,157 | -17.82% | $8.64 | 13F |
| BCAX | BICARA THERAPEUTICS INC | 0.10% | 191,100 | $5,673,759 | -476,200 | -71.36% | $29.69 | 13F |
| PVLA | PALVELLA THERAPEUTICS INC NE (Call) | 0.10% | 40,000 | $6,112,800 | -10,000 | -20% | $152.82 | 13F |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 0.09% | 17,000 | $5,117,510 | -102,000 | -85.71% | $301.03 | 13F |