INCY | Incyte Corporation | 23.40% | 30,738,524 | $1,863,369,325 | -5,441,141 | -15.04% | $60.62 | 13F |
BGNE | BeiGene, Ltd. | 18.94% | 10,568,897 | $1,507,864,535 | | No Change | $142.67 | 13F |
ACAD | ACADIA Pharmaceuticals Inc. | 8.75% | 42,877,916 | $696,766,135 | 13,304 | 0.03% | $16.25 | 13F |
MDGL | Madrigal Pharmaceuticals, Inc. | 6.95% | 1,974,590 | $553,201,134 | 4,792 | 0.24% | $280.16 | 13F |
RVMD | Revolution Medicines, Inc. | 3.69% | 7,569,090 | $293,756,383 | 19,841 | 0.26% | $38.81 | 13F |
KYMR | Kymera Therapeutics, Inc. | 3.66% | 6,001,262 | $291,361,270 | 5,334 | 0.09% | | 13D |
RYTM | Rhythm Pharmaceuticals, Inc. | 3.30% | 6,398,365 | $262,716,867 | | No Change | $41.06 | 13F |
INSM | Insmed Incorporated | 3.01% | 3,576,038 | $239,594,546 | 3,233,038 | 942.58% | $67 | 13F |
BCYC | Bicycle Therapeutics plc | 2.39% | 9,399,960 | $190,255,190 | 4,457,137 | 90.17% | $20.24 | 13F |
SMMT | Summit Therapeutics Inc. | 2.28% | 23,222,222 | $181,133,332 | 23,222,222 | New | $7.8 | 13F |
EWTX | Edgewise Therapeutics, Inc. | 1.32% | 5,840,059 | $105,179,463 | | No Change | $18.01 | 13F |
ALKS | Alkermes plc | 1.27% | 4,181,751 | $100,780,199 | 4,181,751 | New | $24.1 | 13F |
INSM | Insmed Incorporated (PRN) | 1.14% | 42,850,000 | $90,413,500 | 42,850,000 | New | $2.11 | 13F |
REPL | Replimune Group, Inc. | 1.14% | 10,045,336 | $90,408,024 | 500,000 | 5.24% | $9 | 13F |
DNLI | Denali Therapeutics Inc. | 1.09% | 3,731,695 | $86,649,958 | | No Change | $23.22 | 13F |
ABCL | AbCellera Biologics Inc. | 1.02% | 27,525,640 | $81,475,894 | | No Change | $2.96 | 13F |
NRIX | Nurix Therapeutics, Inc. | 1.02% | 3,882,125 | $81,019,949 | | No Change | $20.87 | 13F |
KNSA | Kiniksa Pharmaceuticals International, plc | 0.98% | 3,151,029 | $77,137,190 | 332,706 | 11.81% | | 13D |
IMTX | Immatics N.V. | 0.94% | 6,443,398 | $74,872,285 | | No Change | $11.62 | 13F |
TRDA | Entrada Therapeutics, Inc. | 0.87% | 4,865,819 | $69,337,921 | | No Change | $14.25 | 13F |
RARE | Ultragenyx Pharmaceutical Inc. | 0.76% | 1,466,547 | $60,275,082 | | No Change | $41.1 | 13F |
STOK | Stoke Therapeutics, Inc. | 0.74% | 4,368,443 | $59,017,665 | 1,000,000 | 29.69% | $13.51 | 13F |
INSM | Insmed Incorporated (PRN) | 0.71% | 32,887,000 | $56,192,307 | 32,887,000 | New | $1.71 | 13F |
IMCR | Immunocore Holdings plc | 0.64% | 1,515,318 | $51,354,127 | | No Change | $33.89 | 13F |
ARGX | argenx SE | 0.60% | 111,904 | $48,123,196 | -39,311 | -26% | $430.04 | 13F |
KOD | Kodiak Sciences Inc. | 0.51% | 17,310,490 | $40,679,652 | | No Change | $2.35 | 13F |
XENE | Xenon Pharmaceuticals Inc. | 0.49% | 993,679 | $38,743,544 | | No Change | $38.99 | 13F |
PRLD | Prelude Therapeutics Inc. | 0.48% | 10,123,824 | $38,571,769 | | No Change | $3.81 | 13F |
IDYA | IDEAYA Biosciences, Inc. | 0.47% | 1,062,123 | $37,291,139 | | No Change | $35.11 | 13F |
CERS | Cerus Corporation | 0.43% | 19,477,339 | $34,280,117 | | No Change | $1.76 | 13F |
SERA | Sera Prognostics, Inc. | 0.40% | 5,434,399 | $32,171,642 | | No Change | $5.92 | 13F |
CELC | Celcuity Inc. | 0.39% | 1,874,978 | $30,712,140 | 322,500 | 20.77% | $16.38 | 13F |
KRYS | Krystal Biotech, Inc. | 0.39% | 169,934 | $31,206,680 | | No Change | $183.64 | 13F |
ROIV | Roivant Sciences Ltd. | 0.37% | 2,798,716 | $29,582,428 | -4,615,118 | -62.25% | $10.57 | 13F |
CERE | Cerevel Therapeutics Holdings, Inc. | 0.35% | 683,588 | $27,951,913 | -916,412 | -57.28% | $40.89 | 13F |
IGMS | IGM Biosciences, Inc. | 0.35% | 4,090,316 | $28,100,471 | 1,994 | 0.05% | $6.87 | 13F |
AKRO | Akero Therapeutics, Inc. | 0.32% | 1,097,082 | $25,737,544 | -1,616,123 | -59.57% | $23.46 | 13F |
DYN | Dyne Therapeutics, Inc. | 0.30% | 672,096 | $23,718,268 | 387,096 | 135.82% | $35.29 | 13F |
ALMS | Alumis Inc. | 0.26% | 1,562,500 | $20,781,250 | 1,562,500 | New | $13.3 | 13F |
GLUE | Monte Rosa Therapeutics, Inc. | 0.23% | 4,916,095 | $18,386,195 | | No Change | $3.74 | 13F |
MRUS | Merus N.V. | 0.22% | 300,000 | $17,751,000 | 300,000 | New | $59.17 | 13F |
NGNE | Neurogene Inc. | 0.21% | 456,015 | $16,594,386 | | No Change | $36.39 | 13F |
TCRX | TScan Therapeutics, Inc. | 0.20% | 2,784,792 | $16,291,033 | | No Change | $5.85 | 13F |
SANA | Sana Biotechnology, Inc. | 0.16% | 2,380,949 | $12,999,982 | | No Change | $5.46 | 13F |
IMVT | Immunovant, Inc. | 0.15% | 464,718 | $12,268,555 | 39,709 | 9.34% | $26.4 | 13F |
NMRA | Neumora Therapeutics, Inc. | 0.13% | 1,034,600 | $10,170,118 | 400,749 | 63.22% | $9.83 | 13F |
XNCR | Xencor, Inc. | 0.13% | 545,431 | $10,325,009 | | No Change | $18.93 | 13F |
BMEA | Biomea Fusion, Inc. | 0.12% | 2,108,949 | $9,490,271 | | No Change | $4.5 | 13F |
CLDX | Celldex Therapeutics, Inc. | 0.12% | 247,644 | $9,165,304 | | No Change | $37.01 | 13F |
FATE | Fate Therapeutics, Inc. | 0.12% | 2,997,772 | $9,832,692 | 1,179,591 | 64.88% | $3.28 | 13F |
TSVT | 2seventy bio, Inc. | 0.12% | 2,497,526 | $9,615,475 | | No Change | $3.85 | 13F |
TSHA | Taysha Gene Therapies, Inc. | 0.11% | 4,004,756 | $8,970,653 | | No Change | $2.24 | 13F |
ATHA | Athira Pharma, Inc. | 0.10% | 3,153,807 | $8,357,589 | | No Change | $2.65 | 13F |
RLAY | Relay Therapeutics, Inc. | 0.10% | 1,160,117 | $7,563,963 | | No Change | $6.52 | 13F |
VERV | Verve Therapeutics, Inc. | 0.10% | 1,691,530 | $8,254,666 | | No Change | $4.88 | 13F |
KALA | KALA BIO, Inc. | 0.08% | 891,335 | $6,319,565 | 624,722 | 234.32% | $7.09 | 13F |
MIRM | Mirum Pharmaceuticals, Inc. | 0.08% | 190,476 | $6,512,374 | | No Change | $34.19 | 13F |
TNGX | Tango Therapeutics, Inc. | 0.08% | 750,000 | $6,435,000 | | No Change | $8.58 | 13F |
CTNM | Contineum Therapeutics, Inc. | 0.07% | 312,500 | $5,503,125 | 312,500 | New | $17.61 | 13F |
DBVT | DBV Technologies S.A. | 0.07% | 7,307,131 | $5,853,012 | 7,307,131 | New | $0.8 | 13F |
DSGN | Design Therapeutics, Inc. | 0.07% | 1,695,294 | $5,679,235 | 33,174 | 2% | $3.35 | 13F |
PRAX | Praxis Precision Medicines, Inc. | 0.07% | 131,533 | $5,440,205 | | No Change | $41.36 | 13F |
PRME | Prime Medicine, Inc. | 0.07% | 1,028,466 | $5,286,315 | | No Change | $5.14 | 13F |
CRSP | CRISPR Therapeutics AG | 0.07% | 100,000 | $5,401,000 | 100,000 | New | $54.01 | 13F |
CNTA | Centessa Pharmaceuticals plc | 0.06% | 549,212 | $4,959,384 | 549,212 | New | $9.03 | 13F |
CRNX | Crinetics Pharmaceuticals, Inc. | 0.06% | 103,927 | $4,654,890 | 103,927 | New | $44.79 | 13F |
HOOK | HOOKIPA Pharma Inc. | 0.06% | 8,128,151 | $4,810,240 | 8,128,151 | New | $0.59 | 13F |
SGMT | Sagimet Biosciences Inc. | 0.06% | 1,381,898 | $4,726,091 | | No Change | $3.42 | 13F |
TLIS | Talis Biomedical Corp | 0.06% | 2,506,716 | $4,311,552 | 1,998,393 | 393.13% | | 13D |
ALEC | Alector, Inc. | 0.05% | 927,264 | $4,209,779 | 927,264 | New | $4.54 | 13F |
ARCT | Arcturus Therapeutics Holdings Inc. | 0.05% | 151,329 | $3,684,861 | 151,329 | New | $24.35 | 13F |
OPT | Opthea Limited | 0.05% | 2,173,622 | $4,195,090 | -4,204 | -0.19% | $1.93 | 13F |
SKYE | Skye Bioscience, Inc. | 0.05% | 500,000 | $4,005,000 | 500,000 | New | $8.01 | 13F |
PCVX | Vaxcyte, Inc. | 0.05% | 48,885 | $3,691,306 | | No Change | $75.51 | 13F |
GBIO | Generation Bio Co. | 0.04% | 1,206,957 | $3,403,619 | 835,738 | 225.13% | $2.82 | 13F |
ADAP | Adaptimmune Therapeutics plc | 0.03% | 2,343,695 | $2,284,868 | -8,443,327 | -78.27% | $0.97 | 13F |
IPSC | Century Therapeutics, Inc. | 0.03% | 797,460 | $2,033,523 | | No Change | $2.55 | 13F |
ELVN | Enliven Therapeutics, Inc. | 0.03% | 114,833 | $2,683,647 | | No Change | $23.37 | 13F |
LPTX | Leap Therapeutics, Inc. | 0.03% | 1,172,175 | $2,297,463 | | No Change | $1.96 | 13F |
MRSN | Mersana Therapeutics, Inc. | 0.03% | 1,086,115 | $2,183,091 | | No Change | $2.01 | 13F |
CMPX | Compass Therapeutics, Inc. | 0.02% | 1,557,630 | $1,557,630 | | No Change | $1 | 13F |
SAGE | Sage Therapeutics, Inc. | 0.02% | 171,026 | $1,857,342 | -236,191 | -58% | $10.86 | 13F |
VTVT | vTv Therapeutics, Inc. | 0.02% | 97,314 | $1,718,565 | | No Change | $17.66 | 13F |
NAMS | NewAmsterdam Pharma Company N.V. | 0.02% | 96,827 | $1,860,047 | | No Change | $19.21 | 13F |
ACHL | Achilles Therapeutics plc | 0.01% | 1,108,767 | $903,645 | -100,008 | -8.27% | $0.81 | 13F |
AVTE | Aerovate Therapeutics, Inc. | 0.01% | 628,939 | $1,044,039 | -1,051,578 | -62.57% | $1.66 | 13F |
PFE | Pfizer Inc. | 0.01% | 35,000 | $979,300 | | No Change | $27.98 | 13F |
TARA | Protara Therapeutics, Inc. | 0.01% | 536,832 | $1,116,611 | 337,161 | 168.86% | $2.08 | 13F |
ALGS | Aligos Therapeutics, Inc. | 0.00913% | 2,076,400 | $726,740 | | No Change | $0.35 | 13F |
PMVP | PMV Pharmaceuticals, Inc. | 0.00655% | 322,024 | $521,679 | | No Change | $1.62 | 13F |
BCRX | BioCryst Pharmaceuticals, Inc. | 0.00588% | 75,778 | $468,308 | -10,050,398 | -99.25% | $6.18 | 13F |
ACRV | Acrivon Therapeutics, Inc. | 0.00385% | 52,885 | $306,733 | | No Change | $5.8 | 13F |
FHTX | Foghorn Therapeutics Inc. | 0.00325% | 45,027 | $258,905 | | No Change | $5.75 | 13F |
TYRA | Tyra Biosciences, Inc. | 0.00213% | 10,607 | $169,606 | | No Change | $15.99 | 13F |
SRZNW | Surrozen, Inc. | 0.00017% | 833,333 | $13,833 | | No Change | $0.02 | 13F |
ALPN | Alpine Immune Sciences, Inc. | | | | -81,578 | Exited | | 13F |
CABA | Cabaletta Bio, Inc. | | | | -13,331 | Exited | | 13F |
DBVT | DBV Technologies S.A. | | | | -14,614,264 | Exited | | 13F |
FDMT | 4D Molecular Therapeutics, Inc. | | | | -100,000 | Exited | | 13F |
HOOK | HOOKIPA Pharma Inc. | | | | -8,128,151 | Exited | | 13F |
CATX | Perspective Therapeutics, Inc. | | | | -149,787 | Exited | | 13F |
KNSA | Kiniksa Pharmaceuticals, Ltd. | | | | -2,809,577 | Exited | | 13F |
MURA | Mural Oncology plc | | | | -222,503 | Exited | | 13F |