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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ONC | BeOne Medicines Ltd. | 70.16% | 115,912,814 | $41,013,430,978 | 107,111,247 | 1216.96% | 13D | |
| INCY | Incyte Corporation | 6.06% | 30,762,330 | $3,487,217,729 | 17,918 | 0.06% | $113.36 | 13F |
| RVMD | Revolution Medicines, Inc. | 3.73% | 11,443,357 | $2,143,111,899 | 1,888,000 | 19.76% | $187.28 | 13F |
| MDGL | Madrigal Pharmaceuticals, Inc. | 2.00% | 2,143,131 | $1,150,754,190 | 1,430 | 0.07% | $536.95 | 13F |
| ACAD | ACADIA Pharmaceuticals Inc. | 1.89% | 42,912,904 | $1,085,696,471 | 16,214 | 0.04% | $25.3 | 13F |
| INSM | Insmed Incorporated | 1.63% | 8,796,111 | $937,841,355 | 1,375,000 | 18.53% | $106.62 | 13F |
| ABCL | AbCellera Biologics Inc. | 0.45% | 33,012,138 | $259,145,283 | 2,736,200 | 9.04% | $7.85 | 13F |
| IDYA | IDEAYA Biosciences, Inc. | 0.32% | 5,010,030 | $186,723,818 | 1,063,515 | 26.95% | $37.27 | 13F |
| KNSA | Kiniksa Pharmaceuticals International, plc | 0.32% | 2,834,643 | $181,275,420 | 8,397 | 0.3% | $63.95 | 13F |
| REPL | Replimune Group, Inc. | 0.23% | 11,075,336 | $133,568,552 | 30,000 | 0.27% | 13D | |
| DNLI | Denali Therapeutics Inc. | 0.17% | 3,734,336 | $96,047,122 | 2,641 | 0.07% | $25.72 | 13F |
| RLAY | Relay Therapeutics, Inc. | 0.09% | 2,826,783 | $52,889,110 | 1,666,666 | 143.66% | $18.71 | 13F |
| CLDX | Celldex Therapeutics, Inc. | 0.08% | 1,182,611 | $44,004,955 | 517,241 | 77.74% | $37.21 | 13F |
| VRDN | Viridian Therapeutics, Inc. | 0.08% | 2,383,025 | $43,776,169 | 411,347 | 20.86% | $18.37 | 13F |
| DSGN | Design Therapeutics, Inc. | 0.07% | 2,678,430 | $38,756,882 | 92,452 | 3.58% | $14.47 | 13F |
| RCUS | Arcus Biosciences, Inc. | 0.05% | 844,816 | $26,045,677 | 429,195 | 103.27% | $30.83 | 13F |
| VSTM | Verastem, Inc. | 0.02% | 2,499,338 | $9,547,471 | 1,914,581 | 327.41% | $3.82 | 13F |