| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| VRDN | Viridian Therapeutics, Inc. | 0.23% | 1,744,406 | $24,386,796 | 1,744,406 | New | $13.98 | 13F |
| BPMC | Blueprint Medicines Corporation | 0.15% | 125,538 | $16,091,461 | 125,538 | New | $128.18 | 13F |
| ARWR | Arrowhead Pharmaceuticals, Inc. | 0.14% | 939,174 | $14,838,949 | 939,174 | New | $15.8 | 13F |
| DNTH | Dianthus Therapeutics, Inc. | 0.14% | 789,759 | $14,713,210 | 789,759 | New | $18.63 | 13F |
| ACLX | Arcellx, Inc. | 0.10% | 166,825 | $10,985,426 | 166,825 | New | $65.85 | 13F |
| CDTX | Cidara Therapeutics, Inc. | 0.10% | 227,272 | $11,070,419 | 227,272 | New | $48.71 | 13F |
| NUVL | Nuvalent, Inc. | 0.10% | 143,937 | $10,982,393 | 143,937 | New | $76.3 | 13F |
| SYRE | Spyre Therapeutics, Inc. | 0.09% | 626,703 | $9,381,744 | 626,703 | New | $14.97 | 13F |
| CRNX | Crinetics Pharmaceuticals, Inc. | 0.08% | 280,000 | $8,052,800 | 280,000 | New | $28.76 | 13F |
| CTMX | CytomX Therapeutics, Inc. | 0.07% | 3,484,226 | $7,909,193 | 3,484,226 | New | $2.27 | 13F |
| AGIO | Agios Pharmaceuticals, Inc. | 0.06% | 189,866 | $6,314,943 | 189,866 | New | $33.26 | 13F |
| RAPP | Rapport Therapeutics, Inc. | 0.06% | 550,090 | $6,254,523 | 550,090 | New | $11.37 | 13F |