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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| INSM | INSMED INC | 10.39% | 415,269 | $67,904,787 | -74,213 | -15.16% | $163.52 | 13F |
| ACAD | ACADIA PHARMACEUTICALS INC | 9.78% | 2,872,695 | $63,946,191 | 388,664 | 15.65% | $22.26 | 13F |
| PTCT | PTC THERAPEUTICS INC | 9.6% | 921,607 | $62,789,085 | 17,691 | 1.96% | $68.13 | 13F |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 5.92% | 685,182 | $38,705,931 | -61,074 | -8.18% | $56.49 | 13F |
| UTHR | UNITED THERAPEUTICS CORP | 5.7% | 62,809 | $37,244,481 | 4,623 | 7.95% | $592.98 | 13F |
| ANAB | ANAPTYSBIO INC | 5.41% | 638,161 | $35,392,409 | -51,871 | -7.52% | $55.46 | 13F |
| MIRM | MIRUM PHARMACEUTICALS INC | 4.59% | 325,175 | $30,039,667 | 168,754 | 107.88% | $92.38 | 13F |
| DYN | DYNE THERAPEUTICS INC | 4.58% | 1,652,972 | $29,968,382 | 180,775 | 12.28% | $18.13 | 13F |
| BIIB | BIOGEN INC | 3.95% | 140,719 | $25,798,014 | -42,852 | -23.34% | $183.33 | 13F |
| IRON | DISC MEDICINE INC | 3.93% | 401,719 | $25,685,913 | 84,263 | 26.54% | $63.94 | 13F |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | 3.41% | 6,349,563 | $22,286,966 | -767,113 | -10.78% | $3.51 | 13F |
| SNDX | SYNDAX PHARMACEUTICALS INC | 3.09% | 864,986 | $20,206,073 | 70,479 | 8.87% | $23.36 | 13F |
| ANNX | ANNEXON INC | 2.5% | 2,948,090 | $16,332,419 | 563,898 | 23.65% | $5.54 | 13F |
| FOLD | AMICUS THERAPEUTICS INC | 2.46% | 1,113,045 | $16,094,631 | -4,092,722 | -78.62% | $14.46 | 13F |
| NVCR | NOVOCURE LTD | 2.13% | 1,280,439 | $13,956,785 | -18,525 | -1.43% | $10.9 | 13F |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | 1.91% | 596,495 | $12,496,570 | 135,201 | 29.31% | $20.95 | 13F |
| PRTA | PROTHENA CORP PLC | 1.8% | 1,208,568 | $11,747,281 | -111,942 | -8.48% | $9.72 | 13F |
| BCAX | BICARA THERAPEUTICS INC | 1.67% | 550,408 | $10,947,615 | 251,833 | 84.34% | $19.89 | 13F |
| CLDX | CELLDEX THERAPEUTICS INC | 1.44% | 296,408 | $9,402,062 | 296,408 | New | $31.72 | 13F |
| CDNA | CAREDX INC | 1.41% | 531,870 | $9,233,263 | 53,650 | 11.22% | $17.36 | 13F |
| ALKS | ALKERMES PLC | 1.31% | 242,560 | $8,576,922 | No Change | $35.36 | 13F | |
| CMPX | COMPASS THERAPEUTICS INC | 1.23% | 1,514,504 | $8,011,726 | -1,017,915 | -40.2% | $5.29 | 13F |
| AGIO | AGIOS PHARMACEUTICALS INC | 1.11% | 213,601 | $7,226,122 | 1,102 | 0.52% | $33.83 | 13F |
| ALGN | ALIGN TECHNOLOGY INC | 1.09% | 41,520 | $7,117,774 | No Change | $171.43 | 13F | |
| CAPR | CAPRICOR THERAPEUTICS INC | 1.07% | 229,763 | $6,984,795 | 3,459 | 1.53% | $30.4 | 13F |
| TVTX | TRAVERE THERAPEUTICS INC | 1.05% | 230,453 | $6,846,759 | 119,734 | 108.14% | $29.71 | 13F |
| TSHA | TAYSHA GENE THERAPIES INC | 0.95% | 1,391,382 | $6,219,478 | 208,187 | 17.6% | $4.47 | 13F |
| ACRS | ACLARIS THERAPEUTICS INC | 0.93% | 1,613,430 | $6,050,363 | 46,590 | 2.97% | $3.75 | 13F |
| DNLI | DENALI THERAPEUTICS INC | 0.69% | 234,582 | $4,503,974 | -406,657 | -63.42% | $19.2 | 13F |
| XENE | XENON PHARMACEUTICALS INC | 0.46% | 51,345 | $2,985,712 | -45,174 | -46.8% | $58.15 | 13F |
| ORKA | ORUKA THERAPEUTICS INC | 0.45% | 59,985 | $2,942,264 | No Change | $49.05 | 13F | |
| STOK | STOKE THERAPEUTICS INC | 0.42% | 84,631 | $2,755,585 | 12,609 | 17.51% | $32.56 | 13F |
| EW | EDWARDS LIFESCIENCES CORP | 0.41% | 33,640 | $2,693,891 | No Change | $80.08 | 13F | |
| NBIX | NEUROCRINE BIOSCIENCES INC | 0.37% | 18,117 | $2,386,734 | No Change | $131.74 | 13F | |
| NUVB | NUVATION BIO INC | 0.33% | 508,846 | $2,182,949 | -29,233 | -5.43% | $4.29 | 13F |
| CYTK | CYTOKINETICS INC | 0.32% | 32,195 | $2,121,972 | 32,195 | New | $65.91 | 13F |
| EHTH | EHEALTH INC | 0.29% | 1,482,797 | $1,912,808 | -48,632 | -3.18% | $1.29 | 13F |
| CRSP | CRISPR THERAPEUTICS AG | 0.29% | 39,605 | $1,884,010 | -1,621 | -3.93% | $47.57 | 13F |
| BNTX | BIONTECH SE-ADR | 0.27% | 19,614 | $1,743,292 | No Change | $88.88 | 13F | |
| PYXS | PYXIS ONCOLOGY INC | 0.23% | 1,010,510 | $1,475,345 | -26,911 | -2.59% | $1.46 | 13F |
| VSTM | VERASTEM INC | 0.2% | 246,093 | $1,304,293 | 246,093 | New | $5.3 | 13F |
| BCYC | BICYCLE THERAPEUTICS PLC-ADR | 0.14% | 201,890 | $936,770 | -19,181 | -8.68% | $4.64 | 13F |
| MDGL | MADRIGAL PHARMACEUTICALS INC | 0.14% | 1,787 | $935,441 | 1,787 | New | $523.47 | 13F |
| HUM | HUMANA INC | 0.11% | 3,985 | $690,959 | No Change | $173.39 | 13F | |
| CMPS | COMPASS PATHWAYS PLC ADR | 0.1% | 115,616 | $639,356 | No Change | $5.53 | 13F | |
| XERS | XERIS BIOPHARMA HOLDINGS INC | 0.09% | 104,410 | $605,578 | 104,410 | New | $5.8 | 13F |
| ABEO | ABEONA THERAPEUTICS INC | 0.07% | 108,865 | $487,715 | No Change | $4.48 | 13F | |
| INSP | INSPIRE MEDICAL SYSTEMS INC | 0.07% | 8,772 | $452,460 | No Change | $51.58 | 13F | |
| URGN | UROGEN PHARMA LTD | 0.07% | 24,500 | $440,510 | No Change | $17.98 | 13F | |
| PRQR | PROQR THERAPEUTICS NV | 0.05% | 188,807 | $305,867 | No Change | $1.62 | 13F | |
| ALDX | ALDEYRA THERAPEUTICS INC | 0.04% | 155,709 | $263,148 | -69,756 | -30.94% | $1.69 | 13F |
| AKTX | AKARI THERAPEUTICS PLC-ADR | -146,024 | Exited | 13F | ||||
| GBIO | GENERATION BIO CO | -15,047 | Exited | 13F | ||||
| GOSS | GOSSAMER BIO INC | -4,471,592 | Exited | 13F |