| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| INSM | INSMED INC | 13.11% | 491,805 | $70,824,838 | -373,308 | -43.15% | $144.01 | 13F |
| PTCT | PTC THERAPEUTICS INC | 9.8% | 862,613 | $52,938,560 | 456,144 | 112.22% | $61.37 | 13F |
| ACAD | ACADIA PHARMACEUTICALS INC | 9.74% | 2,466,684 | $52,639,037 | -96,525 | -3.77% | $21.34 | 13F |
| FOLD | AMICUS THERAPEUTICS INC | 7.83% | 5,367,798 | $42,298,248 | -242,715 | -4.33% | $7.88 | 13F |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 7.56% | 754,007 | $40,837,019 | -86,463 | -10.29% | $54.16 | 13F |
| BIIB | BIOGEN INC | 4.81% | 185,661 | $26,007,393 | -20,098 | -9.77% | $140.08 | 13F |
| UTHR | UNITED THERAPEUTICS CORP | 4.51% | 58,186 | $24,392,153 | -37,296 | -39.06% | $419.21 | 13F |
| ANAB | ANAPTYSBIO INC | 3.82% | 673,520 | $20,623,182 | -139,301 | -17.14% | $30.62 | 13F |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | 3.06% | 7,618,132 | $16,531,346 | 4,188,803 | 122.15% | $2.17 | 13F |
| NVCR | NOVOCURE LTD | 3% | 1,256,159 | $16,229,574 | 293,763 | 30.52% | $12.92 | 13F |
| DYN | DYNE THERAPEUTICS INC | 2.96% | 1,262,674 | $15,972,826 | 997,698 | 376.52% | $12.65 | 13F |
| IRON | DISC MEDICINE INC | 2.74% | 224,300 | $14,821,744 | 78,609 | 53.96% | $66.08 | 13F |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 2.73% | 32,320 | $14,737,920 | -43,215 | -57.21% | $456 | 13F |
| GOSS | GOSSAMER BIO INC | 2.66% | 5,464,349 | $14,371,238 | -274,664 | -4.79% | $2.63 | 13F |
| PRTA | PROTHENA CORP PLC | 2.39% | 1,324,028 | $12,922,513 | 49,275 | 3.87% | $9.76 | 13F |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | 2.06% | 369,531 | $11,115,492 | 320,781 | 658.01% | $30.08 | 13F |
| AGIO | AGIOS PHARMACEUTICALS INC | 1.97% | 265,497 | $10,657,050 | -3,286 | -1.22% | $40.14 | 13F |
| SNDX | SYNDAX PHARMACEUTICALS INC | 1.86% | 654,930 | $10,076,098 | 210,563 | 47.38% | $15.38 | 13F |
| EHTH | EHEALTH INC | 1.23% | 1,544,619 | $6,657,308 | -33,231 | -2.11% | $4.31 | 13F |
| DNLI | DENALI THERAPEUTICS INC | 1.1% | 408,006 | $5,924,247 | 168,197 | 70.14% | $14.52 | 13F |
| ALGN | ALIGN TECHNOLOGY INC | 1.06% | 45,735 | $5,726,937 | 7,963 | 21.08% | $125.22 | 13F |
| ALKS | ALKERMES PLC | 1.02% | 183,938 | $5,518,140 | -37,083 | -16.78% | $30 | 13F |
| RNA | AVIDITY BIOSCIENCES INC | 0.89% | 109,831 | $4,785,337 | -9,055 | -7.62% | $43.57 | 13F |
| MIRM | MIRUM PHARMACEUTICALS INC | 0.88% | 64,700 | $4,743,157 | No Change | $73.31 | 13F | |
| CDNA | CAREDX INC | 0.85% | 316,204 | $4,597,606 | 316,204 | New | $14.54 | 13F |
| TSHA | TAYSHA GENE THERAPIES INC | 0.75% | 1,246,033 | $4,074,528 | No Change | $3.27 | 13F | |
| NUVB | NUVATION BIO INC | 0.7% | 1,020,547 | $3,776,024 | 247,895 | 32.08% | $3.7 | 13F |
| ACRS | ACLARIS THERAPEUTICS INC | 0.55% | 1,566,840 | $2,976,996 | 176,812 | 12.72% | $1.9 | 13F |
| TVTX | TRAVERE THERAPEUTICS INC | 0.49% | 110,719 | $2,646,184 | No Change | $23.9 | 13F | |
| CRSP | CRISPR THERAPEUTICS AG | 0.49% | 41,226 | $2,671,857 | -3,399 | -7.62% | $64.81 | 13F |
| EW | EDWARDS LIFESCIENCES CORP | 0.48% | 33,640 | $2,616,183 | -5,833 | -14.78% | $77.77 | 13F |
| NBIX | NEUROCRINE BIOSCIENCES INC | 0.47% | 18,117 | $2,543,264 | 4,783 | 35.87% | $140.38 | 13F |
| STOK | STOKE THERAPEUTICS INC | 0.46% | 105,427 | $2,477,535 | -20,434 | -16.24% | $23.5 | 13F |
| PYXS | PYXIS ONCOLOGY INC | 0.43% | 1,037,421 | $2,303,075 | No Change | $2.22 | 13F | |
| BNTX | BIONTECH SE-ADR | 0.36% | 19,614 | $1,934,333 | -5,592 | -22.19% | $98.62 | 13F |
| BCYC | BICYCLE THERAPEUTICS PLC-ADR | 0.32% | 221,071 | $1,711,090 | -27,863 | -11.19% | $7.74 | 13F |
| ALDX | ALDEYRA THERAPEUTICS INC | 0.22% | 225,465 | $1,176,927 | No Change | $5.22 | 13F | |
| HUM | HUMANA INC | 0.19% | 3,985 | $1,036,777 | No Change | $260.17 | 13F | |
| ORKA | ORUKA THERAPEUTICS INC | 0.15% | 59,985 | $791,310 | 59,985 | New | $13.19 | 13F |
| ABEO | ABEONA THERAPEUTICS INC | 0.11% | 108,865 | $574,807 | No Change | $5.28 | 13F | |
| URGN | UROGEN PHARMA LTD | 0.09% | 24,500 | $488,775 | No Change | $19.95 | 13F | |
| PRQR | PROQR THERAPEUTICS NV | 0.07% | 188,807 | $402,159 | 188,807 | New | $2.13 | 13F |
| AKTX | AKARI THERAPEUTICS PLC-ADR | 0.03% | 146,024 | $147,484 | No Change | $1.01 | 13F | |
| GBIO | GENERATION BIO CO | 0.02% | 15,047 | $92,088 | -135,428 | -90% | $6.12 | 13F |
| ALMS | ALUMIS INC | -143,437 | Exited | 13F | ||||
| KPTI | KARYOPHARM THERAPEUTICS INC | -187,911 | Exited | 13F | ||||
| STAA | STAAR SURGICAL CO | -791,879 | Exited | 13F | ||||
| VYNE | VYNE THERAPEUTICS INC PIPE | -445,434 | Exited | 13F |