| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| PTCT | PTC THERAPEUTICS INC | 9.8% | 862,613 | $52,938,560 | 456,144 | 112.22% | $61.37 | 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 |
| 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 |
| SNDX | SYNDAX PHARMACEUTICALS INC | 1.86% | 654,930 | $10,076,098 | 210,563 | 47.38% | $15.38 | 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 |
| 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 |
| NBIX | NEUROCRINE BIOSCIENCES INC | 0.47% | 18,117 | $2,543,264 | 4,783 | 35.87% | $140.38 | 13F |