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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| 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 |
| UTHR | UNITED THERAPEUTICS CORP | 5.7% | 62,809 | $37,244,481 | 4,623 | 7.95% | $592.98 | 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 |
| IRON | DISC MEDICINE INC | 3.93% | 401,719 | $25,685,913 | 84,263 | 26.54% | $63.94 | 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 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | 1.91% | 596,495 | $12,496,570 | 135,201 | 29.31% | $20.95 | 13F |
| BCAX | BICARA THERAPEUTICS INC | 1.67% | 550,408 | $10,947,615 | 251,833 | 84.34% | $19.89 | 13F |
| CDNA | CAREDX INC | 1.41% | 531,870 | $9,233,263 | 53,650 | 11.22% | $17.36 | 13F |
| AGIO | AGIOS PHARMACEUTICALS INC | 1.11% | 213,601 | $7,226,122 | 1,102 | 0.52% | $33.83 | 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 |
| STOK | STOKE THERAPEUTICS INC | 0.42% | 84,631 | $2,755,585 | 12,609 | 17.51% | $32.56 | 13F |