| 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 |
| 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 |
| 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 |
| AGIO | AGIOS PHARMACEUTICALS INC | 1.97% | 265,497 | $10,657,050 | -3,286 | -1.22% | $40.14 | 13F |
| EHTH | EHEALTH INC | 1.23% | 1,544,619 | $6,657,308 | -33,231 | -2.11% | $4.31 | 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 |
| 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 |
| STOK | STOKE THERAPEUTICS INC | 0.46% | 105,427 | $2,477,535 | -20,434 | -16.24% | $23.5 | 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 |
| GBIO | GENERATION BIO CO | 0.02% | 15,047 | $92,088 | -135,428 | -90% | $6.12 | 13F |