| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| PCVX | VAXCYTE INC | 5.53% | 11,474,599 | $666,788,948 | 750,000 | 6.99% | $58.11 | 13F |
| CLYM | Climb Bio, Inc. | 3.08% | 23,249,186 | $299,914,499 | 11,948,247 | 105.73% | 13D | |
| WVE | WAVE LIFE SCIENCES LTD. | 2.30% | 34,225,506 | $259,771,591 | 7,250,001 | 26.88% | 13D | |
| NUVL | NUVALENT INC-A | 2.16% | 2,534,145 | $259,623,155 | 654,088 | 34.79% | $102.45 | 13F |
| DNTH | DIANTHUS THERAPEUTICS INC | 1.82% | 2,611,733 | $219,176,633 | 1,000,000 | 62.05% | $83.92 | 13F |
| MLYS | MINERALYS THERAPEUTICS INC | 1.73% | 7,692,750 | $208,396,598 | 369,000 | 5.04% | $27.09 | 13F |
| ARTV | Artiva Biotherapeutics, Inc. | 1.43% | 18,137,650 | $162,331,968 | 8,284,348 | 84.08% | Form 4 | |
| IRON | DISC MEDICINE INC | 1.30% | 2,450,221 | $156,667,131 | 474,089 | 23.99% | $63.94 | 13F |
| BCAX | BICARA THERAPEUTICS INC | 1.20% | 7,255,993 | $144,321,701 | 300,000 | 4.31% | $19.89 | 13F |
| SLDB | SOLID BIOSCIENCES INC. | 1.02% | 12,036,126 | $99,899,846 | 2,696,148 | 28.87% | 13D | |
| EVMN | EVOMMUNE INC | 0.67% | 3,494,638 | $80,341,728 | 35,868 | 1.04% | $22.99 | 13F |
| ABOS | ACUMEN PHARMACEUTICALS INC | 0.41% | 20,992,669 | $49,542,699 | 6,060,606 | 40.59% | $2.36 | 13F |
| DSGN | DESIGN THERAPEUTICS INC | 0.26% | 2,972,973 | $31,632,433 | 1,511,592 | 103.44% | $10.64 | 13F |
| ACRV | ACRIVON THERAPEUTICS, INC. | 0.22% | 12,284,906 | $24,201,265 | 3,944,398 | 47.29% | 13D | |
| INSP | INSPIRE MEDICAL SYSTEMS INC | 0.14% | 325,663 | $16,797,698 | 183,699 | 129.4% | $51.58 | 13F |
| HNGE | HINGE HEALTH INC-A | 0.12% | 364,613 | $14,059,477 | 284,500 | 355.12% | $38.56 | 13F |
| WGS | GENEDX HOLDINGS CORP | 0.11% | 209,887 | $13,478,943 | 151,843 | 261.6% | $64.22 | 13F |
| WAY | WAYSTAR HOLDING CORP | 0.11% | 529,400 | $12,763,834 | 385,000 | 266.62% | $24.11 | 13F |
| ACET | ADICET BIO INC | 0.07% | 1,182,624 | $8,053,669 | 234,375 | 24.72% | $6.81 | 13F |