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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| RYTM | RHYTHM PHARMACEUTICALS INC | 5.75% | 6,666,837 | $740,218,912 | No Change | $111.03 | 13F | |
| PCVX | VAXCYTE INC | 5.18% | 11,474,599 | $667,018,440 | No Change | $58.13 | 13F | |
| SION | SIONNA THERAPEUTICS INC | 3.39% | 9,905,045 | $435,722,930 | No Change | $43.99 | 13F | |
| NAMS | NEWAMSTERDAM PHARMA CO NV | 2.52% | 9,550,191 | $323,655,973 | No Change | $33.89 | 13F | |
| BCAX | BICARA THERAPEUTICS INC | 1.67% | 7,255,993 | $215,430,432 | No Change | $29.69 | 13F | |
| MLYS | MINERALYS THERAPEUTICS INC | 1.61% | 7,692,750 | $207,550,395 | No Change | $26.98 | 13F | |
| IRON | DISC MEDICINE INC | 1.39% | 2,450,221 | $179,209,164 | No Change | $73.14 | 13F | |
| SGP | SPYGLASS PHARMA INC | 1.39% | 8,021,117 | $178,550,064 | No Change | $22.26 | 13F | |
| JANX | JANUX THERAPEUTICS INC | 1.34% | 11,189,693 | $171,873,684 | No Change | $15.36 | 13F | |
| TSHA | TAYSHA GENE THERAPIES INC | 1.25% | 23,555,648 | $160,413,963 | No Change | $6.81 | 13F | |
| BCRX | BIOCRYST PHARMACEUTICALS INC | 1.23% | 15,827,186 | $158,271,860 | No Change | $10 | 13F | |
| WVE | WAVE LIFE SCIENCES LTD | 1.22% | 26,975,505 | $156,727,684 | No Change | $5.81 | 13F | |
| SPRY | ARS PHARMACEUTICALS INC | 0.68% | 10,860,977 | $86,996,426 | No Change | $8.01 | 13F | |
| JBIO | JADE BIOSCIENCES INC | 0.63% | 3,671,083 | $81,571,464 | No Change | $22.22 | 13F | |
| LBRX | LB PHARMACEUTICALS INC | 0.56% | 2,208,604 | $71,680,243 | No Change | $32.46 | 13F | |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | 0.52% | 5,049,779 | $67,162,061 | No Change | $13.3 | 13F | |
| MNPR | MONOPAR THERAPEUTICS INC | 0.48% | 667,207 | $61,776,696 | No Change | $92.59 | 13F | |
| ABOS | ACUMEN PHARMACEUTICALS INC | 0.44% | 20,992,669 | $56,050,426 | No Change | $2.67 | 13F | |
| EVMN | EVOMMUNE INC | 0.36% | 3,494,638 | $46,443,739 | No Change | $13.29 | 13F | |
| IPSC | CENTURY THERAPEUTICS INC | 0.34% | 17,754,430 | $43,498,354 | No Change | $2.45 | 13F | |
| CCCC | C4 THERAPEUTICS INC | 0.29% | 8,000,000 | $37,360,000 | No Change | $4.67 | 13F | |
| MIRM | MIRUM PHARMACEUTICALS INC | 0.29% | 318,554 | $37,293,117 | No Change | $117.07 | 13F | |
| PEPG | PEPGEN INC | 0.28% | 20,064,545 | $36,116,181 | No Change | $1.8 | 13F | |
| NKTX | NKARTA INC | 0.24% | 10,805,129 | $30,578,515 | No Change | $2.83 | 13F | |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | 0.23% | 3,000,000 | $29,550,000 | No Change | $9.85 | 13F | |
| ASMB | ASSEMBLY BIOSCIENCES INC | 0.22% | 1,020,410 | $28,040,867 | No Change | $27.48 | 13F | |
| ALXO | ALX ONCOLOGY HOLDINGS INC | 0.21% | 13,011,849 | $26,934,527 | No Change | $2.07 | 13F | |
| BNTC | BENITEC BIOPHARMA INC | 0.19% | 1,850,000 | $24,753,000 | No Change | $13.38 | 13F | |
| LENZ | LENZ THERAPEUTICS INC | 0.18% | 4,178,823 | $23,735,715 | No Change | $5.68 | 13F | |
| LXEO | LEXEO THERAPEUTICS INC | 0.18% | 5,000,000 | $23,275,000 | No Change | $4.66 | 13F | |
| KPTI | KARYOPHARM THERAPEUTICS INC | 0.15% | 1,917,354 | $18,732,549 | No Change | $9.77 | 13F | |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | 0.14% | 265,000 | $18,603,000 | No Change | $70.2 | 13F | |
| OKUR | ONKURE THERAPEUTICS INC-A | 0.14% | 3,998,333 | $18,232,398 | No Change | $4.56 | 13F | |
| PALI | PALISADE BIO INC | 0.12% | 7,124,116 | $14,889,402 | No Change | $2.09 | 13F | |
| HLXC | HELIX ACQUISITION CORP-CL A | 0.10% | 1,250,000 | $13,300,000 | No Change | $10.64 | 13F | |
| EQ | EQUILLIUM INC | 0.08% | 3,096,336 | $9,908,275 | No Change | $3.2 | 13F | |
| WAY | WAYSTAR HOLDING CORP | 0.08% | 529,400 | $10,868,582 | No Change | $20.53 | 13F | |
| MGNX | MACROGENICS INC | 0.07% | 1,864,176 | $8,612,493 | No Change | $4.62 | 13F | |
| PCSC | PERCEPTIVE CAPITAL SOLUTIONS | 0.06% | 750,000 | $8,160,000 | No Change | $10.88 | 13F | |
| NAMSW | NEWAMSTERDAM PHARMA CO NV-27 | 0.06% | 333,333 | $7,123,326 | No Change | $21.37 | 13F | |
| CRVS | CORVUS PHARMACEUTICALS INC | 0.05% | 450,000 | $6,723,000 | No Change | $14.94 | 13F | |
| RANI | RANI THERAPEUTICS HOLDINGS-A | 0.05% | 8,500,000 | $6,463,400 | No Change | $0.76 | 13F |