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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| PATH | UIPATH INC | 52.98% | 30,950,000 | $336,426,500 | 5,742,372 | 22.78% | $10.87 | 13F |
| DFTX | DEFINIUM THERAPEUTICS INC | 2.13% | 286,990 | $13,500,010 | 86,996 | 43.5% | $47.04 | 13F |
| MBX | MBX BIOSCIENCES INC | 1.77% | 203,543 | $11,235,574 | 58,063 | 39.91% | $55.2 | 13F |
| RLAY | RELAY THERAPEUTICS INC | 1.68% | 570,311 | $10,670,519 | 388,768 | 214.15% | $18.71 | 13F |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 1.67% | 130,484 | $10,635,751 | 3,286 | 2.58% | $81.51 | 13F |
| PHVS | PHARVARIS N V | 1.61% | 295,627 | $10,222,782 | 74,016 | 33.4% | $34.58 | 13F |
| ALKS | ALKERMES PLC | 1.57% | 189,979 | $9,953,950 | 30,188 | 18.89% | $52.4 | 13F |
| IMVT | IMMUNOVANT INC | 1.55% | 255,934 | $9,861,137 | 37,427 | 17.13% | $38.53 | 13F |
| SLN | SILENCE THERAPEUTICS PLC | 1.32% | 764,256 | $8,391,531 | 134,095 | 21.28% | $10.98 | 13F |
| DYN | DYNE THERAPEUTICS INC | 1.25% | 356,657 | $7,921,352 | 98,525 | 38.17% | $22.21 | 13F |
| IONS | IONIS PHARMACEUTICALS INC | 1.21% | 97,173 | $7,704,847 | 55,409 | 132.67% | $79.29 | 13F |
| AGIO | AGIOS PHARMACEUTICALS INC | 1.2% | 205,579 | $7,629,037 | 40,740 | 24.72% | $37.11 | 13F |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | 1.15% | 201,036 | $7,319,721 | 81,696 | 68.46% | $36.41 | 13F |
| ACAD | ACADIA PHARMACEUTICALS INC | 0.67% | 167,875 | $4,247,238 | 23,255 | 16.08% | $25.3 | 13F |
| KPTI | KARYOPHARM THERAPEUTICS INC (Call) | 0.39% | 250,300 | $2,445,431 | 200,300 | 400.6% | $9.77 | 13F |
| TECX | TECTONIC THERAPEUTIC INC | 0.25% | 46,516 | $1,598,988 | 8,928 | 23.75% | $34.38 | 13F |