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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| MANE | Veradermics, Inc | 6.15% | 2,957,937 | $317,238,743 | -1,211,033 | -29.05% | Form 4 | |
| LEGN | LEGEND BIOTECH CORP | 3.96% | 7,070,000 | $204,181,600 | -511,029 | -6.74% | $28.88 | 13F |
| PVLA | PALVELLA THERAPEUTICS INC NE | 3.36% | 1,135,406 | $173,512,745 | -18,090 | -1.57% | $152.82 | 13F |
| RCUS | ARCUS BIOSCIENCES INC | 2.85% | 4,776,423 | $147,257,121 | -254,570 | -5.06% | $30.83 | 13F |
| GLUE | MONTE ROSA THERAPEUTICS INC | 1.66% | 3,549,539 | $85,898,844 | -677,270 | -16.02% | $24.2 | 13F |
| AMZN | AMAZON COM INC | 0.95% | 204,860 | $48,826,332 | -49,149 | -19.35% | $238.34 | 13F |
| APO | APOLLO GLOBAL MGMT INC | 0.88% | 383,300 | $45,348,223 | -4,400 | -1.13% | $118.31 | 13F |
| BAC | BANK OF AMER CORP | 0.87% | 789,720 | $44,998,246 | -505,525 | -39.03% | $56.98 | 13F |
| CMPX | COMPASS THERAPEUTICS INC | 0.60% | 14,101,159 | $30,881,538 | -206,220 | -1.44% | $2.19 | 13F |
| UNH | UNITEDHEALTH GROUP INC | 0.52% | 64,130 | $26,654,352 | -36,500 | -36.27% | $415.63 | 13F |
| FULC | FULCRUM THERAPEUTICS INC | 0.26% | 3,680,921 | $13,472,171 | -2,880,190 | -43.9% | $3.66 | 13F |
| DHR | DANAHER CORP DEL | 0.10% | 26,600 | $5,066,768 | -9,780 | -26.88% | $190.48 | 13F |
| MLYS | MINERALYS THERAPEUTICS INC | 0.09% | 173,886 | $4,691,444 | -1,364,776 | -88.7% | $26.98 | 13F |
| ABEO | ABEONA THERAPEUTICS INC | 0.06% | 500,000 | $3,090,000 | -2,176,000 | -81.32% | $6.18 | 13F |
| JNJ | JOHNSON & JOHNSON | 0.04% | 7,700 | $1,955,569 | -15,700 | -67.09% | $253.97 | 13F |
| PFGC | PERFORMANCE FOOD GROUP CO | 0.03% | 14,710 | $1,644,431 | -372,175 | -96.2% | $111.79 | 13F |
| GWW | WW GRAINGER INC | 0.02% | 770 | $1,047,508 | -230 | -23% | $1360.4 | 13F |
| USFD | US FOODS HLDG CORP | 0.01% | 6,920 | $707,570 | -389,050 | -98.25% | $102.25 | 13F |