Q2 2026 13F filing
Updated 29 days ago113 disclosed positions worth $2.2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | R ROIV ROIVANT SCIENCES LTD | $132.7M | 3.75M | 6.00% | — |
| 2 | A APGE APOGEE THERAPEUTICS INC | $131M | 987.0K | 5.92% | — |
| 3 | S SYRE SPYRE THERAPEUTICS INC | $113.6M | 1.28M | 5.13% | — |
| 4 | X XENE XENON PHARMACEUTICALS INC | $96.3M | 1.59M | 4.35% | — |
| 5 | E EQR ERASCA INC | $96.2M | 5.25M | 4.35% | — |
| 6 | I INSM INSMED INC | $69.3M | 650.0K | 3.13% | — |
| 7 | P PRAX PRAXIS PRECISION MEDICINES I | $61.9M | 185.0K | 2.80% | — |
| 8 | A ALKS ALKERMES PLC | $58.9M | 1.13M | 2.66% | — |
| 9 | O ORKA ORUKA THERAPEUTICS INC | $56.2M | 590.0K | 2.54% | — |
| 10 | A ADI ANAPTYSBIO INC | $55.8M | 826.1K | 2.52% | — |
| 11 | ? N/A AVALO THERAPEUTICS INC | $53.6M | 2.90M | 2.42% | — |
| 12 | C CYTK CYTOKINETICS INC | $46.9M | 550.0K | 2.12% | — |
| 13 | R RVMDW REVOLUTION MEDICINES INC | $46.8M | 250.0K | 2.12% | — |
| 14 | A AAVXF ABIVAX SA | $44M | 330.0K | 1.99% | — |
| 15 | ? N/A FIRST TRACKS BIOTHERAPEUTICS | $40.9M | 2.03M | 1.85% | — |
| 16 | D DNTH DIANTHUS THERAPEUTICS INC | $39M | 400.0K | 1.76% | — |
| 17 | ? N/A SUTRO BIOPHARMA INC | $38.9M | 1.17M | 1.76% | — |
| 18 | M MRNA MODERNA INC | $35M | 500.0K | 1.58% | — |
| 19 | ? N/A NUVALENT INC | $34M | 275.0K | 1.53% | — |
| 20 | T TRVI TREVI THERAPEUTICS INC | $33.6M | 1.80M | 1.52% | — |
| 21 | M MRNA MODERNA INC | $33.3M | 475.0K | 1.50% | — |
| 22 | ? N/A ARK ETF TR | $31.5M | 750.0K | 1.43% | — |
| 23 | O OVID OVID THERAPEUTICS INC | $27.3M | 10.14M | 1.23% | — |
| 24 | ? N/A LEXEO THERAPEUTICS INC | $27M | 5.81M | 1.22% | — |
| 25 | C CLDX CELLDEX THERAPEUTICS INC NEW | $26M | 700.0K | 1.18% | — |
| 26 | B BLTE BELITE BIO INC | $25.4M | 165.0K | 1.15% | — |
| 27 | E ELVN ENLIVEN THERAPEUTICS INC | $25.4M | 500.0K | 1.15% | — |
| 28 | F FBRX FORTE BIOSCIENCES INC | $24.3M | 1.15M | 1.10% | — |
| 29 | L LLY ELI LILLY & CO | $24M | 20.0K | 1.08% | — |
| 30 | N NRIX NURIX THERAPEUTICS INC | $23.5M | 967.6K | 1.06% | — |
| 31 | A ANRO ALTO NEUROSCIENCE INC | $22.4M | 850.0K | 1.01% | — |
| 32 | M MDGL MADRIGAL PHARMACEUTICALS INC | $21.5M | 40.0K | 0.97% | — |
| 33 | P PB PROTAGONIST THERAPEUTICS INC | $21.1M | 172.1K | 0.95% | — |
| 34 | M MLYS MINERALYS THERAPEUTICS INC | $20.2M | 750.0K | 0.91% | — |
| 35 | R RLAY RELAY THERAPEUTICS INC | $19.6M | 1.05M | 0.89% | — |
| 36 | S SGMT SAGIMET BIOSCIENCES INC | $19.3M | 2.50M | 0.87% | — |
| 37 | J JBIO JADE BIOSCIENCES INC | $18.7M | 840.4K | 0.84% | — |
| 38 | C COGT COGENT BIOSCIENCES INC | $17.4M | 450.0K | 0.79% | — |
| 39 | T TVTX TRAVERE THERAPEUTICS INC | $17M | 300.0K | 0.77% | — |
| 40 | C CGEM CULLINAN THERAPEUTICS INC | $15.9M | 875.8K | 0.72% | — |
| 41 | S SVRA SAVARA INC | $15.5M | 2.51M | 0.70% | — |
| 42 | I IDYA IDEAYA BIOSCIENCES INC | $14.9M | 400.0K | 0.67% | — |
| 43 | ? N/A PERSPECTIVE THERAPEUTICS INC | $14.4M | 4.21M | 0.65% | — |
| 44 | O ODTX ODYSSEY THERAPEUTICS INC | $14.3M | 766.3K | 0.65% | — |
| 45 | ? N/A COGENT BIOSCIENCES INC | $13.7M | 11.00M | 0.62% | — |
| 46 | O OMER OMEROS CORP | $13.4M | 1.41M | 0.61% | — |
| 47 | ? N/A HELIX ACQUISITION CORP III | $13.3M | 1.25M | 0.60% | — |
| 48 | ? N/A EQUILLIUM INC | $13.1M | 4.10M | 0.59% | — |
| 49 | A ALKS ALKERMES PLC | $13.1M | 250.0K | 0.59% | — |
| 50 | E ESTA ESTABLISHMENT LABS HLDGS INC | $12.7M | 148.0K | 0.57% | — |