Q2 2026 13F filing
Updated 27 days ago48 disclosed positions worth $541.9M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAVXF ABIVAX SA | $68.8M | 516.4K | 12.70% | — |
| 2 | I INSM INSMED INC | $62.8M | 589.1K | 11.59% | — |
| 3 | T TRVI TREVI THERAPEUTICS INC | $41.2M | 2.21M | 7.61% | — |
| 4 | B BTSGU BRIGHTSPRING HEALTH SVCS INC | $36.1M | 517.3K | 6.66% | — |
| 5 | R RVMDW REVOLUTION MEDICINES INC | $34.7M | 185.4K | 6.41% | — |
| 6 | A ARGX ARGENX SE | $27.6M | 29.7K | 5.09% | — |
| 7 | A ALKS ALKERMES PLC | $23.5M | 449.0K | 4.34% | — |
| 8 | T TVTX TRAVERE THERAPEUTICS INC | $19.3M | 339.0K | 3.55% | — |
| 9 | A AZN ASTRAZENECA PLC | $18.7M | 98.4K | 3.44% | — |
| 10 | N NAMSW NEWAMSTERDAM PHARMA COMPANY | $17.1M | 503.9K | 3.15% | — |
| 11 | D DNTH DIANTHUS THERAPEUTICS INC | $15.9M | 163.0K | 2.93% | — |
| 12 | S STT-PG SPDR SERIES TRUST | $15.8M | 100.0K | 2.92% | — |
| 13 | D DGX QUEST DIAGNOSTICS INC | $13.8M | 65.1K | 2.55% | — |
| 14 | I IONS IONIS PHARMACEUTICALS INC | $11.4M | 144.4K | 2.11% | — |
| 15 | ? N/A EYEPOINT INC | $11M | 767.1K | 2.02% | — |
| 16 | A ALMS ALUMIS INC | $7.8M | 278.5K | 1.45% | — |
| 17 | V VIK VIKING THERAPEUTICS INC | $7.1M | 180.7K | 1.30% | — |
| 18 | C CELC CELCUITY INC | $6.2M | 59.3K | 1.15% | — |
| 19 | C CYTK CYTOKINETICS INC | $6M | 70.7K | 1.11% | — |
| 20 | M MRK MERCK & CO INC | $6M | 46.7K | 1.11% | — |
| 21 | R RAPP RAPPORT THERAPEUTICS INC | $5.8M | 138.5K | 1.07% | — |
| 22 | J JNJ JOHNSON & JOHNSON | $5.7M | 22.6K | 1.06% | — |
| 23 | G GH GUARDANT HEALTH INC | $5.7M | 38.1K | 1.05% | — |
| 24 | A ABSI ABSCI CORPORATION | $5.4M | 464.4K | 0.99% | — |
| 25 | S SRRK SCHOLAR ROCK HLDG CORP | $5.3M | 96.3K | 0.98% | — |
| 26 | S SION SIONNA THERAPEUTICS INC | $5.3M | 119.7K | 0.97% | — |
| 27 | A ASND ASCENDIS PHARMA A/S | $4.7M | 17.7K | 0.87% | — |
| 28 | R ROIV ROIVANT SCIENCES LTD | $4.6M | 129.8K | 0.85% | — |
| 29 | ? N/A PALISADE BIO INC | $4.2M | 1.99M | 0.77% | — |
| 30 | E EWTX EDGEWISE THERAPEUTICS INC | $4M | 98.8K | 0.74% | — |
| 31 | B BIIB BIOGEN INC | $4M | 18.4K | 0.74% | — |
| 32 | X XENE XENON PHARMACEUTICALS INC | $3.9M | 65.0K | 0.72% | — |
| 33 | B BLTE BELITE BIO INC | $3.8M | 25.0K | 0.71% | — |
| 34 | M MLYS MINERALYS THERAPEUTICS INC | $3.7M | 137.8K | 0.69% | — |
| 35 | P PROK PROKIDNEY CORP | $3.7M | 1.81M | 0.68% | — |
| 36 | E ELVN ENLIVEN THERAPEUTICS INC | $3.7M | 72.1K | 0.68% | — |
| 37 | O ORKA ORUKA THERAPEUTICS INC | $3.2M | 33.4K | 0.59% | — |
| 38 | P PB PROTAGONIST THERAPEUTICS INC | $2.8M | 23.0K | 0.52% | — |
| 39 | U UTHR UNITED THERAPEUTICS CORP DEL | $2.7M | 5.0K | 0.50% | — |
| 40 | D DRUG BRIGHT MINDS BIOSCIENCES INC | $2.7M | 38.4K | 0.50% | — |
| 41 | K KNSA KINIKSA PHARMACEUTICALS INTL | $1.9M | 29.2K | 0.34% | — |
| 42 | ? N/A COMPASS THERAPEUTICS INC | $839K | 383.2K | 0.15% | — |
| 43 | P PRAX PRAXIS PRECISION MEDICINES I | $837K | 2.5K | 0.15% | — |
| 44 | K KOD KODIAK SCIENCES INC | $663K | 17.0K | 0.12% | — |
| 45 | ? N/A TENAX THERAPEUTICS INC | $612K | 42.1K | 0.11% | — |
| 46 | ? N/A NUVALENT INC | $605K | 4.9K | 0.11% | — |
| 47 | P PEPG PEPGEN INC | $370K | 205.3K | 0.07% | — |
| 48 | S SYRE SPYRE THERAPEUTICS INC | $355K | 4.0K | 0.07% | — |