Q2 2026 13F filing
Updated 27 days ago84 disclosed positions worth $20B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | I INCY Incyte Corporation | $3.5B | 30.76M | 17.48% | Added(+0.1%) |
| 2 | B BEIGF BeOne Medicines Ltd. | $2.5B | 8.80M | 12.57% | Added(+0.0%) |
| 3 | R RVMDW Revolution Medicines, Inc. | $2.1B | 11.44M | 10.74% | Added(+19.8%) |
| 4 | M MDGL Madrigal Pharmaceuticals, Inc. | $1.2B | 2.14M | 5.77% | Added(+0.1%) |
| 5 | A ACAD ACADIA Pharmaceuticals Inc. | $1.1B | 42.91M | 5.44% | Added(+0.0%) |
| 6 | K KYMR Kymera Therapeutics, Inc. | $992.7M | 8.66M | 4.97% | Unchanged |
| 7 | I INSM Insmed Incorporated | $937.8M | 8.80M | 4.70% | Added(+18.5%) |
| 8 | C CELC Celcuity Inc. | $828.2M | 7.92M | 4.15% | Unchanged |
| 9 | K KOD Kodiak Sciences Inc. | $776.1M | 19.92M | 3.89% | Unchanged |
| 10 | R RYTM Rhythm Pharmaceuticals, Inc. | $622.3M | 5.60M | 3.12% | Unchanged |
| 11 | P PRAX Praxis Precision Medicines, Inc. | $587M | 1.75M | 2.94% | Unchanged |
| 12 | A ALKS Alkermes plc | $524.6M | 10.01M | 2.63% | Unchanged |
| 13 | S SMMT Summit Therapeutics Inc. | $477.7M | 32.79M | 2.39% | Trimmed(-9.9%) |
| 14 | G GRAL GRAIL, Inc. | $275M | 4.03M | 1.38% | Unchanged |
| 15 | A ABCL AbCellera Biologics Inc. | $259.1M | 33.01M | 1.30% | Added(+9.0%) |
| 16 | I IMVT Immunovant, Inc. | $209.4M | 5.44M | 1.05% | Trimmed(-0.4%) |
| 17 | I IDYA IDEAYA Biosciences, Inc. | $186.7M | 5.01M | 0.94% | Added(+26.9%) |
| 18 | K KNSA Kiniksa Pharmaceuticals International, plc | $181.3M | 2.83M | 0.91% | Added(+0.3%) |
| 19 | R ROIV Roivant Sciences Ltd. | $166.9M | 4.72M | 0.84% | Trimmed(-3.1%) |
| 20 | A ARWR Arrowhead Pharmaceuticals, Inc. | $162.4M | 1.99M | 0.81% | Unchanged |
| 21 | I IONS Ionis Pharmaceuticals, Inc. | $162.4M | 2.05M | 0.81% | Unchanged |
| 22 | E EWTX Edgewise Therapeutics, Inc. | $150.4M | 3.70M | 0.75% | Trimmed(-43.7%) |
| 23 | Q QCOM Replimune Group, Inc. | $122.3M | 11.05M | 0.61% | Unchanged |
| 24 | N NRIX Nurix Therapeutics, Inc. | $113M | 4.66M | 0.57% | Unchanged |
| 25 | S STOK Stoke Therapeutics, Inc. | $109.2M | 3.34M | 0.55% | Unchanged |
| 26 | M MNST Monte Rosa Therapeutics, Inc. | $105.2M | 4.35M | 0.53% | Unchanged |
| 27 | I IMTX Immatics N.V. | $96.3M | 9.51M | 0.48% | Trimmed(-12.9%) |
| 28 | D DNLI Denali Therapeutics Inc. | $96M | 3.73M | 0.48% | Added(+0.1%) |
| 29 | C CRNX Crinetics Pharmaceuticals, Inc. | $88M | 2.35M | 0.44% | Unchanged |
| 30 | D DNTH Dianthus Therapeutics, Inc. | $83.1M | 852.2K | 0.42% | Unchanged |
| 31 | G GPCR Structure Therapeutics Inc. | $76.9M | 1.43M | 0.39% | Unchanged |
| 32 | C CELC Celcuity Inc. | $69.2M | 30.75M | 0.35% | Unchanged |
| 33 | R RAPP Rapport Therapeutics, Inc. | $64.5M | 1.55M | 0.32% | Unchanged |
| 34 | A ALMS Alumis Inc. | $56.6M | 2.01M | 0.28% | Unchanged |
| 35 | P PRLD Prelude Therapeutics Inc. | $54M | 10.12M | 0.27% | Unchanged |
| 36 | R RLAY Relay Therapeutics, Inc. | $52.9M | 2.83M | 0.27% | Added(+143.7%) |
| 37 | M MIRM Mirum Pharmaceuticals, Inc. | $52.2M | 446.0K | 0.26% | Unchanged |
| 38 | B BCYC Bicycle Therapeutics plc | $46.2M | 10.89M | 0.23% | Unchanged |
| 39 | E ELVN Enliven Therapeutics, Inc. | $45.9M | 905.2K | 0.23% | Unchanged |
| 40 | C CLDX Celldex Therapeutics, Inc. | $44M | 1.18M | 0.22% | Added(+77.7%) |
| 41 | V VRDN Viridian Therapeutics, Inc. | $43.8M | 2.38M | 0.22% | Added(+20.9%) |
| 42 | D DSGN Design Therapeutics, Inc. | $38.8M | 2.68M | 0.19% | Added(+3.6%) |
| 43 | T TRDA Entrada Therapeutics, Inc. | $37.3M | 5.07M | 0.19% | Unchanged |
| 44 | F FTH Faeth Therapeutics, Inc. | $32.2M | 1.29M | 0.16% | — |
| 45 | A AKTS Aktis Oncology, Inc. | $32.1M | 996.4K | 0.16% | Unchanged |
| 46 | N NGNE Neurogene Inc. | $31.2M | 991.7K | 0.16% | Unchanged |
| 47 | J JBIO Jade Biosciences, Inc. | $27.3M | 1.23M | 0.14% | Trimmed(-25.0%) |
| 48 | T TSHA Taysha Gene Therapies, Inc. | $27.3M | 4.00M | 0.14% | Unchanged |
| 49 | R RCUS Arcus Biosciences, Inc. | $26M | 844.8K | 0.13% | Added(+103.3%) |
| 50 | I IRON Disc Medicine, Inc. | $25.6M | 349.7K | 0.13% | Unchanged |