Q2 2026 13F filing
Updated 27 days ago37 disclosed positions worth $1.6B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CGEM Cullinan Therapeutics, Inc. | $177.2M | 9.73M | 10.81% | — |
| 2 | A AKTS Aktis Oncology, Inc. | $155.9M | 4.84M | 9.50% | — |
| 3 | L LQDA Liquidia Corporation | $110.5M | 1.39M | 6.74% | — |
| 4 | R RVMDW Revolution Medicines, Inc. | $92.2M | 492.5K | 5.62% | — |
| 5 | C CORT Corcept Therapeutics, Inc. | $67M | 771.0K | 4.09% | — |
| 6 | E EWTX Edgewise Therapeutics Inc | $65.9M | 1.62M | 4.02% | — |
| 7 | T TVTX Travere Therapeutics Inc | $63.8M | 1.12M | 3.89% | — |
| 8 | D DBVTF DBV Technologies S A | $60.1M | 3.67M | 3.67% | — |
| 9 | T TRVI Trevi Therapeutics Inc | $57.3M | 3.07M | 3.50% | — |
| 10 | A ALMS Alumis Inc | $56.8M | 2.02M | 3.46% | — |
| 11 | Q QURE Uniqure NV | $56.5M | 1.23M | 3.44% | — |
| 12 | R RARE Ultragenyx Pharmaceuticals, Inc. | $47.4M | 1.42M | 2.89% | — |
| 13 | R RLAY Relay Therapeutics Inc. | $45.2M | 2.42M | 2.76% | — |
| 14 | A AAVXF Abivax SA | $44.8M | 336.3K | 2.73% | — |
| 15 | D DYN Dyne Therapeutics, Inc. | $42.7M | 1.92M | 2.60% | — |
| 16 | D DNTH Dianthus Therapeutics Inc | $40.9M | 420.0K | 2.50% | — |
| 17 | ? N/A BIOAGE Labs Inc | $40.9M | 1.67M | 2.49% | — |
| 18 | U URGN Urogen Pharma Ltd | $34.3M | 933.4K | 2.09% | — |
| 19 | M MLTX MoonLake Immunotherapeutics | $31.3M | 1.61M | 1.91% | — |
| 20 | P PVLA Palvella Therapeutics Inc | $31.2M | 204.0K | 1.90% | — |
| 21 | T TSHA Taysha Gene Therapies, Inc. | $30.6M | 4.50M | 1.87% | — |
| 22 | S SNDX Syndax Pharmaceuticals Inc | $29.2M | 1.33M | 1.78% | — |
| 23 | M MNST Monte Rosa Therapeutics Inc | $28.1M | 1.16M | 1.71% | — |
| 24 | Z ZURA Zura Bio Ltd. | $26.4M | 4.47M | 1.61% | — |
| 25 | N NTRA Natera Inc | $25.1M | 92.6K | 1.53% | — |
| 26 | S STOK Stoke Therapeutics Inc | $23.7M | 723.3K | 1.44% | — |
| 27 | A ANL Adlai Nortye Ltd | $22.3M | 1.94M | 1.36% | — |
| 28 | B BLTE Belite Bio Inc | $21.1M | 137.2K | 1.29% | — |
| 29 | F FBRX Forte Biosciences, Inc. | $21M | 987.4K | 1.28% | — |
| 30 | O ORIC Oric Pharmaceuticals Inc | $20.4M | 1.88M | 1.24% | — |
| 31 | T TARS Tarsus Pharmaceuticals Inc | $20.3M | 322.0K | 1.24% | — |
| 32 | A ANNX Annexon Inc | $20.2M | 3.54M | 1.23% | — |
| 33 | D DRUG Bright Minds Biosciences Inc | $14.2M | 202.1K | 0.87% | — |
| 34 | T TRDA Entrada Therapeutics, Inc. | $9.2M | 1.25M | 0.56% | — |
| 35 | A ACRS Aclaris Therapeutics Inc | $5.5M | 1.04M | 0.34% | — |
| 36 | C CNTX Context Therapeutics Inc | $720K | 1.30M | 0.04% | — |
| 37 | H HOWL Werewolf Therapeutics, Inc. | $29K | 80.1K | 0.00% | — |