Q2 2026 13F filing
Updated 27 days ago63 disclosed positions worth $1.3B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TNGX TANGO THERAPEUTICS INC | $340M | 10.88M | 25.61% | — |
| 2 | R RVMDW REVOLUTION MEDICINES INC | $93.6M | 500.0K | 7.05% | — |
| 3 | A AAVXF ABIVAX SA | $80.6M | 605.0K | 6.07% | — |
| 4 | Q QURE UNIQURE NV | $69.2M | 1.50M | 5.21% | — |
| 5 | K KOD KODIAK SCIENCES INC | $57.6M | 1.48M | 4.34% | — |
| 6 | K KYMR KYMERA THERAPEUTICS INC | $49.2M | 429.1K | 3.71% | — |
| 7 | D DFTX DEFINIUM THERAPEUTICS INC | $47M | 998.5K | 3.54% | — |
| 8 | Q QCOM REPLIMUNE GROUP INC | $44.1M | 3.98M | 3.32% | — |
| 9 | C CELC CELCUITY INC | $43.6M | 416.5K | 3.28% | — |
| 10 | Q QTTB Q32 BIO INC | $40.1M | 3.15M | 3.02% | — |
| 11 | C CAPR CAPRICOR THERAPEUTICS INC | $33.6M | 1.40M | 2.53% | — |
| 12 | ? N/A PRECIGEN INC | $29.4M | 5.15M | 2.21% | — |
| 13 | C CORT CORCEPT THERAPEUTICS INC | $29.2M | 335.5K | 2.20% | — |
| 14 | ? N/A Surrozen Inc. | $27M | 1.11M | 2.03% | — |
| 15 | P PB PROTAGONIST THERAPEUTICS INC | $20.8M | 170.0K | 1.57% | — |
| 16 | V VIR VIR BIOTECHNOLOGY INC | $19M | 1.87M | 1.43% | — |
| 17 | P PCVX VAXCYTE INC | $18.9M | 325.0K | 1.42% | — |
| 18 | U URGN UROGEN PHARMA LTD | $18.4M | 500.0K | 1.39% | — |
| 19 | C CRVS CORVUS PHARMACEUTICALS INC | $16.4M | 1.10M | 1.24% | — |
| 20 | ? N/A PTC THERAPEUTICS INC | $16.3M | 200.0K | 1.23% | — |
| 21 | P PRAX PRAXIS PRECISION MEDICINES I | $15.6M | 46.5K | 1.17% | — |
| 22 | A AMLX AMYLYX PHARMACEUTICALS INC | $14.4M | 800.0K | 1.08% | — |
| 23 | O OCFC OCULAR THERAPEUTIX INC | $12.8M | 1.30M | 0.96% | — |
| 24 | I IRD OPUS GENETICS INC | $11.6M | 2.81M | 0.87% | — |
| 25 | ? N/A PALISADE BIO INC | $10M | 4.80M | 0.76% | — |
| 26 | A APGE APOGEE THERAPEUTICS INC | $9.3M | 70.0K | 0.70% | — |
| 27 | S SYRE SPYRE THERAPEUTICS INC | $8.9M | 100.0K | 0.67% | — |
| 28 | C COGT COGENT BIOSCIENCES INC | $8.7M | 225.0K | 0.66% | — |
| 29 | C CYTK CYTOKINETICS INC | $8.5M | 100.0K | 0.64% | — |
| 30 | R RLAY RELAY THERAPEUTICS INC | $8.4M | 450.0K | 0.63% | — |
| 31 | ? N/A CRESCENT BIOPHARMA INC. | $8.2M | 453.7K | 0.61% | — |
| 32 | C CTNM CONTINEUM THERAPEUTICS INC | $8.1M | 494.0K | 0.61% | — |
| 33 | K KZIA KAZIA THERAPEUTICS LTD | $7.9M | 560.0K | 0.59% | — |
| 34 | S STTK SHATTUCK LABS INC | $6.9M | 1.00M | 0.52% | — |
| 35 | A AVTX AVALO THERAPEUTICS INC | $6.9M | 375.0K | 0.52% | — |
| 36 | F FBRX FORTE BIOSCIENCES INC | $5.8M | 274.5K | 0.44% | — |
| 37 | R RLMD RELMADA THERAPEUTICS INC | $5.8M | 842.1K | 0.44% | — |
| 38 | M MLTX MOONLAKE IMMUNOTHERAPEUTICS | $5.4M | 275.0K | 0.40% | — |
| 39 | Z ZURA ZURA BIO LTD | $5.3M | 900.0K | 0.40% | — |
| 40 | H HELP CYBIN INC | $5.2M | 790.0K | 0.39% | — |
| 41 | O ODTX ODYSSEY THERAPEUTICS INC | $5.1M | 275.0K | 0.39% | — |
| 42 | I IMTX IMMATICS N.V | $4.8M | 475.0K | 0.36% | — |
| 43 | F FTH FAETH THERAPEUTICS inc | $4.5M | 180.5K | 0.34% | — |
| 44 | G GPCR STRUCTURE THERAPEUTICS INC | $4M | 75.0K | 0.30% | — |
| 45 | O ORIC ORIC PHARMACEUTICALS INC | $3.8M | 350.0K | 0.29% | — |
| 46 | ? N/A AN2 THERAPEUTICS INC | $3.6M | 749.0K | 0.27% | — |
| 47 | N NMRA NEUMORA THERAPEUTICS INC. | $3.4M | 2.00M | 0.26% | — |
| 48 | I INO INOVIO PHARMACEUTICALS INC | $3.1M | 2.84M | 0.24% | — |
| 49 | A ALLO ALLOGENE THERAPEUTICS INC | $3.1M | 1.50M | 0.23% | — |
| 50 | S SLDB SOLID BIOSCIENCES INC | $3M | 300.0K | 0.23% | — |