Q2 2026 13F filing
Updated 28 days ago44 disclosed positions worth $3.9B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | R RVMDW REVOLUTION MEDICINES INC | $555.3M | 2.97M | 14.20% | Added(+3.8%) |
| 2 | K KYMR KYMERA THERAPEUTICS INC | $444M | 3.87M | 11.35% | Trimmed(-29.6%) |
| 3 | X XOMAP XOMA ROYALTY CORPORATION | $322.7M | 7.59M | 8.25% | Added(+193.1%) |
| 4 | M MLTX MOONLAKE IMMUNOTHERAPEUTICS | $311.5M | 16.00M | 7.97% | Unchanged |
| 5 | G GHRS GH RESEARCH PLC | $232.5M | 8.65M | 5.95% | Unchanged |
| 6 | G GPCR STRUCTURE THERAPEUTICS INC | $180.7M | 3.37M | 4.62% | Trimmed(-2.7%) |
| 7 | N NKTR NEKTAR THERAPEUTICS | $166.9M | 2.39M | 4.27% | Trimmed(-6.6%) |
| 8 | M MIRM MIRUM PHARMACEUTICALS INC | $123.6M | 1.06M | 3.16% | Trimmed(-33.4%) |
| 9 | X XNCR XENCOR INC | $114.9M | 7.13M | 2.94% | Unchanged |
| 10 | A ALKS ALKERMES PLC | $112.9M | 2.15M | 2.89% | Added(+7.7%) |
| 11 | M MNST MONTE ROSA THERAPEUTICS INC | $108M | 4.46M | 2.76% | Unchanged |
| 12 | C CGEM CULLINAN THERAPEUTICS INC | $104.7M | 5.75M | 2.68% | Unchanged |
| 13 | P PVLA PALVELLA THERAPEUTICS INC NE | $102.8M | 672.8K | 2.63% | Trimmed(-30.0%) |
| 14 | Z ZYME ZYMEWORKS INC | $95.4M | 3.65M | 2.44% | Trimmed(-2.3%) |
| 15 | K KURA KURA ONCOLOGY INC | $92.7M | 8.45M | 2.37% | Unchanged |
| 16 | I IRON DISC MEDICINE INC | $84.4M | 1.15M | 2.16% | Trimmed(-9.3%) |
| 17 | S STOK STOKE THERAPEUTICS INC | $83.4M | 2.55M | 2.13% | Unchanged |
| 18 | O OLMA OLEMA PHARMACEUTICALS INC | $66.3M | 5.30M | 1.69% | Unchanged |
| 19 | A ANNX ANNEXON INC | $49.7M | 8.70M | 1.27% | Unchanged |
| 20 | ? N/A CRESCENT BIOPHARMA INC. | $49.5M | 2.75M | 1.27% | Unchanged |
| 21 | A ACIU AC IMMUNE SA | $47.2M | 19.82M | 1.21% | Unchanged |
| 22 | T TYRA TYRA BIOSCIENCES INC | $47.1M | 1.48M | 1.21% | Trimmed(-25.3%) |
| 23 | ? N/A SUTRO BIOPHARMA INC | $41.6M | 1.25M | 1.06% | Unchanged |
| 24 | I IMCR IMMUNOCORE HLDGS PLC | $41.1M | 1.29M | 1.05% | Unchanged |
| 25 | ? N/A AVALO THERAPEUTICS INC | $38.4M | 2.08M | 0.98% | Added(+27.1%) |
| 26 | F FDMT 4D MOLECULAR THERAPEUTICS IN | $38.3M | 2.88M | 0.98% | Unchanged |
| 27 | Q QTTB Q32 BIO INC | $29.9M | 2.35M | 0.77% | — |
| 28 | A AVR ANTERIS TECHNOLOGIES GLOBAL | $29.6M | 3.00M | 0.76% | Unchanged |
| 29 | F FHTX FOGHORN THERAPEUTICS INC | $28.5M | 5.84M | 0.73% | Unchanged |
| 30 | A ABSI ABSCI CORPORATION | $27.4M | 2.36M | 0.70% | — |
| 31 | E ELDN ELEDON PHARMACEUTICALS INC | $24.8M | 6.29M | 0.63% | Unchanged |
| 32 | I IVVD INVIVYD INC | $24.6M | 28.16M | 0.63% | Added(+44.3%) |
| 33 | S SGMT SAGIMET BIOSCIENCES INC | $19.3M | 2.50M | 0.49% | — |
| 34 | O OKUR ONKURE THERAPEUTICS INC | $14.8M | 3.24M | 0.38% | Added(+63.5%) |
| 35 | ? N/A IMMUNIC INC | $11.8M | 765.3K | 0.30% | — |
| 36 | ? N/A X4 PHARMACEUTICALS INC | $10.4M | 2.23M | 0.27% | Unchanged |
| 37 | I IMA IMAGENEBIO INC | $6.5M | 1.11M | 0.17% | Unchanged |
| 38 | T TCRX TSCAN THERAPEUTICS INC | $5.5M | 5.56M | 0.14% | Unchanged |
| 39 | R RACC RESEARCH ALLIANCE CORP III | $5.3M | 500.0K | 0.14% | — |
| 40 | M MOLN MOLECULAR PARTNERS AG | $5.1M | 1.35M | 0.13% | Unchanged |
| 41 | ? N/A TENAX THERAPEUTICS INC | $4.9M | 339.5K | 0.13% | Unchanged |
| 42 | E ENTX ENTERA BIO LTD | $4.3M | 2.42M | 0.11% | — |
| 43 | I IVEVF INVENTIVA SA | $2.6M | 686.0K | 0.07% | Unchanged |
| 44 | E ENGNW ENGENE THERAPEUTICS | $274K | 945.4K | 0.01% | — |