Q2 2026 13F filing
Updated 27 days ago43 disclosed positions worth $2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | R RVMDW REVOLUTION MEDICINES INC | $482.7M | 2.58M | 24.16% | — |
| 2 | R RLAY RELAY THERAPEUTICS INC | $300M | 16.04M | 15.02% | — |
| 3 | W WGSWW GENEDX HOLDINGS CORP | $254.5M | 3.71M | 12.74% | — |
| 4 | B BLFS BIOLIFE SOLUTIONS INC | $131.5M | 4.66M | 6.58% | — |
| 5 | I ILMN ILLUMINA INC | $93.2M | 530.0K | 4.66% | — |
| 6 | L LAB STANDARD BIOTOOLS INC | $73M | 88.78M | 3.66% | — |
| 7 | G GPCR STRUCTURE THERAPEUTICS INC | $63.1M | 1.18M | 3.16% | — |
| 8 | D DNLI DENALI THERAPEUTICS INC | $52.6M | 2.04M | 2.63% | — |
| 9 | N NGNE NEUROGENE INC | $48.6M | 1.55M | 2.43% | — |
| 10 | B BEAM BEAM THERAPEUTICS INC | $46.3M | 1.35M | 2.32% | — |
| 11 | T TXG 10X GENOMICS INC | $40.3M | 1.05M | 2.02% | — |
| 12 | S SRRK SCHOLAR ROCK HLDG CORP | $36.6M | 665.0K | 1.83% | — |
| 13 | P PR PERSONALIS INC | $34.2M | 2.55M | 1.71% | — |
| 14 | G GRAL GRAIL INC | $32.8M | 480.0K | 1.64% | — |
| 15 | G GH GUARDANT HEALTH INC | $27.8M | 185.0K | 1.39% | — |
| 16 | M MAZE MAZE THERAPEUTICS INC | $25.2M | 843.9K | 1.26% | — |
| 17 | H HIMS HIMS & HERS HEALTH INC | $24.3M | 700.0K | 1.21% | — |
| 18 | A ALNY ALNYLAM PHARMACEUTICALS INC | $22.6M | 75.0K | 1.13% | — |
| 19 | T TSHA TAYSHA GENE THERAPIES INC | $22.1M | 3.25M | 1.11% | — |
| 20 | A AGMB AGOMAB THERAPEUTICS NV | $20.1M | 1.55M | 1.01% | — |
| 21 | S SEPN SEPTERNA INC | $18.5M | 553.3K | 0.93% | — |
| 22 | P PBLS PARABILIS MEDICINES INC | $17.7M | 645.7K | 0.88% | — |
| 23 | S SION SIONNA THERAPEUTICS INC | $17.6M | 400.0K | 0.88% | — |
| 24 | V VCYT VERACYTE INC | $16.2M | 276.3K | 0.81% | — |
| 25 | A ANL ADLAI NORTYE LTD | $14.4M | 1.25M | 0.72% | — |
| 26 | P PRME PRIME MEDICINE INC | $11.7M | 3.17M | 0.58% | — |
| 27 | A ABSI ABSCI CORPORATION | $11.3M | 973.3K | 0.56% | — |
| 28 | D DGX QUEST DIAGNOSTICS INC | $10.6M | 50.0K | 0.53% | — |
| 29 | S SAY SAREPTA THERAPEUTICS INC | $8.4M | 470.0K | 0.42% | — |
| 30 | Q QURE UNIQURE NV | $6.9M | 150.0K | 0.35% | — |
| 31 | N NTLA INTELLIA THERAPEUTICS INC | $6M | 355.0K | 0.30% | — |
| 32 | M MRNA MODERNA INC | $5.3M | 75.0K | 0.26% | — |
| 33 | I IRON DISC MEDICINE INC | $4.8M | 65.0K | 0.24% | — |
| 34 | M MNST MONTE ROSA THERAPEUTICS INC | $4.5M | 186.0K | 0.23% | — |
| 35 | C CRNC CENTURY THERAPEUTICS INC | $3M | 1.23M | 0.15% | — |
| 36 | C CTNM CONTINEUM THERAPEUTICS INC | $2.4M | 148.3K | 0.12% | — |
| 37 | ? N/A BRIDGEBIO ONCOLOGY THERAPEUT | $2.2M | 282.3K | 0.11% | — |
| 38 | E EIX EDITAS MEDICINE INC | $1.4M | 445.0K | 0.07% | — |
| 39 | P PACB PACIFIC BIOSCIENCES CALIF IN | $1.2M | 723.8K | 0.06% | — |
| 40 | ? N/A KARDIGAN INC | $1.2M | 50.0K | 0.06% | — |
| 41 | R RXRX RECURSION PHARMACEUTICALS IN | $607K | 165.3K | 0.03% | — |
| 42 | D DNABW GINKGO BIOWORKS HOLDINGS INC | $362K | 36.5K | 0.02% | — |
| 43 | ? N/A TENAYA THERAPEUTICS INC | $268K | 362.0K | 0.01% | — |