Q2 2026 13F filing
Updated 27 days ago33 disclosed positions worth $1.7B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | R RLAY RELAY THERAPEUTICS INC | $224.5M | 12.00M | 13.37% | — |
| 2 | E ELVN ENLIVEN THERAPEUTICS INC | $166.2M | 3.27M | 9.90% | — |
| 3 | A ALKS ALKERMES PLC | $157.2M | 3.00M | 9.36% | — |
| 4 | C COGT COGENT BIOSCIENCES INC | $118M | 3.05M | 7.03% | — |
| 5 | A AMLX AMYLYX PHARMACEUTICALS INC | $101.5M | 5.65M | 6.04% | — |
| 6 | D DFTX DEFINIUM THERAPEUTICS INC | $94.1M | 2.00M | 5.60% | — |
| 7 | S SYRE SPYRE THERAPEUTICS INC | $75.2M | 846.8K | 4.48% | — |
| 8 | A ANRO ALTO NEUROSCIENCE INC | $71.9M | 2.72M | 4.28% | — |
| 9 | T TNGX TANGO THERAPEUTICS INC | $70.3M | 2.25M | 4.19% | — |
| 10 | ? N/A EYEPOINT INC | $65.8M | 4.60M | 3.92% | — |
| 11 | T TYRA TYRA BIOSCIENCES INC | $59.9M | 1.88M | 3.57% | — |
| 12 | ? N/A DAMORA THERAPEUTICS INC | $50.4M | 1.94M | 3.00% | — |
| 13 | C CLDX CELLDEX THERAPEUTICS INC NEW | $50.2M | 1.35M | 2.99% | — |
| 14 | P PHVS PHARVARIS N V | $49.3M | 1.43M | 2.93% | — |
| 15 | L LBRX LB PHARMACEUTICALS INC | $48.7M | 1.50M | 2.90% | — |
| 16 | A ASH ASSEMBLY BIOSCIENCES INC | $38.9M | 1.42M | 2.32% | — |
| 17 | E EIX EDITAS MEDICINE INC | $28.8M | 8.89M | 1.72% | — |
| 18 | K KYMR KYMERA THERAPEUTICS INC | $28.7M | 250.0K | 1.71% | — |
| 19 | ? N/A PERSPECTIVE THERAPEUTICS INC | $21.6M | 6.34M | 1.29% | — |
| 20 | C CRNC CENTURY THERAPEUTICS INC | $21.3M | 8.70M | 1.27% | — |
| 21 | Z ZURA ZURA BIO LTD | $19.2M | 3.25M | 1.14% | — |
| 22 | A AVTX AVALO THERAPEUTICS INC | $18.8M | 1.02M | 1.12% | — |
| 23 | I IFRX INFLARX NV | $16.4M | 7.30M | 0.97% | — |
| 24 | ? N/A AN2 THERAPEUTICS INC | $14.2M | 2.93M | 0.85% | — |
| 25 | ? N/A NUVALENT INC | $12.3M | 100.0K | 0.74% | — |
| 26 | S SABSW SAB BIOTHERAPEUTICS INC | $11.2M | 2.87M | 0.67% | — |
| 27 | I IKT INHIBIKASE THERAPEUTICS INC | $11M | 5.40M | 0.65% | — |
| 28 | R RLMD RELMADA THERAPEUTICS INC | $9.9M | 1.43M | 0.59% | — |
| 29 | P PEPG PEPGEN INC | $8.1M | 4.47M | 0.48% | — |
| 30 | R RACC RESEARCH ALLIANCE CORP III | $5.3M | 500.0K | 0.32% | — |
| 31 | ? N/A HELIX ACQUISITION CORP III | $5.3M | 500.0K | 0.32% | — |
| 32 | L LONA LEONABIO INC | $4.3M | 464.4K | 0.25% | — |
| 33 | ? N/A VISTAGEN THERAPEUTICS INC | $630K | 2.79M | 0.04% | — |