Q2 2026 13F filing
Updated 27 days ago67 disclosed positions worth $6.9B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GH GUARDANT HEALTH INC | $509.1M | 3.39M | 7.41% | — |
| 2 | I IMVT IMMUNOVANT INC | $359.9M | 9.34M | 5.24% | — |
| 3 | G GPCR STRUCTURE THERAPEUTICS INC | $254.4M | 4.74M | 3.70% | — |
| 4 | P PCVX VAXCYTE INC | $250M | 4.30M | 3.64% | — |
| 5 | A ALNY ALNYLAM PHARMACEUTICALS INC | $248.3M | 825.0K | 3.61% | — |
| 6 | M MANE VERADERMICS INC | $245.9M | 2.00M | 3.58% | — |
| 7 | T TARS TARSUS PHARMACEUTICALS INC | $230.8M | 3.67M | 3.36% | — |
| 8 | ? N/A NUVALENT INC | $220.2M | 1.78M | 3.21% | — |
| 9 | A ALKS ALKERMES PLC | $209.6M | 4.00M | 3.05% | — |
| 10 | O OCFC OCULAR THERAPEUTIX INC | $193.3M | 19.69M | 2.81% | — |
| 11 | B BMRN BIOMARIN PHARMACEUTICAL INC | $189.3M | 3.31M | 2.75% | — |
| 12 | N NRIX NURIX THERAPEUTICS INC | $187.7M | 7.74M | 2.73% | — |
| 13 | O ORKA ORUKA THERAPEUTICS INC | $183.3M | 1.93M | 2.67% | — |
| 14 | A ALMS ALUMIS INC | $178.6M | 6.35M | 2.60% | — |
| 15 | I IONS IONIS PHARMACEUTICALS INC | $174.4M | 2.20M | 2.54% | — |
| 16 | C CMPS COMPASS PATHWAYS PLC | $172.1M | 12.16M | 2.50% | — |
| 17 | V VERA VERA THERAPEUTICS INC | $171.6M | 4.00M | 2.50% | — |
| 18 | A AXSM AXSOME THERAPEUTICS INC. | $171.3M | 700.0K | 2.49% | — |
| 19 | G GNMSF GENMAB A/S | $155.2M | 5.65M | 2.26% | — |
| 20 | M MLTX MOONLAKE IMMUNOTHERAPEUTICS | $136.3M | 7.00M | 1.98% | — |
| 21 | C COAG HEMAB THERAPEUTICS HLDGS INC | $132.3M | 3.60M | 1.93% | — |
| 22 | T TNGX TANGO THERAPEUTICS INC | $131.3M | 4.20M | 1.91% | — |
| 23 | D DFTX DEFINIUM THERAPEUTICS INC | $129.4M | 2.75M | 1.88% | — |
| 24 | G GRAL GRAIL INC | $125.3M | 1.83M | 1.82% | — |
| 25 | B BCAX BICARA THERAPEUTICS INC | $121.7M | 4.10M | 1.77% | — |
| 26 | M MAZE MAZE THERAPEUTICS INC | $111.4M | 3.73M | 1.62% | — |
| 27 | C CLDX CELLDEX THERAPEUTICS INC NEW | $109.4M | 2.94M | 1.59% | — |
| 28 | L LBRX LB PHARMACEUTICALS INC | $108.8M | 3.35M | 1.58% | — |
| 29 | M MBX MBX BIOSCIENCES INC | $95.6M | 1.73M | 1.39% | — |
| 30 | G GHRS GH RESEARCH PLC | $89.6M | 3.33M | 1.30% | — |
| 31 | G GNMSF GENMAB A/S | $82.4M | 3.00M | 1.20% | — |
| 32 | C COGT COGENT BIOSCIENCES INC | $77.4M | 2.00M | 1.13% | — |
| 33 | A ATAI ATAIBECKLEY INC | $76M | 14.42M | 1.11% | — |
| 34 | U UTHR UNITED THERAPEUTICS CORP DEL | $67M | 123.6K | 0.97% | — |
| 35 | A AVTX AVALO THERAPEUTICS INC | $66.7M | 3.61M | 0.97% | — |
| 36 | V VRDN VIRIDIAN THERAPEUTICS INC | $66M | 3.59M | 0.96% | — |
| 37 | C CYTK CYTOKINETICS INC | $59.6M | 700.0K | 0.87% | — |
| 38 | ? N/A ALTIMMUNE INC | $58.5M | 19.25M | 0.85% | — |
| 39 | P PR PERSONALIS INC | $53.6M | 4.00M | 0.78% | — |
| 40 | A ACRS ACLARIS THERAPEUTICS INC | $49.4M | 9.35M | 0.72% | — |
| 41 | C CRMD CORMEDIX INC | $49.3M | 6.27M | 0.72% | — |
| 42 | W WGSWW GENEDX HOLDINGS CORP | $48.1M | 700.0K | 0.70% | — |
| 43 | H HROW HARROW INC | $41.2M | 969.0K | 0.60% | — |
| 44 | C CRVS CORVUS PHARMACEUTICALS INC | $37.2M | 2.49M | 0.54% | — |
| 45 | S SLDB SOLID BIOSCIENCES INC | $35.6M | 3.57M | 0.52% | — |
| 46 | B BEAM BEAM THERAPEUTICS INC | $34.3M | 1.00M | 0.50% | — |
| 47 | D DYN DYNE THERAPEUTICS INC | $33.3M | 1.50M | 0.48% | — |
| 48 | ? N/A IMMIX BIOPHARMA INC | $28.6M | 2.77M | 0.42% | — |
| 49 | ? N/A X4 PHARMACEUTICALS INC | $27.5M | 5.88M | 0.40% | — |
| 50 | S STTK SHATTUCK LABS INC | $25.7M | 3.71M | 0.37% | — |