Q2 2026 13F filing
Updated 27 days ago149 disclosed positions worth $791.3M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VIK VIKING THERAPEUTICS INC | $47.6M | 1.22M | 6.02% | — |
| 2 | A AAVXF ABIVAX SA | $46.5M | 349.2K | 5.88% | — |
| 3 | C CELG-RI BRISTOL-MYERS SQUIBB CO | $34.6M | 600.0K | 4.37% | — |
| 4 | A AAVXF ABIVAX SA | $33.6M | 252.4K | 4.25% | — |
| 5 | U UTHR UNITED THERAPEUTICS CORP DEL | $28.7M | 53.0K | 3.63% | — |
| 6 | R RVMDW REVOLUTION MEDICINES INC | $26.1M | 139.2K | 3.29% | — |
| 7 | A AAVXF ABIVAX SA | $21.6M | 163.6K | 2.73% | — |
| 8 | C COGT COGENT BIOSCIENCES INC | $19.1M | 493.7K | 2.41% | — |
| 9 | C CELG-RI BRISTOL-MYERS SQUIBB CO | $19M | 330.6K | 2.41% | — |
| 10 | B BBIO BRIDGEBIO PHARMA INC | $18.6M | 250.0K | 2.35% | — |
| 11 | C CORT CORCEPT THERAPEUTICS INC | $17.9M | 206.3K | 2.27% | — |
| 12 | B BMRN BIOMARIN PHARMACEUTICAL INC | $17.9M | 312.8K | 2.26% | — |
| 13 | V VIK VIKING THERAPEUTICS INC | $17.2M | 441.8K | 2.18% | — |
| 14 | K KYMR KYMERA THERAPEUTICS INC | $17.2M | 149.7K | 2.17% | — |
| 15 | N NVSEF NOVARTIS AG | $15.7M | 100.0K | 1.98% | — |
| 16 | Q QURE UNIQURE NV | $13.8M | 299.0K | 1.74% | — |
| 17 | V VIK VIKING THERAPEUTICS INC | $13.7M | 350.5K | 1.73% | — |
| 18 | B BIIB BIOGEN INC | $13M | 60.0K | 1.64% | — |
| 19 | C CAPR CAPRICOR THERAPEUTICS INC | $12.9M | 534.4K | 1.63% | — |
| 20 | S SMMT SUMMIT THERAPEUTICS INC | $12.5M | 860.2K | 1.58% | — |
| 21 | L LLY ELI LILLY & CO | $12M | 10.0K | 1.52% | — |
| 22 | I INCY INCYTE CORP | $11.9M | 105.4K | 1.51% | — |
| 23 | E EWTX EDGEWISE THERAPEUTICS INC | $11.1M | 272.2K | 1.40% | — |
| 24 | Q QURE UNIQURE NV | $10.8M | 235.4K | 1.37% | — |
| 25 | B BNTX BIONTECH SE | $9.3M | 100.0K | 1.18% | — |
| 26 | K KOD KODIAK SCIENCES INC | $8.5M | 218.1K | 1.07% | — |
| 27 | I IMCR IMMUNOCORE HLDGS PLC | $8.1M | 254.9K | 1.02% | — |
| 28 | C CAPR CAPRICOR THERAPEUTICS INC | $7.9M | 329.3K | 1.00% | — |
| 29 | N NVSEF NOVARTIS AG | $7.8M | 50.0K | 0.99% | — |
| 30 | Q QCOM REPLIMUNE GROUP INC | $7.7M | 696.3K | 0.97% | — |
| 31 | K KOD KODIAK SCIENCES INC | $7.7M | 196.7K | 0.97% | — |
| 32 | F FDMT 4D MOLECULAR THERAPEUTICS IN | $7.6M | 571.1K | 0.96% | — |
| 33 | M MRNA MODERNA INC | $7M | 100.0K | 0.88% | — |
| 34 | H HIMS HIMS & HERS HEALTH INC | $6.9M | 200.0K | 0.88% | — |
| 35 | R RCUS ARCUS BIOSCIENCES INC | $6.9M | 223.8K | 0.87% | — |
| 36 | H HIMS HIMS & HERS HEALTH INC | $6.7M | 193.7K | 0.85% | — |
| 37 | C CRBP CORBUS PHARMACEUTICALS HLDGS | $5.9M | 633.8K | 0.75% | — |
| 38 | S SLS SELLAS LIFE SCIENCES GROUP I | $5.9M | 400.0K | 0.75% | — |
| 39 | K KOD KODIAK SCIENCES INC | $5.7M | 146.9K | 0.72% | — |
| 40 | A ALMS ALUMIS INC | $5.6M | 200.0K | 0.71% | — |
| 41 | R RPRX ROYALTY PHARMA PLC | $5.6M | 100.0K | 0.71% | — |
| 42 | J JNJ JOHNSON & JOHNSON | $5.6M | 22.0K | 0.71% | — |
| 43 | Q QCOM REPLIMUNE GROUP INC | $5.6M | 502.5K | 0.70% | — |
| 44 | ? N/A BIOAGE LABS INC | $4.9M | 200.1K | 0.62% | — |
| 45 | N NONOF NOVO-NORDISK A S | $4.8M | 100.0K | 0.61% | — |
| 46 | B BHVN BIOHAVEN LTD | $4.7M | 317.0K | 0.60% | — |
| 47 | ? N/A TENAX THERAPEUTICS INC | $4.5M | 307.0K | 0.56% | — |
| 48 | C CRVS CORVUS PHARMACEUTICALS INC | $4.4M | 294.8K | 0.56% | — |
| 49 | R RLAY RELAY THERAPEUTICS INC | $4.3M | 230.7K | 0.55% | — |
| 50 | T TGTX TG THERAPEUTICS INC | $4.2M | 75.7K | 0.53% | — |