Q2 2026 13F filing
Updated 27 days ago33 disclosed positions worth $2.1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | Z ZYME ZYMEWORKS INC | $600.4M | 22.97M | 29.19% | — |
| 2 | A ADI ANAPTYSBIO INC | $531.9M | 7.88M | 25.86% | — |
| 3 | A AKTS AKTIS ONCOLOGY INC | $155.5M | 4.82M | 7.56% | — |
| 4 | C CGON CG ONCOLOGY INC | $106.2M | 1.49M | 5.16% | — |
| 5 | E ETON ETON PHARMACEUTICALS INC | $78.6M | 2.17M | 3.82% | — |
| 6 | C CRSP CRISPR THERAPEUTICS AG | $75.8M | 1.39M | 3.68% | — |
| 7 | O ORIC ORIC PHARMACEUTICALS INC | $72.9M | 6.73M | 3.54% | — |
| 8 | ? N/A FIRST TRACKS BIOTHERAPEUTICS | $63.9M | 3.17M | 3.11% | — |
| 9 | G GLPGF LAKEFRONT BIOTHERAPEUTICS NV | $50M | 1.67M | 2.43% | — |
| 10 | N NGNE NEUROGENE INC | $40M | 1.27M | 1.94% | — |
| 11 | C CGON CG ONCOLOGY INC | $39.9M | 561.5K | 1.94% | — |
| 12 | S STOK STOKE THERAPEUTICS INC | $24M | 735.0K | 1.17% | — |
| 13 | ? N/A FULCRUM THERAPEUTICS INC | $24M | 6.55M | 1.17% | — |
| 14 | L LEGN LEGEND BIOTECH CORP | $23.1M | 800.0K | 1.12% | — |
| 15 | ? N/A BRIDGEBIO ONCOLOGY THERAPEUT | $21.5M | 2.82M | 1.05% | — |
| 16 | M MBX MBX BIOSCIENCES INC | $21.4M | 388.5K | 1.04% | — |
| 17 | Z ZBIO ZENAS BIOPHARMA INC | $20M | 789.5K | 0.97% | — |
| 18 | ? N/A ATARA BIOTHERAPEUTICS INC | $17.8M | 1.55M | 0.87% | — |
| 19 | R RLAY RELAY THERAPEUTICS INC | $13.1M | 697.9K | 0.63% | — |
| 20 | A AURA AURA BIOSCIENCES INC | $11.8M | 1.67M | 0.58% | — |
| 21 | O ODTX ODYSSEY THERAPEUTICS INC | $10.4M | 555.6K | 0.51% | — |
| 22 | E EIKN EIKON THERAPEUTICS INC | $9.6M | 732.6K | 0.46% | — |
| 23 | P PHVS PHARVARIS N V | $8.1M | 235.0K | 0.40% | — |
| 24 | Z ZURA ZURA BIO LTD | $7M | 1.18M | 0.34% | — |
| 25 | P PHAT PHATHOM PHARMACEUTICALS INC | $6.8M | 625.0K | 0.33% | — |
| 26 | N NRIX NURIX THERAPEUTICS INC | $6.6M | 270.0K | 0.32% | — |
| 27 | E EQR ERASCA INC | $6M | 330.0K | 0.29% | — |
| 28 | ? N/A ELOXX PHARMACEUTICALS INC | $5.6M | 400.0K | 0.27% | — |
| 29 | ? N/A AARDVARK THERAPEUTICS INC | $2.3M | 396.2K | 0.11% | — |
| 30 | ? N/A HELIX ACQUISITION CORP III USD | $2.1M | 200.0K | 0.10% | — |
| 31 | M MREO MEREO BIOPHARMA GROUP PLC | $318K | 1.00M | 0.02% | — |
| 32 | S SRZNW SURROZEN INC | $115K | 4.4K | 0.01% | — |
| 33 | ? N/A AARDVARK THERAPEUTICS INC | $85K | 14.7K | 0.00% | — |