Q2 2026 13F filing
Updated 27 days ago35 disclosed positions worth $398M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C COGT COGENT BIOSCIENCES INC | $45.3M | 1.17M | 11.38% | — |
| 2 | S SNDX SYNDAX PHARMACEUTICALS INC | $40.6M | 1.85M | 10.19% | — |
| 3 | C CLDX CELLDEX THERAPEUTICS INC NEW | $36.8M | 990.0K | 9.25% | — |
| 4 | R RLAY RELAY THERAPEUTICS INC | $27.4M | 1.47M | 6.89% | — |
| 5 | P PCVX VAXCYTE INC | $26.3M | 452.3K | 6.61% | — |
| 6 | V VERA VERA THERAPEUTICS INC | $18.7M | 436.5K | 4.71% | — |
| 7 | P PHVS PHARVARIS N V | $18.2M | 525.8K | 4.57% | — |
| 8 | V VRDN VIRIDIAN THERAPEUTICS INC | $18.1M | 984.9K | 4.55% | — |
| 9 | C CTMX CYTOMX THERAPEUTICS INC. | $17.1M | 4.55M | 4.29% | — |
| 10 | T TVTX TRAVERE THERAPEUTICS INC | $16.6M | 292.6K | 4.18% | — |
| 11 | L LEGN LEGEND BIOTECH CORP | $16.5M | 570.6K | 4.14% | — |
| 12 | B BEAM BEAM THERAPEUTICS INC | $16.3M | 476.3K | 4.11% | — |
| 13 | C CGEM CULLINAN THERAPEUTICS INC | $12.6M | 690.0K | 3.16% | — |
| 14 | N NRIX NURIX THERAPEUTICS INC | $11.2M | 460.0K | 2.80% | — |
| 15 | K KRYS KRYSTAL BIOTECH INC | $8.2M | 22.0K | 2.05% | — |
| 16 | U UTHR UNITED THERAPEUTICS CORP DEL | $8.1M | 15.0K | 2.04% | — |
| 17 | S SMMT SUMMIT THERAPEUTICS INC | $7.2M | 493.8K | 1.81% | — |
| 18 | I INSM INSMED INC | $6.9M | 65.0K | 1.74% | — |
| 19 | B BCRX BIOCRYST PHARMACEUTICALS INC | $5.2M | 520.0K | 1.31% | — |
| 20 | M MBX MBX BIOSCIENCES INC | $5M | 91.0K | 1.26% | — |
| 21 | P PB PROTAGONIST THERAPEUTICS INC | $4.7M | 38.0K | 1.17% | — |
| 22 | U URGN UROGEN PHARMA LTD | $4.4M | 120.0K | 1.11% | — |
| 23 | D DBVTF DBV TECHNOLOGIES S A | $4.3M | 265.0K | 1.09% | — |
| 24 | A ALMS ALUMIS INC | $3.7M | 130.0K | 0.92% | — |
| 25 | S SUPN SUPERNUS PHARMACEUTICALS | $3.3M | 70.0K | 0.82% | — |
| 26 | B BMRN BIOMARIN PHARMACEUTICAL INC | $2.7M | 47.0K | 0.68% | — |
| 27 | I IMCR IMMUNOCORE HLDGS PLC | $2.6M | 81.1K | 0.65% | — |
| 28 | A AMLX AMYLYX PHARMACEUTICALS INC | $2M | 112.0K | 0.51% | — |
| 29 | A ALEC ALECTOR INC | $1.8M | 900.0K | 0.45% | — |
| 30 | S SEPN SEPTERNA INC | $1.7M | 49.4K | 0.42% | — |
| 31 | D DSGN DESIGN THERAPEUTICS INC | $1.6M | 107.9K | 0.39% | — |
| 32 | ? N/A SUTRO BIOPHARMA INC | $1.1M | 32.0K | 0.27% | — |
| 33 | W WVE WAVE LIFE SCIENCES LTD | $1M | 177.8K | 0.26% | — |
| 34 | T TYRA TYRA BIOSCIENCES INC | $639K | 20.0K | 0.16% | — |
| 35 | E ENGNW ENGENE THERAPEUTICS INC | $363K | 210.0K | 0.09% | — |