Q2 2026 13F filing
Updated 27 days ago52 disclosed positions worth $162.1M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GH GUARDANT HEALTH INC | $10.1M | 67.5K | 6.25% | — |
| 2 | P PRAX PRAXIS PRECISION MEDICINES I | $9.1M | 27.2K | 5.62% | — |
| 3 | T TGTX TG THERAPEUTICS INC | $9.1M | 164.9K | 5.59% | — |
| 4 | C COGT COGENT BIOSCIENCES INC | $8.1M | 210.5K | 5.03% | — |
| 5 | I IONS IONIS PHARMACEUTICALS INC | $7M | 88.2K | 4.31% | — |
| 6 | L LLY ELI LILLY & CO | $6.6M | 5.5K | 4.06% | — |
| 7 | A AAVXF ABIVAX SA | $6.2M | 46.9K | 3.85% | — |
| 8 | A ALMS ALUMIS INC | $5.8M | 204.4K | 3.55% | — |
| 9 | C CYTK CYTOKINETICS INC | $5.1M | 60.1K | 3.16% | — |
| 10 | E ELVN ENLIVEN THERAPEUTICS INC | $5.1M | 100.2K | 3.14% | — |
| 11 | V VERA VERA THERAPEUTICS INC | $4.2M | 97.3K | 2.58% | — |
| 12 | U UNH UNITEDHEALTH GROUP INC | $4M | 9.6K | 2.46% | — |
| 13 | T TXG 10X GENOMICS INC | $3.9M | 102.6K | 2.43% | — |
| 14 | N NTRA NATERA INC | $3.7M | 13.8K | 2.31% | — |
| 15 | Q QURE UNIQURE NV | $3.7M | 81.1K | 2.30% | — |
| 16 | R RYTM RHYTHM PHARMACEUTICALS INC | $3.6M | 32.2K | 2.21% | — |
| 17 | M MAZE MAZE THERAPEUTICS INC | $3.4M | 114.7K | 2.11% | — |
| 18 | M MNST MONTE ROSA THERAPEUTICS INC | $3.3M | 137.1K | 2.05% | — |
| 19 | M MLTX MOONLAKE IMMUNOTHERAPEUTICS | $3.2M | 166.5K | 2.00% | — |
| 20 | A ALKS ALKERMES PLC | $3.2M | 61.3K | 1.98% | — |
| 21 | L LQDA LIQUIDIA CORPORATION | $3.1M | 39.2K | 1.93% | — |
| 22 | U UTHR UNITED THERAPEUTICS CORP DEL | $2.9M | 5.4K | 1.81% | — |
| 23 | G GKOS GLAUKOS CORP | $2.8M | 19.9K | 1.71% | — |
| 24 | A ARWR ARROWHEAD PHARMACEUTICALS IN | $2.6M | 32.2K | 1.62% | — |
| 25 | M MGRB AGIOS PHARMACEUTICALS INC | $2.6M | 70.5K | 1.61% | — |
| 26 | ? N/A CRESCENT BIOPHARMA INC. | $2.3M | 127.8K | 1.42% | — |
| 27 | A AZN ASTRAZENECA PLC | $2.3M | 12.0K | 1.39% | — |
| 28 | B BSX BOSTON SCIENTIFIC CORP | $2.1M | 48.3K | 1.27% | — |
| 29 | A ADAG ADAGENE INC | $2.1M | 488.3K | 1.27% | — |
| 30 | P PEN PENUMBRA INC | $2M | 6.3K | 1.23% | — |
| 31 | I ISRG INTUITIVE SURGICAL INC | $2M | 4.9K | 1.20% | — |
| 32 | V VIK VIKING THERAPEUTICS INC | $1.9M | 47.9K | 1.15% | — |
| 33 | O OCFC OCULAR THERAPEUTIX INC | $1.8M | 181.6K | 1.10% | — |
| 34 | ? N/A EQUILLIUM INC | $1.8M | 553.0K | 1.09% | — |
| 35 | A ASND ASCENDIS PHARMA A/S | $1.8M | 6.6K | 1.08% | — |
| 36 | C CRBP CORBUS PHARMACEUTICALS HLDGS | $1.7M | 184.9K | 1.07% | — |
| 37 | C CTMX CYTOMX THERAPEUTICS INC. | $1.7M | 460.1K | 1.06% | — |
| 38 | V VSTM VERASTEM INC | $1.6M | 429.0K | 1.01% | — |
| 39 | N NKTR NEKTAR THERAPEUTICS | $1.6M | 22.4K | 0.97% | — |
| 40 | C CLPT CLEARPOINT NEURO INC | $1.5M | 83.6K | 0.92% | — |
| 41 | I INSM INSMED INC | $1.5M | 13.9K | 0.91% | — |
| 42 | C CAI CARIS LIFE SCIENCES INC | $1.4M | 78.2K | 0.86% | — |
| 43 | B BBIO BRIDGEBIO PHARMA INC | $1.4M | 18.4K | 0.84% | — |
| 44 | Z ZBIO ZENAS BIOPHARMA INC | $1.3M | 52.4K | 0.82% | — |
| 45 | N NBP NOVABRIDGE BIOSCIENCES | $1.1M | 577.0K | 0.69% | — |
| 46 | E ESTA ESTABLISHMENT LABS HLDGS INC | $1.1M | 13.1K | 0.69% | — |
| 47 | R RLAY RELAY THERAPEUTICS INC | $889K | 47.5K | 0.55% | — |
| 48 | G GERN GERON CORP | $799K | 624.0K | 0.49% | — |
| 49 | D DRUG BRIGHT MINDS BIOSCIENCES INC | $710K | 10.1K | 0.44% | — |
| 50 | ? N/A COMPASS THERAPEUTICS INC | $605K | 276.2K | 0.37% | — |