Q2 2026 13F filing
Updated 27 days ago42 disclosed positions worth $529.1M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAVXF ABIVAX SA | $53.3M | 400.0K | 10.07% | — |
| 2 | V VOR VOR BIOPHARMA INC | $31.3M | 1.70M | 5.91% | Trimmed(-2.9%) |
| 3 | A AAVXF ABIVAX SA | $27.2M | 204.3K | 5.15% | — |
| 4 | H HWM IMMUNITYBIO INC | $26.3M | 3.00M | 4.97% | Unchanged |
| 5 | V VERA VERA THERAPEUTICS INC | $25.8M | 600.8K | 4.87% | Added(+201.4%) |
| 6 | Z ZURA ZURA BIO LTD | $24.9M | 4.22M | 4.70% | Unchanged |
| 7 | A ALMS ALUMIS INC | $24.1M | 856.1K | 4.55% | Unchanged |
| 8 | S SLGL SOL-GEL TECHNOLOGIES LTD | $20.3M | 274.4K | 3.84% | Unchanged |
| 9 | R RARE ULTRAGENYX PHARMACEUTICAL IN | $20M | 600.0K | 3.79% | — |
| 10 | D DFTX DEFINIUM THERAPEUTICS INC | $20M | 425.0K | 3.78% | — |
| 11 | A ANNX ANNEXON INC | $20M | 3.50M | 3.78% | Added(+40.0%) |
| 12 | O ORKA ORUKA THERAPEUTICS INC | $17.4M | 183.3K | 3.30% | Unchanged |
| 13 | M MLTX MOONLAKE IMMUNOTHERAPEUTICS | $16.7M | 855.8K | 3.15% | Added(+71.2%) |
| 14 | S SGMT SAGIMET BIOSCIENCES INC | $15.7M | 2.03M | 2.97% | — |
| 15 | C CTNM CONTINEUM THERAPEUTICS INC | $15.1M | 921.5K | 2.85% | Added(+15.2%) |
| 16 | ? N/A IMMIX BIOPHARMA INC | $13.2M | 1.28M | 2.49% | Added(+265.0%) |
| 17 | ? N/A CLIMB BIO INC | $13M | 1.00M | 2.46% | Trimmed(-25.0%) |
| 18 | A AMLX AMYLYX PHARMACEUTICALS INC | $12.6M | 700.0K | 2.38% | Trimmed(-60.0%) |
| 19 | N NKTR NEKTAR THERAPEUTICS | $12.2M | 175.0K | 2.31% | Trimmed(-44.7%) |
| 20 | N NGNE NEUROGENE INC | $11.1M | 352.2K | 2.09% | Trimmed(-29.6%) |
| 21 | L LBRX LB PHARMACEUTICALS INC | $10.3M | 317.2K | 1.95% | Added(+5.7%) |
| 22 | ? N/A OPUS GENETICS INC | $8.1M | 1.97M | 1.53% | Added(+507.4%) |
| 23 | E EPRX EUPRAXIA PHARMACEUTICALS INC | $7.9M | 1.20M | 1.50% | Unchanged |
| 24 | D DRUG BRIGHT MINDS BIOSCIENCES INC | $7.7M | 109.6K | 1.45% | Trimmed(-50.2%) |
| 25 | I IFRX INFLARX NV | $6.8M | 3.05M | 1.29% | — |
| 26 | R RLMD RELMADA THERAPEUTICS INC | $5.8M | 842.1K | 1.10% | Unchanged |
| 27 | J JATT JATT II ACQUISITION CORP | $5.7M | 500.0K | 1.07% | — |
| 28 | C CGEM CULLINAN THERAPEUTICS INC | $5.5M | 300.0K | 1.03% | Unchanged |
| 29 | ? N/A ALTIMMUNE INC | $5.3M | 1.74M | 1.00% | — |
| 30 | A AMAN AMANAT ACQUISITION CORP | $5.1M | 500.0K | 0.96% | — |
| 31 | R RZLT REZOLUTE INC | $4.9M | 951.8K | 0.94% | Unchanged |
| 32 | S SLNCF SILENCE THERAPEUTICS PLC | $4.9M | 450.0K | 0.93% | Trimmed(-55.9%) |
| 33 | ? N/A PALISADE BIO INC | $4.8M | 2.28M | 0.90% | Trimmed(-32.9%) |
| 34 | E EVMN EVOMMUNE INC | $4.3M | 325.0K | 0.82% | Unchanged |
| 35 | S SCYX SCYNEXIS INC | $3.8M | 944.3K | 0.73% | — |
| 36 | G GALT GALECTIN THERAPEUTICS INC | $3.7M | 800.0K | 0.70% | Unchanged |
| 37 | E ELVN ENLIVEN THERAPEUTICS INC | $3.6M | 70.0K | 0.67% | — |
| 38 | H HUMAW HUMACYTE INC | $2.9M | 3.75M | 0.55% | Unchanged |
| 39 | ? N/A REIN THERAPEUTICS INC | $2.7M | 2.58M | 0.51% | — |
| 40 | D DBVTF DBV TECHNOLOGIES S A | $2.6M | 156.9K | 0.49% | — |
| 41 | A AVXL ANAVEX LIFE SCIENCES CORP | $1.4M | 521.3K | 0.26% | Unchanged |
| 42 | P PMN PROMIS NEUROSCIENCES INC | $1.1M | 86.2K | 0.21% | Trimmed(-76.8%) |