Q2 2026 13F filing
Updated 29 days ago35 disclosed positions worth $136.2M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | P PRAX PRAXIS PRECISION MEDICINES I | $14.4M | 42.9K | 10.54% | — |
| 2 | ? N/A WHITEHAWK THERAPEUTICS INC | $9.9M | 2.17M | 7.28% | — |
| 3 | E EQR ERASCA INC | $8.3M | 455.0K | 6.12% | — |
| 4 | T TRVI TREVI THERAPEUTICS INC | $7.7M | 414.0K | 5.67% | — |
| 5 | ? N/A SUTRO BIOPHARMA INC | $7.5M | 226.6K | 5.52% | — |
| 6 | T TNGX TANGO THERAPEUTICS INC | $7.2M | 230.3K | 5.28% | — |
| 7 | M MBX MBX BIOSCIENCES INC | $6.7M | 121.5K | 4.92% | — |
| 8 | P PB PROTAGONIST THERAPEUTICS INC | $6.5M | 53.0K | 4.77% | — |
| 9 | E EWTX EDGEWISE THERAPEUTICS INC | $5.4M | 133.0K | 3.97% | — |
| 10 | T TNDM TANDEM DIABETES CARE INC | $4.5M | 301.0K | 3.33% | — |
| 11 | I IRON DISC MEDICINE INC | $4.3M | 58.3K | 3.13% | — |
| 12 | S SVRA SAVARA INC | $3.7M | 605.3K | 2.74% | — |
| 13 | ? N/A ARRIVENT BIOPHARMA INC | $3.5M | 102.0K | 2.60% | — |
| 14 | I INSM INSMED INC | $3M | 28.5K | 2.23% | — |
| 15 | A ACHV ACHIEVE LIFE SCIENCES INC | $3M | 462.4K | 2.22% | — |
| 16 | I IDYA IDEAYA BIOSCIENCES INC | $3M | 79.7K | 2.18% | — |
| 17 | O OCFC OCULAR THERAPEUTIX INC | $2.9M | 300.0K | 2.16% | — |
| 18 | A AXSM AXSOME THERAPEUTICS INC. | $2.9M | 12.0K | 2.16% | — |
| 19 | D DSGN DESIGN THERAPEUTICS INC | $2.7M | 185.0K | 1.96% | — |
| 20 | U UTHR UNITED THERAPEUTICS CORP DEL | $2.6M | 4.8K | 1.89% | — |
| 21 | S SRRK SCHOLAR ROCK HLDG CORP | $2.5M | 45.0K | 1.82% | — |
| 22 | ? N/A IMMIX BIOPHARMA INC | $2.4M | 230.4K | 1.74% | — |
| 23 | V VRDN VIRIDIAN THERAPEUTICS INC | $2.3M | 125.0K | 1.69% | — |
| 24 | M MLYS MINERALYS THERAPEUTICS INC | $2.3M | 84.2K | 1.67% | — |
| 25 | D DRUG BRIGHT MINDS BIOSCIENCES INC | $2.2M | 31.8K | 1.64% | — |
| 26 | T TVTX TRAVERE THERAPEUTICS INC | $2.2M | 39.0K | 1.63% | — |
| 27 | Z ZURA ZURA BIO LTD | $2.2M | 373.1K | 1.62% | — |
| 28 | ? N/A ARTIVA BIOTHERAPEUTICS INC | $1.9M | 200.0K | 1.42% | — |
| 29 | N NKTR NEKTAR THERAPEUTICS | $1.9M | 26.9K | 1.38% | — |
| 30 | ? N/A COMPASS THERAPEUTICS INC | $1.7M | 771.0K | 1.24% | — |
| 31 | C CABA CABALETTA BIO INC | $1.6M | 505.4K | 1.15% | — |
| 32 | V VERA VERA THERAPEUTICS INC | $1.4M | 32.7K | 1.03% | — |
| 33 | E EOLS EVOLUS INC | $1M | 150.0K | 0.76% | — |
| 34 | C CELC CELCUITY INC | $418K | 4.0K | 0.31% | — |
| 35 | V VYNE VYNE THERAPEUTICS INC | $326K | 500.6K | 0.24% | — |