Q2 2026 13F filing
Updated 22 days ago52 disclosed positions worth $723.7M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A PTC THERAPEUTICS INC | $75M | 918.8K | 10.36% | — |
| 2 | A ACAD ACADIA PHARMACEUTICALS INC | $72.5M | 2.86M | 10.01% | — |
| 3 | I INSM INSMED INC | $44.1M | 414.0K | 6.10% | — |
| 4 | M MIRM MIRUM PHARMACEUTICALS INC | $40.8M | 348.8K | 5.64% | — |
| 5 | A ADI ANAPTYSBIO INC | $40.7M | 603.5K | 5.63% | — |
| 6 | B BMRN BIOMARIN PHARMACEUTICAL INC | $39.1M | 682.8K | 5.40% | — |
| 7 | D DYN DYNE THERAPEUTICS INC | $36.6M | 1.65M | 5.06% | — |
| 8 | U UTHR UNITED THERAPEUTICS CORP | $33.9M | 62.6K | 4.69% | — |
| 9 | I IRON DISC MEDICINE INC | $30.5M | 416.6K | 4.21% | — |
| 10 | B BIIB BIOGEN INC | $30.3M | 140.3K | 4.19% | — |
| 11 | J JPM-PM IOVANCE BIOTHERAPEUTICS INC | $22M | 5.30M | 3.04% | — |
| 12 | R RARE ULTRAGENYX PHARMACEUTICAL IN | $19.9M | 596.5K | 2.75% | — |
| 13 | N NVCR NOVOCURE LTD | $19.4M | 1.28M | 2.68% | — |
| 14 | S SNDX SYNDAX PHARMACEUTICALS INC | $18.9M | 865.0K | 2.61% | — |
| 15 | A ANNX ANNEXON INC | $16.8M | 2.95M | 2.33% | — |
| 16 | B BCAX BICARA THERAPEUTICS INC | $16.3M | 550.4K | 2.26% | — |
| 17 | C CDNA CAREDX INC | $15.2M | 531.9K | 2.09% | — |
| 18 | C CLDX CELLDEX THERAPEUTICS INC | $14.9M | 399.9K | 2.06% | — |
| 19 | ? N/A COMPASS THERAPEUTICS INC | $12.8M | 5.83M | 1.76% | — |
| 20 | A ALKS ALKERMES PLC | $12.7M | 242.6K | 1.76% | — |
| 21 | ? N/A FIRST TRACKS BIOTHERAPEUTICS | $12.1M | 603.5K | 1.68% | — |
| 22 | P PRTA PROTHENA CORP PLC | $11.2M | 1.14M | 1.55% | — |
| 23 | T TVTX TRAVERE THERAPEUTICS INC | $9.5M | 167.5K | 1.31% | — |
| 24 | T TSHA TAYSHA GENE THERAPIES INC | $9.5M | 1.39M | 1.31% | — |
| 25 | A ACRS ACLARIS THERAPEUTICS INC | $8.5M | 1.61M | 1.18% | — |
| 26 | M MGRB AGIOS PHARMACEUTICALS INC | $7.9M | 213.6K | 1.10% | — |
| 27 | C CAPR CAPRICOR THERAPEUTICS INC | $5.5M | 229.8K | 0.76% | — |
| 28 | A ALGN ALIGN TECHNOLOGY INC | $5.3M | 31.4K | 0.73% | — |
| 29 | O ORKA ORUKA THERAPEUTICS INC - Restricted | $3.2M | 33.5K | 0.44% | — |
| 30 | X XENE XENON PHARMACEUTICALS INC | $3.1M | 51.3K | 0.43% | — |
| 31 | N NBIX NEUROCRINE BIOSCIENCES INC | $3.1M | 18.1K | 0.42% | — |
| 32 | E EW EDWARDS LIFESCIENCES CORP | $3M | 33.6K | 0.42% | — |
| 33 | S STOK STOKE THERAPEUTICS INC | $2.8M | 84.6K | 0.38% | — |
| 34 | C CYTK CYTOKINETICS INC | $2.7M | 32.2K | 0.38% | — |
| 35 | Q QUBT PYXIS ONCOLOGY INC | $2.6M | 864.3K | 0.36% | — |
| 36 | E EW EHEALTH INC | $2.2M | 1.48M | 0.31% | — |
| 37 | C CRSP CRISPR THERAPEUTICS AG | $2.2M | 39.6K | 0.30% | — |
| 38 | S SGMT SAGIMET BIOSCIENCES INC-A | $1.9M | 250.0K | 0.27% | — |
| 39 | N NUVB NUVATION BIO INC | $1.9M | 326.6K | 0.26% | — |
| 40 | B BNTX BIONTECH SE-ADR | $1.8M | 19.6K | 0.25% | — |
| 41 | C CMPS COMPASS PATHWAYS PLC ADR | $1.6M | 115.6K | 0.23% | — |
| 42 | H HUM HUMANA INC | $1.6M | 4.0K | 0.22% | — |
| 43 | N NAMSW NEWAMSTERDAM PHARMA CO NV | $1.5M | 44.4K | 0.21% | — |
| 44 | V VSTM VERASTEM INC | $1.2M | 309.7K | 0.16% | — |
| 45 | M MDGL MADRIGAL PHARMACEUTICALS INC | $960K | 1.8K | 0.13% | — |
| 46 | U URGN UROGEN PHARMA LTD | $902K | 24.5K | 0.12% | — |
| 47 | B BCYC BICYCLE THERAPEUTICS PLC-ADR | $856K | 201.9K | 0.12% | — |
| 48 | X XERS XERIS BIOPHARMA HOLDINGS INC | $827K | 104.4K | 0.11% | — |
| 49 | A ABEO ABEONA THERAPEUTICS INC | $673K | 108.9K | 0.09% | — |
| 50 | I INSP INSPIRE MEDICAL SYSTEMS INC | $391K | 8.8K | 0.05% | — |