Q2 2026 13F filing
Updated 28 days ago109 disclosed positions worth $6.7B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | P PRAX PRAXIS PRECISION MEDICINES I | $681.6M | 2.04M | 10.23% | Unchanged |
| 2 | S SYRE SPYRE THERAPEUTICS INC | $383.5M | 4.32M | 5.76% | Added(+14.2%) |
| 3 | C CELC CELCUITY INC | $334.5M | 3.20M | 5.02% | Added(+2.2%) |
| 4 | A ASND ASCENDIS PHARMA A/S | $310.4M | 1.16M | 4.66% | — |
| 5 | R RYTM RHYTHM PHARMACEUTICALS INC | $287.2M | 2.59M | 4.31% | Added(+8.9%) |
| 6 | R ROIV ROIVANT SCIENCES LTD | $286.1M | 8.09M | 4.30% | Trimmed(-2.4%) |
| 7 | R RLAY RELAY THERAPEUTICS INC | $263.9M | 14.11M | 3.96% | Added(+44.7%) |
| 8 | T TVTX TRAVERE THERAPEUTICS INC | $213.2M | 3.75M | 3.20% | Trimmed(-9.4%) |
| 9 | ? N/A KARDIGAN INC | $195.6M | 8.20M | 2.94% | — |
| 10 | ? N/A NUVALENT INC | $195.2M | 1.58M | 2.93% | Unchanged |
| 11 | E EWTX EDGEWISE THERAPEUTICS INC | $177.7M | 4.37M | 2.67% | Trimmed(-1.1%) |
| 12 | A APGE APOGEE THERAPEUTICS INC | $173.6M | 1.31M | 2.61% | Trimmed(-15.1%) |
| 13 | A AMLX AMYLYX PHARMACEUTICALS INC | $149.7M | 8.33M | 2.25% | Added(+0.6%) |
| 14 | M MGTX MEIRAGTX HLDGS PLC | $145.7M | 10.79M | 2.19% | Added(+4.5%) |
| 15 | O ORKA ORUKA THERAPEUTICS INC | $128M | 1.35M | 1.92% | Trimmed(-3.6%) |
| 16 | I INBX INHIBRX BIOSCIENCES INC | $123M | 1.30M | 1.85% | Trimmed(-10.1%) |
| 17 | P PB PROTAGONIST THERAPEUTICS INC | $120.4M | 981.9K | 1.81% | Trimmed(-20.2%) |
| 18 | S SLDB SOLID BIOSCIENCES INC | $118.9M | 11.91M | 1.79% | Unchanged |
| 19 | Z ZYME ZYMEWORKS INC | $109.3M | 4.18M | 1.64% | Added(+19.2%) |
| 20 | T TNGX TANGO THERAPEUTICS INC | $105.6M | 3.38M | 1.58% | Added(+317.9%) |
| 21 | I IMTX IMMATICS N.V | $105.2M | 10.38M | 1.58% | Unchanged |
| 22 | N NRIX NURIX THERAPEUTICS INC | $104.8M | 4.32M | 1.57% | Added(+16.4%) |
| 23 | B BCRX BIOCRYST PHARMACEUTICALS INC | $103.1M | 10.31M | 1.55% | Added(+38.7%) |
| 24 | R RVMDW REVOLUTION MEDICINES INC | $98.8M | 527.6K | 1.48% | Added(+104.0%) |
| 25 | A AVLN AVALYN PHARMACEUTICALS INC | $88.1M | 2.68M | 1.32% | — |
| 26 | M MRNA MODERNA INC | $70M | 1.00M | 1.05% | Unchanged |
| 27 | D DYN DYNE THERAPEUTICS INC | $59.7M | 2.69M | 0.90% | Trimmed(-42.4%) |
| 28 | B BIIB BIOGEN INC | $59.7M | 276.2K | 0.90% | — |
| 29 | I IMVT IMMUNOVANT INC | $52.3M | 1.36M | 0.79% | Trimmed(-15.0%) |
| 30 | U UNH UNITEDHEALTH GROUP INC | $48.5M | 116.8K | 0.73% | — |
| 31 | S STT-PG SPDR SERIES TRUST | $47.5M | 300.0K | 0.71% | — |
| 32 | I IONS IONIS PHARMACEUTICALS INC | $44.9M | 566.0K | 0.67% | Added(+12.3%) |
| 33 | ? N/A SUTRO BIOPHARMA INC | $43.3M | 1.30M | 0.65% | Added(+82.4%) |
| 34 | A ANRO ALTO NEUROSCIENCE INC | $42.5M | 1.61M | 0.64% | Trimmed(-19.9%) |
| 35 | J JAZZ JAZZ PHARMACEUTICALS PLC | $41M | 170.0K | 0.61% | Unchanged |
| 36 | C CRVS CORVUS PHARMACEUTICALS INC | $39.9M | 2.67M | 0.60% | Added(+16.4%) |
| 37 | S SION SIONNA THERAPEUTICS INC | $39.8M | 905.0K | 0.60% | Added(+37.5%) |
| 38 | C CTMX CYTOMX THERAPEUTICS INC. | $39.1M | 10.44M | 0.59% | Added(+3.4%) |
| 39 | A AORT ARTIVION INC | $39M | 1.74M | 0.59% | Added(+6.1%) |
| 40 | ? N/A X4 PHARMACEUTICALS INC | $37M | 7.93M | 0.56% | Added(+17.8%) |
| 41 | C CORT CORCEPT THERAPEUTICS INC | $34.6M | 398.4K | 0.52% | Added(+696.8%) |
| 42 | R RGEN REPLIGEN CORP | $33.9M | 248.2K | 0.51% | Trimmed(-11.5%) |
| 43 | A AVR ANTERIS TECHNOLOGIES GLOBAL | $33.7M | 3.43M | 0.51% | Unchanged |
| 44 | R RAPP RAPPORT THERAPEUTICS INC | $32.2M | 773.3K | 0.48% | Added(+14.8%) |
| 45 | ? N/A DAMORA THERAPEUTICS INC | $31.8M | 1.22M | 0.48% | Unchanged |
| 46 | C CRL CHARLES RIV LABS INTL INC | $31.8M | 140.0K | 0.48% | — |
| 47 | A AXSM AXSOME THERAPEUTICS INC. | $29M | 118.5K | 0.44% | Trimmed(-21.0%) |
| 48 | ? N/A EYEPOINT INC | $28.6M | 2.00M | 0.43% | — |
| 49 | D DBVTF DBV TECHNOLOGIES S A | $27.1M | 1.65M | 0.41% | Added(+71.4%) |
| 50 | I IRTC IRHYTHM HOLDINGS INC | $26.6M | 223.8K | 0.40% | Added(+113.1%) |