Q2 2026 13F filing
Updated 29 days ago36 disclosed positions worth $580.4M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GLPGF LAKEFRONT BIOTHERAPEUTICS NV | $61.3M | 2.04M | 10.56% | — |
| 2 | J JANX JANUX THERAPEUTICS INC | $58.4M | 3.80M | 10.07% | — |
| 3 | N NKTR NEKTAR THERAPEUTICS | $56.5M | 810.0K | 9.74% | — |
| 4 | B BSX BOSTON SCIENTIFIC CORP | $54.2M | 1.27M | 9.34% | — |
| 5 | S STTK SHATTUCK LABS INC | $41.3M | 5.96M | 7.12% | — |
| 6 | I INSM INSMED INC | $40M | 375.6K | 6.90% | — |
| 7 | A ALNY ALNYLAM PHARMACEUTICALS INC | $29.5M | 98.1K | 5.09% | — |
| 8 | S SNDX SYNDAX PHARMACEUTICALS INC | $26.2M | 1.20M | 4.52% | — |
| 9 | K KURA KURA ONCOLOGY INC | $22.2M | 2.02M | 3.82% | — |
| 10 | A ALKS ALKERMES PLC | $20.7M | 394.4K | 3.56% | — |
| 11 | I IRTC IRHYTHM HOLDINGS INC | $19.7M | 165.5K | 3.39% | — |
| 12 | V VEEV VEEVA SYS INC | $18.8M | 106.2K | 3.25% | — |
| 13 | Z ZYME ZYMEWORKS INC | $17.6M | 674.4K | 3.04% | — |
| 14 | A AAVXF ABIVAX SA | $14.3M | 107.4K | 2.47% | — |
| 15 | C CRNX CRINETICS PHARMACEUTICALS IN | $14M | 374.7K | 2.42% | — |
| 16 | M MLYS MINERALYS THERAPEUTICS INC | $12.1M | 449.8K | 2.09% | — |
| 17 | A ADCT ADC THERAPEUTICS SA | $8.4M | 7.82M | 1.44% | — |
| 18 | I ICUI ICU MED INC | $7.5M | 51.0K | 1.29% | — |
| 19 | I ISRG INTUITIVE SURGICAL INC | $6.8M | 17.0K | 1.16% | — |
| 20 | C CRBP CORBUS PHARMACEUTICALS HLDGS | $6.1M | 650.0K | 1.05% | — |
| 21 | P PRCT PROCEPT BIOROBOTICS CORP | $6.1M | 268.3K | 1.04% | — |
| 22 | W WGSWW GENEDX HOLDINGS CORP | $5.9M | 85.5K | 1.01% | — |
| 23 | O OPCH OPTION CARE HEALTH INC | $5.7M | 270.7K | 0.98% | — |
| 24 | O OKUR ONKURE THERAPEUTICS INC | $4.5M | 979.0K | 0.77% | — |
| 25 | E EBS EMERGENT BIOSOLUTIONS INC | $3.9M | 460.0K | 0.66% | — |
| 26 | P PFE PFIZER INC | $3.3M | 135.4K | 0.56% | — |
| 27 | K KIDS ORTHOPEDIATRICS CORP | $3M | 157.5K | 0.52% | — |
| 28 | R RCL ROCKET PHARMACEUTICALS INC | $2.4M | 700.0K | 0.41% | — |
| 29 | ? N/A AN2 THERAPEUTICS INC | $2.3M | 474.6K | 0.40% | — |
| 30 | P POR PLIANT THERAPEUTICS INC | $1.6M | 1.37M | 0.27% | — |
| 31 | T TECX TECTONIC THERAPEUTIC INC | $1.4M | 39.7K | 0.24% | — |
| 32 | M MGTX MEIRAGTX HLDGS PLC | $1.2M | 90.0K | 0.21% | — |
| 33 | E EFOR EVERFORTH INC | $1.2M | 67.5K | 0.21% | — |
| 34 | ? N/A REIN THERAPEUTICS INC | $1.1M | 1.10M | 0.20% | — |
| 35 | ? N/A COYA THERAPEUTICS INC | $995K | 170.0K | 0.17% | — |
| 36 | I IMRX IMMUNEERING CORP | $184K | 36.9K | 0.03% | — |