Q2 2026 13F filing
Updated 27 days ago85 disclosed positions worth $11.5B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A ASND ASCENDIS PHARMA A/S | $2.7B | 10.28M | 23.83% | — |
| 2 | P PBLS PARABILIS MEDICINES INC | $791.9M | 28.93M | 6.88% | — |
| 3 | R RYTM RHYTHM PHARMACEUTICALS INC | $740.2M | 6.67M | 6.43% | Unchanged |
| 4 | P PCVX VAXCYTE INC | $667M | 11.47M | 5.80% | Unchanged |
| 5 | S SION SIONNA THERAPEUTICS INC | $435.7M | 9.91M | 3.79% | Unchanged |
| 6 | T TYRA TYRA BIOSCIENCES INC | $389.6M | 12.20M | 3.39% | Unchanged |
| 7 | E EWTX EDGEWISE THERAPEUTICS INC | $341M | 8.39M | 2.96% | Trimmed(-19.5%) |
| 8 | N NAMSW NEWAMSTERDAM PHARMA CO NV | $323.7M | 9.55M | 2.81% | Unchanged |
| 9 | C COAG HEMAB THERAPEUTICS HOLDINGS | $286.8M | 7.81M | 2.49% | — |
| 10 | S SEPN SEPTERNA INC | $234.3M | 7.00M | 2.04% | Unchanged |
| 11 | B BCAX BICARA THERAPEUTICS INC | $215.4M | 7.26M | 1.87% | Unchanged |
| 12 | M MLYS MINERALYS THERAPEUTICS INC | $207.6M | 7.69M | 1.80% | Unchanged |
| 13 | G GHRS GH RESEARCH PLC | $205.3M | 7.64M | 1.78% | Trimmed(-0.5%) |
| 14 | I IRON DISC MEDICINE INC | $179.2M | 2.45M | 1.56% | Unchanged |
| 15 | S SGP SPYGLASS PHARMA INC | $178.6M | 8.02M | 1.55% | Unchanged |
| 16 | ? N/A ARTIVA BIOTHERAPEUTICS INC | $174.2M | 17.96M | 1.51% | Added(+82.2%) |
| 17 | J JANX JANUX THERAPEUTICS INC | $171.9M | 11.19M | 1.49% | Unchanged |
| 18 | T TSHA TAYSHA GENE THERAPIES INC | $160.4M | 23.56M | 1.39% | Unchanged |
| 19 | B BCRX BIOCRYST PHARMACEUTICALS INC | $158.3M | 15.83M | 1.38% | Unchanged |
| 20 | W WVE WAVE LIFE SCIENCES LTD | $156.7M | 26.98M | 1.36% | Unchanged |
| 21 | ? N/A NUVALENT INC-A | $153.9M | 1.25M | 1.34% | Trimmed(-50.8%) |
| 22 | A AAVXF ABIVAX SA-ADR | $150.9M | 1.13M | 1.31% | — |
| 23 | O ORKA ORUKA THERAPEUTICS INC | $148M | 1.55M | 1.29% | — |
| 24 | S SLDB SOLID BIOSCIENCES INC | $120.2M | 12.04M | 1.04% | Added(+28.9%) |
| 25 | ? N/A CLIMB BIO INC | $115M | 8.82M | 1.00% | Added(+255.7%) |
| 26 | Z ZLAB ZAI LAB LTD-ADR | $109.1M | 5.74M | 0.95% | Added(+0.6%) |
| 27 | S SVM ARS PHARMACEUTICALS INC | $87M | 10.86M | 0.76% | Unchanged |
| 28 | X XNCR XENCOR INC | $84.9M | 5.27M | 0.74% | Added(+7.7%) |
| 29 | J JBIO JADE BIOSCIENCES INC | $81.6M | 3.67M | 0.71% | Unchanged |
| 30 | N NTLA INTELLIA THERAPEUTICS INC | $76.6M | 4.53M | 0.67% | — |
| 31 | L LBRX LB PHARMACEUTICALS INC | $71.7M | 2.21M | 0.62% | Unchanged |
| 32 | D DFTX DEFINIUM THERAPEUTICS INC | $70.6M | 1.50M | 0.61% | — |
| 33 | A ACRS ACLARIS THERAPEUTICS INC | $67.3M | 12.72M | 0.58% | Added(+87.0%) |
| 34 | F FDMT 4D MOLECULAR THERAPEUTICS IN | $67.2M | 5.05M | 0.58% | Unchanged |
| 35 | S SANA SANA BIOTECHNOLOGY INC | $65.4M | 18.75M | 0.57% | — |
| 36 | ? N/A DAMORA THERAPEUTICS INC | $62.4M | 2.40M | 0.54% | Added(+0.0%) |
| 37 | M MNPR MONOPAR THERAPEUTICS INC | $61.8M | 667.2K | 0.54% | Unchanged |
| 38 | ? N/A ACUMEN PHARMACEUTICALS INC | $56.1M | 20.99M | 0.49% | Unchanged |
| 39 | G GERN GERON CORP | $54.8M | 42.81M | 0.48% | Trimmed(-32.9%) |
| 40 | R RZLT REZOLUTE INC | $49.1M | 9.45M | 0.43% | Added(+2.9%) |
| 41 | E EVMN EVOMMUNE INC | $46.4M | 3.49M | 0.40% | Unchanged |
| 42 | V VOR VOR BIOPHARMA INC | $44.2M | 2.40M | 0.38% | Trimmed(-55.6%) |
| 43 | C CRNC CENTURY THERAPEUTICS INC | $43.5M | 17.75M | 0.38% | Unchanged |
| 44 | A AKTS AKTIS ONCOLOGY INC | $42.4M | 1.31M | 0.37% | Trimmed(-12.6%) |
| 45 | ? N/A BIOAGE LABS INC | $41M | 1.67M | 0.36% | Added(+1.3%) |
| 46 | B BEPC C4 THERAPEUTICS INC | $37.4M | 8.00M | 0.32% | Unchanged |
| 47 | M MIRM MIRUM PHARMACEUTICALS INC | $37.3M | 318.6K | 0.32% | Unchanged |
| 48 | C CAPR CAPRICOR THERAPEUTICS INC | $36.3M | 1.51M | 0.32% | Unchanged |
| 49 | P PEPG PEPGEN INC | $36.1M | 20.06M | 0.31% | Unchanged |
| 50 | P PRLD PRELUDE THERAPEUTICS INC | $34.5M | 6.48M | 0.30% | — |