Q2 2026 13F filing
Updated 27 days ago84 disclosed positions worth $11.7B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MDGL MADRIGAL PHARMACEUTICALS INC | $1.1B | 1.99M | 9.14% | — |
| 2 | A ARGX ARGENX SE | $658.2M | 709.4K | 5.62% | — |
| 3 | ? N/A PTC THERAPEUTICS INC | $631.9M | 7.75M | 5.39% | — |
| 4 | P PB PROTAGONIST THERAPEUTICS INC | $620.4M | 5.06M | 5.30% | — |
| 5 | C CGON CG ONCOLOGY INC | $605M | 8.51M | 5.16% | — |
| 6 | I INSM INSMED INC | $516.3M | 4.84M | 4.41% | — |
| 7 | T TNGX TANGO THERAPEUTICS INC | $434.5M | 13.90M | 3.71% | — |
| 8 | S SYRE SPYRE THERAPEUTICS INC | $377.5M | 4.25M | 3.22% | — |
| 9 | C CELC CELCUITY INC | $345.8M | 3.30M | 2.95% | — |
| 10 | E EQR ERASCA INC | $328.8M | 17.95M | 2.81% | — |
| 11 | R RDNT RADNET INC | $298.9M | 4.85M | 2.55% | — |
| 12 | O ORKA ORUKA THERAPEUTICS INC | $298.7M | 3.14M | 2.55% | — |
| 13 | N NTRA NATERA INC | $271.4M | 1.00M | 2.32% | — |
| 14 | R RARE ULTRAGENYX PHARMACEUTICAL IN | $260.3M | 7.80M | 2.22% | — |
| 15 | I IRTC IRHYTHM HOLDINGS INC | $259.6M | 2.18M | 2.22% | — |
| 16 | C CYTK CYTOKINETICS INC | $243.8M | 2.86M | 2.08% | — |
| 17 | K KLRA KAILERA THERAPEUTICS INC | $237.4M | 10.78M | 2.03% | — |
| 18 | E ESTA ESTABLISHMENT LABS HLDGS INC | $227.9M | 2.66M | 1.95% | — |
| 19 | G GH GUARDANT HEALTH INC | $222.2M | 1.48M | 1.90% | — |
| 20 | N NBIX NEUROCRINE BIOSCIENCES INC | $213.7M | 1.27M | 1.82% | — |
| 21 | T TARS TARSUS PHARMACEUTICALS INC | $211.3M | 3.36M | 1.80% | — |
| 22 | S STOK STOKE THERAPEUTICS INC | $184M | 5.62M | 1.57% | — |
| 23 | Q QURE UNIQURE NV | $181.5M | 3.94M | 1.55% | — |
| 24 | A ACAD ACADIA PHARMACEUTICALS INC | $180.8M | 7.14M | 1.54% | — |
| 25 | R RGEN REPLIGEN CORP | $169.3M | 1.24M | 1.45% | — |
| 26 | U URGN UROGEN PHARMA LTD | $167.2M | 4.54M | 1.43% | — |
| 27 | G GHRS GH RESEARCH PLC | $159.5M | 5.93M | 1.36% | — |
| 28 | I IMCR IMMUNOCORE HLDGS PLC | $154.6M | 4.87M | 1.32% | — |
| 29 | C CMPS COMPASS PATHWAYS PLC | $151.4M | 10.70M | 1.29% | — |
| 30 | I IMTX IMMATICS N.V | $131.1M | 12.95M | 1.12% | — |
| 31 | Z ZLAB ZAI LAB LTD | $124.9M | 6.57M | 1.07% | — |
| 32 | I IMVT IMMUNOVANT INC | $122.4M | 3.18M | 1.05% | — |
| 33 | B BLTE BELITE BIO INC | $110.2M | 715.3K | 0.94% | — |
| 34 | X XNCR XENCOR INC | $109.1M | 6.78M | 0.93% | — |
| 35 | T TSHA TAYSHA GENE THERAPIES INC | $92.3M | 13.56M | 0.79% | — |
| 36 | C COGT COGENT BIOSCIENCES INC | $89.4M | 2.31M | 0.76% | — |
| 37 | A ALKS ALKERMES PLC | $87.6M | 1.67M | 0.75% | — |
| 38 | G GPCR STRUCTURE THERAPEUTICS INC | $86.3M | 1.61M | 0.74% | — |
| 39 | Q QCOM REPLIMUNE GROUP INC | $82M | 7.41M | 0.70% | — |
| 40 | C CSTL CASTLE BIOSCIENCES INC | $66.3M | 2.78M | 0.57% | — |
| 41 | C CGC CANDEL THERAPEUTICS INC | $66.1M | 6.42M | 0.56% | — |
| 42 | R RCL ROCKET PHARMACEUTICALS INC | $60.5M | 17.69M | 0.52% | — |
| 43 | K KOD KODIAK SCIENCES INC | $58M | 1.49M | 0.49% | — |
| 44 | A AKTS AKTIS ONCOLOGY INC | $51.3M | 1.59M | 0.44% | — |
| 45 | A AXGN AXOGEN INC | $46.7M | 1.01M | 0.40% | — |
| 46 | D DHR DANAHER CORP DEL | $43.8M | 230.0K | 0.37% | — |
| 47 | C CGEM CULLINAN THERAPEUTICS INC | $43.1M | 2.36M | 0.37% | — |
| 48 | N NGNE NEUROGENE INC | $42.8M | 1.36M | 0.37% | — |
| 49 | H HNGE HINGE HEALTH INC | $41.5M | 500.0K | 0.35% | — |
| 50 | O OBIO ORCHESTRA BIOMED HLDGS INC | $41.2M | 9.56M | 0.35% | — |