Q2 2026 13F filing
Updated 28 days ago119 disclosed positions worth $4.9B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SRRK Scholar Rock Holding Corp | $526.6M | 9.58M | 10.66% | — |
| 2 | K KYMR Kymera Therapeutics Inc | $336.7M | 2.94M | 6.81% | — |
| 3 | E EQR Erasca Inc | $208.8M | 11.40M | 4.23% | — |
| 4 | M MANE Veradermics Inc | $203.5M | 1.66M | 4.12% | — |
| 5 | T TNGX Tango Therapeutics Inc | $193.2M | 6.18M | 3.91% | — |
| 6 | R RVMDW Revolution Medicines Inc | $168.6M | 900.0K | 3.41% | — |
| 7 | B BCAX Bicara Therapeutics Inc | $166.4M | 5.60M | 3.37% | — |
| 8 | A ARWR Arrowhead Pharmaceuticals Inc | $139.8M | 1.72M | 2.83% | — |
| 9 | B BEIGF BeOne Medicines AG | $132.5M | 465.0K | 2.68% | — |
| 10 | E EWTX Edgewise Therapeutics Inc | $129.4M | 3.18M | 2.62% | — |
| 11 | R RYTM Rhythm Pharmaceuticals Inc | $126.2M | 1.14M | 2.55% | — |
| 12 | L LXRX Lexicon Pharmaceuticals Inc | $106.3M | 44.30M | 2.15% | — |
| 13 | E ELVN Enliven Therapeutics Inc | $90.1M | 1.77M | 1.82% | — |
| 14 | S SYRE Spyre Therapeutics Inc | $86M | 968.6K | 1.74% | — |
| 15 | P PBLS Parabilis Medicines Inc | $81.9M | 2.99M | 1.66% | — |
| 16 | X XENE Xenon Pharmaceuticals Inc | $79.6M | 1.32M | 1.61% | — |
| 17 | S SLDB Solid Biosciences Inc | $76.8M | 7.69M | 1.55% | — |
| 18 | A AAVXF Abivax SA | $76.8M | 576.0K | 1.55% | — |
| 19 | C COAG Hemab Therapeutics Holdings Inc | $76.6M | 2.09M | 1.55% | — |
| 20 | C COGT Cogent Biosciences Inc | $72M | 1.86M | 1.46% | — |
| 21 | R RLAY Relay Therapeutics Inc | $68.3M | 3.65M | 1.38% | — |
| 22 | T TSHA Taysha Gene Therapies Inc | $67.1M | 9.85M | 1.36% | — |
| 23 | D DFTX Definium Therapeutics Inc | $66.8M | 1.42M | 1.35% | — |
| 24 | S STOK Stoke Therapeutics Inc | $65.3M | 2.00M | 1.32% | — |
| 25 | I IRON Disc Medicine Inc | $65M | 888.4K | 1.31% | — |
| 26 | C CYTK Cytokinetics Inc | $64.7M | 759.0K | 1.31% | — |
| 27 | S SEPN Septerna Inc | $63.6M | 1.90M | 1.29% | — |
| 28 | O OLMA Olema Pharmaceuticals Inc | $60.8M | 4.86M | 1.23% | — |
| 29 | R RCUS Arcus Biosciences Inc | $53.8M | 1.75M | 1.09% | — |
| 30 | C CRNX Crinetics Pharmaceuticals Inc | $53.2M | 1.42M | 1.08% | — |
| 31 | K KLRA Kailera Therapeutics Inc | $48.8M | 2.21M | 0.99% | — |
| 32 | D DYN Dyne Therapeutics, Inc | $47.3M | 2.13M | 0.96% | — |
| 33 | G GPCR Structure Therapeutics Inc | $46.9M | 873.0K | 0.95% | — |
| 34 | T TBLA Taboola.com Ltd | $42.1M | 8.42M | 0.85% | — |
| 35 | P PVLA Palvella Therapeutics Inc | $39.3M | 257.5K | 0.80% | — |
| 36 | S SLNCF Silence Therapeutics PLC | $36.4M | 3.31M | 0.74% | — |
| 37 | D DNLI Denali Therapeutics Inc | $35.9M | 1.40M | 0.73% | — |
| 38 | R RELY Remitly Global Inc | $34.6M | 1.54M | 0.70% | — |
| 39 | C CGEM Cullinan Therapeutics Inc | $34.5M | 1.89M | 0.70% | — |
| 40 | C COF-PN Capital One Finl Corp | $34.4M | 171.6K | 0.70% | — |
| 41 | T TRVI Trevi Therapeutics Inc | $33.3M | 1.79M | 0.67% | — |
| 42 | G GOOGN Alphabet Inc | $32.2M | 90.0K | 0.65% | — |
| 43 | D DBVTF Dbv Technologies SA | $30.5M | 1.86M | 0.62% | — |
| 44 | A ABSI Absci Corp | $28.7M | 2.47M | 0.58% | — |
| 45 | S SION Sionna Therapeutics Inc | $26.9M | 610.5K | 0.54% | — |
| 46 | R RAPP Rapport Therapeutics Inc | $26.7M | 641.5K | 0.54% | — |
| 47 | A AMLX Amylyx Pharmaceuticals Inc | $26.6M | 1.48M | 0.54% | — |
| 48 | A ANNX Annexon Inc | $25.5M | 4.46M | 0.52% | — |
| 49 | M MNPR Monopar Therapeutics Inc | $25M | 270.1K | 0.51% | — |
| 50 | O ORKA Oruka Therapeutics Inc | $23.8M | 250.0K | 0.48% | — |