Q2 2026 13F filing
Updated 27 days ago57 disclosed positions worth $1.9B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NTRA Natera Inc | $420.8M | 1.55M | 21.76% | — |
| 2 | V VERA Vera Therapeutics Inc | $119.9M | 2.79M | 6.20% | — |
| 3 | G GNMSF Genmab A/S | $111.1M | 4.05M | 5.74% | — |
| 4 | J JAZZ Jazz Pharmaceuticals PLC | $88M | 365.3K | 4.55% | — |
| 5 | R RAPP Rapport Therapeutics Inc | $79.4M | 1.90M | 4.10% | — |
| 6 | ? N/A Seaport Therapeutics Inc | $77.4M | 3.56M | 4.00% | — |
| 7 | ? N/A Arrivent BioPharma Inc | $58.9M | 1.70M | 3.05% | — |
| 8 | R RARE Ultragenyx Pharmaceutical In | $57.3M | 1.72M | 2.96% | — |
| 9 | ? N/A BioAge Labs Inc | $56.2M | 2.29M | 2.91% | — |
| 10 | C CELG-RI Bristol-Myers Squibb Co | $50.5M | 877.0K | 2.61% | — |
| 11 | S SUPN Supernus Pharmaceuticals | $48.2M | 1.04M | 2.49% | — |
| 12 | R RYTM Rhythm Pharmaceuticals Inc | $45.3M | 408.0K | 2.34% | — |
| 13 | G GILD Gilead Sciences Inc | $43.3M | 343.1K | 2.24% | — |
| 14 | U UTHR United Therapeutics Corp Del | $41.4M | 76.5K | 2.14% | — |
| 15 | C COGT Cogent Biosciences Inc | $40.1M | 1.04M | 2.07% | — |
| 16 | A AXSM Axsome Therapeutics Inc. | $39.3M | 160.4K | 2.03% | — |
| 17 | I IMTX Immatics N.V | $37.2M | 3.67M | 1.92% | — |
| 18 | D DYN Dyne Therapeutics Inc | $36.8M | 1.66M | 1.90% | — |
| 19 | I IMNM Immunome Inc | $36.5M | 1.72M | 1.88% | — |
| 20 | I IDYA IDEAYA Biosciences Inc | $34.5M | 925.1K | 1.78% | — |
| 21 | A ADI Anaptysbio Inc | $33.3M | 493.5K | 1.72% | — |
| 22 | N NKTR Nektar Therapeutics | $32.9M | 471.8K | 1.70% | — |
| 23 | P PHVS Pharvaris N V | $30.5M | 881.3K | 1.58% | — |
| 24 | R RCUS Arcus Biosciences Inc | $29.2M | 945.7K | 1.51% | — |
| 25 | I INBX Inhibrx Biosciences Inc | $28.7M | 303.1K | 1.48% | — |
| 26 | B BMRN BioMarin Pharmaceutical Inc | $20.5M | 358.6K | 1.06% | — |
| 27 | M MANE Veradermics Inc | $18.3M | 149.0K | 0.95% | — |
| 28 | A ALC Alcon AG | $17.2M | 255.8K | 0.89% | — |
| 29 | I INSM Insmed Inc | $16.9M | 158.4K | 0.87% | — |
| 30 | R RARE Ultragenyx Pharmaceutical In | $16.7M | 500.0K | 0.86% | — |
| 31 | I ISRG Intuitive Surgical Inc | $15.9M | 40.0K | 0.82% | — |
| 32 | G GMED Globus Med Inc | $15.8M | 200.0K | 0.82% | — |
| 33 | E EWTX Edgewise Therapeutics Inc | $15.5M | 380.9K | 0.80% | — |
| 34 | E EXEL Exelixis Inc | $13.8M | 254.2K | 0.72% | — |
| 35 | N NRIX Nurix Therapeutics Inc | $12.7M | 524.1K | 0.66% | — |
| 36 | D DSGN Design Therapeutics Inc | $12.5M | 865.1K | 0.65% | — |
| 37 | D DFTX Definium Therapeutics Inc | $12M | 255.9K | 0.62% | — |
| 38 | ? N/A First Tracks Biotherapeutics | $11.4M | 565.2K | 0.59% | — |
| 39 | A ABT Abbott Laboratories | $11.2M | 123.0K | 0.58% | — |
| 40 | I IRON Disc Medicine Inc | $10.7M | 146.2K | 0.55% | — |
| 41 | ? N/A Tenax Therapeutics Inc | $7.3M | 500.0K | 0.38% | — |
| 42 | S SION Sionna Therapeutics Inc | $6.4M | 144.4K | 0.33% | — |
| 43 | A ABSI Absci Corporation | $3.9M | 337.4K | 0.20% | — |
| 44 | M MIRM Mirum Pharmaceuticals Inc | $3.2M | 27.6K | 0.17% | — |
| 45 | J JBIO Jade Biosciences Inc | $2.4M | 107.4K | 0.12% | — |
| 46 | S SVRA Savara Inc | $2.2M | 364.8K | 0.12% | — |
| 47 | P PRAX Praxis Precision Medicines I | $2.2M | 6.4K | 0.11% | — |
| 48 | S SEPN Septerna Inc | $1.6M | 47.5K | 0.08% | — |
| 49 | O OKUR Onkure Therapeutics Inc | $1.5M | 321.7K | 0.08% | — |
| 50 | S SGMT Sagimet Biosciences Inc | $1.3M | 166.7K | 0.07% | — |