Q2 2026 13F filing
Updated 27 days ago85 disclosed positions worth $580.5M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TNGX TANGO THERAPEUTICS INC | $38.2M | 1.22M | 6.59% | — |
| 2 | A AAVXF ABIVAX SA | $37.8M | 283.7K | 6.51% | — |
| 3 | R RVMDW REVOLUTION MEDICINES INC | $30M | 159.9K | 5.16% | — |
| 4 | E EQR ERASCA INC | $28.7M | 1.57M | 4.94% | — |
| 5 | T TYRA TYRA BIOSCIENCES INC | $20.2M | 632.8K | 3.48% | — |
| 6 | D DNTH DIANTHUS THERAPEUTICS INC | $19.6M | 200.9K | 3.37% | — |
| 7 | E ELVN ENLIVEN THERAPEUTICS INC | $17.6M | 346.9K | 3.03% | — |
| 8 | M MLYS MINERALYS THERAPEUTICS INC | $16.3M | 602.7K | 2.80% | — |
| 9 | B BHVN BIOHAVEN LTD | $15.8M | 1.06M | 2.73% | — |
| 10 | K KNSA KINIKSA PHARMACEUTICALS INTL | $13.4M | 209.2K | 2.30% | — |
| 11 | S SRRK SCHOLAR ROCK HLDG CORP | $13.2M | 239.1K | 2.27% | — |
| 12 | A ALKS ALKERMES PLC | $13M | 248.0K | 2.24% | — |
| 13 | ? N/A FIRST TRACKS BIOTHERAPEUTICS | $12.5M | 622.7K | 2.16% | — |
| 14 | P PRAX PRAXIS PRECISION MEDICINES I | $12.5M | 37.2K | 2.15% | — |
| 15 | R ROIV ROIVANT SCIENCES LTD | $12.3M | 348.4K | 2.12% | — |
| 16 | ? N/A BIOAGE LABS INC | $11.4M | 464.2K | 1.96% | — |
| 17 | C CGON CG ONCOLOGY INC | $11.3M | 159.3K | 1.95% | — |
| 18 | O ORKA ORUKA THERAPEUTICS INC | $11.1M | 116.5K | 1.91% | — |
| 19 | I IMVT IMMUNOVANT INC | $10.7M | 276.5K | 1.84% | — |
| 20 | C CELC CELCUITY INC | $10.3M | 98.2K | 1.77% | — |
| 21 | R RLMD RELMADA THERAPEUTICS INC | $10.1M | 1.46M | 1.74% | — |
| 22 | ? N/A CLIMB BIO INC | $9.7M | 742.7K | 1.67% | — |
| 23 | S SYRE SPYRE THERAPEUTICS INC | $9.5M | 106.9K | 1.64% | — |
| 24 | Z ZURA ZURA BIO LTD | $8.1M | 1.37M | 1.39% | — |
| 25 | I IFRX INFLARX NV | $7.2M | 3.23M | 1.25% | — |
| 26 | ? N/A SURROZEN INC | $7.1M | 273.1K | 1.22% | — |
| 27 | A AMLX AMYLYX PHARMACEUTICALS INC | $6.9M | 384.3K | 1.19% | — |
| 28 | ? N/A SURROZEN INC | $6.7M | 329.7K | 1.15% | — |
| 29 | C CLDX CELLDEX THERAPEUTICS INC NEW | $6.6M | 178.4K | 1.14% | — |
| 30 | O OVID OVID THERAPEUTICS INC | $6.5M | 2.42M | 1.12% | — |
| 31 | ? N/A EQUILLIUM INC | $6.5M | 2.02M | 1.11% | — |
| 32 | D DFTX DEFINIUM THERAPEUTICS INC | $6.5M | 137.1K | 1.11% | — |
| 33 | C CYTK CYTOKINETICS INC | $6.4M | 75.6K | 1.11% | — |
| 34 | ? N/A DAMORA THERAPEUTICS INC | $5.6M | 216.2K | 0.97% | — |
| 35 | I IVEVF INVENTIVA SA | $5.4M | 1.43M | 0.93% | — |
| 36 | C CRNC CENTURY THERAPEUTICS INC | $5.3M | 2.15M | 0.91% | — |
| 37 | A AURA AURA BIOSCIENCES INC | $5.1M | 714.3K | 0.87% | — |
| 38 | ? N/A EYEPOINT INC | $4.8M | 338.5K | 0.83% | — |
| 39 | A ASH ASSEMBLY BIOSCIENCES INC | $4.7M | 170.4K | 0.81% | — |
| 40 | ? N/A WHITEHAWK THERAPEUTICS INC | $4.7M | 1.02M | 0.81% | — |
| 41 | X XENE XENON PHARMACEUTICALS INC | $4.6M | 76.1K | 0.79% | — |
| 42 | Q QURE UNIQURE NV | $4.1M | 88.1K | 0.70% | — |
| 43 | C CMPS COMPASS PATHWAYS PLC | $4M | 284.8K | 0.69% | — |
| 44 | A AVLN AVALYN PHARMACEUTICALS INC | $3.9M | 118.0K | 0.67% | — |
| 45 | M MPLT MAPLIGHT THERAPEUTICS INC | $3.8M | 106.9K | 0.66% | — |
| 46 | A ALMS ALUMIS INC | $3.8M | 135.7K | 0.66% | — |
| 47 | A AXSM AXSOME THERAPEUTICS INC. | $3.8M | 15.4K | 0.65% | — |
| 48 | M MNST MONTE ROSA THERAPEUTICS INC | $3.7M | 153.5K | 0.64% | — |
| 49 | A ACAD ACADIA PHARMACEUTICALS INC | $3.6M | 143.2K | 0.62% | — |
| 50 | S SLDB SOLID BIOSCIENCES INC | $3.6M | 358.8K | 0.62% | — |