Q2 2026 13F filing
Updated 28 days ago54 disclosed positions worth $4.2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAVXF ABIVAX SA AMERICAN DEPOSITARY SHARES | $800.6M | 6.01M | 19.24% | — |
| 2 | T TNGX TANGO THERAPEUTICS INC | $283.9M | 9.08M | 6.82% | — |
| 3 | C CGON CG ONCOLOGY INC | $260.8M | 3.67M | 6.27% | — |
| 4 | C COGT COGENT BIOSCIENCES INC | $187.9M | 4.85M | 4.52% | — |
| 5 | I IMVT IMMUNOVANT INC | $171.8M | 4.46M | 4.13% | — |
| 6 | S SYRE SPYRE THERAPEUTICS INC | $168.7M | 1.90M | 4.06% | — |
| 7 | D DNTH DIANTHUS THERAPEUTICS INC | $163.4M | 1.68M | 3.93% | — |
| 8 | M MIRM MIRUM PHARMACEUTICALS INC | $124.3M | 1.06M | 2.99% | — |
| 9 | Z ZLAB ZAI LAB LTD-ADR | $116.6M | 6.14M | 2.80% | — |
| 10 | A AMLX AMYLYX PHARMACEUTICALS INC | $112.1M | 6.24M | 2.70% | — |
| 11 | M MNST MONTE ROSA THERAPEUTICS INC | $111.9M | 4.62M | 2.69% | — |
| 12 | B BCRX BIOCRYST PHARMACEUTICALS INC | $110.2M | 11.02M | 2.65% | — |
| 13 | V VOR VOR BIOPHARMA INC | $104.4M | 5.67M | 2.51% | — |
| 14 | T TYRA TYRA BIOSCIENCES INC | $103.8M | 3.25M | 2.49% | — |
| 15 | D DYN DYNE THERAPEUTICS INC | $102.5M | 4.62M | 2.46% | — |
| 16 | I IRON DISC MEDICINE INC | $98.1M | 1.34M | 2.36% | — |
| 17 | R RLAY RELAY THERAPEUTICS INC | $80M | 4.27M | 1.92% | — |
| 18 | S SVRA SAVARA INC | $76.2M | 12.36M | 1.83% | — |
| 19 | A AURA AURA BIOSCIENCES INC | $67.7M | 9.53M | 1.63% | — |
| 20 | R RVMDW REVOLUTION MEDICINES INC | $63.8M | 340.9K | 1.53% | — |
| 21 | ? N/A FIRST TRACKS BIOTHERAPEUTICS | $58.3M | 2.90M | 1.40% | — |
| 22 | K KOD KODIAK SCIENCES INC | $56.3M | 1.45M | 1.35% | — |
| 23 | A AVTX AVALO THERAPEUTICS INC | $55.8M | 3.02M | 1.34% | — |
| 24 | L LBRX LB PHARMACEUTICALS INC | $47M | 1.45M | 1.13% | — |
| 25 | C CRNC CENTURY THERAPEUTICS INC | $43.4M | 17.75M | 1.04% | — |
| 26 | T TECX TECTONIC THERAPEUTIC INC | $41.4M | 1.20M | 1.00% | — |
| 27 | X XNCR XENCOR INC | $39.5M | 2.45M | 0.95% | — |
| 28 | ? N/A SURROZEN INC | $38.2M | 1.47M | 0.92% | — |
| 29 | E EIX EDITAS MEDICINE INC | $36M | 11.11M | 0.87% | — |
| 30 | M MBX MBX BIOSCIENCES INC | $35.9M | 650.0K | 0.86% | — |
| 31 | P PHVS PHARVARIS BV | $34.9M | 1.01M | 0.84% | — |
| 32 | S SLNCF SILENCE THERAPEUTICS PLC | $33.3M | 3.03M | 0.80% | — |
| 33 | I IFRX INFLARX N V | $32.5M | 14.50M | 0.78% | — |
| 34 | ? N/A ALTIMMUNE INC | $30.4M | 10.00M | 0.73% | — |
| 35 | J JANX JANUX THERAPEUTICS INC | $27.5M | 1.79M | 0.66% | — |
| 36 | ? N/A PERSPECTIVE THERAPEUTICS INC | $27M | 7.92M | 0.65% | — |
| 37 | A AGMB AGOMAB THERAPEUTICS NV | $26.7M | 2.05M | 0.64% | — |
| 38 | B BHVN BIOHAVEN LTD | $26.5M | 1.78M | 0.64% | — |
| 39 | A AKTS AKTIS ONCOLOGY INC | $22.5M | 696.6K | 0.54% | — |
| 40 | A ALEC ALECTOR INC | $20.1M | 10.00M | 0.48% | — |
| 41 | F FBRX FORTE BIOSCIENCES INC | $19.6M | 920.0K | 0.47% | — |
| 42 | M MNPR MONOPAR THERAPEUTICS INC | $18.8M | 203.3K | 0.45% | — |
| 43 | O OCFC OCULAR THERAPEUTIX INC | $16.2M | 1.65M | 0.39% | — |
| 44 | A ADCT ADC THERAPEUTICS SA | $12.2M | 11.39M | 0.29% | — |
| 45 | A ALXO ALX ONCOLOGY HOLDINGS INC | $11.7M | 5.66M | 0.28% | — |
| 46 | T TRDA ENTRADA THERAPEUTICS INC | $7.8M | 1.06M | 0.19% | — |
| 47 | C CGEM CULLINAN THERAPEUTICS INC | $7.4M | 406.8K | 0.18% | — |
| 48 | A ARVN ARVINAS HOLDING CO LLC | $5.9M | 707.1K | 0.14% | — |
| 49 | K KRRO KORRO BIO INC | $5.5M | 416.3K | 0.13% | — |
| 50 | R RACC RESEARCH ALLIANCE CORP CL A | $5.3M | 500.0K | 0.13% | — |