Q2 2026 13F filing
Updated 27 days ago68 disclosed positions worth $4.3B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BMRN BioMarin Pharmaceutical Inc | $344.8M | 6.03M | 8.06% | — |
| 2 | N NBIX Neurocrine Biosciences Inc | $316.8M | 1.88M | 7.40% | — |
| 3 | A AAVXF Abivax SA | $313.1M | 2.35M | 7.32% | — |
| 4 | U UTHR United Therapeutics Corp | $235.7M | 435.0K | 5.51% | — |
| 5 | E ELVN Enliven Therapeutics Inc | $203M | 4.00M | 4.74% | — |
| 6 | N NRIX Nurix Therapeutics Inc | $195.3M | 8.05M | 4.56% | — |
| 7 | B BCAX Bicara Therapeutics Inc | $155.9M | 5.25M | 3.64% | — |
| 8 | T TSHA Taysha Gene Therapies Inc | $132.2M | 19.41M | 3.09% | — |
| 9 | A ARWR Arrowhead Pharmaceuticals Inc | $128.4M | 1.57M | 3.00% | — |
| 10 | A ABT Abbott Laboratories | $127M | 1.40M | 2.97% | — |
| 11 | Z ZBH Zimmer Biomet Holdings Inc | $120.5M | 1.40M | 2.82% | — |
| 12 | I IRON Disc Medicine Inc | $113.4M | 1.55M | 2.65% | — |
| 13 | M MNST Monte Rosa Therapeutics Inc | $111.3M | 4.60M | 2.60% | — |
| 14 | P PODD Insulet Corp | $102M | 670.0K | 2.38% | — |
| 15 | A ASND Ascendis Pharma A/S | $100M | 375.0K | 2.34% | — |
| 16 | A AZN AstraZeneca PLC | $85.3M | 450.0K | 1.99% | — |
| 17 | S SNYNF Sanofi SA | $85.3M | 2.00M | 1.99% | — |
| 18 | R RVMDW Revolution Medicines Inc | $84.3M | 450.0K | 1.97% | — |
| 19 | B BCRX BioCryst Pharmaceuticals Inc | $83M | 8.30M | 1.94% | — |
| 20 | D DYN Dyne Therapeutics Inc | $75M | 3.38M | 1.75% | — |
| 21 | N NKTR Nektar Therapeutics | $69.8M | 1.00M | 1.63% | — |
| 22 | G GMED Globus Medical Inc | $67.2M | 850.0K | 1.57% | — |
| 23 | T TARS Tarsus Pharmaceuticals Inc | $66.1M | 1.05M | 1.54% | — |
| 24 | I IMTX Immatics NV | $62.6M | 6.17M | 1.46% | — |
| 25 | T TRVI Trevi Therapeutics Inc | $57.8M | 3.10M | 1.35% | — |
| 26 | I IMCR Immunocore Holdings PLC | $57.1M | 1.80M | 1.34% | — |
| 27 | R RGEN Repligen Corp | $54.6M | 400.0K | 1.28% | — |
| 28 | C CELG-RI Bristol-Myers Squibb Co | $46.1M | 800.0K | 1.08% | — |
| 29 | Q QURE uniQure NV | $43.1M | 935.0K | 1.01% | — |
| 30 | X XENE Xenon Pharmaceuticals Inc | $42.3M | 700.0K | 0.99% | — |
| 31 | D DRUG Bright Minds Biosciences Inc | $38.3M | 545.0K | 0.89% | — |
| 32 | M MDGL Madrigal Pharmaceuticals Inc | $34.9M | 65.0K | 0.82% | — |
| 33 | A ALC Alcon AG | $33.5M | 500.0K | 0.78% | — |
| 34 | M MYGN Myriad Genetics Inc | $32.7M | 5.74M | 0.77% | — |
| 35 | R RAPP Rapport Therapeutics Inc | $30.4M | 730.0K | 0.71% | — |
| 36 | ? N/A Crescent Biopharma Inc | $29.3M | 1.63M | 0.69% | — |
| 37 | G GEHC GE HealthCare Technologies Inc | $28.8M | 450.0K | 0.67% | — |
| 38 | I INSM Insmed Inc | $26.7M | 250.0K | 0.62% | — |
| 39 | V VIK Viking Therapeutics Inc | $26.5M | 680.0K | 0.62% | — |
| 40 | B BHPLF Beta Bionics Inc | $25.1M | 1.60M | 0.59% | — |
| 41 | R REGN Regeneron Pharmaceuticals Inc | $24.9M | 40.0K | 0.58% | — |
| 42 | S SLDB Solid Biosciences Inc | $21.6M | 2.16M | 0.50% | — |
| 43 | A ANRO Alto Neuroscience Inc | $20.7M | 785.0K | 0.48% | — |
| 44 | ? N/A First Tracks Biotherapeutics I | $20.4M | 1.01M | 0.48% | — |
| 45 | ? N/A Lexeo Therapeutics Inc | $20.1M | 4.32M | 0.47% | — |
| 46 | S SVRA Savara Inc | $16.8M | 2.72M | 0.39% | — |
| 47 | ? N/A Damora Therapeutics Inc | $15M | 575.0K | 0.35% | — |
| 48 | S SGP SpyGlass Pharma Inc | $14.9M | 670.0K | 0.35% | — |
| 49 | T TECX Tectonic Therapeutic Inc | $14.6M | 425.0K | 0.34% | — |
| 50 | A AVTX Avalo Therapeutics Inc | $14.3M | 775.0K | 0.33% | — |