This page shows the manager's latest published Form 13F holdings, filed Aug 14, 2026, using reported values from the SEC information table.
| Security | Ticker | Shares | Reported value | Portfolio weight |
|---|---|---|---|---|
| PRAXIS PRECISION MEDICINES ICOM NEW | PRAX | 2,035,986 | $681.6M | 10.23% |
| SPYRE THERAPEUTICS INCCOM NEW | SYRE | 4,319,496 | $383.5M | 5.76% |
| CELCUITY INCCOM | CELC | 3,197,200 | $334.5M | 5.02% |
| ASCENDIS PHARMA A/SORD SHS | ASND | 1,163,721 | $310.4M | 4.66% |
| RHYTHM PHARMACEUTICALS INCCOM | RYTM | 2,586,295 | $287.2M | 4.31% |
| ROIVANT SCIENCES LTDSHS | ROIV | 8,085,461 | $286.1M | 4.30% |
| RELAY THERAPEUTICS INCCOM | RLAY | 14,106,187 | $263.9M | 3.96% |
| TRAVERE THERAPEUTICS INCCOM | TVTX | 3,752,574 | $213.2M | 3.20% |
| KARDIGAN INCCOM | 485925101 | 8,200,662 | $195.6M | 2.94% |
| NUVALENT INCCOM | NUVL | 1,580,505 | $195.2M | 2.93% |
| EDGEWISE THERAPEUTICS INCCOM | EWTX | 4,373,974 | $177.7M | 2.67% |
| APOGEE THERAPEUTICS INCCOM | APGE | 1,308,113 | $173.6M | 2.61% |
| AMYLYX PHARMACEUTICALS INCCOM | AMLX | 8,334,882 | $149.7M | 2.25% |
| MEIRAGTX HLDGS PLCCOM | MGTX | 10,786,658 | $145.7M | 2.19% |
| ORUKA THERAPEUTICS INCCOM | ORKA | 1,345,063 | $128.0M | 1.92% |
| INHIBRX BIOSCIENCES INCCOM | INBX | 1,297,763 | $123.0M | 1.85% |
| PROTAGONIST THERAPEUTICS INCCOM | PTGX | 981,879 | $120.4M | 1.81% |
| SOLID BIOSCIENCES INCCOM NEW | SLDB | 11,906,646 | $118.9M | 1.79% |
| ZYMEWORKS INCCOM | ZYME | 4,182,953 | $109.3M | 1.64% |
| TANGO THERAPEUTICS INCCOM | TNGX | 3,377,000 | $105.6M | 1.58% |
| IMMATICS N.VSHS | IMTX | 10,383,456 | $105.2M | 1.58% |
| NURIX THERAPEUTICS INCCOM | NRIX | 4,320,422 | $104.8M | 1.57% |
| BIOCRYST PHARMACEUTICALS INCCOM | BCRX | 10,308,888 | $103.1M | 1.55% |
| REVOLUTION MEDICINES INCCOM | RVMD | 527,600 | $98.8M | 1.48% |
| AVALYN PHARMACEUTICALS INCCOM SHS | 05348Y105 | 2,675,296 | $88.1M | 1.32% |