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 |
|---|---|---|---|---|
| ABIVAX SASPONSORED ADS | ABVX.DE | 1,804,703 | $240.5M | 11.01% |
| PROTAGONIST THERAPEUTICS INCCOM | PTGX | 960,863 | $117.8M | 5.39% |
| ROIVANT SCIENCES LTDSHS | ROIV | 3,157,008 | $111.7M | 5.11% |
| STATE STR SPDR S&P 500 ETF TTR UNIT | SPY | 129,087 | $96.4M | 4.41% |
| IMMUNOVANT INCCOM | IMVT | 2,330,716 | $89.8M | 4.11% |
| ZAI LAB LTDADR | ZLAB | 3,369,034 | $64.0M | 2.93% |
| AGIOS PHARMACEUTICALS INCCOM | AGIO | 1,288,053 | $47.8M | 2.19% |
| CRINETICS PHARMACEUTICALS INCOM | CRNX | 1,222,080 | $45.7M | 2.09% |
| EA SERIES TRUSTALPHA ARCH 1-3 | 02072L565 | 337,125 | $39.5M | 1.81% |
| CYTOKINETICS INCCOM NEW | CYTK | 457,907 | $39.0M | 1.79% |
| SEPTERNA INCCOM | SEPN | 940,747 | $31.5M | 1.44% |
| ANTERIS TECHNOLOGIES GLOBALCOM | AVR | 3,145,096 | $31.0M | 1.42% |
| EDITAS MEDICINE INCCOM | EDIT | 8,889,000 | $28.8M | 1.32% |
| DENALI THERAPEUTICS INCCOM | DNLI | 1,029,080 | $26.5M | 1.21% |
| SPYRE THERAPEUTICS INCCOM NEW | SYRE | 283,982 | $25.2M | 1.15% |
| VIR BIOTECHNOLOGY INCCOM | VIR | 2,456,677 | $25.0M | 1.15% |
| PRAXIS PRECISION MEDICINES ICOM NEW | PRAX | 74,253 | $24.9M | 1.14% |
| INSMED INCCOM PAR $.01 | INSM | 228,520 | $24.4M | 1.12% |
| CELLDEX THERAPEUTICS INC NEWCOM NEW | CLDX | 619,542 | $23.1M | 1.05% |
| VIKING THERAPEUTICS INCCOM | VKTX | 574,038 | $22.4M | 1.02% |
| TAYSHA GENE THERAPIES INCCOM SHS | TSHA | 3,040,466 | $20.7M | 0.95% |
| MONOPAR THERAPEUTICS INCCOM NEW | MNPR | 217,595 | $20.1M | 0.92% |
| OVID THERAPEUTICS INCCOM | OVID | 7,417,479 | $20.0M | 0.91% |
| ENLIVEN THERAPEUTICS INCCOM | ELVN | 387,718 | $19.7M | 0.90% |
| ENANTA PHARMACEUTICALS INCCOM | ENTA | 1,344,510 | $19.6M | 0.90% |