Holdings
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| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  INCY Incyte Corporation | 17.48% | Increased | $3.49B | 30,762,330 | +17,918 | Health Care |
| 2 |  ONC BeOne Medicines Ltd. | 12.57% | Increased | $2.51B | 8,801,567 | +2,514 | Health Care |
| 3 |  RVMD Revolution Medicines, Inc. | 10.74% | Increased | $2.14B | 11,443,357 | +1,888,000 | Health Care |
| 4 |  MDGL Madrigal Pharmaceuticals, Inc. | 5.77% | Increased | $1.15B | 2,143,131 | +1,430 | Health Care |
| 5 |  ACAD ACADIA Pharmaceuticals Inc. | 5.44% | Increased | $1.09B | 42,912,904 | +16,214 | Health Care |
| 6 |  KYMR Kymera Therapeutics, Inc. | 4.97% | - | $993M | 8,657,242 | - | Health Care |
| 7 |  INSM Insmed Incorporated | 4.70% | Increased | $938M | 8,796,111 | +1,375,000 | Health Care |
| 8 |  CELC Celcuity Inc. | 4.15% | - | $828M | 7,915,792 | - | Health Care |
| 9 |  KOD Kodiak Sciences Inc. | 3.89% | - | $776M | 19,919,186 | - | Health Care |
| 10 |  RYTM Rhythm Pharmaceuticals, Inc. | 3.12% | - | $622M | 5,604,483 | - | Health Care |
Portfolio Changes
Buy Positions
New Buy
- SNSEFaeth Therapeutics, Inc.
Current 0.16%
+1,286,411Shares
- CYTKCytokinetics, Incorporated
Current 0.09%
+211,267Shares
- NTLAIntellia Therapeutics, Inc.
Current 0.08%
+930,232Shares
- Parabilis Medicines, Inc.
Current 0.07%
+500,000Shares
- Avalyn Pharma Inc.
Current 0.06%
+350,000Shares
Additional Buy
- INCYIncyte Corporation
+0.06%
+17,918Shares
- ONCBeOne Medicines Ltd.
+0.03%
+2,514Shares
- RVMDRevolution Medicines, Inc.
+19.76%
+1,888,000Shares
- MDGLMadrigal Pharmaceuticals, Inc.
+0.07%
+1,430Shares
- ACADACADIA Pharmaceuticals Inc.
+0.04%
+16,214Shares
Sell Positions
Full Exit
- ABVXAbivax S.A.
Full Exit
0Shares
- SYRESpyre Therapeutics, Inc.
Full Exit
0Shares
- CNTACentessa Pharmaceuticals plc
Full Exit
0Shares
- IMCRImmunocore Holdings plc
Full Exit
0Shares
- CTNMContineum Therapeutics, Inc.
Full Exit
0Shares
Partial Exit
- SMMTSummit Therapeutics Inc.
-9.91%
-3,604,715Shares
- IMVTImmunovant, Inc.
-0.42%
-22,661Shares
- ROIVRoivant Sciences Ltd.
-3.10%
-150,892Shares
- EWTXEdgewise Therapeutics, Inc.
-43.71%
-2,874,221Shares
- IMTXImmatics N.V.
-12.90%
-1,408,128Shares
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