Holdings
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| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  INCY Incyte Corporation | 16.62% | Increased | $2.89B | 30,744,412 | +421 | Healthcare |
| 2 |  ONC BeOne Medicines Ltd. | 15.00% | - | $2.61B | 8,799,053 | - | Health Technology |
| 3 |  INSM Insmed Incorporated | 6.97% | Increased | $1.21B | 7,421,111 | +828,365 | Health Technology |
| 4 |  MDGL Madrigal Pharmaceuticals, Inc. | 6.44% | - | $1.12B | 2,141,701 | - | Health Technology |
| 5 |  ACAD ACADIA Pharmaceuticals Inc. | 5.48% | - | $955M | 42,896,690 | - | Health Technology |
| 6 |  RVMD Revolution Medicines, Inc. | 5.34% | Increased | $929M | 9,555,357 | +100,000 | Health Technology |
| 7 |  CELC Celcuity Inc. | 5.19% | - | $904M | 7,915,792 | - | Health Technology |
| 8 |  KOD Kodiak Sciences Inc. | 4.36% | - | $759M | 19,919,186 | - | Health Technology |
| 9 |  KYMR Kymera Therapeutics, Inc. | 4.14% | - | $721M | 8,657,242 | - | Health Technology |
| 10 |  SMMT Summit Therapeutics Inc. | 3.96% | - | $690M | 36,391,063 | - | Health Technology |
Portfolio Changes
Buy Positions
New Buy
- MIRMMirum Pharmaceuticals, Inc.
Current 0.24%
+445,975Shares
- EVMNEvommune, Inc.
Current 0.11%
+847,390Shares
- AKTSAktis Oncology, Inc.
Current 0.10%
+996,351Shares
- GENBGenerate Biomedicines, Inc.
Current 0.10%
+1,423,602Shares
- CMPSCOMPASS Pathways plc
Current 0.07%
+2,344,720Shares
Additional Buy
- INCYIncyte Corporation
<0.01%
+421Shares
- INSMInsmed Incorporated
+12.56%
+828,365Shares
- RVMDRevolution Medicines, Inc.
+1.06%
+100,000Shares
- PRAXPraxis Precision Medicines, Inc.
+55.63%
+626,710Shares
- GRALGRAIL, Inc.
+93.19%
+1,943,281Shares
Sell Positions
Full Exit
- RAREUltragenyx Pharmaceutical Inc.
Full Exit
0Shares
- TERNTerns Pharmaceuticals, Inc.
Full Exit
0Shares
- BCRXBioCryst Pharmaceuticals, Inc.
Full Exit
0Shares
- VTYXVentyx Biosciences, Inc.
Full Exit
0Shares
- NUVLNuvalent, Inc.
Full Exit
0Shares
Partial Exit
- ROIVRoivant Sciences Ltd.
-12.37%
-687,294Shares
- ARWRArrowhead Pharmaceuticals, Inc.
-8.40%
-182,862Shares
- IMTXImmatics N.V.
-9.74%
-1,177,401Shares
- IMCRImmunocore Holdings plc
-68.38%
-1,588,259Shares
- TECXTectonic Therapeutic, Inc.
-32.72%
-295,612Shares
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