- Filed
- 2026-05-15
- Portfolio value
- $9,437,744,027
- Positions
- 85
| Ticker |
Change |
% of portfolio |
Shares |
Value |
|
04351P101
history
|
|
24.92% |
10,281,496 |
$2,351,686,580
|
|
PCVX
history
|
+7% |
7.07% |
11,474,599 |
$666,788,948
|
|
RYTM
history
|
|
6.14% |
6,666,837 |
$579,814,814
|
|
TYRA
history
|
|
4.95% |
12,198,625 |
$467,207,338
|
|
SION
history
|
|
4.21% |
9,905,045 |
$397,093,254
|
|
EWTX
history
|
|
3.48% |
10,428,437 |
$328,495,766
|
|
NAMS
history
|
|
3.24% |
9,550,191 |
$305,701,614
|
|
NUVL
history
|
+35% |
2.75% |
2,534,145 |
$259,623,155
|
|
DNTH
history
|
+62% |
2.32% |
2,611,733 |
$219,176,633
|
|
MLYS
history
|
+5% |
2.21% |
7,692,750 |
$208,396,598
|
|
SGP
history
|
NEW |
2.2% |
8,021,117 |
$207,827,141
|
|
WVE
history
|
+48% |
2.07% |
26,975,505 |
$195,572,411
|
|
SEPN
history
|
|
1.78% |
6,995,858 |
$168,110,468
|
|
IRON
history
|
+24% |
1.66% |
2,450,221 |
$156,667,131
|
|
JANX
history
|
|
1.65% |
11,189,693 |
$155,536,733
|
|
BCRX
history
|
|
1.6% |
15,827,186 |
$150,674,811
|
|
BCAX
history
|
+4% |
1.53% |
7,255,993 |
$144,321,701
|
|
PRAX
history
|
|
1.28% |
373,787 |
$120,430,434
|
|
GHRS
history
|
|
1.14% |
7,676,697 |
$107,934,360
|
|
ZLAB
history
|
NEW |
1.14% |
5,707,262 |
$107,353,598
|
|
TSHA
history
|
|
1.12% |
23,555,648 |
$105,293,747
|
|
VOR
history
|
|
1.02% |
5,404,998 |
$96,425,164
|
|
GERN
history
|
|
1.01% |
63,771,366 |
$95,019,335
|
|
SPRY
history
|
|
0.92% |
10,860,977 |
$87,213,645
|
|
SRPT
history
|
NEW |
0.9% |
3,902,596 |
$84,920,489
|
|
SYRE
history
|
|
0.87% |
1,621,620 |
$81,794,513
|
|
EVMN
history
|
+1% |
0.85% |
3,494,638 |
$80,341,728
|
|
CLYM
history
|
+0% |
0.82% |
11,300,939 |
$77,411,432
|
|
SLDB
history
|
+61% |
0.71% |
9,339,978 |
$67,247,842
|
|
ARTV
history
|
|
0.67% |
9,853,302 |
$63,455,265
|
|
DMRA
history
|
NEW |
0.66% |
2,399,310 |
$62,142,129
|
|
XNCR
history
|
NEW |
0.63% |
4,897,237 |
$59,060,678
|
|
LBRX
history
|
|
0.58% |
2,208,604 |
$54,464,175
|
|
JBIO
history
|
|
0.55% |
3,671,083 |
$51,578,716
|
|
ABOS
history
|
+41% |
0.52% |
20,992,669 |
$49,542,699
|
|
FDMT
history
|
−11% |
0.5% |
5,049,779 |
$47,013,442
|
|
FULC
history
|
|
0.49% |
6,053,960 |
$46,433,873
|
|
CAPR
history
|
|
0.49% |
1,507,844 |
$45,838,458
|
|
IPSC
history
|
NEW |
0.43% |
17,754,430 |
$40,125,012
|
|
OLMA
history
|
|
0.41% |
2,600,000 |
$38,766,000
|
|
LENZ
history
|
|
0.41% |
4,178,823 |
$38,236,230
|
|
MNPR
history
|
|
0.39% |
667,207 |
$36,556,272
|
|
PEPG
history
|
|
0.38% |
20,064,545 |
$35,514,245
|
|
DSGN
history
|
+103% |
0.34% |
2,972,973 |
$31,632,433
|
|
MIRM
history
|
NEW |
0.31% |
318,554 |
$29,428,019
|
|
BIOA
history
|
NEW |
0.31% |
1,650,648 |
$28,869,834
|
|
LXEO
history
|
|
0.3% |
5,000,000 |
$28,700,000
|
|
ASMB
history
|
|
0.3% |
1,020,410 |
$28,316,378
|
|
RZLT
history
|
|
0.3% |
9,180,000 |
$27,999,000
|
|
AKTS
history
|
NEW |
0.28% |
1,503,084 |
$26,890,173
|
|
ALXO
history
|
NEW |
0.28% |
13,011,849 |
$26,088,757
|
|
ACRS
history
|
NEW |
0.27% |
6,804,072 |
$25,515,270
|
|
OVID
history
|
|
0.25% |
10,714,000 |
$23,785,080
|
|
NKTX
history
|
|
0.24% |
10,805,129 |
$22,798,822
|
|
TVTX
history
|
NEW |
0.24% |
746,841 |
$22,188,646
|
|
GRAL
history
|
|
0.23% |
428,266 |
$22,132,787
|
|
CCCC
history
|
|
0.22% |
8,000,000 |
$21,040,000
|
|
RLMD
history
|
NEW |
0.22% |
2,947,369 |
$20,513,688
|
|
BNTC
history
|
|
0.21% |
1,850,000 |
$19,702,500
|
|
DRUG
history
|
NEW |
0.2% |
265,000 |
$19,337,050
|
|
STRO
history
|
NEW |
0.19% |
715,307 |
$17,818,297
|
|
CTNM
history
|
−41% |
0.18% |
1,296,012 |
$16,925,917
|
|
SABS
history
|
|
0.18% |
4,401,500 |
$16,857,745
|
|
INSP
history
|
+129% |
0.18% |
325,663 |
$16,797,698
|
|
AVR
history
|
NEW |
0.18% |
3,000,000 |
$16,650,000
|
|
OKUR
history
|
NEW |
0.18% |
3,998,333 |
$16,553,099
|
|
HNGE
history
|
+355% |
0.15% |
364,613 |
$14,059,477
|
|
WGS
history
|
+262% |
0.14% |
209,887 |
$13,478,943
|
|
WAY
history
|
+267% |
0.14% |
529,400 |
$12,763,834
|
|
HLXC
history
|
NEW |
0.13% |
1,250,000 |
$12,700,000
|
|
PALI
history
|
|
0.13% |
7,124,116 |
$12,467,203
|
|
ACRV
history
|
|
0.12% |
8,340,508 |
$11,593,306
|
|
RNA
history
|
NEW |
0.12% |
864,102 |
$11,553,044
|
|
KPTI
history
|
NEW |
0.11% |
1,917,354 |
$10,679,662
|
|
AVTX
history
|
|
0.1% |
662,968 |
$9,898,112
|
|
PCSC
history
|
|
0.09% |
750,000 |
$8,227,500
|
|
ACET
history
|
+25% |
0.09% |
1,182,624 |
$8,053,669
|
|
NAMSW
history
|
|
0.07% |
333,333 |
$6,679,993
|
|
CRVS
history
|
NEW |
0.07% |
450,000 |
$6,583,500
|
|
RANI
history
|
|
0.07% |
8,500,000 |
$6,245,800
|
|
EQ
history
|
NEW |
0.07% |
3,096,336 |
$6,192,672
|
|
HOWL
history
|
|
0.06% |
6,681,307 |
$5,562,856
|
|
MGNX
history
|
NEW |
0.06% |
1,864,176 |
$5,387,469
|
|
MPLT
history
|
NEW |
0.05% |
248,294 |
$5,047,817
|
|
PTN
history
|
|
0.01% |
70,000 |
$1,219,400
|
|
CDTX
history
|
SOLD |
— |
— |
—
|
|
ACLX
history
|
SOLD |
— |
— |
—
|
|
BLTE
history
|
SOLD |
— |
— |
—
|
|
IVVD
history
|
SOLD |
— |
— |
—
|
|
MDLN
history
|
SOLD |
— |
— |
—
|
|
PGNY
history
|
SOLD |
— |
— |
—
|
|
QIA
history
|
SOLD |
— |
— |
—
|
|
KIDS
history
|
SOLD |
— |
— |
—
|
|
HCAT
history
|
SOLD |
— |
— |
—
|