Disclosed positions
| EWTX | EWTX | EDGEWISE THERAPEUTICS INC | $16,709,211 | 1,030,161 | SH | None |
| ARVN | ARVN | ARVINAS INC | $13,510,343 | 1,585,721 | SH | None |
| CRNX | CRNX | CRINETICS PHARMACEUTICALS INC | $5,872,650 | 141,000 | SH | None |
| COGT | COGT | COGENT BIOSCIENCES INC. | $3,600,985 | 250,765 | SH | None |
| RLYB | Unresolved | RALLYBIO CORPORATION | $1,647,500 | 3,301,603 | SH | None |
| ALEC | ALEC | ALECTOR INC | $1,005,124 | 339,569 | SH | None |
| PASG | Unresolved | PASSAGE BIO | $702,031 | 87,426 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 2 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.