Disclosed positions
| DIANTHUS THERAPEUTICS INC | DNTH | COM | $205,115,856 | 2,104,184 | SH | None |
| CG ONCOLOGY INC | CGON | COM | $99,395,255 | 1,398,948 | SH | None |
| ORUKA THERAPEUTICS INC | ORKA | COM | $72,369,552 | 760,424 | SH | None |
| JADE BIOSCIENCES INC | JBIO | COM NEW | $37,789,732 | 1,700,708 | SH | None |
| ENLIVEN THERAPEUTICS INC | ELVN | COM | $27,912,500 | 550,000 | SH | None |
| PERSPECTIVE THERAPEUTICS INC | CATX | COM NEW | $21,482,997 | 6,299,999 | SH | None |
| AKTIS ONCOLOGY INC | AKTS | COM | $15,605,766 | 484,200 | SH | None |
| PALVELLA THERAPEUTICS INC NE | PVLA | COM | $10,697,400 | 70,000 | SH | None |
| MOBIA MED INC | MOBI | COMMON STOCK | $10,696,979 | 798,282 | SH | None |
| REPLIGEN CORP | RGEN | COM | $10,615,032 | 77,800 | SH | None |
| IMMUNIC INC | IMUX | COM NEW | $10,296,993 | 669,941 | SH | None |
| SENSEONICS HLDGS INC | SENS | COM | $9,088,000 | 1,600,000 | SH | None |
| KARYOPHARM THERAPEUTICS INC | KPTI | COM NEW | $9,032,238 | 924,487 | SH | None |
| TEVA PHARMACEUTICAL INDS LTD | TEVA | SPONSORED ADS | $6,776,000 | 200,000 | SH | None |
| DEXCOM INC | DXCM | COM | $6,735,000 | 100,000 | SH | None |
| TEMPUS AI INC | TEM | CL A | $6,082,650 | 105,000 | SH | None |
| MEDTRONIC PLC | MDT | SHS | $5,476,100 | 70,000 | SH | None |
| VIR BIOTECHNOLOGY INC | VIR | COM | $5,291,667 | 519,300 | SH | None |
| STRUCTURE THERAPEUTICS INC | GPCR | SPONSORED ADS | $5,259,660 | 98,000 | SH | None |
| ENCOMPASS HEALTH CORP | EHC | COM | $4,245,360 | 42,000 | SH | None |
| TENAX THERAPEUTICS INC | TENX | COM NEW | $3,869,340 | 265,934 | SH | None |
| NUVECTIS PHARMA INC | NVCT | COM | $3,678,000 | 200,000 | SH | None |
| INSULET CORP | PODD | COM | $3,654,000 | 24,000 | SH | None |
| BOSTON SCIENTIFIC CORP | BSX | COM | $3,414,400 | 80,000 | SH | None |
| SATELLOS BIOSCIENCE INC | MSLE | COM | $3,014,904 | 387,769 | SH | None |
| ALAMAR BIOSCIENCES INC | ALMR | COMMON STOCK | $2,979,900 | 110,000 | SH | None |
| CONTEXT THERAPEUTICS INC | CNTX | COM | $2,768,540 | 4,998,267 | SH | None |
| GILEAD SCIENCES INC | GILD | COM | $2,526,800 | 20,000 | SH | None |
| CHARLES RIV LABS INTL INC | CRL | COM | $2,267,900 | 10,000 | SH | None |
| PHATHOM PHARMACEUTICALS INC | PHAT | COM | $2,170,000 | 200,000 | SH | None |
| AVALYN PHARMACEUTICALS INC | AVLN | COM SHS | $1,975,200 | 60,000 | SH | None |
| KAILERA THERAPEUTICS INC | KLRA | COMMON STOCK | $1,762,400 | 80,000 | SH | None |
| GENMAB A/S | GMAB | SPONSORED ADS | $1,373,500 | 50,000 | SH | None |
| INTELLIA THERAPEUTICS INC | NTLA | COM | $1,269,000 | 75,000 | SH | None |
| CORVUS PHARMACEUTICALS INC | CRVS | COM | $1,195,200 | 80,000 | SH | None |
| ODDITY TECH LTD | ODD | SHS CL A | $1,059,100 | 70,000 | SH | None |
| SCYNEXIS INC | SCYX | COM | $1,059,038 | 260,206 | SH | None |
| EVOMMUNE INC | EVMN | COM SHS | $996,750 | 75,000 | SH | None |
| ABBOTT LABORATORIES | ABT | COM | $907,400 | 10,000 | SH | None |
| BRIDGEBIO PHARMA INC | BBIO | COM | $744,800 | 10,000 | SH | None |
| PELOTON INTERACTIVE INC | PTON | CL A COM | $591,000 | 100,000 | SH | None |
| LEGEND BIOTECH CORP | LEGN | SPONSORED ADS | $433,200 | 15,000 | SH | None |
| BRIDGEBIO ONCOLOGY THERAPEUT | BBOT | COM NEW | $334,160 | 43,853 | SH | None |
| SAVARA INC | SVRA | COM | $308,000 | 50,000 | SH | None |
| TREVI THERAPEUTICS INC | TRVI | COM | $124,209 | 6,660 | SH | None |
No matching rows. Clear the filter to see all records.
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. 0 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.