Disclosed positions
| ARGENX SE | ARGX | SPONSORED ADR | $70,897,400 | 76,417 | SH | None |
| ICON PUB LTD CO | ICLR | SHS | $53,527,521 | 308,143 | SH | None |
| GUARDANT HEALTH INC | GH | COM | $45,111,771 | 300,685 | SH | None |
| INSMED INC | INSM | COM PAR $.01 | $40,955,941 | 384,130 | SH | None |
| BIOMARIN PHARMACEUTICAL INC | BMRN | COM | $35,743,961 | 624,676 | SH | None |
| ILLUMINA INC | ILMN | COM | $32,952,828 | 187,413 | SH | None |
| SCHOLAR ROCK HLDG CORP | SRRK | COM | $30,539,960 | 555,272 | SH | None |
| PROTAGONIST THERAPEUTICS INC | PTGX | COM | $30,439,311 | 248,322 | SH | None |
| ULTRAGENYX PHARMACEUTICAL IN | RARE | COM | $29,520,800 | 884,121 | SH | None |
| COMPASS PATHWAYS PLC | CMPS | SPONSORED ADS | $29,155,042 | 2,060,427 | SH | None |
| ASCENDIS PHARMA A/S | ASND | ORD SHS | $28,314,462 | 106,158 | SH | None |
| REVOLUTION MEDICINES INC | RVMD | COM | $22,538,399 | 120,346 | SH | None |
| FORTREA HLDGS INC | FTRE | COMMON STOCK | $20,554,168 | 1,181,274 | SH | None |
| KYMERA THERAPEUTICS INC | KYMR | COM | $19,052,191 | 166,148 | SH | None |
| AXSOME THERAPEUTICS INC. | AXSM | COM | $15,922,533 | 65,051 | SH | None |
| BOSTON SCIENTIFIC CORP | BSX | COM | $15,755,920 | 369,164 | SH | None |
| ALKERMES PLC | ALKS | SHS | $15,577,138 | 297,302 | SH | None |
| IONIS PHARMACEUTICALS INC | IONS | COM | $15,428,010 | 194,577 | SH | None |
| TEMPUS AI INC | TEM | CL A | $14,845,663 | 256,269 | SH | None |
| DIANTHUS THERAPEUTICS INC | DNTH | COM | $12,803,413 | 131,344 | SH | None |
| ATAIBECKLEY INC | ATAI | COM SHS | $9,008,322 | 1,709,359 | SH | None |
| AVALO THERAPEUTICS INC | AVTX | COM NEW | $4,344,519 | 235,093 | SH | None |
| NATERA INC | NTRA | COM | $4,301,668 | 15,847 | SH | None |
| ELI LILLY & CO | LLY | COM | $2,391,663 | 1,994 | SH | None |
| INTUITIVE SURGICAL INC | ISRG | COM NEW | $1,745,815 | 4,390 | SH | None |
| IMMUNOCORE HLDGS PLC | IMCR | ADS | $1,470,025 | 46,300 | SH | None |
| PERCEPTIVE CAP SOLUTIONS COR | Unresolved | CL A ORD SHS | $410,024 | 37,686 | 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. 1 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.