Disclosed positions
| MIRUM PHARMACEUTICALS INC | MIRM | COM | $899,060,606 | 7,679,684 | SH | None |
| NEWAMSTERDAM PHARMA COMPANY | NAMS | ORDINARY SHARES | $613,032,889 | 18,088,902 | SH | None |
| ERASCA INC | ERAS | COM | $457,545,444 | 24,975,188 | SH | None |
| MBX BIOSCIENCES INC | MBX | COM | $367,191,118 | 6,652,013 | SH | None |
| ARCUTIS BIOTHERAPEUTICS INC | ARQT | COM | $258,909,678 | 9,874,511 | SH | None |
| TREVI THERAPEUTICS INC | TRVI | COM | $185,370,687 | 9,939,447 | SH | None |
| KRYSTAL BIOTECH INC | KRYS | COM | $178,887,373 | 481,307 | SH | None |
| MAZE THERAPEUTICS INC | MAZE | COM | $150,182,184 | 5,032,915 | SH | None |
| PHATHOM PHARMACEUTICALS INC | PHAT | COM | $135,261,406 | 12,466,489 | SH | None |
| PALVELLA THERAPEUTICS INC NE | PVLA | COM | $134,848,368 | 882,400 | SH | None |
| BRIDGEBIO PHARMA INC | BBIO | COM | $115,305,393 | 1,548,139 | SH | None |
| DISC MEDICINE INC | IRON | COM | $99,093,875 | 1,354,852 | SH | None |
| CYTOKINETICS INC | CYTK | COM NEW | $98,810,092 | 1,159,879 | SH | None |
| DYNE THERAPEUTICS INC | DYN | COM | $70,029,951 | 3,153,082 | SH | None |
| ASCENDIS PHARMA A/S | ASND | SPONSORED ADR | $60,053,342 | 225,155 | SH | None |
| SAVARA INC | SVRA | COM | $59,880,448 | 9,720,852 | SH | None |
| PARABILIS MEDICINES INC | PBLS | COM | $52,572,433 | 1,920,805 | SH | None |
| AURA BIOSCIENCES INC | AURA | COM | $50,410,000 | 7,100,000 | SH | None |
| ACHIEVE LIFE SCIENCE INC | ACHV | COM | $49,724,879 | 7,614,836 | SH | None |
| VOR BIOPHARMA INC | VOR | COM NEW | $46,833,917 | 2,543,939 | SH | None |
| ALLOGENE THERAPEUTICS INC | ALLO | COM | $46,689,069 | 22,446,668 | SH | None |
| TARSUS PHARMACEUTICALS INC | TARS | COM | $45,860,853 | 728,644 | SH | None |
| BIOCRYST PHARMACEUTICALS INC | BCRX | COM | $40,092,400 | 4,009,240 | SH | None |
| ALKERMES PLC | ALKS | SHS | $36,710,400 | 700,647 | SH | None |
| ACADIA PHARMACEUTICALS INC | ACAD | COM | $36,386,409 | 1,438,198 | SH | None |
| ZAI LAB LTD | ZLAB | ADR | $36,144,080 | 1,902,320 | SH | None |
| MANNKIND CORP | MNKD | COM NEW | $28,116,000 | 6,600,000 | SH | None |
| DESIGN THERAPEUTICS INC | DSGN | COM | $26,188,587 | 1,809,854 | SH | None |
| ACLARIS THERAPEUTICS INC | ACRS | COM | $26,055,228 | 4,925,374 | SH | None |
| SHATTUCK LABS INC | STTK | COM | $26,025,000 | 3,750,000 | SH | None |
| KAILERA THERAPEUTICS INC | KLRA | COMMON STOCK | $24,233,000 | 1,100,000 | SH | None |
| MONTE ROSA THERAPEUTICS INC | GLUE | COM | $24,200,000 | 1,000,000 | SH | None |
| LEXEO THERAPEUTICS INC | LXEO | COM | $22,459,095 | 4,824,725 | SH | None |
| RELAY THERAPEUTICS INC | RLAY | COM | $19,003,616 | 1,015,693 | SH | None |
| EVOLUS INC | EOLS | COM | $18,256,815 | 2,630,665 | SH | None |
| IMMUNOCORE HLDGS PLC | IMCR | ADS | $15,391,829 | 484,782 | SH | None |
| VALNEVA SE | VALN | SPONSORED ADS | $11,985,413 | 2,291,666 | SH | None |
| NEWAMSTERDAM PHARMA COMPANY | Unresolved | *W EXP 99/99/999 | $10,692,116 | 500,333 | SH | None |
| AUTOLUS THERAPEUTICS LTD | AUTL | SPON ADS | $7,116,656 | 4,447,910 | SH | None |
| XILIO THERAPEUTICS INC | XLO | COM | $4,047,598 | 422,505 | SH | None |
| IBIO INC | IBIO | COM NEW | $3,418,567 | 1,953,467 | 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.