Disclosed positions
| CELLDEX THERAPEUTICS INC NEW | CLDX | COM NEW | $198,065,407 | 5,322,908 | SH | None |
| SYNDAX PHARMACEUTICALS INC | SNDX | COM | $175,993,964 | 8,050,959 | SH | None |
| VAXCYTE INC | PCVX | COM | $169,875,334 | 2,922,335 | SH | None |
| COGENT BIOSCIENCES INC | COGT | COM | $141,916,654 | 3,667,097 | SH | None |
| VERA THERAPEUTICS INC | VERA | CL A | $124,012,432 | 2,890,059 | SH | None |
| VIRIDIAN THERAPEUTICS INC | VRDN | COM | $118,557,720 | 6,453,877 | SH | None |
| TRAVERE THERAPEUTICS INC | TVTX | COM | $113,620,000 | 2,000,000 | SH | None |
| BEAM THERAPEUTICS INC | BEAM | COM | $97,495,981 | 2,840,792 | SH | None |
| UROGEN PHARMA LTD | URGN | COM | $89,578,818 | 2,434,207 | SH | None |
| LEGEND BIOTECH CORP | LEGN | SPONSORED ADS | $86,674,800 | 3,001,205 | SH | None |
| CYTOMX THERAPEUTICS INC. | CTMX | COM | $81,386,599 | 21,703,093 | SH | None |
| RELAY THERAPEUTICS INC | RLAY | COM | $61,743,000 | 3,300,000 | SH | None |
| CULLINAN THERAPEUTICS INC | CGEM | COM | $56,708,344 | 3,114,132 | SH | None |
| MBX BIOSCIENCES INC | MBX | COM | $51,600,905 | 934,799 | SH | None |
| IMMUNOCORE HLDGS PLC | IMCR | ADS | $43,656,250 | 1,375,000 | SH | None |
| NURIX THERAPEUTICS INC | NRIX | COM | $28,984,805 | 1,194,757 | SH | None |
| SUTRO BIOPHARMA INC | STRO | COM SHS | $28,968,926 | 872,558 | SH | None |
| BIOCRYST PHARMACEUTICALS INC | BCRX | COM | $25,226,600 | 2,522,660 | SH | None |
| PHARVARIS N V | PHVS | COM | $22,884,871 | 661,795 | SH | None |
| SUMMIT THERAPEUTICS INC | SMMT | COM | $17,484,000 | 1,200,000 | SH | None |
| PRELUDE THERAPEUTICS INC | PRLD | COM | $12,872,414 | 2,415,087 | SH | None |
| INSMED INC | INSM | COM PAR $.01 | $10,662,000 | 100,000 | SH | None |
| BURNING ROCK BIOTECH LTD | BNR | SPONSORED ADS | $10,517,747 | 1,238,563 | SH | None |
| GERON CORP | GERN | COM | $8,750,487 | 6,836,318 | SH | None |
| AMARIN CORP PLC | AMRN | SPONSORED ADR | $8,495,733 | 532,982 | SH | None |
| ALECTOR INC | ALEC | COM | $7,655,073 | 3,808,494 | SH | None |
| PARABILIS MEDICINES INC | PBLS | COM | $6,842,500 | 250,000 | SH | None |
| CARIBOU BIOSCIENCES INC | CRBU | COM | $4,405,812 | 2,503,302 | SH | None |
| PROQR THRAPEUTICS N V | PRQR | SHS EURO | $2,913,350 | 1,566,317 | SH | None |
| CANDEL THERAPEUTICS INC | CADL | COM | $996,432 | 96,741 | SH | None |
| ENGENE THERAPEUTICS INC | ENGN | COM | $792,089 | 457,855 | SH | None |
| TRAWS PHARMA INC | TRAW | COM NEW | $71,175 | 84,400 | 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.