Disclosed positions
| BioMarin Pharmaceutical Inc | BMRN | COM | $344,750,500 | 6,025,000 | SH | None |
| Neurocrine Biosciences Inc | NBIX | COM | $316,845,800 | 1,880,000 | SH | None |
| Abivax SA | ABVX | SPONSORED ADS | $313,086,774 | 2,349,443 | SH | None |
| United Therapeutics Corp | UTHR | COM | $235,696,050 | 435,000 | SH | None |
| Enliven Therapeutics Inc | ELVN | COM | $203,000,000 | 4,000,000 | SH | None |
| Nurix Therapeutics Inc | NRIX | COM | $195,293,000 | 8,050,000 | SH | None |
| Bicara Therapeutics Inc | BCAX | COM | $155,872,500 | 5,250,000 | SH | None |
| Taysha Gene Therapies Inc | TSHA | COM SHS | $132,216,150 | 19,415,000 | SH | None |
| Arrowhead Pharmaceuticals Inc | ARWR | COM | $128,378,250 | 1,575,000 | SH | None |
| Abbott Laboratories | ABT | COM | $127,036,000 | 1,400,000 | SH | None |
| Zimmer Biomet Holdings Inc | ZBH | COM | $120,526,000 | 1,400,000 | SH | None |
| Disc Medicine Inc | IRON | COM | $113,367,000 | 1,550,000 | SH | None |
| Monte Rosa Therapeutics Inc | GLUE | COM | $111,320,000 | 4,600,000 | SH | None |
| Insulet Corp | PODD | COM | $102,007,500 | 670,000 | SH | None |
| Ascendis Pharma A/S | ASND | ORD SHS | $100,020,000 | 375,000 | SH | None |
| AstraZeneca PLC | AZN | ORD | $85,329,000 | 450,000 | SH | None |
| Sanofi SA | SNY | SPONSORED ADR | $85,320,000 | 2,000,000 | SH | None |
| Revolution Medicines Inc | RVMD | COM | $84,276,000 | 450,000 | SH | None |
| BioCryst Pharmaceuticals Inc | BCRX | COM | $83,000,000 | 8,300,000 | SH | None |
| Dyne Therapeutics Inc | DYN | COM | $74,958,750 | 3,375,000 | SH | None |
| Nektar Therapeutics | NKTR | COM NEW | $69,810,000 | 1,000,000 | SH | None |
| Globus Medical Inc | GMED | CL A | $67,158,500 | 850,000 | SH | None |
| Tarsus Pharmaceuticals Inc | TARS | COM | $66,087,000 | 1,050,000 | SH | None |
| Immatics NV | IMTX | SHS | $62,552,750 | 6,175,000 | SH | None |
| Trevi Therapeutics Inc | TRVI | COM | $57,815,000 | 3,100,000 | SH | None |
| Immunocore Holdings PLC | IMCR | ADS | $57,150,000 | 1,800,000 | SH | None |
| Repligen Corp | RGEN | COM | $54,576,000 | 400,000 | SH | None |
| Bristol-Myers Squibb Co | BMY | COM | $46,096,000 | 800,000 | SH | None |
| uniQure NV | QURE | SHS | $43,066,100 | 935,000 | SH | None |
| Xenon Pharmaceuticals Inc | XENE | COM | $42,252,000 | 700,000 | SH | None |
| Bright Minds Biosciences Inc | DRUG | COM NEW | $38,259,000 | 545,000 | SH | None |
| Madrigal Pharmaceuticals Inc | MDGL | COM | $34,901,750 | 65,000 | SH | None |
| Alcon AG | ALC | ORD SHS | $33,550,000 | 500,000 | SH | None |
| Myriad Genetics Inc | MYGN | COM | $32,746,850 | 5,735,000 | SH | None |
| Rapport Therapeutics Inc | RAPP | COM | $30,419,100 | 730,000 | SH | None |
| Crescent Biopharma Inc | CBIO | COM | $29,340,000 | 1,630,000 | SH | None |
| GE HealthCare Technologies Inc | GEHC | COMMON STOCK | $28,804,500 | 450,000 | SH | None |
| Insmed Inc | INSM | COM PAR $.01 | $26,655,000 | 250,000 | SH | None |
| Viking Therapeutics Inc | VKTX | COM | $26,526,800 | 680,000 | SH | None |
| Beta Bionics Inc | BBNX | COM | $25,072,000 | 1,600,000 | SH | None |
| Regeneron Pharmaceuticals Inc | REGN | COM | $24,941,600 | 40,000 | SH | None |
| Solid Biosciences Inc | SLDB | COM NEW | $21,578,400 | 2,160,000 | SH | None |
| Alto Neuroscience Inc | ANRO | COM SHS | $20,716,150 | 785,000 | SH | None |
| First Tracks Biotherapeutics I | TRAX | ORD SHS | $20,381,560 | 1,013,000 | SH | None |
| Lexeo Therapeutics Inc | LXEO | COM | $20,109,600 | 4,320,000 | SH | None |
| Savara Inc | SVRA | COM | $16,755,200 | 2,720,000 | SH | None |
| Damora Therapeutics Inc | DMRA | COM NEW | $14,955,750 | 575,000 | SH | None |
| SpyGlass Pharma Inc | SGP | COM SHS | $14,914,200 | 670,000 | SH | None |
| Tectonic Therapeutic Inc | TECX | COM | $14,609,375 | 425,000 | SH | None |
| Avalo Therapeutics Inc | AVTX | COM NEW | $14,322,000 | 775,000 | 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.