SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $4,279,457,817 |
| Positions | 68 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| BioMarin Pharmaceutical Inc | BMRN | COM | $344,750,500 | 6,025,000 |
| Neurocrine Biosciences Inc | NBIX | COM | $316,845,800 | 1,880,000 |
| Abivax SA | ABVX | SPONSORED ADS | $313,086,774 | 2,349,443 |
| United Therapeutics Corp | UTHR | COM | $235,696,050 | 435,000 |
| Enliven Therapeutics Inc | ELVN | COM | $203,000,000 | 4,000,000 |
| Nurix Therapeutics Inc | NRIX | COM | $195,293,000 | 8,050,000 |
| Bicara Therapeutics Inc | BCAX | COM | $155,872,500 | 5,250,000 |
| Taysha Gene Therapies Inc | TSHA | COM SHS | $132,216,150 | 19,415,000 |
| Arrowhead Pharmaceuticals Inc | ARWR | COM | $128,378,250 | 1,575,000 |
| Abbott Laboratories | ABT | COM | $127,036,000 | 1,400,000 |
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