13F holdings as of 2026-03-31 · vs 2025-12-31 · long US-listed positions only
| # | Holding | Shares | Value | % of 13F | QoQ Δ | |
|---|---|---|---|---|---|---|
| 1 | BMRNBIOMARIN PHARMACEUTICAL INC | NEW | 1.3M | $71.7M | 15.4% | new |
| 2 | VRTXVERTEX PHARMACEUTICALS INC | NEW | 109K | $48.5M | 10.4% | new |
| 3 | PCVXVAXCYTE INC | NEW | 645K | $37.5M | 8.0% | new |
| 4 | NUVLNUVALENT INC | NEW | 301K | $30.8M | 6.6% | new |
| 5 | CAPRCAPRICOR THERAPEUTICS INC | NEW | 909K | $27.6M | 5.9% | new |
| 6 | 430TERNS PHARMACEUTICALS INC | NEW | 521K | $27.5M | 5.9% | new |
| 7 | BCAXBICARA THERAPEUTICS INC | NEW | 1.3M | $25.1M | 5.4% | new |
| 8 | ANIPANI PHARMACEUTICALS INC | NEW | 319K | $24.5M | 5.3% | new |
| 9 | RAREULTRAGENYX PHARMACEUTICAL IN | NEW | 1.2M | $24.4M | 5.2% | new |
| 10 | ELVNENLIVEN THERAPEUTICS INC | NEW | 593K | $23.2M | 5.0% | new |
| 11 | AMLXAMYLYX PHARMACEUTICALS INC | NEW | 1.6M | $22.2M | 4.8% | new |
| 12 | ARGXARGENX SE | NEW | 26K | $19.0M | 4.1% | new |
| 13 | FULCFULCRUM THERAPEUTICS INC | NEW | 1.8M | $13.6M | 2.9% | new |
| 14 | VIRVIR BIOTECHNOLOGY INC | NEW | 1.2M | $10.7M | 2.3% | new |
| 15 | NUVBNUVATION BIO INC | NEW | 2.4M | $10.2M | 2.2% | new |
| 16 | ORKAORUKA THERAPEUTICS INC | NEW | 141K | $6.9M | 1.5% | new |
| 17 | CTNMCONTINEUM THERAPEUTICS INC | NEW | 513K | $6.7M | 1.4% | new |
| 18 | MANEVERADERMICS INC | NEW | 101K | $6.4M | 1.4% | new |
| 19 | TNXPTONIX PHARMACEUTICALS HLDG C | NEW | 452K | $6.2M | 1.3% | new |
| 20 | GPCRSTRUCTURE THERAPEUTICS INC | NEW | 101K | $4.8M | 1.0% | new |
| 21 | TRDAENTRADA THERAPEUTICS INC | NEW | 374K | $4.7M | 1.0% | new |
| 22 | PHARVARIS N V | NEW | 167K | $4.7M | 1.0% | new |
| 23 | TRVITREVI THERAPEUTICS INC | NEW | 370K | $4.4M | 0.9% | new |
| 24 | RLMDRELMADA THERAPEUTICS INC | NEW | 343K | $2.4M | 0.5% | new |
| 25 | SLNSILENCE THERAPEUTICS PLC | NEW | 302K | $1.6M | 0.3% | new |
| 26 | AVBPARRIVENT BIOPHARMA INC | NEW | 46K | $1.1M | 0.2% | new |
Source: SEC Form 13F. Values are as-of 2026-03-31 (quarter-end), not live. Percentages are of reported 13F value, not the fund’s full AUM (13F excludes shorts, cash, bonds, most non-US holdings).