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CIK 0001822947 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ATYR PHARMA INC | COM NEW | $2.3M | 2.1% | 777,020 SH | |
| AXSOME THERAPEUTICS INC | CALL | $5.8M | 5.3% | 50,000 SH | |
| AXSOME THERAPEUTICS INC | COM | $8.4M | 7.6% | 72,113 SH | |
| BLUEPRINT MEDICINES CORP | COM | $6.6M | 5.9% | 74,192 SH | |
| CENTESSA PHARMACEUTICALS-ADR | SPONSORED ADS | $3.5M | 3.2% | 243,086 SH | |
| CG ONCOLOGY INC | COM | $3.2M | 2.9% | 132,298 SH | |
| CONTEXT THERAPEUTICS INC | COM | $708K | 0.6% | 1,157,448 SH | |
| DIANTHUS THERAPEUTICS INC | COM | $1.5M | 1.3% | 80,584 SH | |
| EDGEWISE THERAPEUTICS INC | CALL | $2.2M | 2.0% | 100,000 SH | |
| EDGEWISE THERAPEUTICS INC | COM | $2.3M | 2.0% | 102,650 SH | |
| ENLIVEN THERAPEUTICS INC | COM | $3.3M | 3.0% | 169,774 SH | |
| GERON CORP | COM | $3.3M | 2.9% | 2,056,637 SH | |
| INSMED INC | COM PAR $.01 | $6.5M | 5.9% | 85,110 SH | |
| JANUX THERAPEUTICS INC | COM | $2.2M | 2.0% | 81,292 SH | |
| KORRO BIO INC | COM | $1.0M | 0.9% | 59,723 SH | |
| MERUS NV | COM | $3.3M | 3.0% | 77,896 SH | |
| MIND MEDICINE MINDMED INC | COM NEW | $2.3M | 2.1% | 390,143 SH | |
| PRAXIS PRECISION MEDICINES I | COM NEW | $3.6M | 3.3% | 95,582 SH | |
| PROMIS NEUROSCIENCES INC | COM NEW | $1.0M | 0.9% | 1,484,699 SH | |
| SOLENO THERAPEUTICS INC | COM | $8.6M | 7.8% | 120,449 SH | |
| SPRINGWORKS THERAPEUTICS INC | COM | $12.4M | 11.2% | 281,139 SH | |
| TARSUS PHARMACEUTICALS INC | COM | $6.6M | 5.9% | 127,932 SH | |
| TECTONIC THERAPEUTIC INC | COM | $2.3M | 2.1% | 132,222 SH | |
| TREVI THERAPEUTICS INC | COM | $4.3M | 3.9% | 686,219 SH | |
| TYRA BIOSCIENCES INC | COM | $997K | 0.9% | 107,244 SH | |
| VERONA PHARMA PLC - ADR | SPONSORED ADS | $8.8M | 8.0% | 139,067 SH | |
| WHITEHAWK THERAPEUTICS INC | COM | $1.5M | 1.3% | 817,939 SH | |
| XENON PHARMACEUTICALS INC | COM | $2.3M | 2.1% | 69,603 SH |
| 13F-HR |
| 0001193125-26-352338 |
| $113.1M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000950123-25-008419 | $120.2M | View |
| May 18, 2026 | Q1 2026 | 13F-HR | 0001193125-26-227559 | $123.8M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000950123-25-005586 | $110.9M | View |