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CIK 0001977548 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ARGENX SE | SPONSORED ADR | $119.4M | 37.3%Prev: 37.1% | 142,000 SH | Increased-8,000 SH |
| CORCEPT THERAPEUTICS INC | COM | $18.4M | 5.8%Prev: 10.9% | 529,695 SH | Decreased+137,364 SH |
| CYTOKINETICS INC | COM NEW | $10.6M | 3.3%Prev: 0.7% | 166,823 SH | Increased+129,236 SH |
| DISC MEDICINE INC | COM | $36.0M | 11.2%Prev: 9.5% | 452,992 SH | Increased+22,992 SH |
| REVOLUTION MEDICINES INC | COM | $29.5M | 9.2%Prev: 7.7% | 370,000 SH | Increased-122,300 SH |
| RHYTHM PHARMACEUTICALS INC | COM | $106.2M | 33.2%Prev: 25.8% | 992,200 SH | Increased+228,493 SH |
| 13F-HR |
| 0001977548-26-000005 |
| $389.8M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001977548-25-000006 | $214.6M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001977548-26-000004 | $278.7M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001977548-25-000005 | $182.3M | View |