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CIK 0001842545 • 6 13F filings • May 12, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALKERMES PLC | SHS | $2.3M | 0.5%Prev: 0.6% | 81,800 SH | Decreased |
| ARGENX SE | SPONSORED ADR | $52.8M | 11.6%Prev: 15.0% | 62,730 SH | Decreased-14,700 SH |
| ATAI BECKLEY NV | SHS | $6.9M | 1.5% | 1,678,400 SH | New |
| BIOMARIN PHARMACEUTICAL INC | COM | $21.8M | 4.8%Prev: 5.2% | 366,812 SH | Increased |
| BRIDGEBIO PHARMA INC | COM | $19.8M | 4.4%Prev: 3.5% | 259,300 SH | Increased |
| CENTESSA PHARMACEUTICALS PLC | SPONSORED ADS | $2.6M | 0.6%Prev: 0.7% | 103,100 SH | Increased |
| COMPASS PATHWAYS PLC | SPONSORED ADS | $10.5M | 2.3%Prev: 1.4% | 1,519,388 SH | Increased+583,938 SH |
| DISC MEDICINE INC | COM | $2.2M | 0.5% | 27,100 SH | New |
| EXACT SCIENCES CORP | COM | $15.0M | 3.3%Prev: 3.9% | 147,750 SH | Increased-123,200 SH |
| FORTREA HLDGS INC | COMMON STOCK | $21.0M | 4.6%Prev: 2.2% | 1,218,560 SH | Increased+229,788 SH |
| GUARDANT HEALTH INC | COM | $29.0M | 6.4%Prev: 4.7% | 284,100 SH | Increased |
| ICON PLC | SHS | $45.0M | 9.9%Prev: 8.4% | 247,090 SH | Increased+64,500 SH |
| ILLUMINA INC | COM | $30.3M | 6.7%Prev: 8.0% | 231,161 SH | Decreased-91,100 SH |
| IMMUNOCORE HLDGS PLC | ADS | $1.6M | 0.4%Prev: 0.4% | 46,300 SH | Decreased |
| INSMED INC | COM PAR $.01 | $36.7M | 8.1%Prev: 10.3% | 210,900 SH | Decreased-60,700 SH |
| INTUITIVE SURGICAL INC | COM NEW | $2.5M | 0.5%Prev: 0.5% | 4,390 SH | Increased |
| KYMERA THERAPEUTICS INC | COM | $10.6M | 2.3% | 136,300 SH | New |
| LEGEND BIOTECH CORP | SPONSORED ADS | $8.9M | 2.0% | 408,652 SH | New |
| MOONLAKE IMMUNOTHERAPEUTICS | CLASS A ORD | $2.5M | 0.5% | 187,600 SH | New |
| NATERA INC | COM | $42.0M | 9.2%Prev: 8.6% | 183,264 SH | Increased-20,400 SH |
| NEUROCRINE BIOSCIENCES INC | COM | $23.1M | 5.1%Prev: 6.0% | 162,800 SH | Increased |
| PRAXIS PRECISION MEDICINES I | COM NEW | $4.4M | 1.0% | 14,951 SH | New |
| PROCEPT BIOROBOTICS CORP | COM | $9.7M | 2.1%Prev: 2.9% | 308,434 SH | Decreased |
| PROTAGONIST THERAPEUTICS INC | COM | $5.0M | 1.1% | 57,300 SH | New |
| REVOLUTION MEDICINES INC | COM | $9.2M | 2.0% | 115,900 SH | New |
| SCHOLAR ROCK HLDG CORP | COM | $16.0M | 3.5%Prev: 3.6% | 363,300 SH | Increased |
| SOLENO THERAPEUTICS INC | COM | $6.3M | 1.4% | 135,100 SH | New |
| TERNS PHARMACEUTICALS INC | COM | $11.1M | 2.4% | 275,090 SH | New |
| UNIQURE NV | SHS | $4.9M | 1.1% | 205,247 SH | New |
| VIR BIOTECHNOLOGY INC | COM | $1.5M | 0.3%Prev: 0.4% | 240,500 SH | Increased |
| 13F-HR |
| 0001172661-26-003205 |
| $603.3M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003039 | $405.2M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002258 | $571.8M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001685 | $385.1M | View |