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CIK 0001993440 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABIVAX SA | SPONSORED ADS | $51.4M | 5.9%Prev: 3.7% | 381,233 SH | Increased+89,413 SH |
| APOGEE THERAPEUTICS INC | COM | $35.8M | 4.1%Prev: 2.4% | 474,839 SH | Increased+72,028 SH |
| ARCUS BIOSCIENCES INC | COM | $13.5M | 1.5% | 565,142 SH | New |
| ARGENX SE | SPONSORED ADR | $19.6M | 2.2%Prev: 4.3% | 23,256 SH | Decreased-15,511 SH |
| ASCENDIS PHARMA A/S | SPONSORED ADR | $28.1M | 3.2%Prev: 4.4% | 131,808 SH | Decreased-14,483 SH |
| AXSOME THERAPEUTICS INC | COM | $37.8M | 4.3%Prev: 2.8% | 206,921 SH | Increased+54,307 SH |
| BRIDGEBIO PHARMA INC | COM | $45.5M | 5.2%Prev: 4.6% | 595,473 SH | Increased+5,744 SH |
| COGENT BIOSCIENCES INC | COM | $29.3M | 3.3% | 824,283 SH | New |
| CYTOKINETICS INC | COM NEW | $20.7M | 2.4%Prev: 2.1% | 325,668 SH | Increased+70,873 SH |
| DISC MEDICINE INC | COM | $12.2M | 1.4%Prev: 3.9% | 153,206 SH | Decreased-244,487 SH |
| FULCRUM THERAPEUTICS INC | COM | $21.4M | 2.4% | 1,892,683 SH | New |
| GUARDANT HEALTH INC | COM | $27.7M | 3.2% | 271,685 SH | New |
| IDEAYA BIOSCIENCES INC | COM | $25.0M | 2.9% | 723,653 SH | New |
| INSMED INC | COM PAR $.01 | $46.0M | 5.3%Prev: 6.9% | 264,293 SH | Decreased-55,480 SH |
| KYMERA THERAPEUTICS INC | COM | $16.1M | 1.8%Prev: 2.4% | 206,445 SH | Increased-71,281 SH |
| MIRUM PHARMACEUTICALS INC | COM | $38.0M | 4.3%Prev: 6.3% | 481,564 SH | Decreased-89,005 SH |
| MOONLAKE IMMUNOTHERAPEUTICS | CLASS A ORD | $3.5M | 0.4%Prev: 0.3% | 262,643 SH | Increased |
| NATERA INC | COM | $18.5M | 2.1%Prev: 2.0% | 80,875 SH | Increased |
| NEWAMSTERDAM PHARMA COMPANY | ORDINARY SHARES | $31.3M | 3.6%Prev: 3.1% | 893,473 SH | Increased+176,502 SH |
| NUVALENT INC | COM | $37.1M | 4.2%Prev: 5.1% | 368,697 SH | Increased-26,057 SH |
| OLEMA PHARMACEUTICALS INC | COM | $15.4M | 1.8% | 617,714 SH | New |
| ORIC PHARMACEUTICALS INC | COM | $16.4M | 1.9%Prev: 3.9% | 2,010,307 SH | Decreased-149,167 SH |
| PRAXIS PRECISION MEDICINES I | COM NEW | $10.5M | 1.2% | 35,749 SH | New |
| REVOLUTION MEDICINES INC | COM | $50.8M | 5.8%Prev: 4.5% | 638,385 SH | Increased-4,665 SH |
| RHYTHM PHARMACEUTICALS INC | COM | $15.7M | 1.8% | 146,303 SH | New |
| ROIVANT SCIENCES LTD | SHS | $25.8M | 2.9%Prev: 2.2% | 1,186,817 SH | Increased+227,114 SH |
| SCHOLAR ROCK HLDG CORP | COM | $20.3M | 2.3% | 459,727 SH | New |
| TERNS PHARMACEUTICALS INC | COM | $35.2M | 4.0% | 872,049 SH | New |
| UNIQURE NV | SHS | $7.7M | 0.9% | 321,655 SH | New |
| UNITED THERAPEUTICS CORP DEL | COM | $31.0M | 3.5%Prev: 5.4% | 63,580 SH | Decreased-21,738 SH |
| VERA THERAPEUTICS INC | CL A | $30.5M | 3.5%Prev: 1.5% | 601,774 SH | Increased+247,245 SH |
| VIRIDIAN THERAPEUTICS INC | COM | $21.5M | 2.5% | 690,528 SH | New |
| XENON PHARMACEUTICALS INC | COM | $35.8M | 4.1%Prev: 4.8% | 799,743 SH | Increased |
| 13F-HR |
| 0001993440-26-000004 |
| $934.7M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-005077 | $536.0M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001993440-26-000002 | $895.1M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001085146-25-003195 | $496.1M | View |