SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
87.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.30M
Full voting authority
2.30M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARGENX SESOLE | SPONSORED ADR | 153K | SH | $111.73M 40.10% | 153K | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 1.23M | SH | $106.73M 38.30% | 1.23M | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 262.54K | SH | $25.53M 9.16% | 262.54K | 0.00 | 0.00 |
DISC MEDICINE INCSOLE | COM | 286.66K | SH | $18.33M 6.58% | 286.66K | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 180K | SH | $11.86M 4.26% | 180K | 0.00 | 0.00 |
SEPTERNA INCSOLE | COM | 100.30K | SH | $2.41M 0.86% | 100.30K | 0.00 | 0.00 |
CRINETICS PHARMACEUTICALS INSOLE | COM | 40.23K | SH | $1.46M 0.52% | 40.23K | 0.00 | 0.00 |
TREVI THERAPEUTICS INCSOLE | COM | 50K | SH | $596.5K 0.21% | 50K | 0.00 | 0.00 |