PALO ALTO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
42.5%
Top 10 weight
73.5%
Voting Authority Distribution
Total shares with voting rights: 169.23M
Full voting authority
169.23M
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 |
|---|---|---|---|---|---|---|---|
MIRUM PHARMACEUTICALS INCSOLE | COM | 7.68M | SH | $709.45M 18.25% | 7.68M | 0.00 | 0.00 |
NEWAMSTERDAM PHARMA COMPANYSOLE | ORDINARY SHARES | 16.94M | SH | $542.37M 13.96% | 16.94M | 0.00 | 0.00 |
ERASCA INCSOLE | COM | 24.68M | SH | $399.24M 10.27% | 24.68M | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCSOLE | COM | 3.45M | SH | $256.06M 6.59% | 3.45M | 0.00 | 0.00 |
ARCUTIS BIOTHERAPEUTICS INCSOLE | COM | 9.87M | SH | $232.64M 5.99% | 9.87M | 0.00 | 0.00 |
MBX BIOSCIENCES INCSOLE | COM | 6.65M | SH | $198.56M 5.11% | 6.65M | 0.00 | 0.00 |
PHATHOM PHARMACEUTICALS INCSOLE | COM | 12.47M | SH | $138.50M 3.56% | 12.47M | 0.00 | 0.00 |
MAZE THERAPEUTICS INCSOLE | COM | 4.57M | SH | $136.33M 3.51% | 4.57M | 0.00 | 0.00 |
KRYSTAL BIOTECH INCSOLE | COM | 481.31K | SH | $124.33M 3.20% | 481.31K | 0.00 | 0.00 |
TREVI THERAPEUTICS INCSOLE | COM | 9.94M | SH | $118.58M 3.05% | 9.94M | 0.00 | 0.00 |
PALVELLA THERAPEUTICS INC NESOLE | COM | 882.40K | SH | $109.99M 2.83% | 882.40K | 0.00 | 0.00 |
KALVISTA PHARMACEUTICALS INCSOLE | COM | 4.96M | SH | $99.87M 2.57% | 4.96M | 0.00 | 0.00 |
DISC MEDICINE INCSOLE | COM | 1.35M | SH | $86.63M 2.23% | 1.35M | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 1.16M | SH | $76.45M 1.97% | 1.16M | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 675.69K | SH | $65.71M 1.69% | 675.69K | 0.00 | 0.00 |
DYNE THERAPEUTICS INCSOLE | COM | 3.15M | SH | $57.17M 1.47% | 3.15M | 0.00 | 0.00 |
SAVARA INCSOLE | COM | 9.72M | SH | $53.08M 1.37% | 9.72M | 0.00 | 0.00 |
TARSUS PHARMACEUTICALS INCSOLE | COM | 728.64K | SH | $51.11M 1.32% | 728.64K | 0.00 | 0.00 |
VOR BIOPHARMA INCSOLE | COM NEW | 2.54M | SH | $45.38M 1.17% | 2.54M | 0.00 | 0.00 |
AGIOS PHARMACEUTICALS INCSOLE | COM | 1.26M | SH | $42.49M 1.09% | 1.26M | 0.00 | 0.00 |
BIOCRYST PHARMACEUTICALS INCSOLE | COM | 4.01M | SH | $38.17M 0.98% | 4.01M | 0.00 | 0.00 |
ZAI LAB LTDSOLE | ADR | 1.90M | SH | $35.78M 0.92% | 1.90M | 0.00 | 0.00 |
AURA BIOSCIENCES INCSOLE | COM | 5.10M | SH | $34.12M 0.88% | 5.10M | 0.00 | 0.00 |
ACADIA PHARMACEUTICALS INCSOLE | COM | 1.44M | SH | $32.01M 0.82% | 1.44M | 0.00 | 0.00 |
ASCENDIS PHARMA A/SSOLE | SPONSORED ADR | 133.33K | SH | $30.50M 0.78% | 133.33K | 0.00 | 0.00 |