PALO ALTO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
42.9%
Top 10 weight
73.6%
Voting Authority Distribution
Total shares with voting rights: 201.40M
Full voting authority
201.40M
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 | $899.06M 19.58% | 7.68M | 0.00 | 0.00 |
NEWAMSTERDAM PHARMA COMPANYSOLE | ORDINARY SHARES | 18.09M | SH | $613.03M 13.35% | 18.09M | 0.00 | 0.00 |
ERASCA INCSOLE | COM | 24.98M | SH | $457.55M 9.96% | 24.98M | 0.00 | 0.00 |
MBX BIOSCIENCES INCSOLE | COM | 6.65M | SH | $367.19M 8.00% | 6.65M | 0.00 | 0.00 |
ARCUTIS BIOTHERAPEUTICS INCSOLE | COM | 9.87M | SH | $258.91M 5.64% | 9.87M | 0.00 | 0.00 |
TREVI THERAPEUTICS INCSOLE | COM | 9.94M | SH | $185.37M 4.04% | 9.94M | 0.00 | 0.00 |
KRYSTAL BIOTECH INCSOLE | COM | 481.31K | SH | $178.89M 3.90% | 481.31K | 0.00 | 0.00 |
MAZE THERAPEUTICS INCSOLE | COM | 5.03M | SH | $150.18M 3.27% | 5.03M | 0.00 | 0.00 |
PHATHOM PHARMACEUTICALS INCSOLE | COM | 12.47M | SH | $135.26M 2.95% | 12.47M | 0.00 | 0.00 |
PALVELLA THERAPEUTICS INC NESOLE | COM | 882.40K | SH | $134.85M 2.94% | 882.40K | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCSOLE | COM | 1.55M | SH | $115.31M 2.51% | 1.55M | 0.00 | 0.00 |
DISC MEDICINE INCSOLE | COM | 1.35M | SH | $99.09M 2.16% | 1.35M | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 1.16M | SH | $98.81M 2.15% | 1.16M | 0.00 | 0.00 |
DYNE THERAPEUTICS INCSOLE | COM | 3.15M | SH | $70.03M 1.53% | 3.15M | 0.00 | 0.00 |
ASCENDIS PHARMA A/SSOLE | SPONSORED ADR | 225.16K | SH | $60.05M 1.31% | 225.16K | 0.00 | 0.00 |
SAVARA INCSOLE | COM | 9.72M | SH | $59.88M 1.30% | 9.72M | 0.00 | 0.00 |
PARABILIS MEDICINES INCSOLE | COM | 1.92M | SH | $52.57M 1.14% | 1.92M | 0.00 | 0.00 |
AURA BIOSCIENCES INCSOLE | COM | 7.10M | SH | $50.41M 1.10% | 7.10M | 0.00 | 0.00 |
ACHIEVE LIFE SCIENCE INCSOLE | COM | 7.61M | SH | $49.72M 1.08% | 7.61M | 0.00 | 0.00 |
VOR BIOPHARMA INCSOLE | COM NEW | 2.54M | SH | $46.83M 1.02% | 2.54M | 0.00 | 0.00 |
ALLOGENE THERAPEUTICS INCSOLE | COM | 22.45M | SH | $46.69M 1.02% | 22.45M | 0.00 | 0.00 |
TARSUS PHARMACEUTICALS INCSOLE | COM | 728.64K | SH | $45.86M 1.00% | 728.64K | 0.00 | 0.00 |
BIOCRYST PHARMACEUTICALS INCSOLE | COM | 4.01M | SH | $40.09M 0.87% | 4.01M | 0.00 | 0.00 |
ALKERMES PLCSOLE | SHS | 700.65K | SH | $36.71M 0.80% | 700.65K | 0.00 | 0.00 |
ACADIA PHARMACEUTICALS INCSOLE | COM | 1.44M | SH | $36.39M 0.79% | 1.44M | 0.00 | 0.00 |