SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
24.5%
Top 10 weight
50.7%
Voting Authority Distribution
Total shares with voting rights: 74.49M
Full voting authority
74.49M
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 |
|---|---|---|---|---|---|---|---|
REVOLUTION MEDICINES INCSOLE | COM | 2M | SH | $194.50M 9.71% | 2M | 0.00 | 0.00 |
ERASCA INCSOLE | COM | 11.15M | SH | $180.41M 9.01% | 11.15M | 0.00 | 0.00 |
IDEAYA BIOSCIENCES INCSOLE | COM | 3.45M | SH | $114.95M 5.74% | 3.45M | 0.00 | 0.00 |
TERNS PHARMACEUTICALS INCSOLE | COM | 2M | SH | $105.44M 5.26% | 2M | 0.00 | 0.00 |
PRAXIS PRECISION MEDICINES ISOLE | COM NEW | 285K | SH | $91.82M 4.58% | 285K | 0.00 | 0.00 |
CENTESSA PHARMACEUTICALS PLCSOLE | SPONSORED ADS | 2.13M | SH | $84.41M 4.21% | 2.13M | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 675K | SH | $75.16M 3.75% | 675K | 0.00 | 0.00 |
TANGO THERAPEUTICS INCSOLE | COM | 3M | SH | $62.76M 3.13% | 3M | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 875K | SH | $57.67M 2.88% | 875K | 0.00 | 0.00 |
OLEMA PHARMACEUTICALS INCSOLE | COM | 3.21M | SH | $47.84M 2.39% | 3.21M | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 80K | SH | $47.44M 2.37% | 80K | 0.00 | 0.00 |
IMMUNOCORE HLDGS PLCSOLE | ADS | 1.50M | SH | $45.23M 2.26% | 1.50M | 0.00 | 0.00 |
MADRIGAL PHARMACEUTICALS INCSOLE | COM | 85K | SH | $44.49M 2.22% | 85K | 0.00 | 0.00 |
ENLIVEN THERAPEUTICS INCSOLE | COM | 1.04M | SH | $40.77M 2.04% | 1.04M | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 450K | SH | $39.14M 1.95% | 450K | 0.00 | 0.00 |
CG ONCOLOGY INCSOLE | COM | 575K | SH | $38.92M 1.94% | 575K | 0.00 | 0.00 |
MAZE THERAPEUTICS INCSOLE | COM | 1.24M | SH | $36.86M 1.84% | 1.24M | 0.00 | 0.00 |
BIOGEN INCSOLE | COM | 200K | SH | $36.67M 1.83% | 200K | 0.00 | 0.00 |
DISC MEDICINE INCSOLE | COM | 560K | SH | $35.81M 1.79% | 560K | 0.00 | 0.00 |
DIANTHUS THERAPEUTICS INCSOLE | COM | 400K | SH | $33.57M 1.68% | 400K | 0.00 | 0.00 |
OCULAR THERAPEUTIX INCSOLE | COM | 3.85M | SH | $32.61M 1.63% | 3.85M | 0.00 | 0.00 |
TYRA BIOSCIENCES INCSOLE | COM | 850K | SH | $32.55M 1.63% | 850K | 0.00 | 0.00 |
TREVI THERAPEUTICS INCSOLE | COM | 2.40M | SH | $28.63M 1.43% | 2.40M | 0.00 | 0.00 |
MOONLAKE IMMUNOTHERAPEUTICSSOLE | CLASS A ORD | 1.50M | SH | $27.96M 1.40% | 1.50M | 0.00 | 0.00 |
IMMUNOVANT INCSOLE | COM | 1.07M | SH | $26.70M 1.33% | 1.07M | 0.00 | 0.00 |