PALO ALTO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
29.8%
Top 10 weight
63.8%
Voting Authority Distribution
Total shares with voting rights: 34.07M
Full voting authority
34.07M
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 |
|---|---|---|---|---|---|---|---|
INSMED INCSOLE | COM PAR $.01 | 415.27K | SH | $67.90M 10.39% | 415.27K | 0.00 | 0.00 |
ACADIA PHARMACEUTICALS INCSOLE | COM | 2.87M | SH | $63.95M 9.78% | 2.87M | 0.00 | 0.00 |
PTC THERAPEUTICS INCSOLE | COM | 921.61K | SH | $62.79M 9.60% | 921.61K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 685.18K | SH | $38.71M 5.92% | 685.18K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORPSOLE | COM | 62.81K | SH | $37.24M 5.70% | 62.81K | 0.00 | 0.00 |
ANAPTYSBIO INCSOLE | COM | 638.16K | SH | $35.39M 5.41% | 638.16K | 0.00 | 0.00 |
MIRUM PHARMACEUTICALS INCSOLE | COM | 325.18K | SH | $30.04M 4.59% | 325.18K | 0.00 | 0.00 |
DYNE THERAPEUTICS INCSOLE | COM | 1.65M | SH | $29.97M 4.58% | 1.65M | 0.00 | 0.00 |
BIOGEN INCSOLE | COM | 140.72K | SH | $25.80M 3.95% | 140.72K | 0.00 | 0.00 |
DISC MEDICINE INCSOLE | COM | 401.72K | SH | $25.69M 3.93% | 401.72K | 0.00 | 0.00 |
IOVANCE BIOTHERAPEUTICS INCSOLE | COM | 6.35M | SH | $22.29M 3.41% | 6.35M | 0.00 | 0.00 |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 864.99K | SH | $20.21M 3.09% | 864.99K | 0.00 | 0.00 |
ANNEXON INCSOLE | COM | 2.95M | SH | $16.33M 2.50% | 2.95M | 0.00 | 0.00 |
AMICUS THERAPEUTICS INCSOLE | COM | 1.11M | SH | $16.09M 2.46% | 1.11M | 0.00 | 0.00 |
NOVOCURE LTDSOLE | ORD SHS | 1.28M | SH | $13.96M 2.13% | 1.28M | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 596.50K | SH | $12.50M 1.91% | 596.50K | 0.00 | 0.00 |
PROTHENA CORP PLCSOLE | SHS | 1.21M | SH | $11.75M 1.80% | 1.21M | 0.00 | 0.00 |
BICARA THERAPEUTICS INCSOLE | COM | 550.41K | SH | $10.95M 1.67% | 550.41K | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INCSOLE | COM NEW | 296.41K | SH | $9.40M 1.44% | 296.41K | 0.00 | 0.00 |
CAREDX INCSOLE | COM | 531.87K | SH | $9.23M 1.41% | 531.87K | 0.00 | 0.00 |
ALKERMES PLCSOLE | SHS | 242.56K | SH | $8.58M 1.31% | 242.56K | 0.00 | 0.00 |
COMPASS THERAPEUTICS INCSOLE | COM | 1.51M | SH | $8.01M 1.23% | 1.51M | 0.00 | 0.00 |
AGIOS PHARMACEUTICALS INCSOLE | COM | 213.60K | SH | $7.23M 1.11% | 213.60K | 0.00 | 0.00 |
ALIGN TECHNOLOGY INCSOLE | COM | 41.52K | SH | $7.12M 1.09% | 41.52K | 0.00 | 0.00 |
CAPRICOR THERAPEUTICS INCSOLE | COM NEW | 229.76K | SH | $6.98M 1.07% | 229.76K | 0.00 | 0.00 |