NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
37.9%
Top 10 weight
67.6%
Voting Authority Distribution
Total shares with voting rights: 110.49M
Full voting authority
110.49M
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 |
|---|---|---|---|---|---|---|---|
ARCELLX INCSOLE | COMMON STOCK | 5.77M | SH | $662.97M 13.55% | 5.77M | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 6.66M | SH | $647.27M 13.23% | 6.66M | 0.00 | 0.00 |
NUVALENT INCSOLE | COM | 5.32M | SH | $545.49M 11.15% | 5.32M | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 4.79M | SH | $278.52M 5.69% | 4.79M | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 7.37M | SH | $232.00M 4.74% | 7.37M | 0.00 | 0.00 |
GENMAB A/SSOLE | SPONSORED ADS | 7.97M | SH | $213.78M 4.37% | 7.97M | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 1.25M | SH | $205.13M 4.19% | 1.25M | 0.00 | 0.00 |
TARSUS PHARMACEUTICALS INCSOLE | COM | 2.56M | SH | $179.74M 3.67% | 2.56M | 0.00 | 0.00 |
BELITE BIO INCSOLE | SPONSORED ADS | 1.11M | SH | $177.74M 3.63% | 1.11M | 0.00 | 0.00 |
ERASCA INCSOLE | COM | 10.39M | SH | $168.15M 3.44% | 10.39M | 0.00 | 0.00 |
CENTESSA PHARMACEUTICALS PLCSOLE | SPONSORED ADS | 3.57M | SH | $141.96M 2.90% | 3.57M | 0.00 | 0.00 |
OLEMA PHARMACEUTICALS INCSOLE | COM | 8.02M | SH | $119.59M 2.44% | 8.02M | 0.00 | 0.00 |
TERNS PHARMACEUTICALS INCSOLE | COM | 2.22M | SH | $116.85M 2.39% | 2.22M | 0.00 | 0.00 |
ORUKA THERAPEUTICS INCSOLE | COM | 2.32M | SH | $113.81M 2.33% | 2.32M | 0.00 | 0.00 |
APOGEE THERAPEUTICS INCSOLE | COM | 1.35M | SH | $113.48M 2.32% | 1.35M | 0.00 | 0.00 |
SPYRE THERAPEUTICS INCSOLE | COM NEW | 1.96M | SH | $98.72M 2.02% | 1.96M | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 1.48M | SH | $97.60M 1.99% | 1.48M | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 772.47K | SH | $86.01M 1.76% | 772.47K | 0.00 | 0.00 |
TANGO THERAPEUTICS INCSOLE | COM | 4.01M | SH | $83.88M 1.71% | 4.01M | 0.00 | 0.00 |
MAZE THERAPEUTICS INCSOLE | COM | 2.74M | SH | $81.92M 1.67% | 2.74M | 0.00 | 0.00 |
TYRA BIOSCIENCES INCSOLE | COM | 2.05M | SH | $78.71M 1.61% | 2.05M | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 3.15M | SH | $61.59M 1.26% | 3.15M | 0.00 | 0.00 |
SCHOLAR ROCK HLDG CORPSOLE | COM | 1.23M | SH | $60.27M 1.23% | 1.23M | 0.00 | 0.00 |
MIRUM PHARMACEUTICALS INCSOLE | COM | 625K | SH | $57.74M 1.18% | 625K | 0.00 | 0.00 |
EYEPOINT INCSOLE | COM NEW | 3.14M | SH | $40.51M 0.83% | 3.14M | 0.00 | 0.00 |