MENLO PARK, CA
Allocation by class
Portfolio Concentration
Top 3 weight
49.5%
Top 10 weight
73.3%
Voting Authority Distribution
Total shares with voting rights: 21.93M
Full voting authority
21.93M
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 |
|---|---|---|---|---|---|---|---|
ROIVANT SCIENCES LTDSOLE | SHS | 8.17M | SH | $226.20M 40.13% | 8.17M | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 36.72K | SH | $26.81M 4.76% | 36.72K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 157.50K | SH | $25.75M 4.57% | 157.50K | 0.00 | 0.00 |
BEONE MEDICINES LTDSOLE | SPONSORED ADS | 80.54K | SH | $23.92M 4.24% | 80.54K | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 596K | SH | $22.94M 4.07% | 596K | 0.00 | 0.00 |
MIRUM PHARMACEUTICALS INCSOLE | COM | 230K | SH | $21.25M 3.77% | 230K | 0.00 | 0.00 |
BELITE BIO INCSOLE | SPONSORED ADS | 116.68K | SH | $18.60M 3.30% | 116.68K | 0.00 | 0.00 |
LEGEND BIOTECH CORPSOLE | SPONSORED ADS | 990K | SH | $17.91M 3.18% | 1M | 0.00 | 0.00 |
NEKTAR THERAPEUTICSSOLE | COM NEW | 210K | SH | $15.11M 2.68% | 218K | 0.00 | 0.00 |
DBV TECHNOLOGIES S ASOLE | SPONSORED ADS | 693.53K | SH | $14.49M 2.57% | 693.53K | 0.00 | 0.00 |
PHARVARIS N VSOLE | COM | 493K | SH | $13.93M 2.47% | 493K | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 121.25K | SH | $13.50M 2.40% | 121.25K | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | COM | 227K | SH | $13.20M 2.34% | 227K | 0.00 | 0.00 |
CELCUITY INCSOLE | COM | 95K | SH | $10.84M 1.92% | 95K | 0.00 | 0.00 |
EYEPOINT INCSOLE | COM NEW | 795K | SH | $10.25M 1.82% | 795K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 80K | SH | $9.62M 1.71% | 85K | 0.00 | 0.00 |
ARCUTIS BIOTHERAPEUTICS INCSOLE | COM | 400.64K | SH | $9.44M 1.67% | 400.64K | 0.00 | 0.00 |
ALLOGENE THERAPEUTICS INCSOLE | COM | 3.45M | SH | $8.42M 1.49% | 3.45M | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | COM | 100K | SH | $8.33M 1.48% | 100K | 0.00 | 0.00 |
DIANTHUS THERAPEUTICS INCSOLE | COM | 93.88K | SH | $7.88M 1.40% | 93.88K | 0.00 | 0.00 |
ENLIVEN THERAPEUTICS INCSOLE | COM | 200K | SH | $7.84M 1.39% | 200K | 0.00 | 0.00 |
PERSPECTIVE THERAPEUTICS INCSOLE | COM NEW | 1.63M | SH | $6.78M 1.20% | 1.63M | 0.00 | 0.00 |
DEFINIUM THERAPEUTICS INCSOLE | COM SHS | 331K | SH | $6.26M 1.11% | 340K | 0.00 | 0.00 |
HARROW INCSOLE | COM | 165.21K | SH | $5.83M 1.03% | 165.21K | 0.00 | 0.00 |
PROTARA THERAPEUTICS INCSOLE | COM STK | 1.03M | SH | $5.37M 0.95% | 1.03M | 0.00 | 0.00 |