MENLO PARK, CA
Allocation by class
Portfolio Concentration
Top 3 weight
56.7%
Top 10 weight
80.1%
Voting Authority Distribution
Total shares with voting rights: 22M
Full voting authority
22M
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 | 8.02M | SH | $283.86M 43.97% | 8.02M | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 276K | SH | $51.69M 8.01% | 276K | 0.00 | 0.00 |
MIRUM PHARMACEUTICALS INCSOLE | COM | 260.50K | SH | $30.50M 4.72% | 260.50K | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 206.50K | SH | $27.52M 4.26% | 206.50K | 0.00 | 0.00 |
BEONE MEDICINES LTDSOLE | SPONSORED ADS | 90.02K | SH | $25.65M 3.97% | 90.02K | 0.00 | 0.00 |
PHARVARIS N VSOLE | COM | 671.21K | SH | $23.21M 3.60% | 671.21K | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 23K | SH | $21.34M 3.31% | 23K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 37.12K | SH | $20.11M 3.12% | 37.12K | 0.00 | 0.00 |
BELITE BIO INCSOLE | SPONSORED ADS | 110K | SH | $16.94M 2.62% | 110K | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 425K | SH | $16.45M 2.55% | 425K | 0.00 | 0.00 |
DBV TECHNOLOGIES S ASOLE | SPONSORED ADS | 909.47K | SH | $14.92M 2.31% | 909.47K | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | COM | 220K | SH | $13.28M 2.06% | 220K | 0.00 | 0.00 |
BIONTECH SESOLE | SPONSORED ADS | 134.43K | SH | $12.51M 1.94% | 134.43K | 0.00 | 0.00 |
ARCUS BIOSCIENCES INCSOLE | COM | 355.80K | SH | $10.97M 1.70% | 355.80K | 0.00 | 0.00 |
ENLIVEN THERAPEUTICS INCSOLE | COM | 212.50K | SH | $10.78M 1.67% | 212.50K | 0.00 | 0.00 |
DIANTHUS THERAPEUTICS INCSOLE | COM | 108K | SH | $10.53M 1.63% | 108K | 0.00 | 0.00 |
ALLOGENE THERAPEUTICS INCSOLE | COM | 5.05M | SH | $10.50M 1.63% | 5.05M | 0.00 | 0.00 |
EYEPOINT INCSOLE | COM NEW | 720K | SH | $10.30M 1.59% | 720K | 0.00 | 0.00 |
ARCUTIS BIOTHERAPEUTICS INCSOLE | COM | 370K | SH | $9.70M 1.50% | 370K | 0.00 | 0.00 |
C4 THERAPEUTICS INCSOLE | COM STK | 1.61M | SH | $7.51M 1.16% | 1.61M | 0.00 | 0.00 |
INVENTIVA SASOLE | ADS | 1.97M | SH | $7.44M 1.15% | 1.97M | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | COM | 47.50K | SH | $5.45M 0.84% | 47.50K | 0.00 | 0.00 |
FAETH THERAPEUTICS INCSOLE | COM NEW | 175.05K | SH | $4.38M 0.68% | 175.05K | 0.00 | 0.00 |