PALO ALTO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
34.1%
Top 10 weight
60.9%
Voting Authority Distribution
Total shares with voting rights: 193.86M
Full voting authority
193.86M
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 |
|---|---|---|---|---|---|---|---|
ABIVAX SA AMERICAN DEPOSITARY SHARESSOLE | ADRS | 6.48M | SH | $721.67M 20.65% | 6.48M | 0.00 | 0.00 |
CG ONCOLOGY INCSOLE | COMM | 3.67M | SH | $248.40M 7.11% | 3.67M | 0.00 | 0.00 |
TANGO THERAPEUTICS INCSOLE | COMM | 10.53M | SH | $220.31M 6.30% | 10.53M | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COMM | 4.95M | SH | $190.41M 5.45% | 4.95M | 0.00 | 0.00 |
CENTESSA PHARMACEUTICALS PLCSOLE | ADRS | 4.29M | SH | $170.26M 4.87% | 4.29M | 0.00 | 0.00 |
DIANTHUS THERAPEUTICS INCSOLE | COMM | 1.68M | SH | $140.70M 4.03% | 1.68M | 0.00 | 0.00 |
TYRA BIOSCIENCES INCSOLE | COMM | 3.25M | SH | $124.44M 3.56% | 3.25M | 0.00 | 0.00 |
IMMUNOVANT INCSOLE | COMM | 4.46M | SH | $110.74M 3.17% | 4.46M | 0.00 | 0.00 |
BIOCRYST PHARMACEUTICALS INCSOLE | COMM | 11.02M | SH | $104.92M 3.00% | 11.02M | 0.00 | 0.00 |
MIRUM PHARMACEUTICALS INCSOLE | COMM | 1.06M | SH | $98.11M 2.81% | 1.06M | 0.00 | 0.00 |
VOR BIOPHARMA INCSOLE | COMM | 5.67M | SH | $96.50M 2.76% | 5.67M | 0.00 | 0.00 |
SPYRE THERAPEUTICS INCSOLE | COMM | 1.90M | SH | $95.87M 2.74% | 1.90M | 0.00 | 0.00 |
AMYLYX PHARMACEUTICALS INCSOLE | COMM | 6.24M | SH | $86.79M 2.48% | 6.24M | 0.00 | 0.00 |
DISC MEDICINE INCSOLE | COMM | 1.34M | SH | $85.80M 2.45% | 1.34M | 0.00 | 0.00 |
DYNE THERAPEUTICS INCSOLE | COMM | 4.62M | SH | $83.67M 2.39% | 4.62M | 0.00 | 0.00 |
MONTE ROSA THERAPEUTICS INCSOLE | COMM | 4.62M | SH | $76.03M 2.18% | 4.62M | 0.00 | 0.00 |
SAVARA INCSOLE | COMM | 12.36M | SH | $67.50M 1.93% | 12.36M | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COMM | 576.47K | SH | $56.06M 1.60% | 576.47K | 0.00 | 0.00 |
KODIAK SCIENCES INCSOLE | COMM | 1.45M | SH | $55.10M 1.58% | 1.45M | 0.00 | 0.00 |
LB PHARMACEUTICALS INCSOLE | COMM | 1.84M | SH | $45.28M 1.30% | 1.84M | 0.00 | 0.00 |
SURROZEN INCSOLE | COMM | 1.47M | SH | $42.91M 1.23% | 1.47M | 0.00 | 0.00 |
ADC THERAPEUTICS SASOLE | COMM | 11.39M | SH | $42.71M 1.22% | 11.39M | 0.00 | 0.00 |
RELAY THERAPEUTICS INCSOLE | COMM | 4.27M | SH | $42.52M 1.22% | 4.27M | 0.00 | 0.00 |
FULCRUM THERAPEUTICS INCSOLE | COMM | 5.25M | SH | $40.27M 1.15% | 5.25M | 0.00 | 0.00 |
BIOHAVEN LTDSOLE | COMM | 4.63M | SH | $39.18M 1.12% | 4.63M | 0.00 | 0.00 |