NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
16.8%
Top 10 weight
40.4%
Voting Authority Distribution
Total shares with voting rights: 137.84M
Full voting authority
137.84M
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 |
|---|---|---|---|---|---|---|---|
Revolution Medicines IncSOLE | COM | 2.38M | SH | $230.97M 6.46% | 2.38M | 0.00 | 0.00 |
BioMarin Pharmaceutical IncSOLE | COM | 3.58M | SH | $201.95M 5.65% | 3.58M | 0.00 | 0.00 |
Abivax SASOLE | SPONSORED ADS | 1.50M | SH | $167.03M 4.67% | 1.50M | 0.00 | 0.00 |
Neurocrine Biosciences IncSOLE | COM | 1.25M | SH | $164.68M 4.60% | 1.25M | 0.00 | 0.00 |
Arrowhead Pharmaceuticals IncSOLE | COM | 2.27M | SH | $142.64M 3.99% | 2.27M | 0.00 | 0.00 |
Enliven Therapeutics IncSOLE | COM | 3.25M | SH | $127.40M 3.56% | 3.25M | 0.00 | 0.00 |
Repligen CorpSOLE | COM | 925K | SH | $108.98M 3.05% | 925K | 0.00 | 0.00 |
Bicara Therapeutics IncSOLE | COM | 5.42M | SH | $107.90M 3.02% | 5.42M | 0.00 | 0.00 |
Nurix Therapeutics IncSOLE | COM | 6.50M | SH | $100.75M 2.82% | 6.50M | 0.00 | 0.00 |
Apogee Therapeutics IncSOLE | COM | 1.10M | SH | $92.59M 2.59% | 1.10M | 0.00 | 0.00 |
Ascendis Pharma A/SSOLE | SPONSORED ADR | 375K | SH | $85.77M 2.40% | 375K | 0.00 | 0.00 |
Immunocore Holdings PLCSOLE | ADS | 2.77M | SH | $83.42M 2.33% | 2.77M | 0.00 | 0.00 |
Taysha Gene Therapies IncSOLE | COM SHS | 18M | SH | $80.46M 2.25% | 18M | 0.00 | 0.00 |
Dyne Therapeutics IncSOLE | COM | 4M | SH | $72.52M 2.03% | 4M | 0.00 | 0.00 |
Sanofi SASOLE | SPONSORED ADR | 1.40M | SH | $67.45M 1.89% | 1.40M | 0.00 | 0.00 |
BioCryst Pharmaceuticals IncSOLE | COM | 7.03M | SH | $66.88M 1.87% | 7.03M | 0.00 | 0.00 |
Scholar Rock Holding CorpSOLE | COM | 1.32M | SH | $65.11M 1.82% | 1.32M | 0.00 | 0.00 |
Immatics NVSOLE | SHS | 6.17M | SH | $60.76M 1.70% | 6.17M | 0.00 | 0.00 |
Bristol-Myers Squibb CoSOLE | COM | 1M | SH | $60.65M 1.70% | 1M | 0.00 | 0.00 |
Alcon AGSOLE | ORD SHS | 800K | SH | $60.28M 1.69% | 800K | 0.00 | 0.00 |
Monte Rosa Therapeutics IncSOLE | COM | 3.60M | SH | $59.28M 1.66% | 3.60M | 0.00 | 0.00 |
Vera Therapeutics IncSOLE | CL A | 1.37M | SH | $55.04M 1.54% | 1.37M | 0.00 | 0.00 |
Terns Pharmaceuticals IncSOLE | COM | 1M | SH | $52.72M 1.47% | 1M | 0.00 | 0.00 |
Globus Medical IncSOLE | CL A | 610.52K | SH | $52.60M 1.47% | 610.52K | 0.00 | 0.00 |
Boston Scientific CorpSOLE | COM | 800K | SH | $50.20M 1.40% | 800K | 0.00 | 0.00 |