Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| REVOLUTION MEDICINES INC(RVMD) | 7,601,087 | 7,601,087 | 0 | 279,644 | 354,971 | 54.03% | +75,327 |
| TANGO THERAPEUTICS INC(TNGX) | 5,533,980 | 5,533,980 | 0 | 28,334 | 46,485 | 7.08% | +18,151 |
| TYRA BIOSCIENCES INC(TYRA) | 4,055,861 | 4,055,861 | 0 | 38,815 | 56,741 | 8.64% | +17,927 |
| ORIC PHARMACEUTICALS INC(ORIC) | 7,162,637 | 7,162,637 | 0 | 72,701 | 85,952 | 13.08% | +13,251 |
| RELAY THERAPEUTICS INC(RLAY) | 3,846,409 | 3,846,409 | 0 | 13,309 | 20,078 | 3.06% | +6,770 |
| ZYMEWORKS INC(ZYME) | 1,113,946 | 1,113,946 | 0 | 13,980 | 19,026 | 2.90% | +5,046 |
| KYMERA THERAPEUTICS INC(KYMR) | 340,909 | 340,909 | 0 | 14,877 | 19,295 | 2.94% | +4,418 |
| MERSANA THERAPEUTICS INC | 0 | 482,689 | +482,689 | 0 | 3,746 | 0.57% | +3,746 |
| ALUMIS INC | 2,915,998 | 2,915,998 | 0 | 8,748 | 11,635 | 1.77% | +2,887 |
| CONTEXT THERAPEUTICS INC(CNTX) | 7,419,355 | 7,419,355 | 0 | 4,861 | 7,188 | 1.09% | +2,327 |
| ARVINAS INC(ARVN) | 1,408,394 | 1,408,394 | 0 | 10,366 | 12,000 | 1.83% | +1,634 |
| BOUNDLESS BIO INC(BOLD) | 1,228,069 | 1,228,069 | 0 | 1,240 | 1,511 | 0.23% | +270 |
| SILENCE THERAPEUTICS PLC(SLN) | 952,400 | 952,400 | 0 | 5,524 | 4,943 | 0.75% | -581 |
| CULLINAN THERAPEUTICS INC(CGEM) | 1,141,145 | 1,141,145 | 0 | 8,593 | 6,767 | 1.03% | -1,826 |
| MERSANA THERAPEUTICS INC | 12,067,246 | 0 | -12,067,246 | 3,572 | 0 | — | -3,572 |
| ARS PHARMACEUTICALS INC(SPRY) | 741,729 | 660,703 | -81,026 | 12,943 | 6,640 | 1.01% | -6,303 |
| CARGO THERAPEUTICS INC | 2,642,502 | 0 | -2,642,502 | 10,887 | 0 | — | -10,887 |