Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ARGENX SE(ARGX) | 92,500 | 115,000 | +22,500 | 56,888 | 68,064 | 37.34% | +11,177 |
| SOLENO THERAPEUTICS INC | 70,027 | 172,902 | +102,875 | 3,148 | 12,354 | 6.78% | +9,206 |
| PROTAGONIST THERAPEUTICS INC | 0 | 175,184 | +175,184 | 0 | 8,472 | 4.65% | +8,472 |
| RHYTHM PHARMACEUTICALS INC(RYTM) | 727,982 | 907,240 | +179,258 | 40,752 | 48,057 | 26.37% | +7,304 |
| SEPTERNA INC(SEPN) | 0 | 824,878 | +824,878 | 0 | 4,776 | 2.62% | +4,776 |
| REVOLUTION MEDICINES INC(RVMD) | 210,000 | 392,011 | +182,011 | 9,185 | 13,862 | 7.61% | +4,676 |
| STOKE THERAPEUTICS INC(STOK) | 305,387 | 730,717 | +425,330 | 3,368 | 4,859 | 2.67% | +1,491 |
| KYMERA THERAPEUTICS INC(KYMR) | 77,535 | 136,605 | +59,070 | 3,119 | 3,739 | 2.05% | +620 |
| CORCEPT THERAPEUTICS INC(CORT) | 0 | 5,000 | +5,000 | 0 | 571 | 0.31% | +571 |
| DISC MEDICINE INC(IRON) | 185,000 | 243,311 | +58,311 | 11,729 | 12,078 | 6.63% | +349 |
| IMMUNOCORE HLDGS PLC(IMCR) | 0 | 9,011 | +9,011 | 0 | 267 | 0.15% | +267 |
| RAPT THERAPEUTICS INC | 0 | 109,830 | +109,830 | 0 | 134 | 0.07% | +134 |
| CYTOKINETICS INC(CYTK) | 20,000 | 0 | -20,000 | 941 | 0 | — | -941 |
| ATYR PHARMA INC | 432,561 | 0 | -432,561 | 1,566 | 0 | — | -1,566 |
| TSCAN THERAPEUTICS INC | 1,755,987 | 2,017,650 | +261,663 | 5,338 | 2,784 | 1.53% | -2,554 |
| CIDARA THERAPEUTICS INC | 196,949 | 104,380 | -92,569 | 5,114 | 2,248 | 1.23% | -2,865 |
| TREVI THERAPEUTICS INC(TRVI) | 1,084,135 | 0 | -1,084,135 | 4,467 | 0 | — | -4,467 |
| PLIANT THERAPEUTICS INC | 535,494 | 0 | -535,494 | 7,052 | 0 | — | -7,052 |
| AVADEL PHARMACEUTICALS PLC | 1,004,790 | 0 | -1,004,790 | 10,560 | 0 | — | -10,560 |
| AXSOME THERAPEUTICS INC(AXSM) | 174,769 | 0 | -174,769 | 14,787 | 0 | — | -14,787 |
| PHATHOM PHARMACEUTICALS INC(PHAT) | 2,274,157 | 0 | -2,274,157 | 18,466 | 0 | — | -18,466 |