Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SEPTERNA INC(SEPN) | 0 | 100,300 | +100,300 | 0 | 2,410 | 0.86% | +2,410 |
| CRINETICS PHARMACEUTICALS IN(CRNX) | 0 | 40,230 | +40,230 | 0 | 1,461 | 0.52% | +1,461 |
| CYTOKINETICS INC(CYTK) | 166,823 | 180,000 | +13,177 | 10,600 | 11,864 | 4.26% | +1,264 |
| TREVI THERAPEUTICS INC(TRVI) | 0 | 50,000 | +50,000 | 0 | 597 | 0.21% | +597 |
| RHYTHM PHARMACEUTICALS INC(RYTM) | 992,200 | 1,227,200 | +235,000 | 106,205 | 106,730 | 38.30% | +524 |
| REVOLUTION MEDICINES INC(RVMD) | 370,000 | 262,539 | -107,461 | 29,471 | 25,532 | 9.16% | -3,939 |
| ARGENX SE(ARGX) | 142,000 | 153,000 | +11,000 | 119,415 | 111,728 | 40.10% | -7,687 |
| CORCEPT THERAPEUTICS INC(CORT) | 401,395 | 0 | -401,395 | 13,969 | 0 | — | -13,969 |
| DISC MEDICINE INC(IRON) | 452,992 | 286,661 | -166,331 | 35,972 | 18,329 | 6.58% | -17,643 |