Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2024 ▲▼ | Q3 2024 ▲▼ | Change ▲▼ | Q2 2024 ▲▼ | Q3 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PHATHOM PHARMACEUTICALS INC(PHAT) | 875,000 | 1,504,307 | +629,307 | 9,013 | 27,198 | 13.49% | +18,185 |
| ARGENX SE(ARGX) | 82,150 | 92,500 | +10,350 | 35,328 | 50,142 | 24.88% | +14,815 |
| CYTOKINETICS INC(CYTK) | 190,000 | 466,813 | +276,813 | 10,294 | 24,648 | 12.23% | +14,354 |
| TSCAN THERAPEUTICS INC | 0 | 825,341 | +825,341 | 0 | 4,110 | 2.04% | +4,110 |
| SOLENO THERAPEUTICS INC | 19,695 | 57,983 | +38,288 | 804 | 2,928 | 1.45% | +2,124 |
| STOKE THERAPEUTICS INC(STOK) | 0 | 157,514 | +157,514 | 0 | 1,936 | 0.96% | +1,936 |
| PLIANT THERAPEUTICS INC | 232,200 | 380,000 | +147,800 | 2,496 | 4,260 | 2.11% | +1,764 |
| DISC MEDICINE INC(IRON) | 0 | 25,543 | +25,543 | 0 | 1,255 | 0.62% | +1,255 |
| CIDARA THERAPEUTICS INC | 145,417 | 182,426 | +37,009 | 1,736 | 1,961 | 0.97% | +225 |
| ATYR PHARMA INC | 1,946,477 | 1,736,477 | -210,000 | 3,037 | 3,056 | 1.52% | +20 |
| ALLAKOS INC | 649,957 | 649,957 | 0 | 650 | 425 | 0.21% | -225 |
| TREVI THERAPEUTICS INC(TRVI) | 500,089 | 250,000 | -250,089 | 1,490 | 835 | 0.41% | -655 |
| APPLIED THERAPEUTICS INC | 227,470 | 0 | -227,470 | 1,062 | 0 | — | -1,062 |
| PROTAGONIST THERAPEUTICS INC | 355,000 | 240,000 | -115,000 | 12,301 | 10,800 | 5.36% | -1,501 |
| AVADEL PHARMACEUTICALS PLC | 1,138,178 | 1,100,000 | -38,178 | 16,003 | 14,427 | 7.16% | -1,576 |
| KYMERA THERAPEUTICS INC(KYMR) | 82,000 | 0 | -82,000 | 2,448 | 0 | — | -2,448 |
| RHYTHM PHARMACEUTICALS INC(RYTM) | 922,100 | 663,381 | -258,719 | 37,861 | 34,755 | 17.24% | -3,107 |
| AXSOME THERAPEUTICS INC(AXSM) | 290,772 | 209,632 | -81,140 | 23,407 | 18,840 | 9.35% | -4,568 |
| CORCEPT THERAPEUTICS INC(CORT) | 244,750 | 0 | -244,750 | 7,952 | 0 | — | -7,952 |