Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ARGENX SE(ARGX) | 149,977 | 150,000 | +23 | 82,670 | 110,634 | 37.07% | +27,964 |
| DISC MEDICINE INC(IRON) | 265,000 | 430,000 | +165,000 | 14,034 | 28,414 | 9.52% | +14,380 |
| REVOLUTION MEDICINES INC(RVMD) | 280,000 | 492,300 | +212,300 | 10,301 | 22,990 | 7.70% | +12,689 |
| CRINETICS PHARMACEUTICALS IN(CRNX) | 0 | 260,000 | +260,000 | 0 | 10,829 | 3.63% | +10,829 |
| RHYTHM PHARMACEUTICALS INC(RYTM) | 1,060,000 | 763,707 | -296,293 | 66,981 | 77,127 | 25.84% | +10,145 |
| CORCEPT THERAPEUTICS INC(CORT) | 343,917 | 392,331 | +48,414 | 25,244 | 32,607 | 10.92% | +7,363 |
| STOKE THERAPEUTICS INC(STOK) | 0 | 212,049 | +212,049 | 0 | 4,983 | 1.67% | +4,983 |
| CYTOKINETICS INC(CYTK) | 0 | 37,587 | +37,587 | 0 | 2,066 | 0.69% | +2,066 |
| SEPTERNA INC(SEPN) | 586,473 | 283,158 | -303,315 | 6,199 | 5,326 | 1.78% | -873 |
| KYMERA THERAPEUTICS INC(KYMR) | 106,991 | 61,750 | -45,241 | 4,669 | 3,495 | 1.17% | -1,174 |
| PROTAGONIST THERAPEUTICS INC | 81,311 | 0 | -81,311 | 4,494 | 0 | — | -4,494 |