Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DISC MEDICINE INC(IRON) | 25,543 | 185,000 | +159,457 | 1,255 | 11,729 | 5.97% | +10,474 |
| REVOLUTION MEDICINES INC(RVMD) | 0 | 210,000 | +210,000 | 0 | 9,185 | 4.67% | +9,185 |
| ARGENX SE(ARGX) | 92,500 | 92,500 | 0 | 50,142 | 56,888 | 28.95% | +6,745 |
| RHYTHM PHARMACEUTICALS INC(RYTM) | 663,381 | 727,982 | +64,601 | 34,755 | 40,752 | 20.74% | +5,998 |
| TREVI THERAPEUTICS INC(TRVI) | 250,000 | 1,084,135 | +834,135 | 835 | 4,467 | 2.27% | +3,632 |
| CIDARA THERAPEUTICS INC | 182,426 | 196,949 | +14,523 | 1,961 | 5,114 | 2.60% | +3,153 |
| KYMERA THERAPEUTICS INC(KYMR) | 0 | 77,535 | +77,535 | 0 | 3,119 | 1.59% | +3,119 |
| PLIANT THERAPEUTICS INC | 380,000 | 535,494 | +155,494 | 4,260 | 7,052 | 3.59% | +2,793 |
| STOKE THERAPEUTICS INC(STOK) | 157,514 | 305,387 | +147,873 | 1,936 | 3,368 | 1.71% | +1,433 |
| TSCAN THERAPEUTICS INC | 825,341 | 1,755,987 | +930,646 | 4,110 | 5,338 | 2.72% | +1,228 |
| SOLENO THERAPEUTICS INC | 57,983 | 70,027 | +12,044 | 2,928 | 3,148 | 1.60% | +220 |
| ALLAKOS INC | 649,957 | 0 | -649,957 | 425 | 0 | — | -425 |
| ATYR PHARMA INC | 1,736,477 | 432,561 | -1,303,916 | 3,056 | 1,566 | 0.80% | -1,490 |
| AVADEL PHARMACEUTICALS PLC | 1,100,000 | 1,004,790 | -95,210 | 14,427 | 10,560 | 5.37% | -3,866 |
| AXSOME THERAPEUTICS INC(AXSM) | 209,632 | 174,769 | -34,863 | 18,840 | 14,787 | 7.53% | -4,052 |
| PHATHOM PHARMACEUTICALS INC(PHAT) | 1,504,307 | 2,274,157 | +769,850 | 27,198 | 18,466 | 9.40% | -8,732 |
| PROTAGONIST THERAPEUTICS INC | 240,000 | 0 | -240,000 | 10,800 | 0 | — | -10,800 |
| CYTOKINETICS INC(CYTK) | 466,813 | 20,000 | -446,813 | 24,648 | 941 | 0.48% | -23,707 |