| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 44 | 3,910,995 | RVMD, KYMR, XOMA, MLTX | 13F-HR | 8/14/2026 | 000092189526002163 |
| Q1 2026 | 41 | 3,139,034 | KYMR, MLTX, RVMD, NKTR | 13F-HR | 5/15/2026 | 000092189526001382 |
| Q4 2025 | 41 | 2,970,708 | KYMR, RVMD, MLTX, GPCR | 13F-HR | 2/17/2026 | 000092189526000449 |
| Q3 2025 | 46 | 2,466,911 | KYMR, RVMD, PTGX, MLTX | 13F-HR | 11/14/2025 | 000092189525003089 |
| Q2 2025 | 44 | 2,799,144 | MLTX, KYMR, RVMD, PTGX | 13F-HR | 8/14/2025 | 000092189525002281 |
| Q1 2025 | 51 | 2,453,567 | MLTX, AXSM, RVMD, KYMR | 13F-HR | 5/15/2025 | 000092189525001528 |
| Q4 2024 | 53 | 2,950,707 | MLTX, KYMR, RVMD, AXSM | 13F-HR | 2/14/2025 | 000092189525000463 |
| Q3 2024 | 55 | 3,418,343 | MLTX, KYMR, RVMD, MIRM | 13F-HR | 11/14/2024 | 000092189524002698 |
| Q2 2024 | 60 | 3,567,995 | MLTX, RVMD, KYMR, IONS | 13F-HR | 8/14/2024 | 000092189524001815 |
| Q1 2024 | 62 | 3,637,401 | MLTX, KYMR, RVMD, FDMT | 13F-HR | 5/15/2024 | 000092189524001219 |
| Q4 2023 | 70 | 3,995,809 | MLTX, RVMD, AXSM, PTGX | 13F-HR | 2/14/2024 | 000092189524000477 |
| Q3 2023 | 69 | 3,708,416 | MLTX, IONS, AXSM, IDYA | 13F-HR | 11/14/2023 | 000092189523002623 |
| Q2 2023 | 67 | 3,587,844 | MLTX, RVMD, AXSM, IDYA | 13F-HR | 8/14/2023 | 000092189523001946 |
| Q1 2023 | 72 | 2,735,588 | MLTX, KYMR, AXSM, RVMD | 13F-HR | 5/15/2023 | 000092189523001220 |
| Q4 2022 | 78 | 2,369,483 | MLTX, AXSM, RPTX, KYMR | 13F-HR | 2/14/2023 | 000092189523000558 |
| Q3 2022 | 80 | 2,420,843 | MLTX, IONS, GHRS, KYMR | 13F-HR | 11/14/2022 | 000092189522003025 |
| Q2 2022 | 79 | 2,070,615 | RPTX, MLTX, RCUS, CGEM | 13F-HR | 8/15/2022 | 000092189522002470 |
| Q1 2022 | 81 | 2,499,885 | GHRS, KYMR, RLAY, RCUS | 13F-HR | 5/16/2022 | 000092189522001680 |
| Q4 2021 | 83 | 2,755,083 | GHRS, KYMR, RCUS, MRUS | 13F-HR | 2/14/2022 | 000092189522000561 |
| Q3 2021 | 75 | 2,563,130 | GHRS, KYMR, OLMA, RCUS | 13F-HR | 11/15/2021 | 000092189521002668 |
| Q2 2021 | 70 | 2,668,191 | GHRS, ARGX, OLMA, PTGX | 13F-HR | 8/16/2021 | 000092189521002114 |
| Q1 2021 | 67 | 2,667,271 | FPRX, OLMA, MRUS, XOMA | 13F-HR | 5/17/2021 | 000092189521001374 |
| Q4 2020 | 68 | 2,541,924 | OLMA, XOMA, KYMR, RLAY | 13F-HR | 2/12/2021 | 000092189521000372 |
| Q3 2020 | 62 | 1,836,113 | RLAY, SWTX, RPTX, KYMR | 13F-HR | 11/13/2020 | 000092189520002920 |
| Q2 2020 | 57 | 1,621,949 | SWTX, PRNB, ARGX, IONS | 13F-HR | 8/14/2020 | 000092189520002253 |
| Q1 2020 | 57 | 1,072,904 | PRNB, IONS, ACIU, SWTX | 13F-HR | 5/15/2020 | 000092189520001448 |
| Q4 2019 | 57 | 1,318,974 | IONS, SWTX, ACIU, PRNB | 13F-HR | 2/14/2020 | 000092189520000569 |
| Q3 2019 | 59 | 951,786 | MRUS, SWTX, IONS, ACIU | 13F-HR | 11/14/2019 | 000092189519002786 |
| Q2 2019 | 56 | 915,607 | MRUS, CYTK, ARRY, ACIU | 13F-HR | 8/14/2019 | 000092189519002231 |
| Q1 2019 | 53 | 893,065 | ARRY, MRUS, BPMC, KURA | 13F-HR | 5/15/2019 | 000092189519001497 |
| Q4 2018 | 55 | 765,187 | CCXI, ARRY, MRUS, KURA | 13F-HR | 2/14/2019 | 000092189519000425 |
| Q3 2018 | 57 | 1,137,993 | ARRY, CCXI, MRUS, CYTK | 13F-HR | 11/14/2018 | 000092189518003059 |
| Q2 2018 | 51 | 1,024,616 | CCXI, MRUS, ARRY, CYTK | 13F-HR | 8/14/2018 | 000092189518002318 |
| Q1 2018 | 43 | 986,483 | CCXI, IRWD, ARRY, BPMC | 13F-HR | 5/7/2018 | 000092189518001588 |
| Q4 2017 | 43 | 829,549 | ARRY, ANAB, BPMC, XOMA | 13F-HR | 2/14/2018 | 000092189518000676 |
| Q3 2017 | 37 | 786,726 | ARRY, BPMC, CCXI, ANAB | 13F-HR | 11/14/2017 | 000092189517002664 |
| Q2 2017 | 34 | 643,978 | BPMC, CCXI, ARRY, ANAB | 13F-HR | 8/14/2017 | 000092189517002146 |
| Q1 2017 | 30 | 587,934 | BPMC, CCXI, CYTK, ANAB | 13F-HR | 5/15/2017 | 000092189517001513 |
| Q4 2016 | 29 | 497,725 | BPMC, CYTK, CCXI, ARRY | 13F-HR | 2/14/2017 | 000092189517000368 |
| Q3 2016 | 29 | 530,675 | BPMC, CCXI, CYTK, ARRY | 13F-HR | 11/14/2016 | 000092189516006168 |
| Q2 2016 | 34 | 469,389 | BPMC, CYTK, CCXI, EXELIXIS INC | 13F-HR | 8/15/2016 | 000092189516005495 |
| Q1 2016 | 32 | 404,119 | BPMC, CNCE, CYTK, FWP | 13F-HR | 5/16/2016 | 000092189516004561 |
| Q4 2015 | 30 | 586,783 | BPMC, CCXI, CTIC, CNCE | 13F-HR | 2/16/2016 | 000092189516003386 |
| Q3 2015 | 27 | 495,010 | IRWD, CCXI, ONTY, ARRY | 13F-HR | 11/16/2015 | 000092189515002554 |
| Q2 2015 | 30 | 566,566 | ARRY, CCXI, BPMC, FWP | 13F-HR | 8/14/2015 | 000092189515002011 |
| Q1 2015 | 30 | 478,239 | ARRY, CCXI, IRWD, FWP | 13F-HR | 5/15/2015 | 000092189515001376 |
| Q4 2014 | 31 | 514,075 | IRWD, CCXI, ARRY, LGND | 13F-HR | 2/17/2015 | 000092189515000447 |
| Q3 2014 | 32 | 481,628 | IRWD, RCPT, LGND, ARRY | 13F-HR | 11/14/2014 | 000092189514002431 |
| Q2 2014 | 29 | 632,347 | IRWD, LGND, ARRY, CCXI | 13F-HR | 8/14/2014 | 000092189514001872 |
| Q1 2014 | 28 | 645,121 | LGND, IRWD, CCXI, AMGN puts | 13F-HR | 5/15/2014 | 000092189514001203 |
| Q4 2013 | 26 | 571,589 | LGND, IRWD, EXELIXIS INC, CCXI | 13F-HR | 2/14/2014 | 000092189514000355 |