| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 42 | 529,120 | ABVX calls, VOR, ABVX, IBRX puts | 13F-HR | 8/14/2026 | 000117266126003750 |
| Q1 2026 | 42 | 435,118 | APGE, VOR, ZURA, AMLX | 13F-HR | 5/15/2026 | 000117266126002272 |
| Q4 2025 | 29 | 308,414 | APGE, AMLX, ZURA, IRON | 13F-HR | 2/17/2026 | 000117266126001093 |
| Q3 2025 | 30 | 242,495 | AMLX, RZLT, NKTR, ZURA | 13F-HR | 11/14/2025 | 000181455425000164 |
| Q2 2025 | 26 | 153,801 | IONS, RZLT, AMLX, LEGN | 13F-HR | 8/14/2025 | 000117266125003478 |
| Q1 2025 | 32 | 188,796 | CYTK, KALV, EOLS, ABVX | 13F-HR | 5/15/2025 | 000117266125002331 |
| Q4 2024 | 26 | 212,199 | IONS, CYTK, KALV, VRDN | 13F-HR | 2/14/2025 | 000117266125001157 |
| Q3 2024 | 30 | 339,761 | NGNE, ABVX, PLRX, EOLS | 13F-HR | 11/13/2024 | 000117266124004656 |
| Q2 2024 | 33 | 522,016 | URGN, NGNE, ABVX, MRUS | 13F-HR | 8/14/2024 | 000117266124003577 |
| Q1 2024 | 35 | 641,637 | NGNE, ALPN, URGN, ABVX | 13F-HR | 5/15/2024 | 000117266124002523 |
| Q4 2023 | 34 | 586,726 | ALPN, CYTK, URGN, PLRX | 13F-HR | 2/14/2024 | 000117266124001436 |
| Q3 2023 | 42 | 549,036 | URGN, ALPN, PLRX, PCVX | 13F-HR | 11/14/2023 | 000117266123004025 |
| Q2 2023 | 40 | 510,829 | ALPN, RARE, PCVX, PLRX | 13F-HR | 8/14/2023 | 000117266123003165 |
| Q1 2023 | 44 | 509,321 | PLRX, XENE, ALPN, RARE | 13F-HR | 5/15/2023 | 000117266123002293 |
| Q4 2022 | 42 | 510,185 | PCVX, XENE, RAPT, ALPN | 13F-HR | 2/14/2023 | 000117266123001300 |
| Q3 2022 | 40 | 415,311 | XENE, JAZZ, PNT, ALPN | 13F-HR | 11/14/2022 | 000117266122002573 |
| Q2 2022 | 35 | 416,964 | XENE, JAZZ, CYTK, TVTX | 13F-HR | 8/15/2022 | 000117266122001993 |
| Q1 2022 | 30 | 413,781 | EXEL, XENE, TVTX, BCYC | 13F-HR | 5/16/2022 | 000117266122001465 |
| Q4 2021 | 36 | 450,122 | ARNA, EXEL, XENE, TVTX | 13F-HR | 2/14/2022 | 000117266122000487 |
| Q3 2021 | 36 | 429,472 | EXEL, ARNA, KDMN, BCAB | 13F-HR | 11/15/2021 | 000117266121002382 |
| Q2 2021 | 30 | 476,717 | MGNX, RCKT, ARNA, UTHR | 13F-HR | 8/16/2021 | 000117266121001868 |
| Q1 2021 | 28 | 483,855 | MGNX, RCKT, IOVA, SAGE | 13F-HR | 5/17/2021 | 000117266121001313 |
| Q4 2020 | 33 | 615,668 | GWPH, IOVA, SAGE, ACAD | 13F-HR | 2/16/2021 | 000117266121000726 |
| Q3 2020 | 34 | 1,111,643 | IOVA, SAGE, ACAD, ARNA | 13F-HR | 11/16/2020 | 000117266120002326 |
| Q2 2020 | 36 | 1,251,009 | CNST, IOVA, ZYME, ACAD | 13F-HR | 8/14/2020 | 000117266120001861 |
| Q1 2020 | 36 | 957,136 | ACAD, ZYME, PTCT, IOVA | 13F-HR | 5/15/2020 | 000117266120001361 |
| Q4 2019 | 37 | 1,148,462 | IOVA, ZYME, PTCT, AXSM calls | 13F-HR | 2/14/2020 | 000117266120000830 |
| Q3 2019 | 41 | 1,088,642 | IOVA, ZGNX, ACAD, BOLD | 13F-HR | 11/15/2019 | 000093041319002849 |
| Q2 2019 | 30 | 900,806 | IOVA, PTCT, ZGNX, BOLD | 13F-HR | 8/14/2019 | 000093041319002313 |
| Q1 2019 | 40 | 1,010,320 | PTCT, ZGNX, GBT, BOLD | 13F-HR | 5/14/2019 | 000093041319001676 |
| Q4 2018 | 40 | 791,189 | BCRX, IOVA, GBT, XLRN | 13F-HR | 2/15/2019 | 000093041319000592 |
| Q3 2018 | 30 | 641,666 | BCRX, XLRN, ZFGN, IOVA | 13F-HR | 11/14/2018 | 000093041318003323 |
| Q2 2018 | 38 | 721,561 | PTCT, KURA, IOVA, BCRX | 13F-HR | 8/14/2018 | 000093041318002592 |
| Q1 2018 | 37 | 673,402 | IOVA, ARNA, KURA, PTCT | 13F-HR | 5/14/2018 | 000093041318001815 |
| Q4 2017 | 39 | 586,066 | ZGNX, ARNA, KURA, SAGE | 13F-HR | 2/14/2018 | 000093041318000474 |
| Q3 2017 | 37 | 514,030 | ZGNX, UTHR calls, ARNA, CNCE | 13F-HR | 11/14/2017 | 000093041317003778 |
| Q2 2017 | 38 | 558,190 | ARNA, ADMS, VNDA, ZGNX | 13F-HR | 8/14/2017 | 000093041317002918 |
| Q1 2017 | 37 | 503,510 | ADMS, CNCE, SGYPQ, VNDA | 13F-HR | 5/15/2017 | 000093041317002121 |
| Q4 2016 | 35 | 486,757 | ADMS, FOMX, VNDA, SGYPQ | 13F-HR | 2/14/2017 | 000093041317000546 |
| Q3 2016 | 35 | 392,073 | VNDA, ADMS, SGYPQ, ZGNX | 13F-HR | 11/14/2016 | 000093041316008703 |
| Q2 2016 | 39 | 349,225 | ADMS, VNDA, SGYPQ, EXEL | 13F-HR | 8/15/2016 | 000093041316007885 |
| Q1 2016 | 33 | 278,668 | ADMS, FPRX, VNDA, ZGNX | 13F-HR | 5/16/2016 | 000093041316007144 |
| Q4 2015 | 25 | 238,298 | ADMS, FPRX, ZGNX, VNDA | 13F-HR | 2/16/2016 | 000093041316005528 |
| Q3 2015 | 36 | 252,823 | VNDA, FPRX, CNXR, ADMS | 13F-HR | 11/16/2015 | 000093041315004329 |
| Q2 2015 | 34 | 256,525 | CNXR, ADMS, VNDA, FPRX | 13F-HR | 8/14/2015 | 000093041315003355 |
| Q1 2015 | 33 | 227,217 | CNXR, HPTX, VNDA, OFIX | 13F-HR | 5/15/2015 | 000093041315002517 |
| Q4 2014 | 28 | 207,762 | CNXR, HPTX, ALIM, OCRX | 13F-HR | 2/17/2015 | 000093041315000640 |
| Q3 2014 | 37 | 232,821 | HPTX, NBIX, INFIQ, ALIM | 13F-HR | 11/14/2014 | 000093041314004572 |
| Q2 2014 | 38 | 224,814 | NBIX, HPTX, DSCI, THOR | 13F-HR | 8/14/2014 | 000093041314003671 |
| Q1 2014 | 36 | 191,481 | FURX, HPTX, PTIE, ALIM | 13F-HR | 5/15/2014 | 000093041314002534 |
| Q4 2013 | 28 | 141,604 | HPTX, PTIE, FURX, SSH | 13F-HR | 2/14/2014 | 000093041314000601 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
19 securities where the latest filing since 12/18/2024 is a 13G, the newest filed 9/11/2026. View all