| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | 580,350 | LKFT, JANX, NKTR, BSX | 13F-HR | 8/14/2026 | 000142050626001799 |
| Q1 2026 | 46 | 609,819 | NKTR, BSX, JANX, PRCT | 13F-HR | 5/15/2026 | 000142050626001036 |
| Q4 2025 | 38 | 483,927 | PRCT, LKFT, JANX, ADCT | 13F-HR | 2/13/2026 | 000142050626000422 |
| Q3 2025 | 42 | 428,778 | LKFT, MGTX, ADCT, KURA | 13F-HR | 11/14/2025 | 000142050625003233 |
| Q2 2025 | 39 | 410,062 | LKFT, UNH, MGTX, ADCT | 13F-HR | 8/14/2025 | 000142050625002021 |
| Q1 2025 | 38 | 304,343 | LKFT, MGTX, BBIO, JANX | 13F-HR | 5/15/2025 | 000142050625001167 |
| Q4 2024 | 36 | 361,837 | LKFT, ACHC, BBIO, MGTX | 13F-HR | 2/14/2025 | 000142050625000459 |
| Q3 2024 | 45 | 406,356 | ADCT, LKFT, BBIO, ABCL | 13F-HR | 11/14/2024 | 000142050624002447 |
| Q2 2024 | 46 | 334,574 | LKFT, ADCT, ROIV, BBIO | 13F-HR | 8/14/2024 | 000142050624001439 |
| Q1 2024 | 44 | 359,452 | STTK, ADCT, LKFT, MGTX | 13F-HR | 5/15/2024 | 000142050624000996 |
| Q4 2023 | 34 | 249,082 | LKFT, MGTX, STTK, MDT | 13F-HR | 2/14/2024 | 000142050624000355 |
| Q3 2023 | 41 | 315,543 | PCRX, HUM, LKFT, MGTX | 13F-HR | 11/14/2023 | 000142050623002059 |
| Q2 2023 | 37 | 341,630 | PCRX, MGTX, HUM, ORIC | RESTATEMENT | 8/14/2023 | 000142050623001664 |
| Q1 2023 | 41 | 210,939 | PRTA, LKFT, MIRM, HUM | 13F-HR | 5/12/2023 | 000142050623001021 |
| Q4 2022 | 40 | 183,369 | LKFT, PRTA, KZR, MGTX | 13F-HR | 2/14/2023 | 000142050623000529 |
| Q3 2022 | 38 | 186,656 | PRTA, HZNP, LKFT, KZR | 13F-HR | 11/14/2022 | 000142050622002133 |
| Q2 2022 | 24 | 126,909 | LKFT, PRTA, KZR, ALBO | 13F-HR | 8/12/2022 | 000142050622001583 |
| Q1 2022 | 32 | 154,864 | LKFT, PRTA, ALBO, GALAPAGOS NV calls | 13F-HR | 5/16/2022 | 000142050622001078 |
| Q4 2021 | 36 | 167,046 | PRTA, LKFT, ALBO, GALAPAGOS NV calls | 13F-HR | 2/14/2022 | 000142050622000326 |
| Q3 2021 | 43 | 181,752 | PRTA, ALBO, LKFT, CUE | 13F-HR | 11/12/2021 | 000142050621001557 |
| Q2 2021 | 46 | 159,925 | PRTA, ALBO, ARNA, HAE | 13F-HR | 8/13/2021 | 000142050621001140 |
| Q1 2021 | 37 | 122,124 | PRTA, VRTX, EHC, ARNA | 13F-HR | 5/14/2021 | 000142050621000690 |
| Q4 2020 | 42 | 216,433 | ALXN, ORGO, PRTA, CUE | 13F-HR | 2/12/2021 | 000142050621000234 |
| Q3 2020 | 47 | 210,246 | ALXN, ARNA, BMY, RETA | 13F-HR | 11/13/2020 | 000142050620001278 |
| Q2 2020 | 52 | 232,970 | ISHARES TR puts, ARNA, RETA, KURA | 13F-HR | 8/14/2020 | 000142050620000916 |
| Q1 2020 | 44 | 213,923 | ARNA, IOVA, KURA, ALXN | 13F-HR | 5/15/2020 | 000142050620000606 |
| Q4 2019 | 38 | 227,749 | ZBH, QURE, ARNA, KURA | 13F-HR | 2/14/2020 | 000142050620000263 |
| Q3 2019 | 34 | 180,276 | ZBH, BMY, KURA, QURE | 13F-HR | 11/14/2019 | 000142050619001121 |
| Q2 2019 | 39 | 198,330 | ZBH, BMY, KURA, RETA | 13F-HR | 8/14/2019 | 000142050619000842 |
| Q1 2019 | 38 | 228,559 | CI, HNGR, ZBH, RETA | 13F-HR | 5/15/2019 | 000142050619000514 |
| Q4 2018 | 35 | 193,700 | HNGR, RETA, CI, WCG | 13F-HR | 2/14/2019 | 000142050619000229 |
| Q3 2018 | 32 | 179,342 | HNGR, TLGT, ARNA, MGNX | 13F-HR | 11/15/2018 | 000142050618001022 |
| Q2 2018 | 31 | 136,405 | CI, MGNX, AGN, TLGT | 13F-HR | 8/14/2018 | 000142050618000778 |
| Q1 2018 | 31 | 159,449 | SHPG, AGN, MGNX, SBRA | 13F-HR | 5/14/2018 | 000142050618000462 |
| Q4 2017 | 29 | 135,969 | AGN, MGNX, CDTX, EIGR | 13F-HR | 2/13/2018 | 000142050618000189 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
7 securities where the latest filing since 12/18/2024 is a 13G, the newest filed 8/10/2026. View all