| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 5 | 3,760,253 | RVMD, INSM, BLTE, ABVX | 13F-HR | 8/14/2026 | 000189268826000126 |
| Q1 2026 | 6 | 3,770,700 | INSM, BLTE, ABVX, RVMD | 13F-HR | 5/15/2026 | 000189268826000087 |
| Q4 2025 | 6 | 4,939,420 | INSM, BLTE, ABVX, CDTX | 13F-HR | 2/17/2026 | 000189268826000041 |
| Q3 2025 | 5 | 3,597,865 | INSM, UTHR, ABVX, CDTX | 13F-HR | 11/14/2025 | 000189268825000196 |
| Q2 2025 | 5 | 2,383,371 | INSM, VRNA, CDTX, MRUS | 13F-HR | 8/14/2025 | 000189268825000159 |
| Q1 2025 | 3 | 1,463,070 | INSM, VRNA, ALLO | 13F-HR | 5/15/2025 | 000189268825000122 |
| Q4 2024 | 6 | 1,055,769 | INSM, JAZZ, VRNA, GERN | 13F-HR | 2/14/2025 | 000189268825000094 |
| Q3 2024 | 5 | 1,229,786 | INSM, PCVX, GERN, KROS | 13F-HR | 11/14/2024 | 000189268824000146 |
| Q2 2024 | 9 | 859,473 | CYTK, INSM, PCVX, GERN | 13F-HR | 8/14/2024 | 000189268824000095 |
| Q1 2024 | 12 | 751,167 | PCVX, NUVL, KROS, BHVN | 13F-HR | 5/15/2024 | 000189268824000066 |
| Q4 2023 | 8 | 509,483 | AMAM, TGTX, MLTX, CYTK | 13F-HR | 2/14/2024 | 000189268824000038 |
| Q3 2023 | 3 | 284,152 | AMAM, IMVT, ARGX | 13F-HR | 11/14/2023 | 000189268823000097 |
| Q2 2023 | 3 | 611,701 | AMAM, TGTX, ARGX | 13F-HR | 8/14/2023 | 000189268823000068 |
| Q1 2023 | 4 | 365,622 | TGTX, ARGX, AMAM, KROS | 13F-HR | 5/15/2023 | 000189268823000053 |
| Q4 2022 | 4 | 160,624 | ARGX, KROS, AMAM, RXDX | 13F-HR | 2/14/2023 | 000189268823000024 |
| Q3 2022 | 2 | 66,405 | VTYX, KRTX | 13F-HR | 11/14/2022 | 000142050622002329 |
| Q2 2022 | 1 | 188,241 | AZN | 13F-HR | 8/15/2022 | 000142050622001745 |
| Q1 2022 | 1 | 110,236 | AZN | 13F-HR | 5/16/2022 | 000142050622001096 |
| Q4 2021 | 13 | 654,588 | PFE, NTLA, AZN, INBX | 13F-HR | 2/14/2022 | 000142050622000465 |
| Q3 2021 | 12 | 543,280 | XLRN, NTLA, BNTX, FATE | 13F-HR | 11/15/2021 | 000142050621001717 |
| Q2 2021 | 12 | 619,934 | NTLA, XLRN, FATE, BBIO | 13F-HR | 8/16/2021 | 000142050621001288 |
| Q1 2021 | 12 | 510,680 | XLRN, BBIO, FATE, RLAY | 13F-HR | 5/17/2021 | 000142050621000787 |
| Q4 2020 | 12 | 358,395 | XLRN, FATE, MRTX, BBIO | 13F-HR | 2/16/2021 | 000142050621000329 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
3 securities where the latest filing since 12/18/2024 is a 13G, the newest filed 10/5/2026. View all