| Stock | Compnay Name | Shares Held | Market Value | % of Portfolio | QoQ Change |
|---|---|---|---|---|---|
MBX | MBX BIOSCIENCES INC | 6.65 M | 367.19 M | 8 | |
ERAS | ERASCA INC | 24.98 M | 457.55 M | 10 | |
RLAY | RELAY THERAPEUTICS INC | 1.02 M | 19.00 M | 0.4 | |
VOR | VOR BIOPHARMA INC | 2.54 M | 46.83 M | 1 | |
DYN | DYNE THERAPEUTICS INC | 3.15 M | 70.03 M | 1.5 | |
ACHV | ACHIEVE LIFE SCIENCE INC | 7.61 M | 49.72 M | 1.1 |
$ 4.52 B
39
Q2 2026
%
18.15 %