| Stock | Compnay Name | Shares Held | Market Value | % of Portfolio | QoQ Change |
|---|---|---|---|---|---|
MBX | MBX BIOSCIENCES INC | 934.80 K | 51.60 M | 2.9 | |
NRIX | NURIX THERAPEUTICS INC | 1.19 M | 28.98 M | 1.6 | |
URGN | UROGEN PHARMA LTD | 2.43 M | 89.58 M | 5 | |
RLAY | RELAY THERAPEUTICS INC | 3.30 M | 61.74 M | 3.4 | |
TVTX | TRAVERE THERAPEUTICS INC | 2.00 M | 113.62 M | 6.3 | |
CADL | CANDEL THERAPEUTICS INC | 96.74 K | 996.00 K | 0.1 |
$ 1.80 B
31
Q2 2026
%
11.61 %