| Stock | Compnay Name | Shares Held | Market Value | % of Portfolio | QoQ Change |
|---|---|---|---|---|---|
MBX | MBX BIOSCIENCES INC | 70.97 K | 3.92 M | 0.3 | |
DFTX | DEFINIUM THERAPEUTICS INC | 249.02 K | 11.71 M | 1 | |
CRL | CHARLES RIV LABS INTL INC | 18.75 K | 4.25 M | 0.4 | |
ORKA | ORUKA THERAPEUTICS INC | 158.82 K | 15.12 M | 1.3 | |
QURE | UNIQURE NV | 26.40 K | 1.22 M | 0.1 | |
ERAS | ERASCA INC | 134.09 K | 2.46 M | 0.2 |
$ 1.17 B
98
Q2 2026
%
6.26 %