| Stock | Compnay Name | Shares Held | Market Value | % of Portfolio | QoQ Change |
|---|---|---|---|---|---|
MBX | MBX BIOSCIENCES INC | 2.51 M | 138.44 M | 2.6 | |
ORKA | ORUKA THERAPEUTICS INC | 2.14 M | 204.09 M | 3.8 | |
ERAS | ERASCA INC | 9.55 M | 174.96 M | 3.3 | |
APGE | APOGEE THERAPEUTICS INC | 1.58 M | 209.23 M | 3.9 | |
VOR | VOR BIOPHARMA INC | 1.75 M | 32.22 M | 0.6 | |
RVMD | REVOLUTION MEDICINES INC | 6.36 M | 1.19 B | 22.3 |
$ 5.34 B
28
Q2 2026
%
9.12 %