| Stock | Compnay Name | Shares Held | Market Value | % of Portfolio | QoQ Change |
|---|---|---|---|---|---|
INM | INMED PHARMACEUTICALS INC | 32.69 K | 50.00 K | 0 | |
ORKA | ORUKA THERAPEUTICS INC | 4.15 M | 394.81 M | 12 | |
ERAS | ERASCA INC | 17.89 M | 327.78 M | 9.9 | |
ORIC | ORIC PHARMACEUTICALS INC | 4.32 M | 46.78 M | 1.4 | |
APGE | APOGEE THERAPEUTICS INC | 8.49 M | 1.13 B | 34.2 | |
VOR | VOR BIOPHARMA INC | 3.04 M | 56.00 M | 1.7 |
$ 3.28 B
31
Q2 2026
%
23.1 %