Quarter-end holdings as filed
Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.
Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusip | Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead classified_by_value · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake | Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero | Δ shares | Prev value | Curr value | Prev shares | Curr shares | Flags |
|---|---|---|---|---|---|---|---|---|
INSMED INC COM PAR $.01position key pos:15087 · issuer key iss:1181 | add | −$50.9M | +1 | $843M | $792M | 4,842,879 | 4,842,880 | |
ARGENX SE SPONSORED ADRposition key pos:18170 · issuer key iss:242 | add | −$48.3M | +35,949 | $566M | $518M | 673,497 | 709,446 | |
CG ONCOLOGY INC COMposition key pos:12402 · issuer key iss:558 | add | +$389M | +4,972,681 | $83.5M | $473M | 2,012,127 | 6,984,808 | |
CELCUITY INC COMposition key pos:11232 · issuer key iss:542 | add | +$292M | +2,489,461 | $54.9M | $347M | 550,160 | 3,039,621 | |
TANGO THERAPEUTICS INC COMposition key pos:12388 · issuer key iss:2086 | add | +$265M | +11,809,392 | $13.2M | $278M | 1,491,228 | 13,300,620 | |
ERASCA INC COMposition key pos:12600 · issuer key iss:846 | add | +$261M | +16,010,524 | $546K | $261M | 146,651 | 16,157,175 | |
NATERA INC COMposition key pos:14059 · issuer key iss:1529 | trim | −$93.6M | −250,000 | $344M | $250M | 1,500,000 | 1,250,000 | |
RADNET INC COMposition key pos:11987 · issuer key iss:1799 | add | −$41.5M | +346,500 | $281M | $239M | 3,938,500 | 4,285,000 | |
TARSUS PHARMACEUTICALS INC COMposition key pos:11454 · issuer key iss:2092 | add | −$38.4M | +10,705 | $273M | $235M | 3,335,320 | 3,346,025 | |
APOGEE THERAPEUTICS INC COMposition key pos:14112 · issuer key iss:217 | add | +$29.5M | +70,000 | $205M | $234M | 2,712,097 | 2,782,097 | |
COGENT BIOSCIENCES INC COMposition key pos:18333 · issuer key iss:610 | trim | −$59.6M | −2,133,566 | $270M | $210M | 7,592,241 | 5,458,675 | |
IRHYTHM HOLDINGS INC COMposition key pos:13207 · issuer key iss:1153 | add | −$12.8M | +486,510 | $210M | $197M | 1,181,990 | 1,668,500 | |
STOKE THERAPEUTICS INC COMposition key sid:sec:prov:3fee4169345e05a49cf14bcc2babfc71 · issuer key cusip6:86150R | add | +$7.0M | +76,669 | $176M | $183M | 5,546,856 | 5,623,525 | |
ESTABLISHMENT LABS HLDGS INC COMposition key sid:sec:prov:7bf59fd7aeffb1ecf2ffdacd97c7e39d · issuer key cusip6:G31249 | add | −$37.9M | +66,864 | $189M | $151M | 2,588,831 | 2,655,695 | |
APELLIS PHARMACEUTICALS INC COMposition key sid:sec:prov:233302be8852a126d4f3dc726082a4c4 · issuer key cusip6:03753U | trim | −$44.3M | −3,981,719 | $193M | $148M | 7,666,764 | 3,685,045 | |
REPLIGEN CORP COMposition key pos:13464 · issuer key iss:1834 | add | −$32.3M | +142,000 | $174M | $142M | 1,064,000 | 1,206,000 | |
IMMATICS N.V SHSposition key sid:sec:prov:8771e17f16590b5bd511978f2a4f7807 · issuer key cusip6:N44445 | add | +$6.6M | +1,435,986 | $120M | $127M | 11,433,354 | 12,869,340 | |
ZAI LAB LTD ADRposition key pos:14704 · issuer key cusip6:98887Q | trim | +$900K | −385,000 | $123M | $124M | 6,959,032 | 6,574,032 | |
INTUITIVE SURGICAL INC COM NEWposition key pos:17712 · issuer key iss:1213 | add | +$44.1M | +118,772 | $57.3M | $101M | 101,228 | 220,000 | |
CENTESSA PHARMACEUTICALS PLC SPONSORED ADSposition key pos:18882 · issuer key cusip6:152309 | add | +$36.8M | +263,338 | $44.8M | $81.6M | 1,790,837 | 2,054,175 | |
IMMUNOVANT INC COMposition key sid:sec:prov:c0680e314bfe2d1131f5c3d642c67920 · issuer key cusip6:45258J | trim | −$1.8M | −1 | $80.8M | $78.9M | 3,177,850 | 3,177,849 | |
ULTRAGENYX PHARMACEUTICAL IN COMposition key pos:16570 · issuer key iss:2194 | add | +$7.4M | +648,656 | $69.0M | $76.4M | 3,000,139 | 3,648,795 | |
HINGE HEALTH INC CL Aposition key sid:sec:prov:15b122a1959cdc720dffb69686bc9994 · issuer key cusip6:433313 | add | +$58.0M | +1,576,500 | $16.4M | $74.4M | 353,500 | 1,930,000 | |
CASTLE BIOSCIENCES INC COMposition key sid:sec:prov:fd9590ea03898824f7f15a013603f826 · issuer key cusip6:14843C | add | −$14.6M | +643,098 | $82.3M | $67.7M | 2,115,237 | 2,758,335 | |
TAYSHA GENE THERAPIES INC COM SHSposition key pos:14669 · issuer key iss:2095 | trim | −$29.0M | −2,718,049 | $90.2M | $61.2M | 16,398,297 | 13,680,248 | |
COMPASS PATHWAYS PLC SPONSORED ADSposition key sid:sec:prov:88f799da4526ad1ae0a440740a6e9c1b · issuer key cusip6:20451W | add | −$1.6M | +1,875,000 | $60.4M | $58.8M | 8,757,390 | 10,632,390 | |
KODIAK SCIENCES INC COMposition key sid:sec:prov:b6301632224d8122ae8dff0115962cfa · issuer key cusip6:50015M | add | +$15.1M | +1 | $41.6M | $56.7M | 1,487,933 | 1,487,934 | |
REPLIMUNE GROUP INC COMposition key pos:13385 · issuer key iss:1836 | add | −$13.1M | +216,564 | $69.4M | $56.3M | 7,140,352 | 7,356,916 | |
CRINETICS PHARMACEUTICALS IN COMposition key pos:15866 · issuer key iss:682 | add | −$10.2M | +100,000 | $62.9M | $52.7M | 1,351,326 | 1,451,326 | |
UNIQURE NV SHSposition key pos:11923 · issuer key iss:2710 | trim | −$46.5M | −1,125,106 | $88.8M | $42.3M | 3,711,462 | 2,586,356 | |
WAYSTAR HLDG CORP COMposition key pos:15916 · issuer key iss:2313 | new | +$39.3M | +1,630,000 | $0 | $39.3M | — | 1,630,000 | |
ARROWHEAD PHARMACEUTICALS IN COMposition key pos:16618 · issuer key iss:249 | add | −$2.1M | +966 | $38.8M | $36.7M | 584,716 | 585,682 | |
EVOMMUNE INC COM SHSposition key sid:sec:prov:adbff6ad799c41f5a1fe4cddc6ffc42b · issuer key cusip6:30054Y | add | +$12.6M | +218,564 | $22.0M | $34.5M | 1,283,671 | 1,502,235 | |
STRYKER CORPORATION COMposition key pos:16108 · issuer key iss:2049 | trim | −$53.3M | −145,000 | $86.1M | $32.9M | 245,000 | 100,000 | |
CANDEL THERAPEUTICS INC COMposition key sid:sec:prov:36c1cc87b96fff749fa3a87e5be52946 · issuer key cusip6:137404 | new | +$31.5M | +6,422,018 | $0 | $31.5M | — | 6,422,018 | |
AQUESTIVE THERAPEUTICS INC COMposition key sid:sec:prov:287679ae59495e28d5c5c22eea9bb86e · issuer key cusip6:03843E | add | −$9.6M | +1,176,471 | $40.4M | $30.8M | 6,250,000 | 7,426,471 | |
AKTIS ONCOLOGY INC COMposition key pos:11057 · issuer key iss:119 | new | +$28.5M | +1,592,043 | $0 | $28.5M | — | 1,592,043 | |
COMPASS THERAPEUTICS INC COMposition key sid:sec:prov:c5f3f37de4d48fd1b29c266e9a76eb0b · issuer key cusip6:20454B | add | +$8.7M | +1,686,599 | $13.4M | $22.1M | 2,500,000 | 4,186,599 | |
DIANTHUS THERAPEUTICS INC COMposition key pos:18462 · issuer key iss:731 | new | +$20.8M | +248,063 | $0 | $20.8M | — | 248,063 | |
FULGENT GENETICS INC COMposition key pos:14854 · issuer key iss:968 | add | +$2.0M | +583,973 | $18.5M | $20.5M | 705,027 | 1,289,000 | |
BETA BIONICS INC COMposition key sid:sec:prov:4e7eb09ab13c64fd6730ede8dbc988b8 · issuer key cusip6:08659B | trim | −$56.1M | −500,000 | $76.2M | $20.0M | 2,500,000 | 2,000,000 | |
CENTURY THERAPEUTICS INC COMposition key sid:sec:prov:310355a827423f86fff2dece8e909dcb · issuer key cusip6:15673T | new | +$19.7M | +8,695,652 | $0 | $19.7M | — | 8,695,652 | |
AVALO THERAPEUTICS INC COM NEWposition key sid:sec:prov:37b91915f07af95197894a79df85a91e · issuer key cusip6:05338F | new | +$12.8M | +856,962 | $0 | $12.8M | — | 856,962 | |
OCUGEN INC COMposition key sid:sec:prov:748132ab3b87c3f18391f70e454d8e10 · issuer key cusip6:67577C | new | +$12.1M | +6,666,666 | $0 | $12.1M | — | 6,666,666 | |
JADE BIOSCIENCES INC COM NEWposition key sid:sec:prov:3b4a08cf659449a1ac1d2ee41e501b50 · issuer key cusip6:008064 | trim | −$14.3M | −876,068 | $22.4M | $8.1M | 1,449,273 | 573,205 | |
MILESTONE PHARMACEUTICALS IN COMposition key sid:sec:prov:22b723f52f71593881ef80163fb7daf8 · issuer key cusip6:59935V | add | +$2.5M | +3,824,899 | $5.1M | $7.5M | 2,506,102 | 6,331,001 | |
INVENTIVA SA ADSposition key sid:sec:prov:36f6260da0bf69546f0e601e6d5bafdc · issuer key cusip6:46124U | add | +$1.2M | +1 | $6.0M | $7.2M | 1,298,701 | 1,298,702 | |
ATAIBECKLEY INC COM SHSposition key pos:13477 · issuer key iss:265 | new | +$7.1M | +2,000,000 | $0 | $7.1M | — | 2,000,000 | |
LARIMAR THERAPEUTICS INC COMposition key sid:sec:prov:853ca021ff04669801b685877f2dabbb · issuer key cusip6:517125 | trim | −$5.2M | −1,625,000 | $11.9M | $6.8M | 3,125,000 | 1,500,000 | |
TENAX THERAPEUTICS INC COM NEWposition key sid:sec:prov:9e958f4e10d0d474cc9e75d42ea33a9a · issuer key cusip6:88032L | trim | +$1.3M | −8,100 | $4.6M | $5.9M | 378,346 | 370,246 | |
DEFINIUM THERAPEUTICS INC COM SHSposition key pos:17580 · issuer key iss:717 | new | +$5.7M | +300,000 | $0 | $5.7M | — | 300,000 | |
EXAGEN INC COMposition key sid:sec:prov:6cea3d644720599797447228551acb50 · issuer key cusip6:30068X | trim | −$3.6M | −395,231 | $4.8M | $1.2M | 790,462 | 395,231 | |
| pos:11227 | exit‡e | −$269M | −866,499 | $269M | $0 | 866,499 | — | |
| pos:13648 | exit‡e | −$11.8M | −200,000 | $11.8M | $0 | 200,000 | — | |
| pos:13938 | exit‡e | −$162M | −888,001 | $162M | $0 | 888,001 | — | |
| pos:17397 | exit‡e | −$10.4M | −46,000 | $10.4M | $0 | 46,000 | — | |
| pos:18144 | exit‡e | −$92.3M | −324,600 | $92.3M | $0 | 324,600 | — | |
| sid:sec:prov:003ec1a792a63a6ca1608977e0029001 | exit‡e | −$88.9M | −683,294 | $88.9M | $0 | 683,294 | — | |
| sid:sec:prov:0983c227d7f489fadce1abda0a417532 | exit‡e | −$55.5M | −1,637,165 | $55.5M | $0 | 1,637,165 | — | |
| sid:sec:prov:3044f98940a2897deb445091c04637d0 | exit‡e | −$4.0M | −300,000 | $4.0M | $0 | 300,000 | — | |
| sid:sec:prov:7cea07f55574bfdadadb6c74621338ac | exit‡e | −$8.2M | −2,000,000 | $8.2M | $0 | 2,000,000 | — | |
| sid:sec:prov:862b191ccb923fc424f39385b48ce4f8 | exit‡e | −$7.0M | −100,000 | $7.0M | $0 | 100,000 | — | |
| sid:sec:prov:990effbc09610fc927e1edc54d252d9d | exit‡e | −$3.4M | −447,607 | $3.4M | $0 | 447,607 | — | |
| sid:sec:prov:c788d5d7e7e35880122f2fe6fcd2b7b8 | exit‡e | −$7.2M | −5,891,430 | $7.2M | $0 | 5,891,430 | — |
44 more changes below.
Positions whose share count is identical in both quarters; the value changed with price, not with a decision.
Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusip | Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead classified_by_value · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake | Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero | Δ shares | Prev value | Curr value | Prev shares | Curr shares | Flags |
|---|---|---|---|---|---|---|---|---|
MADRIGAL PHARMACEUTICALS INC COMposition key pos:15238 · issuer key iss:1407 | no change | −$117M | 0 | $1.2B | $1.0B | 1,993,687 | 1,993,687 | |
PROTAGONIST THERAPEUTICS INC COMposition key pos:14826 · issuer key iss:1773 | no change | +$91.4M | 0 | $442M | $533M | 5,059,053 | 5,059,053 | |
PTC THERAPEUTICS INC COMposition key pos:18526 · issuer key iss:1662 | no change | −$60.7M | 0 | $588M | $528M | 7,746,415 | 7,746,415 | |
SPYRE THERAPEUTICS INC COM NEWposition key pos:14500 · issuer key iss:82 | no change | +$73.8M | 0 | $137M | $210M | 4,171,996 | 4,171,996 | |
CYTOKINETICS INC COM NEWposition key pos:13331 · issuer key iss:700 | no change | +$6.4M | 0 | $173M | $179M | 2,721,158 | 2,721,158 | |
ACADIA PHARMACEUTICALS INC COMposition key pos:18889 · issuer key iss:56 | no change | −$31.8M | 0 | $191M | $159M | 7,144,524 | 7,144,524 | |
IMMUNOCORE HLDGS PLC ADSposition key pos:16434 · issuer key iss:1166 | no change | −$22.2M | 0 | $169M | $147M | 4,869,798 | 4,869,798 | |
NEUROCRINE BIOSCIENCES INC COMposition key pos:12315 · issuer key iss:1552 | no change | −$10.7M | 0 | $151M | $140M | 1,062,072 | 1,062,072 | |
GUARDANT HEALTH INC COMposition key pos:18541 · issuer key iss:1057 | no change | −$14.5M | 0 | $151M | $137M | 1,481,033 | 1,481,033 | |
BELITE BIO INC SPONSORED ADSposition key sid:sec:prov:831c753eb8a6ce9972092ec4165601d4 · issuer key cusip6:07782B | no change | −$372K | 0 | $114M | $114M | 715,332 | 715,332 | |
ORUKA THERAPEUTICS INC COMposition key pos:14688 · issuer key iss:1638 | no change | +$38.6M | 0 | $62.4M | $101M | 2,058,148 | 2,058,148 | |
GH RESEARCH PLC ORDINARY SHARESposition key sid:sec:prov:592cbdfa12c811cc697874a89333d4bb · issuer key cusip6:G3855L | no change | +$8.1M | 0 | $75.4M | $83.4M | 5,933,815 | 5,933,815 | |
XENCOR INC COMposition key sid:sec:prov:bc17a1945987420f684d9107b41fd336 · issuer key cusip6:98401F | no change | −$22.0M | 0 | $104M | $81.7M | 6,777,461 | 6,777,461 | |
UROGEN PHARMA LTD COMposition key sid:sec:prov:a469da6cabfc03832e3d85a7bff09e97 · issuer key cusip6:M96088 | no change | −$24.7M | 0 | $106M | $81.7M | 4,543,895 | 4,543,895 | |
ROCKET PHARMACEUTICALS INC COMposition key sid:sec:prov:5db085c4e925ed01a4a1cbc6ba09d304 · issuer key cusip6:77313F | no change | +$1.2M | 0 | $62.1M | $63.3M | 17,687,772 | 17,687,772 | |
ALKERMES PLC SHSposition key pos:16418 · issuer key iss:2418 | no change | +$12.3M | 0 | $46.8M | $59.1M | 1,672,356 | 1,672,356 | |
ORCHESTRA BIOMED HLDGS INC COMposition key sid:sec:prov:9f123b52d9dfa5657af06135ef52f112 · issuer key cusip6:68572M | no change | +$831K | 0 | $34.5M | $35.3M | 8,306,063 | 8,306,063 | |
VERASTEM INC COM NEWposition key pos:14035 · issuer key cusip6:92337C | no change | −$15.9M | 0 | $50.8M | $34.9M | 6,576,306 | 6,576,306 | |
SAVARA INC COMposition key sid:sec:prov:2bc6a25d40cf07124e3a03bdecf4a4df · issuer key cusip6:805111 | no change | −$3.4M | 0 | $35.9M | $32.5M | 5,952,380 | 5,952,380 | |
NEUROGENE INC COMposition key sid:sec:prov:2436d0e4b9db5d946b26deb83a717d5e · issuer key cusip6:64135M | no change | −$599K | 0 | $28.1M | $27.5M | 1,362,456 | 1,362,456 | |
CULLINAN THERAPEUTICS INC COMposition key pos:13492 · issuer key iss:693 | no change | +$6.6M | 0 | $17.7M | $24.2M | 1,705,960 | 1,705,960 | |
KYMERA THERAPEUTICS INC COMposition key pos:13465 · issuer key iss:1310 | no change | +$1.3M | 0 | $18.7M | $20.0M | 240,000 | 240,000 | |
BEAM THERAPEUTICS INC COMposition key sid:sec:prov:fbdfb263adbfc86bd605b695db4205d4 · issuer key cusip6:07373V | no change | −$2.2M | 0 | $15.8M | $13.6M | 570,394 | 570,394 | |
HEARTFLOW INC COMposition key sid:sec:prov:5c9dafc33c07d8edc9231c0ecacc39e5 · issuer key cusip6:42238D | no change | −$2.4M | 0 | $14.4M | $12.0M | 495,000 | 495,000 | |
WAVE LIFE SCIENCES LTD SHSposition key pos:15162 · issuer key iss:2734 | no change | −$13.2M | 0 | $23.0M | $9.8M | 1,350,000 | 1,350,000 | |
PERCEPTIVE CAP SOLUTIONS COR CL A ORD SHSposition key pos:16802 · issuer key iss:2590 | no change | −$1.5M | 0 | $9.7M | $8.1M | 742,500 | 742,500 | |
CAPRICOR THERAPEUTICS INC COM NEWposition key sid:sec:prov:f5ab5fc62f8ffc42012ac685dc8651c0 · issuer key cusip6:14070B | no change | +$385K | 0 | $7.2M | $7.6M | 250,000 | 250,000 | |
KALARIS THERAPEUTICS INC COMposition key pos:12582 · issuer key cusip6:482929 | no change | −$3.5M | 0 | $11.0M | $7.5M | 1,300,000 | 1,300,000 | |
CRESCENT BIOPHARMA INC. COMposition key pos:17611 · issuer key iss:2481 | no change | +$2.4M | 0 | $4.4M | $6.8M | 372,856 | 372,856 | |
LUMEXA IMAGING HOLDINGS INC COMposition key sid:sec:prov:9e0f507ae4c750638fbe313997f8baa5 · issuer key cusip6:550249 | no change | −$6.4M | 0 | $12.0M | $5.6M | 650,000 | 650,000 | |
4D MOLECULAR THERAPEUTICS IN COMposition key sid:sec:prov:adc22e9a1524ab89aa68e69a21eb8d93 · issuer key cusip6:35104E | no change | +$861K | 0 | $3.6M | $4.4M | 475,737 | 475,737 | |
MEDLINE INC COM CL Aposition key pos:16301 · issuer key iss:1457 | no change | +$175K | 0 | $2.9M | $3.1M | 70,000 | 70,000 | |
OMADA HEALTH INC COMposition key sid:sec:prov:748c3ea2043f7dae881221f3c766e002 · issuer key cusip6:68170A | no change | −$642K | 0 | $3.2M | $2.5M | 200,000 | 200,000 | |
DISC MEDICINE INC COMposition key pos:13022 · issuer key iss:741 | no change | −$464K | 0 | $2.4M | $1.9M | 30,000 | 30,000 | |
IMAGENEBIO INC COMposition key sid:sec:prov:6db6b47119928ad4af3cf49015c9c5eb · issuer key cusip6:45175G | no change | −$635K | 0 | $2.3M | $1.7M | 334,445 | 334,445 | |
ROCKET PHARMACEUTICALS INC *W EXP 09/02/202position key sid:sec:prov:2e0b7c193ae04d1491f7555c4c197a31 · issuer key cusip6:77313F | no change | −$1.3K | 0 | $8.5K | $7.2K | 350,000 | 350,000 |
Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.
null-value positions: 0holdings whose <value> did not parse — retained and counted, never zero-filled · top-N share ·§: 77.0% · HHI (bps) ·§: 372integer Herfindahl–Hirschman index in basis points over disclosed position values · QoQ moves: 100
| Period | Source |
|---|---|
| 2026-03-31 | EDGAR ↗ |
PLANNED sector rotation · Congress overlap · signals for this filer
The position list above is served from the published Public Filings build — every position this filer reported for the selected quarter, as it reported it. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Serving this list is M2-CONTRACT §3, amended 2026-08-02; §3.1 keeps live EDGAR for filings newer than this build.
Open RTW INVESTMENTS, LP's 13F filings on SEC EDGAR ↗Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.
Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.
Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.
| KindClassification is not joined into this reported-position view. Use the changed-positions view to compare the two published quarters. | TickerThis list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names. | Issuera position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing | WeightShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets. | Valuevalue undisclosed on the filing: retained and counted, excluded from sums, never shown as $0 | Shares | Position changeShare change is available in the separate comparison view; it is not joined into this position list. | Wt | CongressThe congressional transaction join is unavailable in this build. |
|---|---|---|---|---|---|---|---|---|
| — | MDGLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MADRIGAL PHARMACEUTICALS INC MADRIGAL PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $1.0B | 1,993,687 | — | 10.4% | — | |
| — | INSMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | INSMED INC INSMED INC · COM PAR $.01 CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $792M | 4,842,880 | — | 7.9% | — | |
| — | PTGXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PROTAGONIST THERAPEUTICS INC PROTAGONIST THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $533M | 5,059,053 | — | 5.3% | — | |
| — | PTCTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PTC THERAPEUTICS INC PTC THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $528M | 7,746,415 | — | 5.3% | — | |
| — | ARGXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ARGENX SE ARGENX SE · SPONSORED ADR CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $518M | 709,446 | — | 5.2% | — | |
| — | CGONverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CG ONCOLOGY INC CG ONCOLOGY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $473M | 6,984,808 | — | 4.7% | — | |
| — | CELCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CELCUITY INC CELCUITY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $347M | 3,039,621 | — | 3.5% | — | |
| — | TNGXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TANGO THERAPEUTICS INC TANGO THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $278M | 13,300,620 | — | 2.8% | — | |
| — | ERASverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ERASCA INC ERASCA INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $261M | 16,157,175 | — | 2.6% | — | |
| — | NTRAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NATERA INC NATERA INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $250M | 1,250,000 | — | 2.5% | — | |
| — | RDNTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | RADNET INC RADNET INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $239M | 4,285,000 | — | 2.4% | — | |
| — | TARSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TARSUS PHARMACEUTICALS INC TARSUS PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $235M | 3,346,025 | — | 2.3% | — | |
| — | APGEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | APOGEE THERAPEUTICS INC APOGEE THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $234M | 2,782,097 | — | 2.3% | — | |
| — | SYREverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SPYRE THERAPEUTICS INC SPYRE THERAPEUTICS INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $210M | 4,171,996 | — | 2.1% | — | |
| — | COGTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | COGENT BIOSCIENCES INC COGENT BIOSCIENCES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $210M | 5,458,675 | — | 2.1% | — | |
| — | IRTCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | IRHYTHM HOLDINGS INC IRHYTHM HOLDINGS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $197M | 1,668,500 | — | 2.0% | — | |
| — | — | STOKE THERAPEUTICS INC STOKE THERAPEUTICS INC · COM CUSIP 86150R107 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $183M | 5,623,525 | — | 1.8% | — | |
| — | CYTKverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CYTOKINETICS INC CYTOKINETICS INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $179M | 2,721,158 | — | 1.8% | — | |
| — | ACADverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ACADIA PHARMACEUTICALS INC ACADIA PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $159M | 7,144,524 | — | 1.6% | — | |
| — | — | ESTABLISHMENT LABS HLDGS INC ESTABLISHMENT LABS HLDGS INC · COM CUSIP G31249108 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $151M | 2,655,695 | — | 1.5% | — | |
| — | — | APELLIS PHARMACEUTICALS INC APELLIS PHARMACEUTICALS INC · COM CUSIP 03753U106 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $148M | 3,685,045 | — | 1.5% | — | |
| — | IMCRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | IMMUNOCORE HLDGS PLC IMMUNOCORE HLDGS PLC · ADS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $147M | 4,869,798 | — | 1.5% | — | |
| — | RGENverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | REPLIGEN CORP REPLIGEN CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $142M | 1,206,000 | — | 1.4% | — | |
| — | NBIXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NEUROCRINE BIOSCIENCES INC NEUROCRINE BIOSCIENCES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $140M | 1,062,072 | — | 1.4% | — | |
| — | GHverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GUARDANT HEALTH INC GUARDANT HEALTH INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $137M | 1,481,033 | — | 1.4% | — | |
| — | — | IMMATICS N.V IMMATICS N.V · SHS CUSIP N44445109 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $127M | 12,869,340 | — | 1.3% | — | |
| — | — | ZAI LAB LTD ZAI LAB LTD · ADR CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $124M | 6,574,032 | — | 1.2% | — | |
| — | — | BELITE BIO INC BELITE BIO INC · SPONSORED ADS CUSIP 07782B104 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $114M | 715,332 | — | 1.1% | — | |
| — | ISRGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | INTUITIVE SURGICAL INC INTUITIVE SURGICAL INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $101M | 220,000 | — | 1.0% | — | |
| — | ORKAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ORUKA THERAPEUTICS INC ORUKA THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $101M | 2,058,148 | — | 1.0% | — | |
| — | — | GH RESEARCH PLC GH RESEARCH PLC · ORDINARY SHARES CUSIP G3855L106 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $83.4M | 5,933,815 | — | 0.8% | — | |
| — | — | XENCOR INC XENCOR INC · COM CUSIP 98401F105 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $81.7M | 6,777,461 | — | 0.8% | — | |
| — | — | UROGEN PHARMA LTD UROGEN PHARMA LTD · COM CUSIP M96088105 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $81.7M | 4,543,895 | — | 0.8% | — | |
| — | — | CENTESSA PHARMACEUTICALS PLC CENTESSA PHARMACEUTICALS PLC · SPONSORED ADS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $81.6M | 2,054,175 | — | 0.8% | — | |
| — | — | IMMUNOVANT INC IMMUNOVANT INC · COM CUSIP 45258J102 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $78.9M | 3,177,849 | — | 0.8% | — | |
| — | RAREverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ULTRAGENYX PHARMACEUTICAL IN ULTRAGENYX PHARMACEUTICAL IN · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $76.4M | 3,648,795 | — | 0.8% | — | |
| — | — | HINGE HEALTH INC HINGE HEALTH INC · CL A CUSIP 433313103 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $74.4M | 1,930,000 | — | 0.7% | — | |
| — | — | CASTLE BIOSCIENCES INC CASTLE BIOSCIENCES INC · COM CUSIP 14843C105 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $67.7M | 2,758,335 | — | 0.7% | — | |
| — | — | ROCKET PHARMACEUTICALS INC | $63.3M | 18,037,772 | — | 0.6% | — | |
| — | TSHAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TAYSHA GENE THERAPIES INC TAYSHA GENE THERAPIES INC · COM SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $61.2M | 13,680,248 | — | 0.6% | — | |
| — | ALKSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ALKERMES PLC ALKERMES PLC · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $59.1M | 1,672,356 | — | 0.6% | — | |
| — | — | COMPASS PATHWAYS PLC COMPASS PATHWAYS PLC · SPONSORED ADS CUSIP 20451W101 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $58.8M | 10,632,390 | — | 0.6% | — | |
| — | — | KODIAK SCIENCES INC KODIAK SCIENCES INC · COM CUSIP 50015M109 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $56.7M | 1,487,934 | — | 0.6% | — | |
| — | REPLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | REPLIMUNE GROUP INC REPLIMUNE GROUP INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $56.3M | 7,356,916 | — | 0.6% | — | |
| — | CRNXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CRINETICS PHARMACEUTICALS IN CRINETICS PHARMACEUTICALS IN · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $52.7M | 1,451,326 | — | 0.5% | — | |
| — | QUREverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | UNIQURE NV UNIQURE NV · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $42.3M | 2,586,356 | — | 0.4% | — | |
| — | WAYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WAYSTAR HLDG CORP WAYSTAR HLDG CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $39.3M | 1,630,000 | — | 0.4% | — | |
| — | ARWRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ARROWHEAD PHARMACEUTICALS IN ARROWHEAD PHARMACEUTICALS IN · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $36.7M | 585,682 | — | 0.4% | — | |
| — | — | ORCHESTRA BIOMED HLDGS INC ORCHESTRA BIOMED HLDGS INC · COM CUSIP 68572M106 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $35.3M | 8,306,063 | — | 0.4% | — | |
| — | — | VERASTEM INC VERASTEM INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $34.9M | 6,576,306 | — | 0.3% | — | |
| — | — | EVOMMUNE INC EVOMMUNE INC · COM SHS CUSIP 30054Y107 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $34.5M | 1,502,235 | — | 0.3% | — | |
| — | SYKverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | STRYKER CORPORATION STRYKER CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $32.9M | 100,000 | — | 0.3% | — | |
| — | — | SAVARA INC SAVARA INC · COM CUSIP 805111101 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $32.5M | 5,952,380 | — | 0.3% | — | |
| — | — | CANDEL THERAPEUTICS INC CANDEL THERAPEUTICS INC · COM CUSIP 137404109 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $31.5M | 6,422,018 | — | 0.3% | — | |
| — | — | AQUESTIVE THERAPEUTICS INC AQUESTIVE THERAPEUTICS INC · COM CUSIP 03843E104 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $30.8M | 7,426,471 | — | 0.3% | — | |
| — | AKTSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AKTIS ONCOLOGY INC AKTIS ONCOLOGY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $28.5M | 1,592,043 | — | 0.3% | — | |
| — | — | NEUROGENE INC NEUROGENE INC · COM CUSIP 64135M105 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $27.5M | 1,362,456 | — | 0.3% | — | |
| — | CGEMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CULLINAN THERAPEUTICS INC CULLINAN THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $24.2M | 1,705,960 | — | 0.2% | — | |
| — | — | COMPASS THERAPEUTICS INC COMPASS THERAPEUTICS INC · COM CUSIP 20454B104 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $22.1M | 4,186,599 | — | 0.2% | — | |
| — | DNTHverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DIANTHUS THERAPEUTICS INC DIANTHUS THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $20.8M | 248,063 | — | 0.2% | — | |
| — | FLGTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FULGENT GENETICS INC FULGENT GENETICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $20.5M | 1,289,000 | — | 0.2% | — | |
| — | — | BETA BIONICS INC BETA BIONICS INC · COM CUSIP 08659B102 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $20.0M | 2,000,000 | — | 0.2% | — | |
| — | KYMRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | KYMERA THERAPEUTICS INC KYMERA THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $20.0M | 240,000 | — | 0.2% | — | |
| — | — | CENTURY THERAPEUTICS INC CENTURY THERAPEUTICS INC · COM CUSIP 15673T100 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $19.7M | 8,695,652 | — | 0.2% | — | |
| — | — | BEAM THERAPEUTICS INC BEAM THERAPEUTICS INC · COM CUSIP 07373V105 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $13.6M | 570,394 | — | 0.1% | — | |
| — | — | AVALO THERAPEUTICS INC AVALO THERAPEUTICS INC · COM NEW CUSIP 05338F306 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $12.8M | 856,962 | — | 0.1% | — | |
| — | — | OCUGEN INC OCUGEN INC · COM CUSIP 67577C105 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $12.1M | 6,666,666 | — | 0.1% | — | |
| — | — | HEARTFLOW INC HEARTFLOW INC · COM CUSIP 42238D107 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $12.0M | 495,000 | — | 0.1% | — | |
| — | WVEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WAVE LIFE SCIENCES LTD WAVE LIFE SCIENCES LTD · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $9.8M | 1,350,000 | — | 0.1% | — | |
| — | PCSCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PERCEPTIVE CAP SOLUTIONS COR PERCEPTIVE CAP SOLUTIONS COR · CL A ORD SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $8.1M | 742,500 | — | 0.1% | — | |
| — | — | JADE BIOSCIENCES INC JADE BIOSCIENCES INC · COM NEW CUSIP 008064206 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $8.1M | 573,205 | — | 0.1% | — | |
| — | — | CAPRICOR THERAPEUTICS INC CAPRICOR THERAPEUTICS INC · COM NEW CUSIP 14070B309 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $7.6M | 250,000 | — | 0.1% | — | |
| — | — | MILESTONE PHARMACEUTICALS IN MILESTONE PHARMACEUTICALS IN · COM CUSIP 59935V107 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $7.5M | 6,331,001 | — | 0.1% | — | |
| — | — | KALARIS THERAPEUTICS INC KALARIS THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $7.5M | 1,300,000 | — | 0.1% | — | |
| — | — | INVENTIVA SA INVENTIVA SA · ADS CUSIP 46124U107 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $7.2M | 1,298,702 | — | 0.1% | — | |
| — | ATAIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ATAIBECKLEY INC ATAIBECKLEY INC · COM SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $7.1M | 2,000,000 | — | 0.1% | — | |
| — | CBIOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CRESCENT BIOPHARMA INC. CRESCENT BIOPHARMA INC. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $6.8M | 372,856 | — | 0.1% | — | |
| — | — | LARIMAR THERAPEUTICS INC LARIMAR THERAPEUTICS INC · COM CUSIP 517125100 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $6.8M | 1,500,000 | — | 0.1% | — | |
| — | — | TENAX THERAPEUTICS INC TENAX THERAPEUTICS INC · COM NEW CUSIP 88032L605 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $5.9M | 370,246 | — | 0.1% | — | |
| — | DFTXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DEFINIUM THERAPEUTICS INC DEFINIUM THERAPEUTICS INC · COM SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $5.7M | 300,000 | — | 0.1% | — | |
| — | — | LUMEXA IMAGING HOLDINGS INC LUMEXA IMAGING HOLDINGS INC · COM CUSIP 550249106 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $5.6M | 650,000 | — | 0.1% | — | |
| — | — | 4D MOLECULAR THERAPEUTICS IN 4D MOLECULAR THERAPEUTICS IN · COM CUSIP 35104E100 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $4.4M | 475,737 | — | 0.0% | — | |
| — | MDLNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MEDLINE INC MEDLINE INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $3.1M | 70,000 | — | 0.0% | — | |
| — | — | OMADA HEALTH INC OMADA HEALTH INC · COM CUSIP 68170A108 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $2.5M | 200,000 | — | 0.0% | — | |
| — | IRONverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DISC MEDICINE INC DISC MEDICINE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $1.9M | 30,000 | — | 0.0% | — | |
| — | — | IMAGENEBIO INC IMAGENEBIO INC · COM CUSIP 45175G207 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $1.7M | 334,445 | — | 0.0% | — | |
| — | — | EXAGEN INC EXAGEN INC · COM CUSIP 30068X103 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $1.2M | 395,231 | — | 0.0% | — |
13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.
Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.
Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.
Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.
Positions under confidential treatment may be omitted until a later amendment discloses them.
These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).