New York, NYCIK 12635084 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
85 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Incyte Corp | 30.74M | $3.04B | 17.8% | +328 | Added |
| 2 | Beone Medicines Ltd | 8.80M | $2.67B | 15.7% | 0 | Held |
| 3 | Madrigal Pharmaceuticals Inc | 2.14M | $1.25B | 7.3% | 0 | Held |
| 4 | Insmed Inc |
| 6.59M |
| $1.15B |
| 6.7% |
| −110.7K |
| Reduced |
| 5 | Acadia Pharmaceuticals Inc | 42.90M | $1.15B | 6.7% | 0 | Held |
| 6 | Celcuity Inc | 7.92M | $789.52M | 4.6% | 0 | Held |
| 7 | Revolution Medicines Inc | 9.46M | $753.12M | 4.4% | 0 | Held |
| 8 | Kymera Therapeutics Inc | 8.66M | $673.62M | 4.0% | +2.01M | Added |
| 9 | Summit Therapeutics Inc | 36.39M | $636.48M | 3.7% | +2.67M | Added |
| 10 | Rhythm Pharmaceuticals Inc | 5.60M | $599.90M | 3.5% | 0 | Held |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio