New York, NYCIK 16333134 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
33 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | United Therapeutics Corp Del | 2.61M | $1.27B | 12.5% | +583.8K | Added |
| 2 | Ascendis Pharma A/S | 5.11M | $1.09B | 10.7% | +1.1K | Added |
| 3 | Madrigal Pharmaceuticals Inc | 1.81M | $1.05B | 10.3% | −25.5K | Reduced |
| 4 | Argenx Se |
| 990.0K |
| $832.54M |
| 8.2% |
| 0 |
| Held |
| 5 | Krystal Biotech Inc | 2.89M | $712.23M | 7.0% | +111.1K | Added |
| 6 | Arrowhead Pharmaceuticals In | 10.63M | $705.39M | 6.9% | −275.0K | Reduced |
| 7 | Kymera Therapeutics Inc | 7.47M | $581.61M | 5.7% | +1.12M | Added |
| 8 | Structure Therapeutics Inc | 6.56M | $455.94M | 4.5% | +1.40M | Added |
| 9 | Avidity Biosciences Inc | 5.46M | $393.47M | 3.9% | −2.19M | Reduced |
| 10 | Centessa Pharmaceuticals PLC | 14.56M | $364.03M | 3.6% | +3.75M | Added |
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