Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

CGEM Cullinan Therapeutics Inc 32.2% Held STOK Stoke Therapeutics Inc 26.0% Trimmed −15%AGIO Agios Pharmaceuticals Inc 24.9% Added +31%CCCC C4 Therapeutics Inc 6.7% Added +5%KRRO Korro Bio Inc 4.0% Held TCRX Tscan Therapeutics Inc 1.5% Held DTIL Precision Biosciences Inc 1.5% Trimmed −4%NEUP Neuphoria Therapeutics Inc 0.8% Held PASG Passage Bio Inc 0.6% Added +8%CGON Cg Oncology Inc 0.4% Held PLRX Pliant Therapeutics Inc 0.4% New TRDA Entrada Therapeutics Inc 0.3% Trimmed −16%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 12, 2026, compared with the May 4, 2026 filing

add_circleNew

PLRX $2.05M
FHTX $301K
AVTX $187K
NUVB $91K

arrow_upwardAdded

AGIO +31%
PASG +8%
CCCC +5%

arrow_downwardTrimmed

TRDA −16%
STOK −15%
DTIL −4%

remove_circleSold out

GHRS $151M
IMTX $2.14M
DSGN $1.27M
IBIO $129K