The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| 89BIO INC | COM | 282559103 | 58,478,437 | 7,478,061 | SH | SOLE | 7,478,061 | 0 | 0 | |||
| ACADIA PHARMACEUTICALS INC | COM | 004225108 | 159,745,943 | 8,705,501 | SH | SOLE | 8,705,501 | 0 | 0 | |||
| ACELYRIN INC | COM | 00445A100 | 3,071,893 | 978,310 | SH | SOLE | 978,310 | 0 | 0 | |||
| ADAGIO MED HLDGS INC | COM | 00534B100 | 219,829 | 209,361 | SH | SOLE | 209,361 | 0 | 0 | |||
| AKERO THERAPEUTICS INC | COM | 00973Y108 | 190,840,276 | 6,859,823 | SH | SOLE | 6,859,823 | 0 | 0 | |||
| ALKERMES PLC | SHS | G01767105 | 217,363,335 | 7,557,835 | SH | SOLE | 7,557,835 | 0 | 0 | |||
| ALLURION TECHNOLOGIES INC | COM SHS | 02008G102 | 1,267,447 | 2,947,551 | SH | SOLE | 2,947,551 | 0 | 0 | |||
| APOGEE THERAPEUTICS INC | COM | 03770N101 | 122,857,994 | 2,712,097 | SH | SOLE | 2,712,097 | 0 | 0 | |||
| ARGENX SE | SPONSORED ADR | 04016X101 | 414,200,655 | 673,497 | SH | SOLE | 673,497 | 0 | 0 | |||
| ARTIVA BIOTHERAPEUTICS INC | COM | 04317A107 | 1,500,348 | 148,844 | SH | SOLE | 148,844 | 0 | 0 | |||
| ARVINAS INC | COM | 04335A105 | 63,918,684 | 3,334,308 | SH | SOLE | 3,334,308 | 0 | 0 | |||
| AVIDITY BIOSCIENCES INC | COM | 05370A108 | 230,687,860 | 7,932,870 | SH | SOLE | 7,932,870 | 0 | 0 | |||
| AXSOME THERAPEUTICS INC | COM | 05464T104 | 342,785,993 | 4,051,365 | SH | SOLE | 4,051,365 | 0 | 0 | |||
| BIOAGE LABS INC | COM | 09077V100 | 4,552,984 | 786,353 | SH | SOLE | 786,353 | 0 | 0 | |||
| BRUKER CORP | COM | 116794108 | 145,443,196 | 2,481,119 | SH | SOLE | 2,481,119 | 0 | 0 | |||
| CARGO THERAPEUTICS INC | COM | 14179K101 | 59,480,467 | 4,124,859 | SH | SOLE | 4,124,859 | 0 | 0 | |||
| CENTESSA PHARMACEUTICALS PLC | SPONSORED ADS | 152309100 | 837,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| CERIBELL INC | COM | 15678C102 | 3,882,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| CG ONCOLOGY INC | COM | 156944100 | 48,790,875 | 1,701,216 | SH | SOLE | 1,701,216 | 0 | 0 | |||
| COMPASS PATHWAYS PLC | SPONSORED ADS | 20451W101 | 11,714,171 | 3,098,987 | SH | SOLE | 3,098,987 | 0 | 0 | |||
| CORVUS PHARMACEUTICALS INC | COM | 221015100 | 14,335,213 | 2,679,479 | SH | SOLE | 2,679,479 | 0 | 0 | |||
| CULLINAN THERAPEUTICS INC | COM | 230031106 | 20,778,593 | 1,705,960 | SH | SOLE | 1,705,960 | 0 | 0 | |||
| CYTOKINETICS INC | COM NEW | 23282W605 | 128,003,272 | 2,721,158 | SH | SOLE | 2,721,158 | 0 | 0 | |||
| DIANTHUS THERAPEUTICS INC | COM | 252828108 | 14,533,341 | 666,667 | SH | SOLE | 666,667 | 0 | 0 | |||
| DYNE THERAPEUTICS INC | COM | 26818M108 | 122,951,182 | 5,218,641 | SH | SOLE | 5,218,641 | 0 | 0 | |||
| ESSA PHARMA INC | COM NEW | 29668H708 | 1,992,274 | 1,113,002 | SH | SOLE | 1,113,002 | 0 | 0 | |||
| ESTABLISHMENT LABS HLDGS INC | COM | G31249108 | 118,385,480 | 2,569,687 | SH | SOLE | 2,569,687 | 0 | 0 | |||
| EXAGEN INC | COM | 30068X103 | 6,198,651 | 1,511,866 | SH | SOLE | 1,511,866 | 0 | 0 | |||
| GH RESEARCH PLC | ORDINARY SHARES | G3855L106 | 23,289,903 | 3,327,129 | SH | SOLE | 3,327,129 | 0 | 0 | |||
| GLOBUS MED INC | CL A | 379577208 | 80,394,120 | 972,000 | SH | SOLE | 972,000 | 0 | 0 | |||
| IDEAYA BIOSCIENCES INC | COM | 45166A102 | 5,140,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| IMMATICS N.V | SHS | N44445109 | 46,503,239 | 6,540,540 | SH | SOLE | 6,540,540 | 0 | 0 | |||
| IMMUNIC INC | COM | 4525EP101 | 4,567,717 | 4,567,717 | SH | SOLE | 4,567,717 | 0 | 0 | |||
| IMMUNOCORE HLDGS PLC | ADS | 45258D105 | 143,659,041 | 4,869,798 | SH | SOLE | 4,869,798 | 0 | 0 | |||
| IMMUNOVANT INC | COM | 45258J102 | 13,143,309 | 530,614 | SH | SOLE | 530,614 | 0 | 0 | |||
| INSMED INC | COM PAR $.01 | 457669307 | 208,125,084 | 3,014,558 | SH | SOLE | 3,014,558 | 0 | 0 | |||
| LENZ THERAPEUTICS INC | COM | 52635N103 | 24,926,040 | 863,389 | SH | SOLE | 863,389 | 0 | 0 | |||
| MADRIGAL PHARMACEUTICALS INC | COM | 558868105 | 615,191,998 | 1,993,687 | SH | SOLE | 1,993,687 | 0 | 0 | |||
| MASIMO CORP | COM | 574795100 | 112,948,498 | 683,294 | SH | SOLE | 683,294 | 0 | 0 | |||
| MERUS N V | COM | N5749R100 | 175,322,976 | 4,169,393 | SH | SOLE | 4,169,393 | 0 | 0 | |||
| MILESTONE PHARMACEUTICALS IN | COM | 59935V107 | 5,914,401 | 2,506,102 | SH | SOLE | 2,506,102 | 0 | 0 | |||
| NATERA INC | COM | 632307104 | 410,523,031 | 2,593,323 | SH | SOLE | 2,593,323 | 0 | 0 | |||
| NEUROGENE INC | COM | 64135M105 | 30,866,852 | 1,350,256 | SH | SOLE | 1,350,256 | 0 | 0 | |||
| ORCHESTRA BIOMED HLDGS INC | COM | 68572M106 | 32,824,648 | 8,206,162 | SH | SOLE | 8,206,162 | 0 | 0 | |||
| ORUKA THERAPEUTICS INC | COM | 687604108 | 37,726,134 | 1,945,649 | SH | SOLE | 1,945,649 | 0 | 0 | |||
| PENUMBRA INC | COM | 70975L107 | 204,814,626 | 862,450 | SH | SOLE | 862,450 | 0 | 0 | |||
| PEPGEN INC | COM | 713317105 | 12,101,838 | 3,193,097 | SH | SOLE | 3,193,097 | 0 | 0 | |||
| PERCEPTIVE CAP SOLUTIONS COR | CL A ORD SHS | G70077105 | 7,558,650 | 742,500 | SH | SOLE | 742,500 | 0 | 0 | |||
| PROTAGONIST THERAPEUTICS INC | COM | 74366E102 | 212,243,837 | 5,498,545 | SH | SOLE | 5,498,545 | 0 | 0 | |||
| PTC THERAPEUTICS INC | COM | 69366J200 | 333,725,753 | 7,393,127 | SH | SOLE | 7,393,127 | 0 | 0 | |||
| RADNET INC | COM | 750491102 | 138,184,167 | 1,978,582 | SH | SOLE | 1,978,582 | 0 | 0 | |||
| RAPT THERAPEUTICS INC | COM | 75382E109 | 18,587,120 | 11,764,000 | SH | SOLE | 11,764,000 | 0 | 0 | |||
| REGENXBIO INC | COM | 75901B107 | 2,705,500 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| REPLIMUNE GROUP INC | COM | 76029N106 | 25,007,271 | 2,065,010 | SH | SOLE | 2,065,010 | 0 | 0 | |||
| ROCKET PHARMACEUTICALS INC | *W EXP 09/02/202 | 77313F114 | 12,005 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| ROCKET PHARMACEUTICALS INC | COM | 77313F106 | 222,335,294 | 17,687,772 | SH | SOLE | 17,687,772 | 0 | 0 | |||
| ROIVANT SCIENCES LTD | SHS | G76279101 | 17,204,050 | 1,454,273 | SH | SOLE | 1,454,273 | 0 | 0 | |||
| SAGE THERAPEUTICS INC | COM | 78667J108 | 16,302,869 | 3,002,370 | SH | SOLE | 3,002,370 | 0 | 0 | |||
| SPYRE THERAPEUTICS INC | COM NEW | 00773J202 | 84,320,067 | 3,621,996 | SH | SOLE | 3,621,996 | 0 | 0 | |||
| STOKE THERAPEUTICS INC | COM | 86150R107 | 56,512,481 | 5,123,525 | SH | SOLE | 5,123,525 | 0 | 0 | |||
| STRUCTURE THERAPEUTICS INC | SPONSORED ADS | 86366E106 | 3,390,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| STRYKER CORPORATION | COM | 863667101 | 212,509,071 | 590,221 | SH | SOLE | 590,221 | 0 | 0 | |||
| TARSUS PHARMACEUTICALS INC | COM | 87650L103 | 179,207,718 | 3,236,549 | SH | SOLE | 3,236,549 | 0 | 0 | |||
| TAYSHA GENE THERAPIES INC | COM SHS | 877619106 | 15,003,650 | 8,672,630 | SH | SOLE | 8,672,630 | 0 | 0 | |||
| TOURMALINE BIO INC | COM | 89157D105 | 14,939,891 | 736,681 | SH | SOLE | 736,681 | 0 | 0 | |||
| ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | 82,793,844 | 1,968,002 | SH | SOLE | 1,968,002 | 0 | 0 | |||
| UNIQURE NV | SHS | N90064101 | 15,958,018 | 903,625 | SH | SOLE | 903,625 | 0 | 0 | |||
| UROGEN PHARMA LTD | COM | M96088105 | 40,840,556 | 3,834,794 | SH | SOLE | 3,834,794 | 0 | 0 | |||
| VERONA PHARMA PLC | SPONSORED ADS | 925050106 | 84,568,122 | 1,821,019 | SH | SOLE | 1,821,019 | 0 | 0 | |||
| WAVE LIFE SCIENCES LTD | SHS | Y95308105 | 11,133,000 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | |||
| XENCOR INC | COM | 98401F105 | 55,218,251 | 2,402,883 | SH | SOLE | 2,402,883 | 0 | 0 | |||
| ZAI LAB LTD | ADR | 98887Q104 | 65,713,827 | 2,509,119 | SH | SOLE | 2,509,119 | 0 | 0 | |||