| Issuer | % book | Value | Since entry | Conviction | Business | Tags |
|---|---|---|---|---|---|---|
| $RVMD · REVOLUTION MEDICINES INC | 5.4% | $204,983,479 | +91% | Med | Revolution Medicines is a clinical-stage oncology company developing targeted therapies against RAS and related cancer-driving mutations. | NASDAQCitrini |
| $ROIV · ROIVANT SCIENCES LTD | 4.8% | $179,516,693 | +23% | Med | Roivant Sciences is a biopharmaceutical holding company that develops and commercializes medicines and health technologies through a network of subsidiary 'vant' companies. | NASDAQ |
| $DNTH · DIANTHUS THERAPEUTICS INC | 0.0% | $1,456,599 | +26% | Med | Biotech developing complement immune-disease antibodies | NASDAQ |
| Issuer | % book | Δ shares | Since add | Conviction | Business | Tags |
|---|---|---|---|---|---|---|
| none | ||||||
| Issuer | % book | Since entry | Business | Tags |
|---|---|---|---|---|
| $INSM · INSMED INC | 68.3% | +54% Q2 '24 | A biopharmaceutical company developing and commercializing therapies for rare and serious diseases, including pulmonary and inflammatory conditions. | NASDAQ |
| $BLTE · BELITE BIO INC | 12.1% | -6% Q4 '25 | Clinical-stage biotech for retinal/metabolic diseases | NASDAQ |
| $ABVX · ABIVAX SA | 9.3% | +61% Q3 '25 | French biotech developing inflammatory disease therapies | NASDAQ |
| $RVMD · REVOLUTION MEDICINES INC | 5.4% | +91% Q1 '26 | Revolution Medicines is a clinical-stage oncology company developing targeted therapies against RAS and related cancer-driving mutations. | NASDAQCitrini |
| $ROIV · ROIVANT SCIENCES LTD | 4.8% | +23% Q1 '26 | Roivant Sciences is a biopharmaceutical holding company that develops and commercializes medicines and health technologies through a network of subsidiary 'vant' companies. | NASDAQ |
| $DNTH · DIANTHUS THERAPEUTICS INC | 0.0% | +26% Q1 '26 | Biotech developing complement immune-disease antibodies | NASDAQ |
Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker