| Q3 2025 |
53 |
$1.01B |
+$364M |
-$281M |
+$83.5M |
RVMD, IDYA, AKRO, ARVN, OCUL
|
13F-HR |
11/14/2025, 02:31 PM |
| Q2 2025 |
45 |
$749M |
+$353M |
-$212M |
+$142M |
IDYA, AKRO, RVMD, JAZZ, IRON
|
13F-HR |
8/14/2025, 09:10 AM |
| Q1 2025 |
39 |
$563M |
+$240M |
-$395M |
-$156M |
IDYA, RVMD, AKRO, JANX, NUVL
|
13F-HR |
5/15/2025, 10:04 AM |
| Q4 2024 |
47 |
$855M |
+$350M |
-$330M |
+$19.6M |
IDYA, JANX, RVMD, CYTK, VERA
|
13F-HR |
2/14/2025, 12:00 PM |
| Q3 2024 |
53 |
$893M |
+$315M |
-$329M |
-$14.2M |
IDYA, GPCR, RVMD, IRON, JANX
|
13F-HR |
11/14/2024, 02:51 PM |
| Q2 2024 |
51 |
$868M |
$0 |
$0 |
|
IDYA, ARGX, MRUS, RVMD, GPCR
|
New Holdings |
8/27/2024, 05:11 PM |
| Q2 2024 |
51 |
$868M |
+$448M |
-$417M |
+$30.9M |
IDYA, ARGX, MRUS, RVMD, GPCR
|
13F-HR |
8/14/2024, 01:38 PM |
| Q1 2024 |
48 |
$935M |
+$421M |
-$433M |
-$12.5M |
IDYA, IMCR, IMVT, OCUL, SRPT
|
13F-HR |
5/15/2024, 04:10 PM |
| Q4 2023 |
47 |
$899M |
+$329M |
-$319M |
+$9.74M |
CYTK, IDYA, APLS, ARGX, OLMA
|
13F-HR |
2/14/2024, 03:35 PM |
| Q3 2023 |
72 |
$750M |
+$258M |
-$225M |
+$33.2M |
IMVT, IDYA, OLMA, RCKT, CYTK
|
13F-HR |
11/14/2023, 09:25 AM |
| Q2 2023 |
61 |
$735M |
+$191M |
-$263M |
-$72.8M |
APLS, CYTK, IMVT, IDYA, SRPT
|
13F-HR |
8/14/2023, 10:40 AM |
| Q1 2023 |
42 |
$699M |
+$145M |
-$130M |
+$15.4M |
APLS, IDYA, CYTK, IMVT, ISEE
|
13F-HR |
5/15/2023, 10:19 AM |
| Q4 2022 |
39 |
$854M |
+$203M |
-$101M |
+$102M |
IDYA, APLS, CYTK, IMVT, ALLK
|
13F-HR |
2/14/2023, 09:17 AM |
| Q3 2022 |
37 |
$801M |
+$222M |
-$64M |
+$158M |
APLS, CYTK, IDYA, VTYX, DSGN
|
13F-HR |
11/14/2022, 12:12 PM |
| Q2 2022 |
31 |
$545M |
+$146M |
-$71.2M |
+$75M |
CYTK, APLS, IDYA, DSGN, SRPT
|
13F-HR |
8/15/2022, 10:59 AM |
| Q1 2022 |
46 |
$771M |
+$242M |
-$50.2M |
+$192M |
CYTK, ALXO, APLS, DSGN, NBIX
|
13F-HR |
5/16/2022, 10:50 AM |
| Q4 2021 |
65 |
$969M |
+$299M |
-$222M |
+$76.9M |
ALXO, CYTK, DSGN, BCYC, APLS
|
13F-HR |
2/14/2022, 04:05 PM |
| Q3 2021 |
56 |
$1.38B |
+$489M |
-$259M |
+$231M |
ALXO, OLMA, DCPH, BCYC, DYN
|
13F-HR |
11/15/2021, 01:44 PM |
| Q2 2021 |
57 |
$1.17B |
+$460M |
-$160M |
+$299M |
ALXO, OLMA, DSGN, VERV, DYN
|
Restatement |
8/17/2021, 04:22 PM |
| Q1 2021 |
53 |
$1.02B |
+$396M |
-$312M |
+$83.5M |
ALXO, OLMA, DSGN, DYN, TIL
|
13F-HR |
5/17/2021, 04:23 PM |
| Q4 2020 |
59 |
$1.17B |
+$443M |
-$222M |
+$221M |
ALXO, OLMA, NKTX, FMTX, TGTX
|
13F-HR |
2/16/2021, 03:36 PM |
| Q3 2020 |
46 |
$781M |
+$541M |
-$41.8M |
+$499M |
ALXO, KROS, NKTX, FMTX, GBT
|
Restatement |
11/17/2020, 02:14 PM |
| Q2 2020 |
45 |
$486M |
+$403M |
-$19.6M |
+$384M |
FMTX, RETA, CLDX, RNA, RPTX
|
13F-HR |
8/14/2020, 12:23 PM |
| Q1 2020 |
41 |
$263M |
+$154M |
-$59.8M |
+$93.8M |
ABBV, SRPT, MYOK, MRNA, ASND
|
13F-HR |
5/15/2020, 11:32 AM |
| Q4 2019 |
40 |
$406M |
|
|
|
MRTX, SRPT, MRTX, MRTX, ASND
|
13F-HR |
2/14/2020, 08:27 AM |