| COGT Cogent Biosciences Inc. | 11.38% | 1,170,740 | $45.3M | No change |
| SNDX Syndax Pharmaceuticals Inc. | 10.19% | 1,855,000 | $40.6M | No change |
| CLDX Celldex Therapeutics Inc. | 9.25% | 990,000 | $36.8M | Add +14.4% |
| RLAY Relay Therapeutics Inc. | 6.89% | 1,465,279 | $27.4M | Add +172.9% |
| PCVX Vaxcyte Inc. | 6.61% | 452,340 | $26.3M | Add +42.9% |
| VERA Vera Therapeutics Inc. | 4.71% | 436,518 | $18.7M | Reduce -9.5% |
| PHVS Pharvaris NV | 4.57% | 525,750 | $18.2M | Add +10.5% |
| VRDN Viridian Therapeutics Inc. | 4.55% | 984,931 | $18.1M | Add +84.1% |
| CTMX Cytomx Therapeutics Inc. | 4.29% | 4,550,000 | $17.1M | No change |
| TVTX Travere Therapeutics Inc. | 4.18% | 292,600 | $16.6M | Add +64.8% |
| LEGN Legend Biotech Corp.-ADR | 4.14% | 570,569 | $16.5M | New |
| BEAM Beam Therapeutics Inc. | 4.11% | 476,338 | $16.3M | No change |
| CGEM Cullinan Therapeutics Inc. | 3.16% | 690,000 | $12.6M | Add +30.2% |
| NRIX Nurix Therapeutics Inc. | 2.80% | 460,000 | $11.2M | No change |
| KRYS Krystal Biotech Inc. | 2.05% | 22,000 | $8.2M | No change |
| UTHR United Therapeutics Corp. | 2.04% | 15,000 | $8.1M | No change |
| SMMT Summit Therapeutics Inc. | 1.81% | 493,820 | $7.2M | New |
| INSM Insmed Inc. | 1.74% | 65,000 | $6.9M | New |
| BCRX Biocryst Pharmaceuticals Inc. | 1.31% | 520,000 | $5.2M | Reduce -48.0% |
| MBX MBX Biosciences Inc. | 1.26% | 91,000 | $5.0M | Reduce -56.9% |
| PTGX Protagonist Therapeutics Inc. | 1.17% | 38,000 | $4.7M | No change |
| URGN Urogen Pharma Ltd. | 1.11% | 120,000 | $4.4M | Reduce -45.5% |
| DBVT DBV Technologies SA-Spon ADR | 1.09% | 265,000 | $4.3M | No change |
| ALMS Alumis Inc. | 0.92% | 130,000 | $3.7M | No change |
| SUPN Supernus Pharmaceuticals Inc. | 0.82% | 70,000 | $3.3M | Add +250.0% |
| BMRN Biomarin Pharmaceutical Inc. | 0.68% | 47,000 | $2.7M | No change |
| IMCR Immunocore Holdings PLC-ADR | 0.65% | 81,143 | $2.6M | Add +39.3% |
| AMLX Amylyx Pharmaceuticals Inc. | 0.51% | 112,000 | $2.0M | No change |
| ALEC Alector Inc. | 0.45% | 900,000 | $1.8M | No change |
| SEPN Septerna Inc. | 0.42% | 49,444 | $1.7M | New |
| DSGN Design Therapeutics Inc. | 0.39% | 107,900 | $1.6M | Reduce -48.1% |
| STRO Sutro Biopharma Inc. | 0.27% | 32,037 | $1.1M | New |
| WVE Wave Life Sciences Ltd. | 0.26% | 177,846 | $1.0M | No change |
| TYRA Tyra Biosciences Inc. | 0.16% | 20,000 | $639K | Reduce -94.3% |
| ENGN Engene Therapeutics Inc. | 0.09% | 210,000 | $363K | No change |