Exome Asset Management LLC In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 16, 2025), Exome Asset Management LLC reported 49 stock positions worth $111.6 million . Its top holding was Bridgebio Pharma (BBIO) at 5.1% of the portfolio, followed by Guardant Health (GH, 4.9% ) and Geron (GERN, 4.6% ). Compared with Q4 2024, it opened 15 new positions, sold out of 24, added to 14 and reduced 14. The biggest buy was a new position in Astrazeneca PLC-Spons ADR (AZN) and the biggest sale an exit from Humana (HUM).
Location NEW YORK, NY
CIK 0002011932
Portfolio Value $111.6M (Q1 2025) Holdings 49 stocks · $111.6M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2024 BBIO Bridgebio Pharma Inc. 165,496 $5.7M Reduce -32.9% GH Guardant Health Inc. 127,182 $5.4M Reduce -13.9% GERN Geron Corp. 3,215,457 $5.1M Add +106.0% AZN Astrazeneca PLC-Spons ADR 32,534 $4.7M New CYTK Cytokinetics Inc. 103,483 $4.2M Add +57.1% SNDX Syndax Pharmaceuticals Inc. 337,198 $4.1M Add +5.7% IONS Ionis Pharmaceuticals Inc. 135,616 $4.1M Add +121.0% LLY Eli Lilly & Co. 4,673 $3.9M Reduce -43.3% COGT Cogent Biosciences Inc. 621,678 $3.7M New ISRG Intuitive Surgical Inc. 6,358 $3.1M Reduce -14.4% SLNO Soleno Therapeutics Inc. 43,441 $3.1M Reduce -43.8% AKRO Akero Therapeutics Inc. 76,379 $3.1M Add +11.3% IRON Disc Medicine Inc. 61,656 $3.1M Reduce -10.7% VRDN Viridian Therapeutics Inc. 217,294 $2.9M New RGNX Regenxbio Inc. 405,281 $2.9M New REPL Replimune Group Inc. 294,846 $2.9M Add +438.6% SRRK Scholar Rock Holding Corp. 84,339 $2.7M Add +8.9% DYN Dyne Therapeutics Inc. 258,391 $2.7M New NTRA Natera Inc. 18,650 $2.6M Reduce -16.9% ETNB 89BIO Inc. 353,882 $2.6M Add +57.1% PEN Penumbra Inc. 9,000 $2.4M No change SVRA Savara Inc. 836,397 $2.3M Add +19.5% ANAB Anaptysbio Inc. 116,623 $2.2M New TVTX Travere Therapeutics Inc. 118,017 $2.1M New CNTA Centessa Pharmaceuticals Ltd. 142,744 $2.1M Add +3.6% GEHC GE Healthcare Technology 25,400 $2.1M New FULC Fulcrum Therapeutics Inc. 689,137 $2.0M Add +143.0% GPCR Structure Therapeutics Inc. 102,944 $1.8M Reduce -32.3% IMNM Immunome Inc. 263,841 $1.8M New ONC Beone Medicines Ltd.-ADR filed as BEIGENE LTD 6,500 $1.8M Reduce -35.0% CRNX Crinetics Pharmaceuticals Inc. 51,295 $1.7M New EWTX Edgewise Therapeutics Inc. 71,438 $1.6M Reduce -12.3% RDY Dr. Reddy's Laboratories-ADR 117,500 $1.5M No change CRBP Corbus Pharmaceuticals Holdi 289,690 $1.5M New KARYOPHARM THERAPEUTICS (KPTI 3 10/15/25) 2,000,000 $1.5M No change NKTR Nektar Therapeutics 2,232,453 $1.5M Add +261.1% ARVN Arvinas Inc. 195,295 $1.4M Reduce -10.7% GOSS Gossamer Bio Inc. 1,097,999 $1.2M No change TRVI Trevi Therapeutics Inc. 163,738 $1.0M New MBX MBX Biosciences Inc. 133,113 $982K New BHVN Biohaven Ltd. 39,900 $959K Add +41.7% ALVO Alvotech SA 90,100 $871K No change VYNE THERAPEUTICS INC 462,801 $731K Add +30.9% ESTA Establishment Labs Holdings 13,100 $535K No change BCRX Biocryst Pharmaceuticals Inc. 60,600 $455K New ELDN Eledon Pharmaceuticals Inc. 114,145 $387K Reduce -55.5% AKBA Akebia Therapeutics Inc. 189,087 $363K Reduce -8.2% NUVB Nuvation Bio Inc. 96,311 $170K New APRE Aprea Therapeutics Inc. 28,972 $59K Reduce -77.4%
Options reported separately and not counted above: TRAVERE THERAPEUTICS INC calls ($231K), ALDEYRA THERAPEUTICS INC puts ($190K), CYTOKINETICS INC puts ($141K), SPRINGWORKS THERAPEUTICS INC calls ($129K), RHYTHM PHARMACEUTICALS INC puts ($70K), GOSSAMER BIO INC calls ($48K), NEKTAR THERAPEUTICS calls ($23K), ROIVANT SCIENCES LTD puts ($15K), VERU INC calls ($900), SOLENO THERAPEUTICS INC puts ($275).
Portfolio Sells Q4 2024 → Q1 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▲ HUM Humana Inc. Sold out 0.00% −3.45 RLAY Relay Therapeutics Inc. Sold out 0.00% −3.36 APLS Apellis Pharmaceuticals Inc. Sold out 0.00% −2.87 BMY Bristol-Myers Squibb Co. Sold out 0.00% −2.77 BSX Boston Scientific Corp. Sold out 0.00% −2.72 NUVL Nuvalent Inc. Class A Sold out 0.00% −2.40 BPMC Blueprint Medicines Corp. Sold out 0.00% −2.09 GILD Gilead Sciences Inc. Sold out 0.00% −2.06 ARVN Arvinas Inc. Reduce -10.7% 1.23% −1.93 SMMT Summit Therapeutics Inc. Sold out 0.00% −1.75 JANX Janux Therapeutics Inc. Sold out 0.00% −1.62 RCKT Rocket Pharmaceuticals Inc. Sold out 0.00% −1.51 GPCR Structure Therapeutics Inc. Reduce -32.3% 1.60% −1.50 LLY Eli Lilly & Co. Reduce -43.3% 3.46% −1.33 TARS Tarsus Pharmaceuticals Inc. Sold out 0.00% −1.17 PLRX Pliant Therapeutics Inc. Sold out 0.00% −1.03 STOK Stoke Therapeutics Inc. Sold out 0.00% −0.94 LEGN Legend Biotech Corp.-ADR Sold out 0.00% −0.92 TECX Tectonic Therapeutic Inc. Sold out 0.00% −0.91 ACRS Aclaris Therapeutics Inc. Sold out 0.00% −0.73 ANNX Annexon Inc. Sold out 0.00% −0.56 VERU Veru Inc. Sold out 0.00% −0.56 SLRN Acelyrin Inc. Sold out 0.00% −0.55 IRON Disc Medicine Inc. Reduce -10.7% 2.74% −0.55 ELDN Eledon Pharmaceuticals Inc. Reduce -55.5% 0.35% −0.45 NTRA Natera Inc. Reduce -16.9% 2.36% −0.31 APRE Aprea Therapeutics Inc. Reduce -77.4% 0.05% −0.26 MDGL Madrigal Pharmaceuticals Inc. Sold out 0.00% −0.23 EWTX Edgewise Therapeutics Inc. Reduce -12.3% 1.41% −0.23 CYPH Cypherpunk Technologies Inc. Sold out 0.00% −0.22 MERSANA THERAPEUTICS INC Sold out 0.00% −0.19 ISRG Intuitive Surgical Inc. Reduce -14.4% 2.82% −0.10 ABUS Arbutus Biopharma Corp. Sold out 0.00% −0.07 AKBA Akebia Therapeutics Inc. Reduce -8.2% 0.33% +0.03 BBIO Bridgebio Pharma Inc. Reduce -32.9% 5.12% +0.03 SLNO Soleno Therapeutics Inc. Reduce -43.8% 2.78% +0.17 ONC Beone Medicines Ltd.-ADR Reduce -35.0% 1.58% +0.19 GH Guardant Health Inc. Reduce -13.9% 4.85% +1.46
Portfolio Buys Q4 2024 → Q1 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▼ AZN Astrazeneca PLC-Spons ADR New 4.23% +4.23 COGT Cogent Biosciences Inc. New 3.34% +3.34 VRDN Viridian Therapeutics Inc. New 2.62% +2.62 RGNX Regenxbio Inc. New 2.60% +2.60 DYN Dyne Therapeutics Inc. New 2.42% +2.42 REPL Replimune Group Inc. Add +438.6% 2.57% +2.08 IONS Ionis Pharmaceuticals Inc. Add +121.0% 3.66% +2.05 ANAB Anaptysbio Inc. New 1.94% +1.94 TVTX Travere Therapeutics Inc. New 1.89% +1.89 GEHC GE Healthcare Technology New 1.84% +1.84 IMNM Immunome Inc. New 1.59% +1.59 CRNX Crinetics Pharmaceuticals Inc. New 1.54% +1.54 CYTK Cytokinetics Inc. Add +57.1% 3.73% +1.39 CRBP Corbus Pharmaceuticals Holdi New 1.38% +1.38 AKRO Akero Therapeutics Inc. Add +11.3% 2.77% +1.33 ETNB 89BIO Inc. Add +57.1% 2.30% +0.98 NKTR Nektar Therapeutics Add +261.1% 1.36% +0.93 TRVI Trevi Therapeutics Inc. New 0.92% +0.92 MBX MBX Biosciences Inc. New 0.88% +0.88 FULC Fulcrum Therapeutics Inc. Add +143.0% 1.78% +0.77 SNDX Syndax Pharmaceuticals Inc. Add +5.7% 3.71% +0.54 SVRA Savara Inc. Add +19.5% 2.08% +0.46 BCRX Biocryst Pharmaceuticals Inc. New 0.41% +0.41 GERN Geron Corp. Add +106.0% 4.58% +0.35 NUVB Nuvation Bio Inc. New 0.15% +0.15 CNTA Centessa Pharmaceuticals Ltd. Add +3.6% 1.84% +0.10 BHVN Biohaven Ltd. Add +41.7% 0.86% +0.07 SRRK Scholar Rock Holding Corp. Add +8.9% 2.43% −0.09 VYNE THERAPEUTICS INC Add +30.9% 0.65% −0.24
Options Activity Q4 2024 → Q1 2025 Security Type Change vs Q4 2024 Underlying Shares Value ▼ TRAVERE THERAPEUTICS INC call New 110,000 $231K NEUMORA THERAPEUTICS INC. call Sold out 600 $207Kbefore exit ALDEYRA THERAPEUTICS INC put New 100,000 $190K CYTOKINETICS INC put New 23,000 $141K SPRINGWORKS THERAPEUTICS INC call New 37,500 $129K RHYTHM PHARMACEUTICALS INC put New 40,000 $70K GOSSAMER BIO INC call New 100,000 $48K NEKTAR THERAPEUTICS call New 75,000 $23K ROIVANT SCIENCES LTD put New 75,300 $15K VERU INC call New 60,000 $900 SOLENO THERAPEUTICS INC put New 11,000 $275
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 52 $162.1M GH, PRAX, TGTX, COGT, IONS Q1 2026 45 $169.9M PRAX, COGT, ELVN, IONS, GH Q4 2025 53 $202.4M PRAX, COGT, GH, IONS, LLY Q3 2025 54 $151.4M IONS, CYTK, BBIO, COGT, GH Q2 2025 Amended 55 $121.3M ISHARES TR, BBIO, GH, GERN, IONS Q1 2025 Amended 49 $111.6M BBIO, GH, GERN, AZN, CYTK Q4 2024 58 $132.9M BBIO, LLY, GERN, HUM, GH Q3 2024 Amended 59 $147.9M LLY, ASND, BBIO, GPCR, TGTX Q2 2024 Amended 52 $112.3M LLY, SRPT, ONC, TGTX, CI Q1 2024 53 $116.8M LLY, RDY, ONC, CI, ALPN