 COGENT BIOSCIENCES INCCOGT |
| 11.38% | 12.79% | $45.3M | 1.2M | $45.1M | 1.2M | 00.00% | Unchanged |
 SYNDAX PHARMACEUTICALS INCSNDX |
| 10.19% | 12.3% | $40.6M | 1.9M | $43.3M | 1.9M | 00.00% | Unchanged |
| CCELLDEX THERAPEUTICS INC NEWCLDX |
| 9.25% | 7.79% | $36.8M | 990,000 | $27.4M | 865,000 | +125,000+14.45% | Add |
 RELAY THERAPEUTICS INCRLAY |
| 6.89% | 1.52% | $27.4M | 1.5M | $5.3M | 536,946 | +928,333+172.89% | Add |
 VAXCYTE INCPCVX |
| 6.61% | 5.22% | $26.3M | 452,340 | $18.4M | 316,500 | +135,840+42.92% | Add |
| VVERA THERAPEUTICS INCVERA |
| 4.71% | 5.51% | $18.7M | 436,518 | $19.4M | 482,500 | -45,982-9.53% | Reduce |
 PHARVARIS N VPHVS |
| 4.57% | 3.82% | $18.2M | 525,750 | $13.4M | 475,750 | +50,000+10.51% | Add |
| VVIRIDIAN THERAPEUTICS INCVRDN |
| 4.55% | 2.97% | $18.1M | 984,931 | $10.5M | 534,931 | +450,000+84.12% | Add |
 CYTOMX THERAPEUTICS INC.CTMX |
| 4.29% | 6.07% | $17.1M | 4.6M | $21.4M | 4.6M | 00.00% | Unchanged |
| TTRAVERE THERAPEUTICS INCTVTX |
| 4.18% | 1.5% | $16.6M | 292,600 | $5.3M | 177,600 | +115,000+64.75% | Add |
| LLEGEND BIOTECH CORPLEGN |
| 4.14% | — | $16.5M | 570,569 | $0 | 0 | +570,569 | New Buy |
| BBEAM THERAPEUTICS INCBEAM |
| 4.11% | 3.22% | $16.3M | 476,338 | $11.4M | 476,338 | 00.00% | Unchanged |
| CCULLINAN THERAPEUTICS INCCGEM |
| 3.16% | 2.14% | $12.6M | 690,000 | $7.5M | 530,000 | +160,000+30.19% | Add |
 NURIX THERAPEUTICS INCNRIX |
| 2.8% | 2.02% | $11.2M | 460,000 | $7.1M | 460,000 | 00.00% | Unchanged |
 KRYSTAL BIOTECH INCKRYS |
| 2.05% | 1.61% | $8.2M | 22,000 | $5.7M | 22,000 | 00.00% | Unchanged |
 UNITED THERAPEUTICS CORP DELUTHR |
| 2.04% | 2.53% | $8.1M | 15,000 | $8.9M | 15,000 | 00.00% | Unchanged |
| SSUMMIT THERAPEUTICS INC COMSMMT |
| 1.81% | — | $7.2M | 493,820 | $0 | 0 | +493,820 | New Buy |
 INSMED INCINSM |
| 1.74% | — | $6.9M | 65,000 | $0 | 0 | +65,000 | New Buy |
 BIOCRYST PHARMACEUTICALS INCBCRX |
| 1.31% | 2.7% | $5.2M | 520,000 | $9.5M | 1.0M | -480,000-48.00% | Reduce |
| MMBX BIOSCIENCES INCMBX |
| 1.26% | 1.79% | $5.0M | 91,000 | $6.3M | 211,000 | -120,000-56.87% | Reduce |
| PPROTAGONIST THERAPEUTICS INCPTGX |
| 1.17% | 1.14% | $4.7M | 38,000 | $4.0M | 38,000 | 00.00% | Unchanged |
| UUROGEN PHARMA LTDURGN |
| 1.11% | 1.12% | $4.4M | 120,000 | $4.0M | 220,000 | -100,000-45.45% | Reduce |
 DBV TECHNOLOGIES S ADBVT |
| 1.09% | 1.57% | $4.3M | 265,000 | $5.5M | 265,000 | 00.00% | Unchanged |
 ALUMIS INCALMS |
| 0.92% | 0.81% | $3.7M | 130,000 | $2.9M | 130,000 | 00.00% | Unchanged |
 SUPERNUS PHARMACEUTICALSSUPN |
| 0.82% | 0.29% | $3.3M | 70,000 | $1.0M | 20,000 | +50,000+250.00% | Add |
 BIOMARIN PHARMACEUTICAL INCBMRN |
| 0.68% | 0.75% | $2.7M | 47,000 | $2.7M | 47,000 | 00.00% | Unchanged |
| IIMMUNOCORE HLDGS PLCIMCR |
| 0.65% | 0.5% | $2.6M | 81,143 | $1.8M | 58,248 | +22,895+39.31% | Add |
| AAMYLYX PHARMACEUTICALS INCAMLX |
| 0.51% | 0.44% | $2.0M | 112,000 | $1.6M | 112,000 | 00.00% | Unchanged |
| AALECTOR INC COMALEC |
| 0.45% | 0.55% | $1.8M | 900,000 | $1.9M | 900,000 | 00.00% | Unchanged |
| SSEPTERNA INCSEPN |
| 0.42% | — | $1.7M | 49,444 | $0 | 0 | +49,444 | New Buy |
 DESIGN THERAPEUTICS INC COMDSGN |
| 0.39% | 0.63% | $1.6M | 107,900 | $2.2M | 207,900 | -100,000-48.10% | Reduce |
| SSUTRO BIOPHARMA INCSTRO |
| 0.27% | — | $1.1M | 32,037 | $0 | 0 | +32,037 | New Buy |
 WAVE LIFE SCIENCES LTDWVE |
| 0.26% | 0.37% | $1.0M | 177,846 | $1.3M | 177,846 | 00.00% | Unchanged |
| TTYRA BIOSCIENCES INCTYRA |
| 0.16% | 3.81% | $638,800 | 20,000 | $13.4M | 350,000 | -330,000-94.29% | Reduce |
| EENGENE THERAPEUTICS INCENGN |
| 0.09% | — | $363,300 | 210,000 | $0 | 0 | +210,000 | New Buy |
