| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2025 Value | Q2 2025 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
 BIOHAVEN LTDBHVN | 37.57% | 50.84% | $41.1M | 2.9M | $70.6M | 2.9M | 00.00% | Unchanged | |
 CYTOKINETICS INCCYTK | 36.01% | 28.38% | $39.4M | 980,392 | $39.4M | 980,392 | 00.00% | Unchanged | |
 BIOCRYST PHARMACEUTICALS INCBCRX | 26.36% | 20.78% | $28.8M | 3.8M | $28.8M | 3.8M | 00.00% | Unchanged | |
| VViracta Therapeutics Inc Ordinary Shares | 0.07% | <0.01% | $74,000 | 3,700 | $74 | 3,700 | 00.00% | Unchanged |
