| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
 RHYTHM PHARMACEUTICALS INCRYTM | 33.79% | 38.3% | $131.7M | 1.2M | $106.7M | 1.2M | -41,200-3.36% | Reduce | |
 ARGENX SE SPONSORED ADRARGX | 31.25% | 40.1% | $121.8M | 131,283 | $111.7M | 153,000 | -21,717-14.19% | Reduce | |
| RREVOLUTION MEDICINES INC COMRVMD | 19.72% | 9.16% | $76.9M | 410,353 | $25.5M | 262,539 | +147,814+56.30% | Add | |
 CYTOKINETICS INCCYTK | 10.38% | 4.26% | $40.5M | 475,000 | $11.9M | 180,000 | +295,000+163.89% | Add | |
 DISC MEDICINE INCIRON | 4.51% | 6.58% | $17.6M | 240,125 | $18.3M | 286,661 | -46,536-16.23% | Reduce | |
 TREVI THERAPEUTICS INCTRVI | 0.36% | 0.21% | $1.4M | 75,000 | $596,500 | 50,000 | +25,000+50.00% | Add |
