1
ABIVAX SA
SPONSORED ADS
ABVX
ABVX
6,007,834
$800.6m19.24%
19.24%
Reduced Shares held: Q3 2025 7.1m, Q4 2025 7.1m, Q1 2026 6.5m, Q2 2026 6.0m
-473.3k
-473,251
-7.3%
2
TANGO THERAPEUTICS INC
COM
TNGX
TNGX
9,081,201
$283.9m6.82%
6.82%
Reduced Shares held: Q3 2025 8.5m, Q4 2025 12.8m, Q1 2026 10.5m, Q2 2026 9.1m
-1.4m
-1,449,870
-13.8%
3
CG ONCOLOGY INC
COM
CGON
CGON
3,670,206
$260.8m6.27%
6.27%
Unchanged Shares held: Q3 2025 3.7m, Q4 2025 3.7m, Q1 2026 3.7m, Q2 2026 3.7m
4
COGENT BIOSCIENCES INC
COM
COGT
COGT
4,854,436
$187.9m4.52%
4.52%
Reduced Shares held: Q3 2025 6.8m, Q4 2025 5.9m, Q1 2026 4.9m, Q2 2026 4.9m
-92.5k
-92,458
-1.9%
5
IMMUNOVANT INC
COM
IMVT
IMVT
4,457,988
$171.8m4.13%
4.13%
Unchanged Shares held: Q3 2025 0, Q4 2025 1.7m, Q1 2026 4.5m, Q2 2026 4.5m
6
SPYRE THERAPEUTICS INC
COM NEW
SYRE
SYRE
1,900,582
$168.7m4.06%
4.06%
Unchanged Shares held: Q3 2025 1.1m, Q4 2025 1.9m, Q1 2026 1.9m, Q2 2026 1.9m
7
DIANTHUS THERAPEUTICS INC
COM
DNTH
DNTH
1,676,624
$163.4m3.93%
3.93%
Unchanged Shares held: Q3 2025 1.7m, Q4 2025 1.7m, Q1 2026 1.7m, Q2 2026 1.7m
8
MIRUM PHARMACEUTICALS INC
COM
MIRM
MIRM
1,062,049
$124.3m2.99%
2.99%
Unchanged Shares held: Q3 2025 0, Q4 2025 62.0k, Q1 2026 1.1m, Q2 2026 1.1m
9
ZAI LAB LTD
ADR
ZLAB
ZLAB
6,137,627
$116.6m2.80%
2.80%
New Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 6.1m
10
AMYLYX PHARMACEUTICALS INC
COM
AMLX
AMLX
6,243,812
$112.1m2.70%
2.70%
Unchanged Shares held: Q3 2025 6.2m, Q4 2025 6.2m, Q1 2026 6.2m, Q2 2026 6.2m
11
MONTE ROSA THERAPEUTICS INC
COM
GLUE
GLUE
4,622,151
$111.9m2.69%
2.69%
Unchanged Shares held: Q3 2025 0, Q4 2025 4.6m, Q1 2026 4.6m, Q2 2026 4.6m
12
BIOCRYST PHARMACEUTICALS INC
COM
BCRX
BCRX
11,020,968
$110.2m2.65%
2.65%
Unchanged Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 11.0m, Q2 2026 11.0m
13
VOR BIOPHARMA INC
COM NEW
VOR
VOR
5,673,078
$104.4m2.51%
2.51%
Unchanged Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 5.7m, Q2 2026 5.7m
14
TYRA BIOSCIENCES INC
COM
TYRA
TYRA
3,248,980
$103.8m2.49%
2.49%
Unchanged Shares held: Q3 2025 2.9m, Q4 2025 2.9m, Q1 2026 3.2m, Q2 2026 3.2m
15
DYNE THERAPEUTICS INC
COM
DYN
DYN
4,615,144
$102.5m2.46%
2.46%
Unchanged Shares held: Q3 2025 4.6m, Q4 2025 4.6m, Q1 2026 4.6m, Q2 2026 4.6m
16
DISC MEDICINE INC
COM
IRON
IRON
1,341,862
$98.1m2.36%
2.36%
Unchanged Shares held: Q3 2025 465.3k, Q4 2025 0, Q1 2026 1.3m, Q2 2026 1.3m
17
RELAY THERAPEUTICS INC
COM
RLAY
RLAY
4,273,356
$80.0m1.92%
1.92%
Unchanged Shares held: Q3 2025 1.8m, Q4 2025 3.2m, Q1 2026 4.3m, Q2 2026 4.3m
18
SAVARA INC
COM
SVRA
SVRA
12,362,205
$76.2m1.83%
1.83%
Unchanged Shares held: Q3 2025 12.4m, Q4 2025 12.4m, Q1 2026 12.4m, Q2 2026 12.4m
19
AURA BIOSCIENCES INC
COM
AURA
AURA
9,533,333
$67.7m1.63%
1.63%
New Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 9.5m
20
REVOLUTION MEDICINES INC
COM
RVMD
RVMD
340,899
$63.8m1.53%
1.53%
Reduced Shares held: Q3 2025 436.5k, Q4 2025 436.5k, Q1 2026 576.5k, Q2 2026 340.9k
-235.6k
-235,574
-40.9%
21
FIRST TRACKS BIOTHERAPEUTICS
ORD SHS
TRAX
TRAX
2,895,304
$58.3m1.40%
1.40%
New Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 2.9m
22
KODIAK SCIENCES INC
COM
KOD
KOD
1,445,538
$56.3m1.35%
1.35%
Unchanged Shares held: Q3 2025 1.1m, Q4 2025 1.4m, Q1 2026 1.4m, Q2 2026 1.4m
23
AVALO THERAPEUTICS INC
COM NEW
AVTX
AVTX
3,017,120
$55.8m1.34%
1.34%
Added Shares held: Q3 2025 483.0k, Q4 2025 483.0k, Q1 2026 738.4k, Q2 2026 3.0m
+2.3m
+2,278,737
308.6%
24
LB PHARMACEUTICALS INC
COM SHS
LBRX
LBRX
1,447,310
$47.0m1.13%
1.13%
Reduced Shares held: Q3 2025 1.7m, Q4 2025 1.7m, Q1 2026 1.8m, Q2 2026 1.4m
-392.2k
-392,179
-21.3%
25
CENTURY THERAPEUTICS INC
COM
IPSC
IPSC
17,754,430
$43.4m1.04%
1.04%
Unchanged Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 17.8m, Q2 2026 17.8m
26
TECTONIC THERAPEUTIC INC
COM
TECX
TECX
1,204,891
$41.4m1.00%
1.00%
Unchanged Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.2m, Q2 2026 1.2m
27
XENCOR INC
COM
XNCR
XNCR
2,452,138
$39.5m0.95%
0.95%
Unchanged Shares held: Q3 2025 2.5m, Q4 2025 2.5m, Q1 2026 2.5m, Q2 2026 2.5m
28
SURROZEN INC
COM NEW
SRZN
SRZN
1,473,101
$38.2m0.92%
0.92%
Unchanged Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.5m, Q2 2026 1.5m
29
EDITAS MEDICINE INC
COM
EDIT
EDIT
11,111,111
$36.0m0.87%
0.87%
New Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 11.1m
30
MBX BIOSCIENCES INC
COM
MBX
MBX
650,000
$35.9m0.86%
0.86%
Unchanged Shares held: Q3 2025 650.0k, Q4 2025 650.0k, Q1 2026 650.0k, Q2 2026 650.0k
31
PHARVARIS N V
COM
PHVS
PHVS
1,008,229
$34.9m0.84%
0.84%
New Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.0m
32
SILENCE THERAPEUTICS PLC
ADS
SLN
SLN
3,033,560
$33.3m0.80%
0.80%
Unchanged Shares held: Q3 2025 3.0m, Q4 2025 3.0m, Q1 2026 3.0m, Q2 2026 3.0m
33
INFLARX NV
COM
IFRX
IFRX
14,500,000
$32.5m0.78%
0.78%
New Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 14.5m
34
ALTIMMUNE INC
COM NEW
ALT
ALT
10,000,000
$30.4m0.73%
0.73%
New Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 10.0m
35
JANUX THERAPEUTICS INC
COM
JANX
JANX
1,789,617
$27.5m0.66%
0.66%
Unchanged Shares held: Q3 2025 0, Q4 2025 1.8m, Q1 2026 1.8m, Q2 2026 1.8m
36
PERSPECTIVE THERAPEUTICS INC
COM NEW
CATX
CATX
7,915,567
$27.0m0.65%
0.65%
Unchanged Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 7.9m, Q2 2026 7.9m
37
AGOMAB THERAPEUTICS NV
SPONSORED ADS
AGMB
AGMB
2,053,233
$26.7m0.64%
0.64%
Unchanged Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 2.1m, Q2 2026 2.1m
38
BIOHAVEN LTD
COM
BHVN
BHVN
1,779,952
$26.5m0.64%
0.64%
Reduced Shares held: Q3 2025 0, Q4 2025 4.6m, Q1 2026 4.6m, Q2 2026 1.8m
-2.9m
-2,851,365
-61.6%
39
AKTIS ONCOLOGY INC
COM
AKTS
AKTS
696,560
$22.5m0.54%
0.54%
New Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 696.6k
40
ALECTOR INC
COM
ALEC
ALEC
10,000,000
$20.1m0.48%
0.48%
Unchanged Shares held: Q3 2025 0, Q4 2025 10.0m, Q1 2026 10.0m, Q2 2026 10.0m
41
FORTE BIOSCIENCES INC
COM NEW
FBRX
FBRX
920,000
$19.6m0.47%
0.47%
New Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 920.0k
42
MONOPAR THERAPEUTICS INC
COM NEW
MNPR
MNPR
203,327
$18.8m0.45%
0.45%
Added Shares held: Q3 2025 153.0k, Q4 2025 141.9k, Q1 2026 132.1k, Q2 2026 203.3k
+71.2k
+71,224
53.9%
43
OCULAR THERAPEUTIX INC
COM
OCUL
OCUL
1,647,752
$16.2m0.39%
0.39%
Unchanged Shares held: Q3 2025 6.1m, Q4 2025 5.7m, Q1 2026 1.6m, Q2 2026 1.6m
44
ADC THERAPEUTICS SA
SHS
ADCT
ADCT
11,390,175
$12.2m0.29%
0.29%
Unchanged Shares held: Q3 2025 1.4m, Q4 2025 11.4m, Q1 2026 11.4m, Q2 2026 11.4m
45
ALX ONCOLOGY HLDGS INC
COM
ALXO
ALXO
5,655,487
$11.7m0.28%
0.28%
Reduced Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 13.0m, Q2 2026 5.7m
-7.4m
-7,356,362
-56.5%
46
ENTRADA THERAPEUTICS INC
COM
TRDA
TRDA
1,060,230
$7.8m0.19%
0.19%
Reduced Shares held: Q3 2025 585.0k, Q4 2025 2.1m, Q1 2026 2.3m, Q2 2026 1.1m
-1.2m
-1,227,270
-53.6%
47
CULLINAN THERAPEUTICS INC
COM
CGEM
CGEM
406,786
$7.4m0.18%
0.18%
Unchanged Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 406.8k, Q2 2026 406.8k
48
ARVINAS INC
COM
ARVN
ARVN
707,098
$5.9m0.14%
0.14%
Reduced Shares held: Q3 2025 1.6m, Q4 2025 2.7m, Q1 2026 2.4m, Q2 2026 707.1k
-1.7m
-1,680,363
-70.4%
49
KORRO BIO INC
COM
KRRO
KRRO
416,301
$5.5m0.13%
0.13%
Unchanged Shares held: Q3 2025 416.3k, Q4 2025 416.3k, Q1 2026 416.3k, Q2 2026 416.3k
50
RESEARCH ALLIANCE CORP III
ORD SHS CL A
RACC
RACC
500,000
$5.3m0.13%
0.13%
New Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 500.0k
51
LEONABIO INC
COM
LONA
LONA
464,398
$4.3m0.10%
0.10%
Unchanged Shares held: Q3 2025 0, Q4 2025 464.4k, Q1 2026 464.4k, Q2 2026 464.4k
52
JATT II ACQUISITION CORP
ORD SHS
JATT
JATT
200,000
$2.3m0.05%
0.05%
New Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 200.0k
53
CONTEXT THERAPEUTICS INC
COM
CNTX
CNTX
2,682,696
$1.5m0.04%
0.04%
Unchanged Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 2.7m, Q2 2026 2.7m
54
EIKON THERAPEUTICS INC
COM
EIKN
EIKN
37,902
$494.6k0.01%
0.01%
New Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 37.9k