Universe · entity
Affinity Asset Advisors, LLC
Institutional manager (13F) · CIK 1773195
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.5B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APOGEE THERAPEUTICS INC | $108M | 1,284,926 |
| 2 | XENON PHARMACEUTICALS INC | $97M | 1,675,000 |
| 3 | ERASCA INC | $87M | 5,350,000 |
| 4 | INSMED INC | $78M | 480,000 |
| 5 | ROIVANT SCIENCES LTD | $78M | 2,800,000 |
| 6 | SPYRE THERAPEUTICS INC | $65M | 1,279,134 |
| 7 | CENTESSA PHARMACEUTICALS PLC | $56M | 1,400,000 |
| 8 | PRAXIS PRECISION MEDICINES I | $55M | 170,000 |
| 9 | ANAPTYSBIO INC | $52M | 940,000 |
| 10 | ALKERMES PLC | $48M | 1,350,000 |
| 11 | CYTOKINETICS INC | $46M | 700,483 |
| 12 | ABIVAX SA | $45M | 405,000 |
| 13 | TEVA PHARMACEUTICAL INDS LTD | $42M | 1,400,000 |
| 14 | ARCELLX INC | $42M | 362,764 |
| 15 | NUVALENT INC | $31M | 300,000 |
| 16 | TERNS PHARMACEUTICALS INC | $30M | 562,631 |
| 17 | DIANTHUS THERAPEUTICS INC | $29M | 350,000 |
| 18 | LEXEO THERAPEUTICS INC | $29M | 5,050,211 |
| 19 | COGENT BIOSCIENCES INC | $29M | 750,000 |
| 20 | MADRIGAL PHARMACEUTICALS INC | $29M | 55,000 |
| 21 | SUTRO BIOPHARMA INC | $27M | 1,069,519 |
| 22 | FORTE BIOSCIENCES INC | $26M | 1,011,890 |
| 23 | ORUKA THERAPEUTICS INC | $25M | 499,673 |
| 24 | TREVI THERAPEUTICS INC | $24M | 2,000,172 |
| 25 | OVID THERAPEUTICS INC | $24M | 10,636,318 |
| 26 | ENLIVEN THERAPEUTICS INC | $23M | 586,904 |
| 27 | ASCENDIS PHARMA A/S | $22M | 95,000 |
| 28 | MINERALYS THERAPEUTICS INC | $20M | 750,000 |
| 29 | AVALO THERAPEUTICS INC | $20M | 1,340,840 |
| 30 | PROTAGONIST THERAPEUTICS INC | $18M | 172,125 |
| 31 | CELLDEX THERAPEUTICS INC NEW | $16M | 500,000 |
| 32 | ZURA BIO LTD | $15M | 2,564,303 |
| 33 | NURIX THERAPEUTICS INC | $15M | 967,620 |
| 34 | SAVARA INC | $14M | 2,512,153 |
| 35 | OMEROS CORP | $13M | 6,525,000 |
| 36 | PERSPECTIVE THERAPEUTICS INC | $13M | 3,164,582 |
| 37 | HELIX ACQUISITION CORP III | $13M | 1,250,000 |
| 38 | ARROWHEAD PHARMACEUTICALS IN | $13M | 200,000 |
| 39 | DAMORA THERAPEUTICS INC | $12M | 450,000 |
| 40 | EUPRAXIA PHARMACEUTICALS INC | $12M | 1,589,005 |
| 41 | ALTO NEUROSCIENCE INC | $11M | 500,000 |
| 42 | BRIDGEBIO PHARMA INC | $11M | 150,000 |
| 43 | CULLINAN THERAPEUTICS INC | $11M | 781,260 |
| 44 | BELITE BIO INC | $10M | 65,000 |
| 45 | WAVE LIFE SCIENCES LTD | $10M | 1,401,727 |
| 46 | VERA THERAPEUTICS INC | $10M | 250,000 |
| 47 | TYRA BIOSCIENCES INC | $10M | 257,512 |
| 48 | REVOLUTION MEDICINES INC | $10M | 100,000 |
| 49 | JADE BIOSCIENCES INC | $9M | 639,956 |
| 50 | TRAVERE THERAPEUTICS INC | $9M | 300,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.