13F HOLDINGS REPORT
Exome Asset Management LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001420506-25-003369
Total Value
$165.1M
Positions
68
Other Managers
0
Confidential Omitted
No
Holdings (68)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IONIS PHARMACEUTICALS INC | IONS | 131,016 | $8.6M | 5.19% |
| 2 | CYTOKINETICS INC | CYTK | 142,417 | $7.8M | 4.74% |
| 3 | BRIDGEBIO PHARMA INC | BBIO | 133,087 | $6.9M | 4.19% |
| 4 | COGENT BIOSCIENCES INC | COGT | 443,547 | $6.4M | 3.86% |
| 5 | GUARDANT HEALTH INC | GH | 98,182 | $6.1M | 3.71% |
| 6 | ELI LILLY & CO | LLY | 7,852 | $6.0M | 3.63% |
| 7 | I MAB | NBP | 1,439,604 | $5.4M | 3.30% |
| 8 | PRAXIS PRECISION MEDICINES I | PRAX | 101,996 | $5.4M | 3.27% |
| 9 | VERA THERAPEUTICS INC | VERA | 156,072 | $4.5M | 2.75% |
| 10 | ASTRAZENECA PLC | AZN | 28,362 | $4.3M | 2.59% |
| 11 | DISC MEDICINE INC | IRON | 61,356 | $4.1M | 2.46% |
| 12 | 89BIO INC | 282559103 | 273,661 | $4.0M | 2.44% |
| 13 | APOGEE THERAPEUTICS INC | APGE | 94,400 | $3.8M | 2.27% |
| 14 | TRAVERE THERAPEUTICS INC | TVTX | 156,917 | $3.8M | 2.27% |
| 15 | TENET HEALTHCARE CORP | THC | 18,100 | $3.7M | 2.23% |
| 16 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 104,507 | $3.6M | 2.18% |
| 17 | CVS HEALTH CORP | CVS | 43,600 | $3.3M | 1.99% |
| 18 | SOLENO THERAPEUTICS INC | SLNO | 48,445 | $3.3M | 1.98% |
| 19 | NATERA INC | NTRA | 18,650 | $3.0M | 1.82% |
| 20 | CORBUS PHARMACEUTICALS HLDGS | CRBP | 229,962 | $2.9M | 1.76% |
| 21 | INTUITIVE SURGICAL INC | ISRG | 6,358 | $2.8M | 1.72% |
| 22 | EDGEWISE THERAPEUTICS INC | EWTX | 173,439 | $2.8M | 1.70% |
| 23 | UNITED THERAPEUTICS CORP DEL | UTHR | 6,645 | $2.8M | 1.69% |
| 24 | AKERO THERAPEUTICS INC | 00973Y108 | 58,579 | $2.8M | 1.68% |
| 25 | VANECK ETF TRUST | 92189F692 | 30,000 | $2.7M | 1.64% |
| 26 | TRAVERE THERAPEUTICS INC | TVTX | 110,000 | $2.6M | 1.59% |
| 27 | IMMUNOVANT INC | IMVT | 158,622 | $2.6M | 1.55% |
| 28 | GERON CORP | GERN | 1,858,354 | $2.5M | 1.54% |
| 29 | CYTOMX THERAPEUTICS INC | CTMX | 745,305 | $2.4M | 1.44% |
| 30 | PENUMBRA INC | PEN | 9,000 | $2.3M | 1.38% |
| 31 | GLAUKOS CORP | GKOS | 27,143 | $2.2M | 1.34% |
| 32 | LIQUIDIA CORPORATION | LQDA | 94,235 | $2.1M | 1.30% |
| 33 | CENTESSA PHARMACEUTICALS PLC | CNTA | 88,024 | $2.1M | 1.29% |
| 34 | NOVO-NORDISK A S | NONOF | 35,000 | $1.9M | 1.18% |
| 35 | 10X GENOMICS INC | TXG | 163,658 | $1.9M | 1.16% |
| 36 | CENCORA INC | COR | 6,000 | $1.9M | 1.14% |
| 37 | SYNDAX PHARMACEUTICALS INC | SNDX | 117,783 | $1.8M | 1.10% |
| 38 | WAYSTAR HLDG CORP | WAY | 46,900 | $1.8M | 1.08% |
| 39 | SAREPTA THERAPEUTICS INC | SRPT | 2,000,000 | $1.8M | 1.07% |
| 40 | KARYOPHARM THERAPEUTICS INC | KPTI | 2,000,000 | $1.6M | 0.99% |
| 41 | UNIVERSAL HLTH SVCS INC | 913903100 | 7,955 | $1.6M | 0.98% |
| 42 | ORIC PHARMACEUTICALS INC | ORIC | 120,644 | $1.4M | 0.88% |
| 43 | PROCEPT BIOROBOTICS CORP | PRCT | 39,900 | $1.4M | 0.86% |
| 44 | INSPIRE MED SYS INC | 457730109 | 18,600 | $1.4M | 0.84% |
| 45 | UNIQURE NV | QURE | 22,090 | $1.3M | 0.78% |
| 46 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 178,084 | $1.3M | 0.77% |
| 47 | AVALO THERAPEUTICS INC | AVTX | 100,036 | $1.3M | 0.77% |
| 48 | LIQUIDIA CORPORATION | LQDA | 53,000 | $1.2M | 0.73% |
| 49 | GOSSAMER BIO INC | GOSS | 451,699 | $1.2M | 0.72% |
| 50 | ALUMIS INC | ALMS | 292,770 | $1.2M | 0.71% |
| 51 | UPSTREAM BIO INC | UPB | 51,960 | $977,368 | 0.59% |
| 52 | ARCTURUS THERAPEUTICS HLDGS | ARCT | 50,000 | $921,500 | 0.56% |
| 53 | MBX BIOSCIENCES INC | MBX | 52,402 | $917,035 | 0.56% |
| 54 | FULCRUM THERAPEUTICS INC | FULC | 98,799 | $908,951 | 0.55% |
| 55 | MBX BIOSCIENCES INC | MBX | 50,500 | $883,750 | 0.54% |
| 56 | COGENT BIOSCIENCES INC | COGT | 45,000 | $646,200 | 0.39% |
| 57 | CENTESSA PHARMACEUTICALS PLC | CNTA | 25,000 | $606,250 | 0.37% |
| 58 | ESTABLISHMENT LABS HLDGS INC | ESTA | 13,100 | $536,969 | 0.33% |
| 59 | PRAXIS PRECISION MEDICINES I | PRAX | 10,000 | $530,000 | 0.32% |
| 60 | MBX BIOSCIENCES INC | MBX | 30,000 | $525,000 | 0.32% |
| 61 | ACADIA PHARMACEUTICALS INC | ACAD | 20,000 | $426,800 | 0.26% |
| 62 | ARBUTUS BIOPHARMA CORP | ABUS | 75,484 | $342,697 | 0.21% |
| 63 | PRECIGEN INC | PGEN | 100,000 | $329,000 | 0.20% |
| 64 | KARYOPHARM THERAPEUTICS INC | KPTI | 48,100 | $314,574 | 0.19% |
| 65 | REPLIMUNE GROUP INC | REPL | 73,614 | $308,443 | 0.19% |
| 66 | VENTYX BIOSCIENCES INC | 92332V107 | 60,600 | $188,466 | 0.11% |
| 67 | IMMUNIC INC | IMUX | 173,900 | $153,310 | 0.09% |
| 68 | ATYR PHARMA INC | ATYR | 40,000 | $28,840 | 0.02% |