Exome Asset Management LLC
Net seller this quarter
$162M
52
-$35.6M
44.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GH | $10.1M | 6.25% | 0.05% | -18.4% | Q1 2024 |
 PRAX | $9.11M | 5.62% | 0.10% | -40.2% | Q2 2025 |
 TGTX | $9.06M | 5.59% | 0.11% | Not reported | Q4 2023 |
 COGT | $8.15M | 5.03% | 0.12% | -24.4% | Q1 2025 |
 IONS | $6.99M | 4.31% | 0.05% | -19.9% | Q4 2024 |
 LLY | $6.59M | 4.06% | 0.00% | -21.7% | Q4 2023 |
 ABVX | $6.25M | 3.85% | 0.06% | New | Q2 2026 |
 ALMS | $5.75M | 3.55% | Not reported | -26.8% | Q3 2025 |
 CYTK | $5.12M | 3.16% | 0.05% | -42.1% | Q4 2023 |
 ELVN | $5.09M | 3.14% | 0.14% | -54.5% | Q1 2024 |
 VERA | $4.17M | 2.57% | 0.14% | -15.4% | Q2 2025 |
 UNH | $4M | 2.46% | 0.00% | -25.3% | Q4 2025 |
 TXG | $3.93M | 2.43% | 0.08% | -33.4% | Q2 2025 |
 NTRA | $3.75M | 2.31% | 0.01% | -26.0% | Q4 2023 |
 QURE | $3.73M | 2.30% | 0.12% | Not reported | Q3 2025 |
 RYTM | $3.58M | 2.21% | 0.05% | -20.6% | Q4 2023 |
 MAZE | $3.42M | 2.11% | 0.21% | +29.6% | Q1 2026 |
 GLUE | $3.32M | 2.05% | 0.16% | -23.6% | Q1 2026 |
 MLTX | $3.24M | 2.00% | 0.23% | -22.7% | Q4 2023 |
 ALKS | $3.21M | 1.98% | 0.04% | -27.1% | Q1 2026 |
 LQDA | $3.13M | 1.93% | 0.04% | -14.4% | Q2 2025 |
 UTHR | $2.93M | 1.81% | 0.01% | -23.3% | Q3 2025 |
 GKOS | $2.78M | 1.71% | 0.03% | -4.9% | Q3 2024 |
 ARWR | $2.63M | 1.62% | 0.02% | -29.5% | Q1 2024 |
 AGIO | $2.62M | 1.61% | 0.12% | -43.6% | Q1 2024 |
 CBIO | $2.3M | 1.42% | 0.46% | -16.6% | Q1 2026 |
 AZN | $2.25M | 1.39% | Not reported | Not reported | Q1 2025 |
 BSX | $2.06M | 1.27% | 0.00% | Not reported | Q4 2024 |
 ADAG | $2.05M | 1.27% | 0.82% | -33.7% | Q1 2024 |
 PEN | $1.99M | 1.23% | 0.02% | Not reported | Q4 2023 |
 ISRG | $1.95M | 1.20% | 0.00% | -22.8% | Q4 2023 |
 VKTX | $1.87M | 1.15% | 0.04% | New | Q2 2026 |
 OCUL | $1.78M | 1.10% | 0.08% | Not reported | Q1 2024 |
 EQ | $1.77M | 1.09% | 0.87% | New | Q2 2026 |
 ASND | $1.75M | 1.08% | 0.01% | Not reported | Q2 2024 |
 CRBP | $1.73M | 1.07% | 0.99% | -21.0% | Q1 2024 |
 CTMX | $1.73M | 1.06% | 0.21% | -11.8% | Q3 2025 |
 VSTM | $1.64M | 1.01% | 0.47% | -32.6% | Q2 2025 |
 NKTR | $1.56M | 0.97% | 0.11% | Not reported | Q4 2024 |
 CLPT | $1.49M | 0.92% | 0.27% | New | Q2 2026 |
 INSM | $1.48M | 0.91% | 0.01% | -48.0% | Q4 2023 |
 CAI | $1.39M | 0.86% | 0.03% | New | Q2 2026 |
 BBIO | $1.37M | 0.84% | 0.01% | -72.8% | Q4 2023 |
 ZBIO | $1.33M | 0.82% | 0.08% | -35.0% | Q1 2026 |
 NBP | $1.13M | 0.69% | 0.22% | Not reported | Q1 2024 |
 ESTA | $1.12M | 0.69% | 0.04% | Not reported | Q4 2023 |
 RLAY | $889K | 0.55% | 0.02% | -82.9% | Q3 2024 |
 GERN | $799K | 0.49% | 0.10% | Not reported | Q4 2023 |
 DRUG | $710K | 0.44% | 0.13% | New | Q2 2026 |
 CMPX | $605K | 0.37% | 0.15% | New | Q2 2026 |
| Q1 2026 | |||||
| PRAX | $14.6M | 7.58% | 0.16% | -21.8% | Q2 2025 |
| COGT | $10.7M | 5.54% | 0.16% | -8.9% | Q1 2025 |
| ELVN | $8.63M | 4.46% | 0.36% | -1.0% | Q1 2024 |
| IONS | $8.26M | 4.27% | 0.07% | -5.5% | Q4 2024 |
| GH | $7.64M | 3.95% | 0.06% | -15.7% | Q1 2024 |
| CYTK | $6.84M | 3.54% | 0.08% | -16.9% | Q4 2023 |
| LLY | $6.45M | 3.34% | 0.00% | -10.7% | Q4 2023 |
| ALMS | $6.15M | 3.18% | Not reported | -4.5% | Q3 2025 |
| BBIO | $5.01M | 2.59% | 0.03% | -16.4% | Q4 2023 |
| VERA | $4.63M | 2.39% | 0.18% | -7.6% | Q2 2025 |
| INSM | $4.36M | 2.25% | 0.01% | Not reported | Q4 2023 |
 ELV | $4.3M | 2.22% | 0.01% | -14.6% | Q4 2025 |
| AGIO | $4.23M | 2.19% | 0.21% | -8.7% | Q1 2024 |
| UTHR | $4.18M | 2.16% | 0.02% | -8.2% | Q3 2025 |
| MLTX | $4.01M | 2.08% | 0.41% | Not reported | Q4 2023 |
| NTRA | $3.73M | 1.93% | 0.01% | Not reported | Q4 2023 |
| RYTM | $3.53M | 1.83% | 0.06% | Not reported | Q4 2023 |
| UNH | $3.48M | 1.80% | 0.00% | +120.4% | Q4 2025 |
| APLS | $3.44M | 1.78% | 0.07% | -37.1% | Q4 2023 |
| VSTM | $3.37M | 1.75% | 0.72% | +58.5% | Q2 2025 |
| TXG | $3.27M | 1.69% | 0.12% | -5.8% | Q2 2025 |
| BSX | $3.03M | 1.57% | 0.00% | Not reported | Q4 2024 |
| ALKS | $2.97M | 1.54% | 0.05% | New | Q1 2026 |
| GLUE | $2.95M | 1.53% | 0.21% | New | Q1 2026 |
| ISRG | $2.93M | 1.52% | 0.00% | Not reported | Q4 2023 |
| ADAG | $2.89M | 1.49% | 1.24% | -30.5% | Q1 2024 |
| ARWR | $2.87M | 1.48% | 0.03% | -8.1% | Q1 2024 |
| CBIO | $2.81M | 1.46% | 0.56% | New | Q1 2026 |
| RLAY | $2.77M | 1.43% | 0.15% | Not reported | Q3 2024 |
| MAZE | $2.64M | 1.37% | 0.18% | New | Q1 2026 |
| CTMX | $2.45M | 1.27% | 0.31% | -30.0% | Q3 2025 |
 AVTX | $2.38M | 1.23% | 0.65% | Not reported | Q3 2025 |
| GKOS | $2.25M | 1.16% | 0.04% | -33.7% | Q3 2024 |
| CRBP | $2.2M | 1.14% | 1.32% | +67.8% | Q1 2024 |
| PEN | $2.07M | 1.07% | 0.02% | -30.0% | Q4 2023 |
| SLNO | $2.06M | 1.07% | 0.12% | Not reported | Q4 2024 |
| LQDA | $1.73M | 0.89% | 0.05% | -49.8% | Q2 2025 |
| ZBIO | $1.58M | 0.82% | 0.13% | New | Q1 2026 |
| NBP | $1.42M | 0.73% | 0.22% | +15.5% | Q1 2024 |
 FDMT | $1.22M | 0.63% | 0.25% | New | Q1 2026 |
 NXTC | $1.22M | 0.63% | 3.20% | -30.0% | Q4 2025 |
 PALI | $1.05M | 0.54% | 0.36% | -20.9% | Q4 2025 |
| ESTA | $744K | 0.38% | 0.04% | Not reported | Q4 2023 |
 LPCN | $486K | 0.25% | 0.81% | New | Q1 2026 |
 ABUS | $340K | 0.18% | 0.04% | Not reported | Q4 2024 |
| Q4 2025 | |||||
| PRAX | $17.1M | 8.19% | 0.23% | -43.0% | Q2 2025 |
| COGT | $10.9M | 5.19% | 0.19% | -31.1% | Q1 2025 |
| GH | $10M | 4.79% | 0.08% | Not reported | Q1 2024 |
| IONS | $9.22M | 4.41% | 0.07% | -11.1% | Q4 2024 |
| LLY | $8.44M | 4.03% | 0.00% | Not reported | Q4 2023 |
| CYTK | $7.93M | 3.79% | 0.10% | -12.4% | Q4 2023 |
 WVE | $7.17M | 3.43% | 0.22% | Not reported | Q2 2024 |
| VERA | $6.3M | 3.01% | 0.19% | -20.3% | Q2 2025 |
| BBIO | $6.17M | 2.95% | 0.04% | -39.4% | Q4 2023 |
| ELV | $6.03M | 2.88% | 0.01% | New | Q4 2025 |
| AZN | $5.26M | 2.52% | Not reported | Not reported | Q1 2025 |
 JAZZ | $4.5M | 2.15% | 0.04% | New | Q4 2025 |
| NTRA | $4.27M | 2.04% | 0.01% | Not reported | Q4 2023 |
 IMVT | $4.03M | 1.93% | 0.08% | Not reported | Q3 2025 |
 UHS | $3.84M | 1.84% | Not reported | +121.6% | Q2 2025 |
| UTHR | $3.74M | 1.79% | 0.02% | +15.7% | Q3 2025 |
| AGIO | $3.73M | 1.78% | 0.23% | Not reported | Q1 2024 |
 IRON | $3.71M | 1.77% | 0.12% | -23.8% | Q2 2024 |
| ISRG | $3.6M | 1.72% | 0.00% | Not reported | Q4 2023 |
| GKOS | $3.55M | 1.70% | 0.05% | +16.0% | Q3 2024 |
| ELVN | $3.42M | 1.64% | 0.37% | Not reported | Q1 2024 |
 CELC | $3.42M | 1.64% | 0.07% | New | Q4 2025 |
| APLS | $3.41M | 1.63% | 0.11% | Not reported | Q4 2023 |
 TVTX | $3.4M | 1.63% | 0.10% | -43.3% | Q4 2023 |
 DXCM | $3.33M | 1.59% | 0.01% | Not reported | Q4 2023 |
| ARWR | $3.3M | 1.58% | 0.04% | -52.4% | Q1 2024 |
| CTMX | $3.17M | 1.52% | 0.44% | Not reported | Q3 2025 |
| LQDA | $3.14M | 1.50% | 0.10% | -3.3% | Q2 2025 |
| VSTM | $3.1M | 1.48% | 0.52% | Not reported | Q2 2025 |
| ALMS | $2.85M | 1.36% | Not reported | -0.2% | Q3 2025 |
| PEN | $2.8M | 1.34% | 0.02% | Not reported | Q4 2023 |
| TXG | $2.67M | 1.28% | 0.13% | Not reported | Q2 2025 |
 IMCR | $2.66M | 1.27% | 0.15% | New | Q4 2025 |
 EWTX | $2.48M | 1.19% | 0.09% | -42.3% | Q3 2024 |
| NXTC | $2.34M | 1.12% | 4.71% | New | Q4 2025 |
 BLTE | $2.29M | 1.10% | 0.04% | New | Q4 2025 |
 WAY | $2.26M | 1.08% | 0.04% | +47.1% | Q2 2025 |
 IRWD | $2.19M | 1.04% | 0.40% | New | Q4 2025 |
 KPTI | $2.18M | 1.04% | 1.61% | New | Q4 2025 |
| ADAG | $2M | 0.96% | 1.79% | Not reported | Q1 2024 |
| NBP | $1.99M | 0.95% | 0.19% | -65.3% | Q1 2024 |
| UNH | $1.93M | 0.92% | 0.00% | New | Q4 2025 |
| PALI | $1.78M | 0.85% | 0.48% | New | Q4 2025 |
 UPB | $1.76M | 0.84% | 0.12% | +24.8% | Q3 2025 |
 GOSS | $1.4M | 0.67% | 0.19% | Not reported | Q2 2024 |
 IKT | $1.23M | 0.59% | 0.46% | New | Q4 2025 |
 IQV | $1.21M | 0.58% | 0.00% | New | Q4 2025 |
 THC | $1.21M | 0.58% | 0.01% | -66.4% | Q2 2025 |
| CRBP | $1.14M | 0.54% | 0.79% | -39.3% | Q1 2024 |
 FULC | $1.04M | 0.50% | 0.14% | -6.8% | Q2 2024 |
| Q3 2025 | |||||
| IONS | $8.57M | 5.19% | 0.08% | +8.2% | Q4 2024 |
| CYTK | $7.83M | 4.74% | 0.12% | +23.0% | Q4 2023 |
| BBIO | $6.91M | 4.19% | 0.07% | -14.4% | Q4 2023 |
| COGT | $6.37M | 3.86% | 0.32% | -16.9% | Q1 2025 |
| GH | $6.13M | 3.71% | 0.08% | Not reported | Q1 2024 |
| LLY | $5.99M | 3.63% | 0.00% | +68.0% | Q4 2023 |
| NBP | $5.44M | 3.30% | 0.54% | Not reported | Q1 2024 |
| PRAX | $5.41M | 3.27% | 0.48% | +72.9% | Q2 2025 |
| VERA | $4.54M | 2.75% | 0.24% | +103.5% | Q2 2025 |
| AZN | $4.27M | 2.59% | Not reported | Not reported | Q1 2025 |
| IRON | $4.05M | 2.46% | 0.18% | Not reported | Q2 2024 |
| ETNB | $4.02M | 2.44% | 0.18% | +17.2% | Q3 2024 |
| APGE | $3.75M | 2.27% | 0.16% | New | Q3 2025 |
| TVTX | $3.75M | 2.27% | 0.18% | +2.4% | Q4 2023 |
| THC | $3.68M | 2.23% | 0.02% | -33.0% | Q2 2025 |
| ARWR | $3.6M | 2.18% | 0.08% | Not reported | Q1 2024 |
 CVS | $3.29M | 1.99% | 0.00% | New | Q3 2025 |
| SLNO | $3.27M | 1.98% | 0.09% | +16.3% | Q4 2024 |
| NTRA | $3M | 1.82% | 0.01% | Not reported | Q4 2023 |
| CRBP | $2.91M | 1.76% | 1.83% | -17.1% | Q1 2024 |
| ISRG | $2.84M | 1.72% | 0.00% | Not reported | Q4 2023 |
| EWTX | $2.81M | 1.70% | 0.16% | +39.3% | Q3 2024 |
| UTHR | $2.79M | 1.69% | 0.02% | New | Q3 2025 |
| AKRO | $2.78M | 1.68% | 0.07% | Not reported | Q3 2024 |
| IMVT | $2.56M | 1.55% | 0.09% | New | Q3 2025 |
| GERN | $2.55M | 1.54% | 0.29% | -45.6% | Q4 2023 |
| CTMX | $2.38M | 1.44% | 0.45% | New | Q3 2025 |
| PEN | $2.28M | 1.38% | 0.02% | Not reported | Q4 2023 |
| GKOS | $2.21M | 1.34% | 0.05% | Not reported | Q3 2024 |
| LQDA | $2.14M | 1.30% | 0.11% | +359.7% | Q2 2025 |
| CNTA | $2.13M | 1.29% | 0.07% | -47.3% | Q1 2024 |
| TXG | $1.91M | 1.16% | 0.13% | Not reported | Q2 2025 |
 COR | $1.88M | 1.14% | 0.00% | New | Q3 2025 |
 SNDX | $1.81M | 1.10% | 0.14% | -61.8% | Q4 2024 |
| WAY | $1.78M | 1.08% | 0.03% | Not reported | Q2 2025 |
| UHS | $1.63M | 0.98% | Not reported | -21.2% | Q2 2025 |
 ORIC | $1.45M | 0.88% | 0.12% | New | Q3 2025 |
 PRCT | $1.42M | 0.86% | 0.07% | New | Q3 2025 |
 INSP | $1.38M | 0.84% | 0.06% | New | Q3 2025 |
| QURE | $1.29M | 0.78% | 0.04% | New | Q3 2025 |
| MLTX | $1.28M | 0.77% | 0.34% | Not reported | Q4 2023 |
| AVTX | $1.27M | 0.77% | 0.56% | New | Q3 2025 |
| GOSS | $1.19M | 0.72% | 0.20% | -58.9% | Q2 2024 |
| ALMS | $1.17M | 0.71% | Not reported | New | Q3 2025 |
| UPB | $977K | 0.59% | 0.10% | New | Q3 2025 |
 MBX | $917K | 0.56% | 0.12% | -16.9% | Q1 2025 |
| FULC | $909K | 0.55% | 0.18% | -77.8% | Q2 2024 |
| ESTA | $537K | 0.33% | 0.05% | Not reported | Q4 2023 |
| ABUS | $343K | 0.21% | 0.04% | Not reported | Q4 2024 |
 REPL | $308K | 0.19% | 0.09% | -81.5% | Q4 2024 |