MCM
M28 Capital Management Portfolio holdings
AUM
$68M
1-Year Est. Return
20.97%
1 Year Est. Return
+20.97%
AUM
$68M
AUM Growth
+$9.38M
(+16%)
Holding
9
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Wave Life Sciences
WVE
$1.17B
| $41.5M | 60.97% |
5,664,548
|
|
||
2
Invivyd
IVVD
$598M
| $10.2M | 14.96% |
9,248,250
|
|
||
3
TG Therapeutics
TGTX
$4.86B
| $5.84M | 8.58% |
161,600
|
|
||
4
Fractyl Health
GUTS
$252M
| $2.95M | 4.34% |
1,856,117
|
|
||
5
Arrowhead Research
ARWR
$7.87B
| $2.32M | 3.42% |
67,400
|
|
||
6
ProQR Therapeutics
PRQR
$205M
| $2.17M | 3.19% |
1,019,498
|
|
||
7
Rocket Pharmaceuticals
RCKT
$334M
| $1.26M | 1.85% |
385,680
|
|
||
|
SLN
8
Silence Therapeutics
SLN
$295M
| $961K | 1.41% |
185,100
|
|
||
9
Curis
CRIS
$15.5M
| $865K | 1.27% |
521,059
|
|