Smartleaf Asset Management LLC Biotechnology

Smartleaf Asset Management LLC

$1.13 Trillion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BCRX Biocryst Pharmaceuticals Inc	$1.5B	$2.72 Million 0.0% of portfolio	291	Q2 2025 Added 230.68%
BEAM Beam Therapeutics Inc.	$1.43B	$2.6 Million 0.0% of portfolio	155	Q2 2025 Reduced 30.8%
REPL Replimune Group, Inc.	$287M	$2.57 Million 0.0% of portfolio	275	Q2 2025 Reduced 63.09%
KYMR Kymera Therapeutics, Inc.	$2.38B	$2.47 Million 0.0% of portfolio	56	Q2 2025 Reduced 67.25%
SRPT Sarepta Therapeutics, Inc.	$1.54B	$2.26 Million 0.0% of portfolio	132	Q2 2025 Reduced 57.56%
PCVX Vaxcyte, Inc.	$1.94B	$1.95 Million 0.0% of portfolio	60	Q2 2025 Reduced 76.92%
ZLAB Zai Lab LTD	$3.08B	$1.74 Million 0.0% of portfolio	50	Q2 2025 New
ACLX Arcellx, Inc.	$3.16B	$1.37 Million 0.0% of portfolio	21	Q2 2025 Reduced 84.33%
ARWR Arrowhead Pharmaceuticals, Inc.	$2.94B	$1.19 Million 0.0% of portfolio	74	Q2 2025 Reduced 69.55%
RNA Avidity Biosciences, Inc.	$2.5B	$1.13 Million 0.0% of portfolio	39	Q2 2025 Reduced 56.67%
TARS Tarsus Pharmaceuticals, Inc.	$1.52B	$1.09 Million 0.0% of portfolio	27	Q2 2025 New
FOLD Amicus Therapeutics, Inc.	$2.21B	$990,000 0.0% of portfolio	167	Q2 2025 Reduced 63.62%
BGNE Bei Gene, Ltd.	$23.5B	$964,000 0.0% of portfolio	4	Q4 2024 Reduced 75.0%
FENC Fennec Pharmaceuticals Inc.	$233M	$907,000 0.0% of portfolio	110	Q4 2024 New
SRRK Scholar Rock Holding Corp	$1.63B	$823,000 0.0% of portfolio	23	Q2 2025 Reduced 87.15%
NUVL Nuvalent, Inc.	$3.43B	$796,000 0.0% of portfolio	10	Q2 2025 Reduced 88.64%
OCUL Ocular Therapeutix, Inc	$978M	$719,000 0.0% of portfolio	78	Q2 2025 Reduced 65.49%
NRIX Nurix Therapeutics, Inc.	$457M	$616,000 0.0% of portfolio	53	Q2 2025 Reduced 75.35%
ENTA Enanta Pharmaceuticals Inc	$187M	$532,000 0.0% of portfolio	71	Q2 2025 Reduced 83.64%
IMVT Immunovant, Inc.	$3.55B	$531,000 0.0% of portfolio	33	Q2 2025 Reduced 81.36%
SANA Sana Biotechnology, Inc.	$575M	$522,000 0.0% of portfolio	186	Q2 2025 Reduced 38.21%
SNDX Syndax Pharmaceuticals Inc	$901M	$461,000 0.0% of portfolio	51	Q2 2025 Reduced 91.93%
MDXG Mimedx Group, Inc.	$815M	$427,000 0.0% of portfolio	72	Q2 2025 Reduced 87.35%
RLAY Relay Therapeutics, Inc.	$489M	$382,000 0.0% of portfolio	116	Q2 2025 Reduced 87.51%
EWTX Edgewise Therapeutics, Inc.	$940M	$342,000 0.0% of portfolio	26	Q2 2025 Added 23.81%
NTLA Intellia Therapeutics, Inc.	$903M	$258,000 0.0% of portfolio	27	Q2 2025 Reduced 46.0%
IDYA Ideaya Biosciences, Inc.	$1.12B	$235,000 0.0% of portfolio	11	Q2 2025 Reduced 94.91%
CLDX Celldex Therapeutics, Inc.	$1.14B	$142,000 0.0% of portfolio	7	Q2 2025 New
SMMT Summit Therapeutics Inc.	$3.9B	$103,000 0.0% of portfolio	5	Q2 2025 New
DYN Dyne Therapeutics, Inc.	$688M	$86,000 0.0% of portfolio	9	Q2 2025 New
VERA Vera Therapeutics, Inc.	$669M	$67,000 0.0% of portfolio	3	Q2 2025 New
NVAX Novavax Inc	$623M	$63,000 0.0% of portfolio	10	Q2 2025 New
FATE Fate Therapeutics Inc	$95.1M	$36,000 0.0% of portfolio	35	Q1 2025 New
DAWN Day One Biopharmaceuticals, Inc.	$544M	$32,000 0.0% of portfolio	5	Q2 2025 Reduced 79.17%

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