RA vs Rock — Portfolio Comparison

RA vs Rock — Portfolio Comparison | BiotechEdge

Converging (7)

Funds agree

Positions where all selected funds are moving in the same direction — all adding or all trimming.

Ticker	Company	RA	Rock
DYN	Dyne Therapeutics Inc.	Added$XX.XM	Added$XX.XM
NUVL	Nuvalent Inc.	Added$XX.XM	Added$XX.XM
BCRX	Biocryst Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM
MDGL	Madrigal Pharmaceuticals Inc.	New$XX.XM	New$XX.XM
CLDX	Celldex Therapeutics Inc.	New$XX.XM	Added$XX.XM
MGNX	Macrogenics Inc.	New$XX.XM	Added$XX.XM
IMTX	Immatics N.V.	New$XX.XM	Added$XX.XM

Held by all 2 funds

Ticker	Company	RA	Rock
ASND	Ascendis Pharma A/S	Held$XX.XM	Added$XX.XM
LEGN	Legend Biotech Corporation	Added$XX.XM	Held$XX.XM
EVH	Evolent Health, Inc.	Held$XX.XM	Added$XX.XM
MLYS	Mineralys Therapeutics, Inc.	Added$XX.XM	Held$XX.XM
IRON	Disc Medicine Inc.	Added$XX.XM	Held$XX.XM
GPCR	Structure Therapeutics Inc.	Held$XX.XM	Trimmed$XX.XM
TVTX	Travere Therapeutics Inc.	Held$XX.XM	Added$XX.XM
ACRS	Aclaris Therapeutics Inc.	Held$XX.XM	Held$XX.XM
ZLAB	Zai Lab Ltd.	Held$XX.XM	New$XX.XM
INSM	Insmed Incorporated	Held$XX.XM	Trimmed$XX.XM

Funds disagree

Positions where selected funds are taking different actions — one adding while another trims.

Ticker	Company	RA	Rock
RYTM	Rhythm Pharmaceuticals Inc.	Added$XX.XM	Trimmed$XX.XM
NAMSW	NewAmsterdam Pharma Co N.V.	Trimmed$XX.XM	Added$XX.XM
COGT	Cogent Biosciences Inc.	Added$XX.XM	Trimmed$XX.XM