Affinity Asset Advisors, LLC Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$807.8B

Holdings

89

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (89 positions)

#StockSharesValue% PortfolioType
1
XBISPDR SER TR
700,000$66K0.00%Put
2
MRNAMODERNA INC
400,000$42K0.00%Put
3
TEVATEVA PHARMACEUTICAL INDS LTD
3,055,000$42K0.00%Call
4
APGEAPOGEE THERAPEUTICS INC
592,093$39K0.00%
5
XENEXENON PHARMACEUTICALS INC
837,387$36K0.00%
6
MDGLMADRIGAL PHARMACEUTICALS INC
115,000$30K0.00%
7
CRNXCRINETICS PHARMACEUTICALS IN
470,000$22K0.00%
8
TCE2CELLDEX THERAPEUTICS INC NEW
510,000$21K0.00%
9
AUTLAUTOLUS THERAPEUTICS PLC
3,375,000$21K0.00%
10
INZYINOZYME PHARMA INC
2,642,519$20K0.00%
11
VERAVERA THERAPEUTICS INC
470,000$20K0.00%
12
ACLXARCELLX INC
300,000$20K0.00%
13
BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC
17,000,000$18K0.00%
14
SYRESPYRE THERAPEUTICS INC
410,000$15K0.00%
15
KURAKURA ONCOLOGY INC
730,492$15K0.00%
16
IMVTIMMUNOVANT INC
429,400$13K0.00%Call
17
VRNAVERONA PHARMA PLC
817,833$13K0.00%
18
ONCBEIGENE LTD
82,143$12K0.00%
19
CERE1EURCEREVEL THERAPEUTICS HLDNG I
300,000$12K0.00%
20
NUVLNUVALENT INC
150,000$11K0.00%
21
CATBUSDASTRIA THERAPEUTICS INC
845,606$11K0.00%
22
NRIXNURIX THERAPEUTICS INC
810,253$11K0.00%
23
AXSMAXSOME THERAPEUTICS INC
139,758$11K0.00%
24
ESTAESTABLISHMENT LABS HLDGS INC
214,589$10K0.00%Call
25
CNTACENTESSA PHARMACEUTICALS PLC
830,546$9K0.00%
26
ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC
10,000,000$9K0.00%
27
APLSAPELLIS PHARMACEUTICALS INC
165,000$9K0.00%
28
IRWDIRONWOOD PHARMACEUTICALS INC
1,029,500$8K0.00%Call
29
NARIUSDINARI MED INC
175,000$8K0.00%
30
BBIOBRIDGEBIO PHARMA INC
300,000$8K0.00%Call
31
GONGERON CORP
2,500,000$8K0.00%
32
CMPSCOMPASS PATHWAYS PLC
1,027,868$8K0.00%
33
FULCFULCRUM THERAPEUTICS INC
825,339$7K0.00%Call
3410,500,000$7K0.00%
35
MORFMORPHIC HLDG INC
225,000$7K0.00%
36
ELEVATION ONCOLOGY INC
1,268,825$6K0.00%
37
NAMSNEWAMSTERDAM PHARMA COMPANY
286,200$6K0.00%
38
ISREURPERSPECTIVE THERAPEUTICS INC
5,100,000$6K0.00%
39
2JQGRITSTONE BIO INC
2,390,600$6K0.00%Put
40
PCVXVAXCYTE INC
80,000$5K0.00%
41
ABSIABSCI CORPORATION
1,025,000$5K0.00%
42
RAPTEURRAPT THERAPEUTICS INC
637,100$5K0.00%Put
43
CYTKCYTOKINETICS INC
80,000$5K0.00%
44
ALNYALNYLAM PHARMACEUTICALS INC
40,000$5K0.00%Call
45
YB4PSAVARA INC
1,150,000$5K0.00%
46
GHGUARDANT HEALTH INC
250,000$5K0.00%Call
47
COHERUS BIOSCIENCES INC
9,000,000$5K0.00%
48
ROIVROIVANT SCIENCES LTD
500,000$5K0.00%
49
CRSPCRISPR THERAPEUTICS AG
65,000$4K0.00%Call
50
VKTXVIKING THERAPEUTICS INC
50,000$4K0.00%
51
CGEMCULLINAN ONCOLOGY INC
258,588$4K0.00%
52
SWTXSPRINGWORKS THERAPEUTICS INC
100,000$4K0.00%
53
KRYSKRYSTAL BIOTECH INC
26,746$4K0.00%
54
MLYSMINERALYS THERAPEUTICS INC
327,959$4K0.00%
55
MERSANA THERAPEUTICS INC
1,000,000$4K0.00%
56
MIRMMIRUM PHARMACEUTICALS INC
160,000$4K0.00%
57
RZLTREZOLUTE INC
1,600,000$4K0.00%
58
IMTXIMMATICS N.V
350,000$3K0.00%
59
NXTCNEXTCURE INC
1,359,037$3K0.00%
60
ARWRARROWHEAD PHARMACEUTICALS IN
120,000$3K0.00%
61
ITCIEURINTRA-CELLULAR THERAPIES INC
50,000$3K0.00%
62
IBRXIMMUNITYBIO INC
589,400$3K0.00%Put
63
MLTXMOONLAKE IMMUNOTHERAPEUTICS
75,000$3K0.00%
64
HLXCHELIX ACQUISITION CORP II
250,000$2K0.00%
65
PTGXPROTAGONIST THERAPEUTICS INC
100,000$2K0.00%
66
NAMSNEWAMSTERDAM PHARMA COMPANY
202,599$2K0.00%
67
TERNTERNS PHARMACEUTICALS INC
450,000$2K0.00%
68
ALKSALKERMES PLC
75,000$2K0.00%
69
RGNXREGENXBIO INC
110,000$2K0.00%
70
WVEWAVE LIFE SCIENCES LTD
286,585$1K0.00%
71
BSXBOSTON SCIENTIFIC CORP
25,000$1K0.00%
72
TNGXTANGO THERAPEUTICS INC
150,274$1K0.00%
73
KZRKEZAR LIFE SCIENCES INC
1,761,778$1K0.00%
74
TRMLTOURMALINE BIO INC
50,000$1K0.00%
75
ARYA SCIENCES ACQU CORP IV
133,500$1K0.00%
76
ZURAZURA BIO LTD
450,009$1K0.00%
77
AKROAKERO THERAPEUTICS INC
75,000$1K0.00%Call
78
QTTBQ32 BIO INC
27,777$00.00%
79
CNTXCONTEXT THERAPEUTICS INC
328,817$00.00%
80
AVROBIO INC
700,000$00.00%
81
AVTXAVALO THERAPEUTICS INC
10,000$00.00%
82
GLYCEURGLYCOMIMETICS INC
142,300$00.00%Put
83
ANVSANNOVIS BIO INC
72,900$00.00%Put
84
PMNEURPROMIS NEUROSCIENCES INC
265,958$00.00%
85
RCKTWROCKET PHARMACEUTICALS INC
75,000$00.00%
86
SAVACASSAVA SCIENCES INC
24,200$00.00%
87
IMTXIMMATICS N.V
187,204$00.00%
88
TVTXTRAVERE THERAPEUTICS INC
125,000$00.00%
89
PASGPASSAGE BIO INC
264,266$00.00%