Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| IOVANCE BIOTHERAPEUTICS INC(IOVA) | 2,106,792 | 2,112,811 | +6,019 | 17,128 | 31,312 | 3.53% | +14,184 |
| ACELYRIN INC | 0 | 1,715,180 | +1,715,180 | 0 | 11,577 | 1.31% | +11,577 |
| STAAR SURGICAL CO(STAA) | 1,376,950 | 1,379,590 | +2,640 | 42,975 | 52,811 | 5.96% | +9,836 |
| ELEVATION ONCOLOGY INC | 0 | 1,346,666 | +1,346,666 | 0 | 6,908 | 0.78% | +6,908 |
| SAREPTA THERAPEUTICS INC(SRPT) | 200,905 | 201,265 | +360 | 19,373 | 26,056 | 2.94% | +6,682 |
| ANAPTYSBIO INC | 686,882 | 799,906 | +113,024 | 14,713 | 18,014 | 2.03% | +3,301 |
| KARYOPHARM THERAPEUTICS INC | 5,102,193 | 5,102,193 | 0 | 4,413 | 7,704 | 0.87% | +3,291 |
| NUVATION BIO INC(NUVB) | 0 | 772,652 | +772,652 | 0 | 2,812 | 0.32% | +2,812 |
| STOKE THERAPEUTICS INC(STOK) | 0 | 125,861 | +125,861 | 0 | 1,699 | 0.19% | +1,699 |
| TAYSHA GENE THERAPIES INC(TSHA) | 529,861 | 811,268 | +281,407 | 938 | 2,328 | 0.26% | +1,390 |
| HUMANA INC(HUM) | 0 | 3,985 | +3,985 | 0 | 1,382 | 0.16% | +1,382 |
| BLUEBIRD BIO INC | 3,333,333 | 4,560,171 | +1,226,838 | 4,600 | 5,837 | 0.66% | +1,237 |
| GOSSAMER BIO INC | 5,958,888 | 6,391,775 | +432,887 | 6,530 | 7,542 | 0.85% | +1,012 |
| ALIGN TECHNOLOGY INC | 55,705 | 49,105 | -6,600 | 15,263 | 16,103 | 1.82% | +839 |
| ACLARIS THERAPEUTICS INC(ACRS) | 0 | 569,832 | +569,832 | 0 | 707 | 0.08% | +707 |
| NOVOCURE LTD(NVCR) | 561,908 | 561,908 | 0 | 8,389 | 8,783 | 0.99% | +393 |
| RELMADA THERAPEUTICS INC | 732,400 | 732,400 | 0 | 3,032 | 3,406 | 0.38% | +374 |
| VYNE THERAPEUTICS INC | 445,434 | 445,434 | 0 | 1,038 | 1,367 | 0.15% | +330 |
| UROGEN PHARMA LTD(URGN) | 24,500 | 24,500 | 0 | 368 | 368 | 0.04% | 0 |
| ALDEYRA THERAPEUTICS INC | 225,465 | 225,465 | 0 | 791 | 737 | 0.08% | -54 |
| TRAVERE THERAPEUTICS INC(TVTX) | 110,719 | 110,719 | 0 | 995 | 854 | 0.10% | -142 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 64,700 | 64,700 | 0 | 1,910 | 1,625 | 0.18% | -285 |
| VERVE THERAPEUTICS INC | 575,817 | 575,817 | 0 | 8,027 | 7,647 | 0.86% | -380 |
| SYNDAX PHARMACEUTICALS INC(SNDX) | 472,600 | 405,193 | -67,407 | 10,213 | 9,644 | 1.09% | -569 |
| SIGHT SCIENCES INC | 173,790 | 0 | -173,790 | 897 | 0 | — | -897 |
| VANDA PHARMACEUTICALS INC | 278,985 | 0 | -278,985 | 1,177 | 0 | — | -1,177 |
| CYTOKINETICS INC(CYTK) | 111,717 | 111,717 | 0 | 9,327 | 7,832 | 0.88% | -1,495 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 154,437 | 182,766 | +28,329 | 29,561 | 27,314 | 3.08% | -2,246 |
| SAGE THERAPEUTICS INC | 991,525 | 1,005,776 | +14,251 | 21,486 | 18,848 | 2.13% | -2,638 |
| ALKERMES PLC(ALKS) | 603,400 | 495,592 | -107,808 | 16,738 | 13,416 | 1.51% | -3,323 |
| NEVRO CORP | 750,371 | 750,371 | 0 | 16,148 | 10,835 | 1.22% | -5,313 |
| EHEALTH INC | 2,739,379 | 2,715,681 | -23,698 | 23,887 | 16,376 | 1.85% | -7,512 |
| PROTHENA CORP PLC SHS | 1,660,057 | 1,663,448 | +3,391 | 60,326 | 41,204 | 4.65% | -19,123 |
| REVANCE THERAPEUTICS INC | 5,237,284 | 5,248,004 | +10,720 | 46,036 | 25,820 | 2.91% | -20,216 |
| UNITED THERAPEUTICS CORP(UTHR) | 395,784 | 267,759 | -128,025 | 87,029 | 61,510 | 6.94% | -25,519 |
| ACADIA PHARMACEUTICALS INC | 2,409,556 | 2,414,943 | +5,387 | 75,443 | 44,652 | 5.04% | -30,791 |
| BIOGEN INC(BIIB) | 380,417 | 289,958 | -90,459 | 98,441 | 62,524 | 7.05% | -35,917 |
| AMICUS THERAPEUTICS INC COM | 10,373,715 | 9,344,102 | -1,029,613 | 147,203 | 110,074 | 12.41% | -37,129 |
| BIOMARIN PHARMACEUTICAL INC(BMRN) | 1,500,749 | 1,134,569 | -366,180 | 144,702 | 99,093 | 11.18% | -45,609 |
| INSMED INC(INSM) | 5,511,721 | 4,423,369 | -1,088,352 | 170,808 | 120,006 | 13.53% | -50,802 |