Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2023 ▲▼ | Q3 2023 ▲▼ | Change ▲▼ | Q2 2023 ▲▼ | Q3 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| INSMED INC(INSM) | 5,889,491 | 5,889,491 | 0 | 124,268 | 148,710 | 14.07% | +24,441 |
| BIOMARIN PHARMACEUTICAL INC(BMRN) | 1,831,035 | 1,831,035 | 0 | 158,714 | 162,010 | 15.33% | +3,296 |
| NEVRO CORP | 186,259 | 386,832 | +200,573 | 4,735 | 7,435 | 0.70% | +2,700 |
| GOSSAMER BIO INC | 3,465,152 | 6,530,288 | +3,065,136 | 4,158 | 5,438 | 0.51% | +1,280 |
| SAREPTA THERAPEUTICS INC(SRPT) | 94,030 | 94,030 | 0 | 10,768 | 11,398 | 1.08% | +630 |
| RELMADA THERAPEUTICS INC | 732,400 | 732,400 | 0 | 1,802 | 2,197 | 0.21% | +395 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 64,700 | 64,700 | 0 | 1,674 | 2,045 | 0.19% | +371 |
| UROGEN PHARMA LTD(URGN) | 24,500 | 24,500 | 0 | 254 | 343 | 0.03% | +90 |
| ALDEYRA THERAPEUTICS INC | 160,800 | 160,800 | 0 | 1,349 | 1,074 | 0.10% | -275 |
| TACTILE SYSTEMS TECHNOLOGY I | 27,100 | 27,100 | 0 | 676 | 381 | 0.04% | -295 |
| CYTOKINETICS INC(CYTK) | 111,717 | 111,717 | 0 | 3,644 | 3,291 | 0.31% | -353 |
| KEZAR LIFE SCIENCES INC | 656,200 | 656,200 | 0 | 1,608 | 781 | 0.07% | -827 |
| VANDA PHARMACEUTICALS INC | 324,073 | 278,985 | -45,088 | 2,136 | 1,205 | 0.11% | -930 |
| ANAPTYSBIO INC | 431,224 | 431,224 | 0 | 8,771 | 7,745 | 0.73% | -1,026 |
| TRAVERE THERAPEUTICS INC(TVTX) | 166,069 | 166,069 | 0 | 2,551 | 1,485 | 0.14% | -1,066 |
| GRITSTONE ONCOLOGY INC | 666,127 | 0 | -666,127 | 1,299 | 0 | — | -1,299 |
| EHEALTH INC | 2,739,379 | 2,739,379 | 0 | 22,025 | 20,271 | 1.92% | -1,753 |
| ALKERMES PLC(ALKS) | 603,400 | 603,400 | 0 | 18,886 | 16,901 | 1.60% | -1,985 |
| KARYOPHARM THERAPEUTICS INC | 5,675,876 | 5,675,876 | 0 | 10,160 | 7,606 | 0.72% | -2,554 |
| AMICUS THERAPEUTICS INC COM | 10,524,022 | 10,524,022 | 0 | 132,182 | 127,972 | 12.11% | -4,210 |
| SYNDAX PHARMACEUTICALS INC(SNDX) | 612,600 | 472,600 | -140,000 | 12,822 | 6,862 | 0.65% | -5,960 |
| ACADIA PHARMACEUTICALS INC | 2,405,793 | 2,405,793 | 0 | 57,619 | 50,137 | 4.74% | -7,482 |
| UNITED THERAPEUTICS CORP(UTHR) | 627,514 | 575,907 | -51,607 | 138,524 | 130,080 | 12.31% | -8,444 |
| ALIGN TECHNOLOGY INC | 74,605 | 55,705 | -18,900 | 26,383 | 17,008 | 1.61% | -9,375 |
| BIOGEN INC(BIIB) | 381,282 | 381,282 | 0 | 108,608 | 97,993 | 9.27% | -10,615 |
| NOVOCURE LTD(NVCR) | 578,118 | 660,275 | +82,157 | 23,992 | 10,663 | 1.01% | -13,328 |
| STAAR SURGICAL CO(STAA) | 1,374,822 | 1,374,822 | 0 | 72,274 | 55,240 | 5.23% | -17,034 |
| SAGE THERAPEUTICS INC | 859,517 | 1,005,776 | +146,259 | 40,414 | 20,699 | 1.96% | -19,716 |
| PROTHENA CORP PLC SHS | 1,657,458 | 1,657,458 | 0 | 113,171 | 79,972 | 7.57% | -33,199 |
| REVANCE THERAPEUTICS INC | 5,228,609 | 5,228,609 | 0 | 132,336 | 59,972 | 5.67% | -72,364 |