Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| IRONWOOD PHARMACEUTICALS INC | 9,188,635 | 9,188,635 | 0 | 32,252 | 38,684 | 21.75% | +6,432 |
| LANTHEUS HLDGS INC(LNTH) | 166,919 | 166,919 | 0 | 12,661 | 18,518 | 10.41% | +5,857 |
| CYTOKINETICS INC(CYTK) | 228,623 | 228,623 | 0 | 15,069 | 19,476 | 10.95% | +4,408 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 116,533 | 116,533 | 0 | 15,352 | 19,640 | 11.04% | +4,288 |
| BIOHAVEN LTD(BHVN) | 563,184 | 582,312 | +19,128 | 4,765 | 8,665 | 4.87% | +3,900 |
| AMARIN CORP PLC | 1,673,395 | 1,673,395 | 0 | 24,197 | 26,674 | 15.00% | +2,477 |
| BIOGEN INC(BIIB) | 0 | 950 | +950 | 0 | 205 | 0.12% | +205 |
| VOR BIOPHARMA INC(VOR) | 25,399 | 25,399 | 0 | 453 | 468 | 0.26% | +14 |
| REGENERON PHARMACEUTICALS(REGN) | 4,190 | 4,190 | 0 | 3,237 | 2,613 | 1.47% | -625 |
| INNOVIVA INC(INVA) | 2,130,950 | 1,890,604 | -240,346 | 49,651 | 42,936 | 24.14% | -6,716 |