Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CYTOKINETICS INC(CYTK) | 0 | 300,000 | +300,000 | 0 | 21,033 | 3.68% | +21,033 |
| AMARIN CORP PLC | 24,850,623 | 24,850,623 | 0 | 21,620 | 22,137 | 3.87% | +517 |
| REGULUS THERAPEUTICS INC | 185,183 | 185,183 | 0 | 237 | 533 | 0.09% | +296 |
| VOR BIOPHARMA INC(VOR) | 618,000 | 618,000 | 0 | 1,391 | 1,465 | 0.26% | +74 |
| BIOCRYST PHARMACEUTICALS INC(BCRX) | 1,000,000 | 1,094,168 | +94,168 | 5,990 | 5,558 | 0.97% | -432 |
| INNOVIVA INC(INVA) | 7,277,000 | 7,277,000 | 0 | 116,723 | 110,901 | 19.40% | -5,822 |
| GILEAD SCIENCES INC(GILD) | 1,075,400 | 1,103,282 | +27,882 | 87,118 | 80,815 | 14.14% | -6,303 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 470,000 | 346,426 | -123,574 | 61,927 | 47,779 | 8.36% | -14,148 |
| BIOGEN INC(BIIB) | 643,000 | 643,000 | 0 | 166,389 | 138,650 | 24.26% | -27,739 |
| IRONWOOD PHARMACEUTICALS INC | 16,390,000 | 16,390,000 | 0 | 187,502 | 142,757 | 24.97% | -44,745 |