Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| LANTHEUS HLDGS INC(LNTH) | 63,000 | 100,000 | +37,000 | 5,636 | 9,760 | 6.31% | +4,124 |
| VOR BIOPHARMA INC(VOR) | 618,000 | 508,016 | -109,984 | 686 | 365 | 0.24% | -321 |
| AMARIN CORP PLC | 24,850,623 | 24,850,623 | 0 | 12,053 | 11,136 | 7.20% | -917 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 309,116 | 309,116 | 0 | 42,194 | 34,188 | 22.10% | -8,006 |
| CYTOKINETICS INC(CYTK) | 833,799 | 600,000 | -233,799 | 39,222 | 24,114 | 15.59% | -15,108 |
| GILEAD SCIENCES INC(GILD) | 262,080 | 0 | -262,080 | 24,208 | 0 | — | -24,208 |
| IRONWOOD PHARMACEUTICALS INC | 16,390,000 | 16,390,000 | 0 | 72,608 | 24,093 | 15.57% | -48,514 |
| INNOVIVA INC(INVA) | 7,277,000 | 2,816,022 | -4,460,978 | 126,256 | 51,054 | 33.00% | -75,201 |