Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AMARIN CORP PLC | 1,673,395 | 1,673,395 | 0 | 23,352 | 24,197 | 15.35% | +845 |
| LANTHEUS HLDGS INC(LNTH) | 181,450 | 166,919 | -14,531 | 12,075 | 12,661 | 8.03% | +585 |
| VOR BIOPHARMA INC(VOR) | 25,399 | 25,399 | 0 | 332 | 453 | 0.29% | +121 |
| REGENERON PHARMACEUTICALS(REGN) | 4,190 | 4,190 | 0 | 3,234 | 3,237 | 2.05% | +3 |
| BIOHAVEN LTD(BHVN) | 513,184 | 563,184 | +50,000 | 5,794 | 4,765 | 3.02% | -1,029 |
| INNOVIVA INC(INVA) | 2,816,022 | 2,130,950 | -685,072 | 56,292 | 49,651 | 31.50% | -6,641 |
| CYTOKINETICS INC(CYTK) | 396,357 | 228,623 | -167,734 | 25,185 | 15,069 | 9.56% | -10,116 |
| IRONWOOD PHARMACEUTICALS INC(IRWD) | 15,919,435 | 9,188,635 | -6,730,800 | 53,648 | 32,252 | 20.46% | -21,396 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 303,151 | 116,533 | -186,618 | 42,996 | 15,352 | 9.74% | -27,644 |