Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CYTOKINETICS INC(CYTK) | 588,357 | 588,357 | 0 | 19,439 | 32,336 | 17.93% | +12,897 |
| IRONWOOD PHARMACEUTICALS INC(IRWD) | 15,919,435 | 15,919,435 | 0 | 11,417 | 20,854 | 11.56% | +9,437 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 303,151 | 303,151 | 0 | 38,103 | 42,556 | 23.59% | +4,453 |
| REGENERON PHARMACEUTICALS(REGN) | 0 | 4,190 | +4,190 | 0 | 2,356 | 1.31% | +2,356 |
| LANTHEUS HLDGS INC(LNTH) | 96,251 | 181,450 | +85,199 | 7,879 | 9,307 | 5.16% | +1,427 |
| VOR BIOPHARMA INC(VOR) | 0 | 25,399 | +25,399 | 0 | 1,237 | 0.69% | +1,237 |
| AMARIN CORP PLC | 1,242,527 | 1,242,527 | 0 | 20,154 | 20,353 | 11.28% | +199 |
| VOR BIOPHARMA INC(VOR) | 508,016 | 0 | -508,016 | 823 | 0 | — | -823 |
| INNOVIVA INC(INVA) | 2,816,022 | 2,816,022 | 0 | 56,574 | 51,392 | 28.49% | -5,181 |