Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| IRONWOOD PHARMACEUTICALS INC(IRWD) | 15,919,435 | 15,919,435 | 0 | 20,854 | 53,648 | 24.07% | +32,794 |
| BIOHAVEN LTD(BHVN) | 0 | 513,184 | +513,184 | 0 | 5,794 | 2.60% | +5,794 |
| INNOVIVA INC(INVA) | 2,816,022 | 2,816,022 | 0 | 51,392 | 56,292 | 25.25% | +4,900 |
| AMARIN CORP PLC | 1,242,527 | 1,673,395 | +430,868 | 20,353 | 23,352 | 10.48% | +3,000 |
| LANTHEUS HLDGS INC(LNTH) | 181,450 | 181,450 | 0 | 9,307 | 12,075 | 5.42% | +2,769 |
| REGENERON PHARMACEUTICALS(REGN) | 4,190 | 4,190 | 0 | 2,356 | 3,234 | 1.45% | +878 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 303,151 | 303,151 | 0 | 42,556 | 42,996 | 19.29% | +440 |
| VOR BIOPHARMA INC(VOR) | 25,399 | 25,399 | 0 | 1,237 | 332 | 0.15% | -905 |
| CYTOKINETICS INC(CYTK) | 588,357 | 396,357 | -192,000 | 32,336 | 25,185 | 11.30% | -7,152 |