Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CYTOKINETICS INC(CYTK) | 764,538 | 1,201,342 | +436,804 | 50,391 | 102,342 | 2.83% | +51,952 |
| INCYTE CORP(INCY) | 656,817 | 900,005 | +243,188 | 61,820 | 102,025 | 2.82% | +40,205 |
| UNITEDHEALTH GROUP INC(UNH) | 148,000 | 183,000 | +35,000 | 40,047 | 76,060 | 2.10% | +36,013 |
| SANOFI SA(SNY) | 300,000 | 1,064,000 | +764,000 | 14,454 | 45,390 | 1.26% | +30,936 |
| RIGEL PHARMACEUTICALS INC(RIGL) | 1,280,000 | 1,672,000 | +392,000 | 34,611 | 65,409 | 1.81% | +30,797 |
| WATERS CORP(WAT) | 0 | 75,004 | +75,004 | 0 | 28,130 | 0.78% | +28,130 |
| REGENERON PHARMACEUTICALS(REGN) | 36,126 | 89,809 | +53,683 | 27,912 | 56,000 | 1.55% | +28,087 |
| SUPERNUS PHARMACEUTICALS(SUPN) | 1,895,347 | 2,646,201 | +750,854 | 97,970 | 123,075 | 3.40% | +25,104 |
| INTELLIA THERAPEUTICS INC(NTLA) | 336,000 | 1,500,000 | +1,164,000 | 4,308 | 25,380 | 0.70% | +21,072 |
| SOLID BIOSCIENCES INC | 3,200,000 | 4,278,000 | +1,078,000 | 23,040 | 42,737 | 1.18% | +19,697 |
| ZETA GLOBAL HOLDINGS CORP(ZETA) | 10,997 | 965,273 | +954,276 | 175 | 18,997 | 0.53% | +18,822 |
| TREACE MED CONCEPTS INC(TMCI) | 6,364,000 | 6,364,000 | 0 | 8,528 | 25,329 | 0.70% | +16,801 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 91,491 | 122,480 | +30,989 | 44,971 | 61,407 | 1.70% | +16,436 |
| MADRIGAL PHARMACEUTICALS INC(MDGL) | 264,583 | 288,000 | +23,417 | 138,501 | 154,642 | 4.28% | +16,140 |
| ILLUMINA INC(ILMN) | 0 | 91,118 | +91,118 | 0 | 16,021 | 0.44% | +16,021 |
| PRESTIGE CONSMR HEALTHCARE I(PBH) | 0 | 336,000 | +336,000 | 0 | 15,883 | 0.44% | +15,883 |
| MONGODB INC(MDB) | 107,296 | 125,172 | +17,876 | 26,263 | 42,045 | 1.16% | +15,782 |
| LIBERTY MEDIA CORP DEL(FWONA) | 0 | 165,106 | +165,106 | 0 | 15,708 | 0.43% | +15,708 |
| INTEGER HLDGS CORP(ITGR) | 0 | 167,746 | +167,746 | 0 | 15,676 | 0.43% | +15,676 |
| LIVE NATION ENTERTAINMENT IN(LYV) | 0 | 81,824 | +81,824 | 0 | 14,983 | 0.41% | +14,983 |
| MINERALYS THERAPEUTICS INC(MLYS) | 1,176,000 | 1,736,000 | +560,000 | 31,858 | 46,837 | 1.30% | +14,979 |
| NOVO-NORDISK A S(NVO) | 0 | 312,000 | +312,000 | 0 | 14,957 | 0.41% | +14,957 |
| TWIST BIOSCIENCE CORP(TWST) | 0 | 142,000 | +142,000 | 0 | 14,609 | 0.40% | +14,609 |
| AMAZON COM INC(AMZN) | 262,137 | 284,562 | +22,425 | 54,595 | 67,823 | 1.88% | +13,227 |
| RH(RH) | 48,000 | 116,624 | +68,624 | 6,711 | 19,211 | 0.53% | +12,500 |
| TAKE-TWO INTERACTIVE SOFTWAR(TTWO) | 0 | 49,877 | +49,877 | 0 | 12,468 | 0.34% | +12,468 |
| MICROSOFT CORP(MSFT) | 48,860 | 80,581 | +31,721 | 18,087 | 30,058 | 0.83% | +11,972 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 39,978 | +39,978 | 0 | 11,909 | 0.33% | +11,909 |
| HARMONY BIOSCIENCES HLDGS IN(HRMY) | 1,624,000 | 1,564,000 | -60,000 | 45,488 | 56,945 | 1.58% | +11,457 |
| BOSTON SCIENTIFIC CORP(BSX) | 0 | 265,201 | +265,201 | 0 | 11,319 | 0.31% | +11,319 |
| NOKIA CORP(NOK) | 0 | 849,701 | +849,701 | 0 | 11,284 | 0.31% | +11,284 |
| ALPHABET INC(GOOG) | 118,514 | 126,494 | +7,980 | 34,080 | 45,205 | 1.25% | +11,125 |
| DYNE THERAPEUTICS INC(DYN) | 3,175,110 | 3,087,226 | -87,884 | 57,565 | 68,567 | 1.90% | +11,003 |
| NETSKOPE INC(NTSK) | 0 | 1,000,000 | +1,000,000 | 0 | 10,940 | 0.30% | +10,940 |
| FOX CORP(FOX) | 0 | 202,892 | +202,892 | 0 | 10,583 | 0.29% | +10,583 |
| GITLAB INC(GTLB) | 1,028,664 | 1,074,141 | +45,477 | 22,260 | 32,794 | 0.91% | +10,533 |
| SHAKE SHACK INC(SHAK) | 0 | 183,118 | +183,118 | 0 | 10,258 | 0.28% | +10,258 |
| FRESHPET INC(FRPT) | 1,093,307 | 1,260,702 | +167,395 | 64,461 | 74,533 | 2.06% | +10,071 |
| KURA ONCOLOGY INC(KURA) | 3,736,000 | 3,678,000 | -58,000 | 30,374 | 40,348 | 1.12% | +9,974 |
| IMMUNOCORE HLDGS PLC(IMCR) | 1,188,000 | 1,428,000 | +240,000 | 35,818 | 45,339 | 1.25% | +9,521 |
| WORKDAY INC(WDAY) | 73,995 | 154,030 | +80,035 | 9,613 | 18,856 | 0.52% | +9,243 |
| NEKTAR THERAPEUTICS(NKTR) | 578,000 | 724,000 | +146,000 | 41,587 | 50,542 | 1.40% | +8,955 |
| AIRBNB INC | 15,190 | 74,687 | +59,497 | 1,918 | 10,688 | 0.30% | +8,770 |
| FIVE9 INC(FIVN) | 1,592,000 | 1,536,000 | -56,000 | 24,151 | 32,748 | 0.91% | +8,597 |
| INTEL CORP(INTC) | 223,995 | 129,011 | -94,984 | 9,885 | 18,014 | 0.50% | +8,129 |
| 4D MOLECULAR THERAPEUTICS IN | 2,000,000 | 2,000,000 | 0 | 18,620 | 26,600 | 0.74% | +7,980 |
| E L F BEAUTY INC(ELF) | 55,426 | 152,720 | +97,294 | 3,359 | 11,301 | 0.31% | +7,942 |
| ARAMARK(ARMK) | 0 | 136,000 | +136,000 | 0 | 7,738 | 0.21% | +7,738 |
| WYNN RESORTS LTD(WYNN) | 173,545 | 261,065 | +87,520 | 17,623 | 25,347 | 0.70% | +7,723 |
| UIPATH INC(PATH) | 1,284,720 | 2,000,000 | +715,280 | 14,260 | 21,740 | 0.60% | +7,480 |
| ANGIODYNAMICS INC(ANGO) | 1,869,000 | 2,198,000 | +329,000 | 21,251 | 28,596 | 0.79% | +7,345 |
| NEBIUS GROUP N.V.(NBIS) | 108,000 | 67,000 | -41,000 | 11,206 | 18,503 | 0.51% | +7,297 |
| TOAST INC(TOST) | 577,471 | 810,830 | +233,359 | 15,309 | 22,557 | 0.62% | +7,249 |
| STARBUCKS CORP(SBUX) | 0 | 68,089 | +68,089 | 0 | 6,958 | 0.19% | +6,958 |
| SPDR SERIES TRUST ST STR SP RETAIL | 0 | 78,787 | +78,787 | 0 | 6,913 | 0.19% | +6,913 |
| APPIAN CORP(APPN) | 0 | 300,000 | +300,000 | 0 | 6,870 | 0.19% | +6,870 |
| BLOOM ENERGY CORP | 47,737 | 43,658 | -4,079 | 6,468 | 13,215 | 0.37% | +6,747 |
| BEST BUY INC(BBY) | 51,631 | 127,492 | +75,861 | 3,315 | 9,674 | 0.27% | +6,359 |
| SPYRE THERAPEUTICS INC(SYRE) | 120,931 | 137,588 | +16,657 | 6,100 | 12,215 | 0.34% | +6,115 |
| IRONWOOD PHARMACEUTICALS INC(IRWD) | 15,028,000 | 13,932,000 | -1,096,000 | 52,748 | 58,654 | 1.62% | +5,905 |
| RAPID MICRO BIOSYSTEMS INC(RPID) | 0 | 3,328,000 | +3,328,000 | 0 | 5,757 | 0.16% | +5,757 |
| MACROGENICS INC(MGNX) | 6,012,000 | 5,006,752 | -1,005,248 | 17,375 | 23,131 | 0.64% | +5,757 |
| MICRON TECHNOLOGY INC(MU) | 23,293 | 11,567 | -11,726 | 7,869 | 13,352 | 0.37% | +5,482 |
| SEMTECH CORP(SMTC) | 61,891 | 62,380 | +489 | 4,759 | 10,096 | 0.28% | +5,337 |
| CENTRAL GARDEN & PET CO(CENT) | 478,000 | 536,000 | +58,000 | 15,497 | 20,781 | 0.57% | +5,284 |
| RTB DIGITAL INC(RTB) | 0 | 350,000 | +350,000 | 0 | 5,278 | 0.15% | +5,278 |
| KYMERA THERAPEUTICS INC(KYMR) | 83,876 | 106,272 | +22,396 | 6,986 | 12,186 | 0.34% | +5,200 |
| APPLOVIN CORP(APP) | 24,422 | 28,228 | +3,806 | 9,720 | 14,544 | 0.40% | +4,824 |
| LIVANOVA PLC(LIVN) | 0 | 58,451 | +58,451 | 0 | 4,806 | 0.13% | +4,806 |
| AXOGEN INC(AXGN) | 936,000 | 775,000 | -161,000 | 31,010 | 35,797 | 0.99% | +4,788 |
| LENNAR CORP(LEN) | 177,013 | 221,444 | +44,431 | 15,372 | 20,038 | 0.55% | +4,667 |
| XERIS BIOPHARMA HOLDINGS INC | 1,909,838 | 1,958,702 | +48,864 | 11,077 | 15,513 | 0.43% | +4,436 |
| BRIGHTSPRING HEALTH SVCS INC(BTSG) | 0 | 63,409 | +63,409 | 0 | 4,422 | 0.12% | +4,422 |
| HUMANA INC(HUM) | 141,279 | 72,527 | -68,752 | 24,496 | 28,809 | 0.80% | +4,313 |
| EVOLUS INC(EOLS) | 1,396,000 | 1,436,000 | +40,000 | 5,738 | 9,966 | 0.28% | +4,228 |
| MCKESSON CORP(MCK) | 0 | 5,551 | +5,551 | 0 | 4,194 | 0.12% | +4,194 |
| DENTSPLY SIRONA INC(XRAY) | 3,000,000 | 3,672,000 | +672,000 | 34,800 | 38,960 | 1.08% | +4,160 |
| CAPRI HOLDINGS LIMITED SHS | 658,000 | 836,000 | +178,000 | 11,594 | 15,525 | 0.43% | +3,931 |
| CORMEDIX INC(CRMD) | 0 | 500,000 | +500,000 | 0 | 3,925 | 0.11% | +3,925 |
| NUVATION BIO INC(NUVB) | 1,736,000 | 2,000,000 | +264,000 | 7,447 | 11,360 | 0.31% | +3,913 |
| DANAHER CORP DEL(DHR) | 0 | 20,500 | +20,500 | 0 | 3,905 | 0.11% | +3,905 |
| LATTICE SEMICONDUCTOR CORP(LSCC) | 0 | 24,436 | +24,436 | 0 | 3,738 | 0.10% | +3,738 |
| TTM TECHNOLOGIES INC(TTMI) | 0 | 19,027 | +19,027 | 0 | 3,558 | 0.10% | +3,558 |
| ALIGN TECHNOLOGY INC | 157,959 | 180,286 | +22,327 | 27,079 | 30,407 | 0.84% | +3,328 |
| STMICROELECTRONICS N V(STM) | 0 | 42,036 | +42,036 | 0 | 3,148 | 0.09% | +3,148 |
| ASTERA LABS INC(ALAB) | 0 | 6,323 | +6,323 | 0 | 3,054 | 0.08% | +3,054 |
| MONOLITHIC PWR SYS INC(MPWR) | 0 | 2,186 | +2,186 | 0 | 3,022 | 0.08% | +3,022 |
| ENTEGRIS INC(ENTG) | 0 | 16,737 | +16,737 | 0 | 3,010 | 0.08% | +3,010 |
| REGAL REXNORD CORPORATION(RRX) | 0 | 12,461 | +12,461 | 0 | 2,968 | 0.08% | +2,968 |
| REPLIMUNE GROUP INC(REPL) | 0 | 264,000 | +264,000 | 0 | 2,922 | 0.08% | +2,922 |
| GENERAC HLDGS INC(GNRC) | 44,902 | 39,924 | -4,978 | 8,771 | 11,690 | 0.32% | +2,919 |
| GSK PLC(GSK) | 236,000 | 300,000 | +64,000 | 13,025 | 15,726 | 0.44% | +2,701 |
| B & G FOODS INC(BGS) | 0 | 672,000 | +672,000 | 0 | 2,675 | 0.07% | +2,675 |
| VERASTEM INC(VSTM) | 4,592,000 | 7,024,000 | +2,432,000 | 24,338 | 26,832 | 0.74% | +2,494 |
| ALTO NEUROSCIENCE INC(ANRO) | 912,000 | 864,000 | -48,000 | 20,502 | 22,801 | 0.63% | +2,299 |
| ARVINAS INC(ARVN) | 1,978,000 | 2,796,000 | +818,000 | 20,967 | 23,235 | 0.64% | +2,268 |
| REDDIT INC(RDDT) | 70,000 | 67,000 | -3,000 | 9,426 | 11,630 | 0.32% | +2,204 |
| AUTOLUS THERAPEUTICS LTD(AUTL) | 15,800,000 | 15,000,000 | -800,000 | 21,804 | 24,000 | 0.66% | +2,196 |
| INUVO INC(INUV) | 0 | 1,622,307 | +1,622,307 | 0 | 2,044 | 0.06% | +2,044 |
| ABBOTT LABORATORIES | 0 | 22,381 | +22,381 | 0 | 2,031 | 0.06% | +2,031 |