Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2023 ▲▼ | Q3 2023 ▲▼ | Change ▲▼ | Q2 2023 ▲▼ | Q3 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| EXELIXIS INC(EXEL) | 2,133,703 | 1,899,151 | -234,552 | 41 | 41 | 15.28% | +1 |
| UNITED THERAPEUTICS CORP(UTHR) | 202,715 | 201,222 | -1,493 | 45 | 45 | 16.73% | +1 |
| TARO PHARMACEUTICAL INDUS | 643,080 | 640,735 | -2,345 | 24 | 24 | 8.90% | -0 |
| EAGLE PHARMACEUTICALS INC | 113,437 | 112,666 | -771 | 2 | 2 | 0.65% | -0 |
| VANDA PHARMACEUTICALS INC | 362,951 | 360,429 | -2,522 | 2 | 2 | 0.57% | -1 |
| KODIAK SCIENCES INC(KOD) | 344,634 | 342,312 | -2,322 | 2 | 1 | 0.23% | -2 |
| REGENERON PHARMACEUTICALS(REGN) | 59,188 | 47,256 | -11,932 | 43 | 39 | 14.32% | -4 |
| EMBECTA CORP | 1,070,810 | 1,164,876 | +94,066 | 23 | 18 | 6.45% | -6 |
| ENANTA PHARMACEUTICALS INC | 687,613 | 735,103 | +47,490 | 15 | 8 | 3.02% | -7 |
| CARDINAL HEALTH INC(CAH) | 353,714 | 291,319 | -62,395 | 33 | 25 | 9.31% | -8 |
| BIOGEN INC(BIIB) | 176,826 | 160,480 | -16,346 | 50 | 41 | 15.19% | -9 |
| ALKERMES PLC(ALKS) | 1,103,451 | 906,060 | -197,391 | 35 | 25 | 9.34% | -9 |