Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| 10X GENOMICS INC(TXG) | 0 | 1,090,000 | +1,090,000 | 0 | 23,141 | 18.56% | +23,141 |
| CAREDX INC(CDNA) | 510,000 | 935,000 | +425,000 | 9,608 | 16,232 | 13.02% | +6,623 |
| TEMPUS AI INC(TEM) | 86,412 | 156,412 | +70,000 | 5,103 | 7,073 | 5.67% | +1,970 |
| BILLIONTOONE INC | 0 | 20,000 | +20,000 | 0 | 1,579 | 1.27% | +1,579 |
| TWIST BIOSCIENCE CORP(TWST) | 383,000 | 276,000 | -107,000 | 12,149 | 13,116 | 10.52% | +967 |
| PERSONALIS INC(PSNL) | 1,676,300 | 1,676,300 | 0 | 13,343 | 10,678 | 8.56% | -2,665 |
| QUANTERIX CORP | 2,092,147 | 2,142,147 | +50,000 | 13,306 | 7,540 | 6.05% | -5,766 |
| GRAIL INC(GRAL) | 99,000 | 0 | -99,000 | 8,473 | 0 | — | -8,473 |
| GUARDANT HEALTH INC(GH) | 355,047 | 242,247 | -112,800 | 36,265 | 22,376 | 17.94% | -13,888 |
| ADAPTIVE BIOTECHNOLOGIES COR(ADPT) | 1,765,145 | 1,010,145 | -755,000 | 28,666 | 14,021 | 11.24% | -14,645 |
| NATERA INC(NTRA) | 141,494 | 44,794 | -96,700 | 32,415 | 8,958 | 7.18% | -23,457 |