Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CAREDX INC(CDNA) | 935,000 | 1,190,000 | +255,000 | 16,232 | 33,915 | 21.36% | +17,683 |
| PERSONALIS INC(PSNL) | 1,676,300 | 1,676,300 | 0 | 10,678 | 22,462 | 14.15% | +11,784 |
| ADAPTIVE BIOTECHNOLOGIES COR(ADPT) | 1,010,145 | 1,010,145 | 0 | 14,021 | 21,668 | 13.65% | +7,647 |
| QUANTERIX CORP(QTRX) | 2,142,147 | 3,474,202 | +1,332,055 | 7,540 | 15,009 | 9.45% | +7,468 |
| BILLIONTOONE INC | 20,000 | 70,000 | +50,000 | 1,579 | 8,399 | 5.29% | +6,820 |
| 10X GENOMICS INC(TXG) | 1,090,000 | 642,000 | -448,000 | 23,141 | 24,614 | 15.50% | +1,474 |
| NATERA INC(NTRA) | 44,794 | 34,494 | -10,300 | 8,958 | 9,363 | 5.90% | +405 |
| TEMPUS AI INC(TEM) | 156,412 | 105,412 | -51,000 | 7,073 | 6,107 | 3.85% | -966 |
| GUARDANT HEALTH INC(GH) | 242,247 | 114,747 | -127,500 | 22,376 | 17,215 | 10.84% | -5,161 |
| TWIST BIOSCIENCE CORP(TWST) | 276,000 | 0 | -276,000 | 13,116 | 0 | — | -13,116 |