Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MCKESSON CORP(MCK) | 0 | 26,944 | +26,944 | 0 | 18,133 | 9.30% | +18,133 |
| SOLENO THERAPEUTICS INC | 0 | 234,920 | +234,920 | 0 | 16,785 | 8.61% | +16,785 |
| THE CIGNA GROUP(CI) | 40,810 | 73,905 | +33,095 | 11,269 | 24,315 | 12.48% | +13,045 |
| GILEAD SCIENCES INC(GILD) | 0 | 89,453 | +89,453 | 0 | 10,023 | 5.14% | +10,023 |
| ILLUMINA INC(ILMN) | 0 | 120,729 | +120,729 | 0 | 9,579 | 4.91% | +9,579 |
| INSMED INC(INSM) | 0 | 101,859 | +101,859 | 0 | 7,771 | 3.99% | +7,771 |
| NUVALENT INC(NUVL) | 0 | 95,825 | +95,825 | 0 | 6,796 | 3.49% | +6,796 |
| ASCENDIS PHARMA A/S(ASND) | 0 | 32,325 | +32,325 | 0 | 5,038 | 2.58% | +5,038 |
| BLUEPRINT MEDICINES CORP | 0 | 50,000 | +50,000 | 0 | 4,426 | 2.27% | +4,426 |
| VERA THERAPEUTICS INC(VERA) | 0 | 150,207 | +150,207 | 0 | 3,608 | 1.85% | +3,608 |
| PRAXIS PRECISION MEDICINES I(PRAX) | 37,269 | 83,659 | +46,390 | 2,868 | 3,168 | 1.63% | +300 |
| FEMASYS INC | 30,606 | 30,606 | 0 | 34 | 38 | 0.02% | +5 |
| MADRIGAL PHARMACEUTICALS INC(MDGL) | 47,472 | 37,869 | -9,603 | 14,648 | 12,543 | 6.44% | -2,105 |
| KORRO BIO INC | 144,216 | 128,381 | -15,835 | 5,490 | 2,235 | 1.15% | -3,255 |
| EVOLUS INC | 742,574 | 321,802 | -420,772 | 8,198 | 3,871 | 1.99% | -4,327 |
| LIVANOVA PLC(LIVN) | 99,700 | 0 | -99,700 | 4,617 | 0 | — | -4,617 |
| GENEDX HOLDINGS CORP(WGS) | 127,567 | 58,145 | -69,422 | 9,805 | 5,150 | 2.64% | -4,655 |
| BIOHAVEN LTD(BHVN) | 140,220 | 0 | -140,220 | 5,237 | 0 | — | -5,237 |
| MIND MEDICINE MINDMED INC | 820,793 | 0 | -820,793 | 5,713 | 0 | — | -5,713 |
| MERUS N V | 347,303 | 156,915 | -190,388 | 14,604 | 6,605 | 3.39% | -8,000 |
| GERON CORP(GERN) | 2,472,836 | 0 | -2,472,836 | 8,754 | 0 | — | -8,754 |
| AXSOME THERAPEUTICS INC(AXSM) | 249,769 | 101,240 | -148,529 | 21,133 | 11,808 | 6.06% | -9,325 |
| LEGEND BIOTECH CORP(LEGN) | 388,704 | 0 | -388,704 | 12,648 | 0 | — | -12,648 |
| JANUX THERAPEUTICS INC(JANX) | 236,407 | 0 | -236,407 | 12,657 | 0 | — | -12,657 |
| UNITEDHEALTH GROUP INC(UNH) | 28,115 | 0 | -28,115 | 14,222 | 0 | — | -14,222 |
| INSPIRE MED SYS INC(INSP) | 150,788 | 78,812 | -71,976 | 27,953 | 12,553 | 6.44% | -15,400 |
| NOVO-NORDISK A S(NVO) | 209,984 | 0 | -209,984 | 18,063 | 0 | — | -18,063 |
| IDEXX LABS INC(IDXX) | 44,972 | 0 | -44,972 | 18,593 | 0 | — | -18,593 |
| JAZZ PHARMACEUTICALS PLC(JAZZ) | 161,812 | 0 | -161,812 | 19,927 | 0 | — | -19,927 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 355,366 | 0 | -355,366 | 20,100 | 0 | — | -20,100 |
| AVADEL PHARMACEUTICALS PLC | 1,937,984 | 0 | -1,937,984 | 20,368 | 0 | — | -20,368 |
| STEVANATO GROUP S P A ORD SHS | 1,121,804 | 175,681 | -946,123 | 24,444 | 3,587 | 1.84% | -20,857 |
| VERONA PHARMA PLC | 454,201 | 0 | -454,201 | 21,093 | 0 | — | -21,093 |
| ARGENX SE(ARGX) | 58,258 | 17,844 | -40,414 | 35,829 | 10,561 | 5.42% | -25,267 |
| NATERA INC(NTRA) | 202,646 | 0 | -202,646 | 32,079 | 0 | — | -32,079 |
| TEVA PHARMACEUTICAL INDS LTD(TEVA) | 2,423,116 | 1,061,008 | -1,362,108 | 53,405 | 16,308 | 8.37% | -37,098 |
| ZIMMER BIOMET HOLDINGS INC(ZBH) | 369,004 | 0 | -369,004 | 38,978 | 0 | — | -38,978 |