Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 0 | 89,525 | +89,525 | 0 | 29,193 | 8.86% | +29,193 |
| VERONA PHARMA PLC | 0 | 216,578 | +216,578 | 0 | 20,484 | 6.22% | +20,484 |
| ASCENDIS PHARMA A/S(ASND) | 32,325 | 147,642 | +115,317 | 5,038 | 25,483 | 7.73% | +20,445 |
| UNITEDHEALTH GROUP INC(UNH) | 0 | 60,584 | +60,584 | 0 | 18,900 | 5.74% | +18,900 |
| TEVA PHARMACEUTICAL INDS LTD(TEVA) | 1,061,008 | 2,046,846 | +985,838 | 16,308 | 34,305 | 10.41% | +17,997 |
| MADRIGAL PHARMACEUTICALS INC(MDGL) | 37,869 | 97,765 | +59,896 | 12,543 | 29,588 | 8.98% | +17,044 |
| ARGENX SE(ARGX) | 17,844 | 47,793 | +29,949 | 10,561 | 26,344 | 7.99% | +15,783 |
| ABBVIE INC(ABBV) | 0 | 55,661 | +55,661 | 0 | 10,332 | 3.14% | +10,332 |
| AVADEL PHARMACEUTICALS PLC | 0 | 1,014,456 | +1,014,456 | 0 | 8,978 | 2.72% | +8,978 |
| EVOLUS INC | 321,802 | 1,239,031 | +917,229 | 3,871 | 11,411 | 3.46% | +7,540 |
| SOLENO THERAPEUTICS INC | 234,920 | 288,880 | +53,960 | 16,785 | 24,202 | 7.34% | +7,417 |
| TARSUS PHARMACEUTICALS INC(TARS) | 0 | 177,656 | +177,656 | 0 | 7,197 | 2.18% | +7,197 |
| INTUITIVE SURGICAL INC | 0 | 12,824 | +12,824 | 0 | 6,969 | 2.11% | +6,969 |
| INSPIRE MED SYS INC(INSP) | 78,812 | 149,244 | +70,432 | 12,553 | 19,367 | 5.88% | +6,814 |
| LEGEND BIOTECH CORP(LEGN) | 0 | 173,260 | +173,260 | 0 | 6,149 | 1.87% | +6,149 |
| VERA THERAPEUTICS INC(VERA) | 150,207 | 413,114 | +262,907 | 3,608 | 9,733 | 2.95% | +6,125 |
| PRAXIS PRECISION MEDICINES I(PRAX) | 83,659 | 195,432 | +111,773 | 3,168 | 8,218 | 2.49% | +5,050 |
| AXSOME THERAPEUTICS INC(AXSM) | 101,240 | 157,861 | +56,621 | 11,808 | 16,479 | 5.00% | +4,671 |
| BIOHAVEN LTD(BHVN) | 0 | 271,367 | +271,367 | 0 | 3,829 | 1.16% | +3,829 |
| KORRO BIO INC | 128,381 | 139,493 | +11,112 | 2,235 | 3,485 | 1.06% | +1,249 |
| FEMASYS INC | 30,606 | 30,606 | 0 | 38 | 30 | 0.01% | -9 |
| NUVALENT INC(NUVL) | 95,825 | 75,973 | -19,852 | 6,796 | 5,797 | 1.76% | -999 |
| GENEDX HOLDINGS CORP(WGS) | 58,145 | 32,931 | -25,214 | 5,150 | 3,040 | 0.92% | -2,110 |
| STEVANATO GROUP S P A ORD SHS | 175,681 | 0 | -175,681 | 3,587 | 0 | — | -3,587 |
| BLUEPRINT MEDICINES CORP | 50,000 | 0 | -50,000 | 4,426 | 0 | — | -4,425 |
| MERUS N V | 156,915 | 0 | -156,915 | 6,605 | 0 | — | -6,605 |
| INSMED INC(INSM) | 101,859 | 0 | -101,859 | 7,771 | 0 | — | -7,771 |
| ILLUMINA INC(ILMN) | 120,729 | 0 | -120,729 | 9,579 | 0 | — | -9,579 |
| GILEAD SCIENCES INC(GILD) | 89,453 | 0 | -89,453 | 10,023 | 0 | — | -10,023 |
| MCKESSON CORP(MCK) | 26,944 | 0 | -26,944 | 18,133 | 0 | — | -18,133 |
| THE CIGNA GROUP(CI) | 73,905 | 0 | -73,905 | 24,315 | 0 | — | -24,315 |