Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DANAHER CORPORATION(DHR) | 0 | 346,875 | +346,875 | 0 | 79,407 | 10.31% | +79,407 |
| JOHNSON & JOHNSON(JNJ) | 302,831 | 603,143 | +300,312 | 56,151 | 124,820 | 16.21% | +68,670 |
| ELI LILLY & CO(LLY) | 0 | 63,284 | +63,284 | 0 | 68,010 | 8.83% | +68,010 |
| BOSTON SCIENTIFIC CORP(BSX) | 0 | 520,508 | +520,508 | 0 | 49,630 | 6.44% | +49,630 |
| TEVA PHARMACEUTICAL INDS LTD(TEVA) | 0 | 1,435,865 | +1,435,865 | 0 | 44,813 | 5.82% | +44,813 |
| IONIS PHARMACEUTICALS INC(IONS) | 0 | 557,174 | +557,174 | 0 | 44,078 | 5.72% | +44,078 |
| NUVALENT INC(NUVL) | 0 | 307,371 | +307,371 | 0 | 30,918 | 4.01% | +30,918 |
| DEXCOM INC(DXCM) | 0 | 421,600 | +421,600 | 0 | 27,982 | 3.63% | +27,982 |
| ASCENDIS PHARMA A/S(ASND) | 174,829 | 265,015 | +90,186 | 34,758 | 56,512 | 7.34% | +21,754 |
| MADRIGAL PHARMACEUTICALS INC(MDGL) | 67,706 | 86,023 | +18,317 | 31,054 | 50,095 | 6.50% | +19,041 |
| DIANTHUS THERAPEUTICS INC(DNTH) | 182,867 | 622,403 | +439,536 | 7,196 | 25,649 | 3.33% | +18,453 |
| UNITED THERAPEUTICS CORP DEL(UTHR) | 122,187 | 120,921 | -1,266 | 51,222 | 58,919 | 7.65% | +7,697 |
| VERA THERAPEUTICS INC(VERA) | 1,190,207 | 805,689 | -384,518 | 34,587 | 40,800 | 5.30% | +6,213 |
| AXSOME THERAPEUTICS INC(AXSM) | 292,137 | 201,627 | -90,510 | 35,480 | 36,825 | 4.78% | +1,345 |
| ARGENX SE(ARGX) | 43,411 | 37,653 | -5,758 | 32,018 | 31,664 | 4.11% | -354 |
| BIOHAVEN LTD(BHVN) | 149,179 | 0 | -149,179 | 2,239 | 0 | — | -2,239 |
| PRAXIS PRECISION MEDICINES I(PRAX) | 75,986 | 0 | -75,986 | 4,027 | 0 | — | -4,027 |
| TARSUS PHARMACEUTICALS INC(TARS) | 119,260 | 0 | -119,260 | 7,088 | 0 | — | -7,088 |
| STEVANATO GROUP S P A ORD SHS | 332,912 | 0 | -332,912 | 8,572 | 0 | — | -8,572 |
| AVADEL PHARMACEUTICALS PLC | 724,859 | 0 | -724,859 | 11,069 | 0 | — | -11,069 |
| XENON PHARMACEUTICALS INC(XENE) | 366,102 | 0 | -366,102 | 14,699 | 0 | — | -14,699 |
| KORRO BIO INC | 337,764 | 0 | -337,764 | 16,176 | 0 | — | -16,176 |
| ABBVIE INC(ABBV) | 89,621 | 0 | -89,621 | 20,751 | 0 | — | -20,751 |
| SOLENO THERAPEUTICS INC | 450,585 | 0 | -450,585 | 30,460 | 0 | — | -30,460 |
| MERCK & CO INC(MRK) | 446,874 | 0 | -446,874 | 37,506 | 0 | — | -37,506 |