Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Revolution Medicines, Inc.(RVMD) | 2,211,018 | 10,629,822 | +8,418,804 | $204.98M | $2.05B | 54.45% | +$1.84B |
| Insmed Incorporated(INSM) | 16,805,184 | 6,431,163 | -10,374,021 | $2.58B | $673.60M | 17.91% | -$1.90B |
| Belite Bio, IncADS(BLTE) | 3,057,412 | 3,077,219 | +19,807 | $456.10M | $456.59M | 12.14% | +$483.5K |
| ABIVAX Société AnonymeADS(ABVX) | 3,468,657 | 3,621,583 | +152,926 | $352.07M | $348.22M | 9.26% | -$3.85M |
| Roivant Sciences Ltd.SHS(ROIV) | 6,797,300 | 6,747,300 | -50,000 | $179.52M | $234.33M | 6.23% | +$54.82M |
| Dianthus Therapeutics, Inc.(DNTH) | 17,357 | 0 | -17,357 | $1.46M | $0 | — | -$1.46M |