Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| INSMED INC(INSM) | 12,960,538 | 15,397,975 | +2,437,437 | 894,796 | 1,200,888 | 82.08% | +306,093 |
| VERONA PHARMA PLC | 810,449 | 3,923,204 | +3,112,755 | 37,637 | 245,985 | 16.81% | +208,348 |
| ALLOGENE THERAPEUTICS INC | 0 | 10,449,791 | +10,449,791 | 0 | 16,197 | 1.11% | +16,197 |
| NURIX THERAPEUTICS INC(NRIX) | 163,681 | 0 | -163,681 | 3,084 | 0 | — | -3,084 |
| KEROS THERAPEUTICS INC(KROS) | 1,687,135 | 0 | -1,687,135 | 26,707 | 0 | — | -26,707 |
| GERON CORP(GERN) | 9,569,835 | 0 | -9,569,835 | 33,877 | 0 | — | -33,877 |
| JAZZ PHARMACEUTICALS PLC(JAZZ) | 484,515 | 0 | -484,515 | 59,668 | 0 | — | -59,668 |