Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| REVOLUTION MEDICINES INC(RVMD) | 0 | 2,211,018 | +2,211,018 | 0 | 204,983 | 5.44% | +204,983 |
| ROIVANT SCIENCES LTD(ROIV) | 0 | 6,797,300 | +6,797,300 | 0 | 179,517 | 4.76% | +179,517 |
| DIANTHUS THERAPEUTICS INC(DNTH) | 0 | 17,357 | +17,357 | 0 | 1,457 | 0.04% | +1,457 |
| CAPRICOR THERAPEUTICS INC(CAPR) | 800,000 | 0 | -800,000 | 23,168 | 0 | — | -23,168 |
| BELITE BIO INC(BLTE) | 3,027,704 | 3,057,412 | +29,708 | 486,915 | 456,105 | 12.10% | -30,811 |
| ABIVAX SA(ABVX) | 3,178,501 | 3,468,657 | +290,156 | 439,714 | 352,069 | 9.34% | -87,645 |
| WAVE LIFE SCIENCES LTD(WVE) | 7,298,421 | 0 | -7,298,421 | 125,168 | 0 | — | -125,168 |
| CIDARA THERAPEUTICS INC | 997,196 | 0 | -997,196 | 220,181 | 0 | — | -220,181 |
| INSMED INC(INSM) | 20,933,277 | 16,805,184 | -4,128,093 | 3,644,274 | 2,576,571 | 68.33% | -1,067,703 |