Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| INSMED INC(INSM) | 15,397,975 | 19,344,621 | +3,946,646 | 1,200,888 | 1,924,596 | 80.75% | +723,708 |
| VERONA PHARMA PLC | 3,923,204 | 4,129,618 | +206,414 | 245,985 | 387,441 | 16.26% | +141,456 |
| CIDARA THERAPEUTICS INC | 0 | 768,424 | +768,424 | 0 | 37,999 | 1.59% | +37,999 |
| MERUS N V | 0 | 395,738 | +395,738 | 0 | 20,970 | 0.88% | +20,970 |
| ALLOGENE THERAPEUTICS INC | 10,449,791 | 10,479,791 | +30,000 | 16,197 | 12,366 | 0.52% | -3,831 |