Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| REVOLUTION MEDICINES INC(RVMD) | 2,211,018 | 10,629,822 | +8,418,804 | 204,983 | 2,047,516 | 54.45% | +1,842,533 |
| ROIVANT SCIENCES LTD(ROIV) | 6,797,300 | 6,747,300 | -50,000 | 179,517 | 234,334 | 6.23% | +54,817 |
| BELITE BIO INC(BLTE) | 3,057,412 | 3,077,219 | +19,807 | 456,105 | 456,588 | 12.14% | +484 |
| DIANTHUS THERAPEUTICS INC(DNTH) | 17,357 | 0 | -17,357 | 1,457 | 0 | — | -1,457 |
| ABIVAX SA(ABVX) | 3,468,657 | 3,621,583 | +152,926 | 352,069 | 348,215 | 9.26% | -3,853 |
| INSMED INC(INSM) | 16,805,184 | 6,431,163 | -10,374,021 | 2,576,571 | 673,600 | 17.91% | -1,902,971 |