Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| INSMED INC(INSM) | 20,457,445 | 20,933,277 | +475,832 | 2,897,797 | 3,644,274 | 73.78% | +746,477 |
| BELITE BIO INC(BLTE) | 0 | 3,027,704 | +3,027,704 | 0 | 486,915 | 9.86% | +486,915 |
| ABIVAX SA(ABVX) | 3,164,501 | 3,178,501 | +14,000 | 263,698 | 439,714 | 8.90% | +176,016 |
| CIDARA THERAPEUTICS INC | 997,196 | 997,196 | 0 | 94,993 | 220,181 | 4.46% | +125,188 |
| WAVE LIFE SCIENCES LTD(WVE) | 0 | 7,298,421 | +7,298,421 | 0 | 125,168 | 2.53% | +125,168 |
| CAPRICOR THERAPEUTICS INC(CAPR) | 0 | 800,000 | +800,000 | 0 | 23,168 | 0.47% | +23,168 |
| UNIQURE NV(QURE) | 400,000 | 0 | -400,000 | 23,760 | 0 | — | -23,760 |
| UNITED THERAPEUTICS CORP DEL(UTHR) | 748,550 | 0 | -748,550 | 317,617 | 0 | — | -317,617 |