Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| EXACT SCIENCES CORP(EXK) | 0 | 388,650 | +388,650 | 0 | 16,825 | 4.37% | +16,825 |
| AKERO THERAPEUTICS INC | 0 | 226,400 | +226,400 | 0 | 9,165 | 2.38% | +9,165 |
| ASCENDIS PHARMA A/S(ASND) | 0 | 56,500 | +56,500 | 0 | 8,806 | 2.29% | +8,806 |
| TRANSMEDICS GROUP INC(TMDX) | 18,061 | 100,661 | +82,600 | 1,126 | 6,772 | 1.76% | +5,646 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 155,000 | 225,100 | +70,100 | 21,158 | 24,896 | 6.46% | +3,739 |
| DEXCOM INC(DXCM) | 274,551 | 356,921 | +82,370 | 21,352 | 24,374 | 6.33% | +3,022 |
| VIR BIOTECHNOLOGY INC(VIR) | 0 | 240,500 | +240,500 | 0 | 1,558 | 0.40% | +1,558 |
| IMMUNOCORE HLDGS PLC(IMCR) | 46,300 | 46,300 | 0 | 1,366 | 1,374 | 0.36% | +8 |
| INTUITIVE SURGICAL INC | 4,390 | 4,390 | 0 | 2,291 | 2,174 | 0.56% | -117 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 76,256 | 65,656 | -10,600 | 17,944 | 17,728 | 4.60% | -215 |
| BIOMARIN PHARMACEUTICAL INC(BMRN) | 419,212 | 382,612 | -36,600 | 27,555 | 27,047 | 7.02% | -508 |
| GRAIL INC(GRAL) | 53,124 | 0 | -53,124 | 948 | 0 | — | -948 |
| AGIOS PHARMACEUTICALS INC(AGIO) | 330,830 | 330,830 | 0 | 10,871 | 9,693 | 2.52% | -1,178 |
| PROCEPT BIOROBOTICS CORP(PRCT) | 233,089 | 299,089 | +66,000 | 18,768 | 17,425 | 4.52% | -1,343 |
| INSMED INC(INSM) | 513,700 | 443,300 | -70,400 | 35,466 | 33,819 | 8.78% | -1,646 |
| ARGENX SE(ARGX) | 74,990 | 74,990 | 0 | 46,119 | 44,384 | 11.53% | -1,735 |
| ULTRAGENYX PHARMACEUTICAL IN(RARE) | 627,600 | 627,600 | 0 | 26,403 | 22,725 | 5.90% | -3,678 |
| ICON PLC(ICLR) | 209,190 | 209,190 | 0 | 43,869 | 36,606 | 9.51% | -7,263 |
| UNITED THERAPEUTICS CORP DEL(UTHR) | 21,802 | 0 | -21,802 | 7,693 | 0 | — | -7,693 |
| INSPIRE MED SYS INC(INSP) | 136,603 | 81,121 | -55,482 | 25,323 | 12,921 | 3.36% | -12,403 |
| NATERA INC(NTRA) | 339,764 | 279,764 | -60,000 | 53,785 | 39,561 | 10.27% | -14,223 |
| ILLUMINA INC(ILMN) | 343,361 | 343,361 | 0 | 45,883 | 27,242 | 7.07% | -18,641 |