Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| IONIS PHARMACEUTICALS INC(IONS) | 0 | 417,833 | +417,833 | 0 | 27,335 | 8.96% | +27,335 |
| BRIDGEBIO PHARMA INC(BBIO) | 0 | 460,282 | +460,282 | 0 | 23,907 | 7.84% | +23,907 |
| RAPT THERAPEUTICS INC | 0 | 782,461 | +782,461 | 0 | 20,180 | 6.62% | +20,180 |
| COGENT BIOSCIENCES INC(COGT) | 0 | 945,042 | +945,042 | 0 | 13,571 | 4.45% | +13,571 |
| THE CIGNA GROUP(CI) | 35,600 | 82,972 | +47,372 | 11,769 | 23,917 | 7.84% | +12,148 |
| KODIAK SCIENCES INC(KOD) | 0 | 715,877 | +715,877 | 0 | 11,719 | 3.84% | +11,719 |
| LIVANOVA PLC(LIVN) | 0 | 167,932 | +167,932 | 0 | 8,796 | 2.88% | +8,796 |
| UNIQURE NV(QURE) | 0 | 147,317 | +147,317 | 0 | 8,599 | 2.82% | +8,599 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 641,448 | 535,732 | -105,716 | 32,643 | 39,275 | 12.88% | +6,631 |
| CLEARPOINT NEURO INC(CLPT) | 0 | 283,912 | +283,912 | 0 | 6,186 | 2.03% | +6,186 |
| MEDTRONIC PLC(MDT) | 428,789 | 428,789 | 0 | 37,378 | 40,838 | 13.39% | +3,460 |
| ICON PLC(ICLR) | 95,832 | 95,832 | 0 | 13,939 | 16,771 | 5.50% | +2,832 |
| UNITEDHEALTH GROUP INC(UNH) | 58,112 | 58,112 | 0 | 18,129 | 20,066 | 6.58% | +1,937 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 180,338 | 166,414 | -13,924 | 22,667 | 23,361 | 7.66% | +695 |
| ABEONA THERAPEUTICS INC(ABEO) | 1,254,658 | 502,854 | -751,804 | 7,126 | 2,655 | 0.87% | -4,471 |
| BIOMARIN PHARMACEUTICAL INC(BMRN) | 447,449 | 328,546 | -118,903 | 24,596 | 17,794 | 5.83% | -6,802 |
| PENNANT GROUP INC | 649,022 | 0 | -649,022 | 19,373 | 0 | — | -19,373 |
| UNUM GROUP(UNM) | 281,790 | 0 | -281,790 | 22,757 | 0 | — | -22,757 |
| AVANTOR INC(AVTR) | 1,694,482 | 0 | -1,694,482 | 22,808 | 0 | — | -22,808 |