Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SYNDAX PHARMACEUTICALS INC(SNDX) | 0 | 1,733,701 | +1,733,701 | 0 | 21,299 | 5.28% | +21,299 |
| ELI LILLY & CO(LLY) | 0 | 23,682 | +23,682 | 0 | 19,559 | 4.85% | +19,559 |
| INSPIRE MED SYS INC(INSP) | 0 | 85,877 | +85,877 | 0 | 13,678 | 3.39% | +13,678 |
| BECTON DICKINSON & CO(BDX) | 148,615 | 203,965 | +55,350 | 33,716 | 46,720 | 11.58% | +13,004 |
| SOLENO THERAPEUTICS INC | 0 | 160,962 | +160,962 | 0 | 11,501 | 2.85% | +11,501 |
| BRIDGEBIO PHARMA INC(BBIO) | 898,458 | 962,883 | +64,425 | 24,654 | 33,287 | 8.25% | +8,633 |
| REGENERON PHARMACEUTICALS(REGN) | 0 | 12,261 | +12,261 | 0 | 7,776 | 1.93% | +7,776 |
| EDWARDS LIFESCIENCES CORP | 333,144 | 435,588 | +102,444 | 24,663 | 31,571 | 7.83% | +6,909 |
| SPRINGWORKS THERAPEUTICS INC | 764,668 | 758,533 | -6,135 | 27,627 | 33,474 | 8.30% | +5,847 |
| ADAPTIVE BIOTECHNOLOGIES COR(ADPT) | 0 | 611,639 | +611,639 | 0 | 4,544 | 1.13% | +4,544 |
| MOONLAKE IMMUNOTHERAPEUTICS(MLTX) | 0 | 114,616 | +114,616 | 0 | 4,478 | 1.11% | +4,478 |
| VIR BIOTECHNOLOGY INC(VIR) | 0 | 611,608 | +611,608 | 0 | 3,963 | 0.98% | +3,963 |
| REPLIMUNE GROUP INC(REPL) | 0 | 355,640 | +355,640 | 0 | 3,467 | 0.86% | +3,467 |
| VERACYTE INC(VCYT) | 490,547 | 762,225 | +271,678 | 19,426 | 22,600 | 5.60% | +3,174 |
| CYTOKINETICS INC(CYTK) | 457,587 | 585,812 | +128,225 | 21,525 | 23,544 | 5.84% | +2,019 |
| OUTSET MED INC(OM) | 0 | 166,666 | +166,666 | 0 | 1,843 | 0.46% | +1,843 |
| ZENAS BIOPHARMA INC(ZBIO) | 187,184 | 295,148 | +107,964 | 1,533 | 2,332 | 0.58% | +799 |
| ASCENDIS PHARMA A/S(ASND) | 215,587 | 195,523 | -20,064 | 29,680 | 30,474 | 7.56% | +794 |
| FULCRUM THERAPEUTICS INC(FULC) | 0 | 202,139 | +202,139 | 0 | 582 | 0.14% | +582 |
| KARYOPHARM THERAPEUTICS INC(KPTI) | 0 | 155,622 | +155,622 | 0 | 582 | 0.14% | +582 |
| ATAI LIFE SCIENCES NV | 196,858 | 196,858 | 0 | 262 | 268 | 0.07% | +6 |
| SENSEI BIOTHERAPEUTICS INC(FTH) | 294,374 | 294,374 | 0 | 144 | 116 | 0.03% | -28 |
| HYPERFINE INC(HYPR) | 760,035 | 760,035 | 0 | 669 | 544 | 0.13% | -124 |
| FRACTYL HEALTH INC(GUTS) | 214,236 | 214,236 | 0 | 441 | 255 | 0.06% | -186 |
| KYVERNA THERAPEUTICS INC(KYTX) | 586,909 | 586,909 | 0 | 2,195 | 1,133 | 0.28% | -1,062 |
| PROTARA THERAPEUTICS INC(TARA) | 1,088,691 | 1,088,691 | 0 | 5,748 | 4,638 | 1.15% | -1,110 |
| INTUITIVE SURGICAL INC | 36,910 | 36,499 | -411 | 19,266 | 18,077 | 4.48% | -1,189 |
| METAGENOMI INC(MGX) | 528,993 | 528,993 | 0 | 1,910 | 719 | 0.18% | -1,190 |
| KARYOPHARM THERAPEUTICS INC(KPTI) | 2,334,375 | 0 | -2,334,375 | 1,579 | 0 | — | -1,579 |
| MERSANA THERAPEUTICS INC | 1,705,036 | 1,705,036 | 0 | 2,438 | 587 | 0.15% | -1,851 |
| KEROS THERAPEUTICS INC(KROS) | 407,292 | 389,384 | -17,908 | 6,447 | 3,968 | 0.98% | -2,480 |
| DIANTHUS THERAPEUTICS INC(DNTH) | 763,471 | 763,471 | 0 | 16,644 | 13,849 | 3.43% | -2,794 |
| STRUCTURE THERAPEUTICS INC | 569,395 | 704,864 | +135,469 | 15,442 | 12,201 | 3.02% | -3,241 |
| BOSTON SCIENTIFIC CORP(BSX) | 72,925 | 0 | -72,925 | 6,514 | 0 | — | -6,514 |
| INARI MED INC | 132,545 | 0 | -132,545 | 6,766 | 0 | — | -6,766 |
| UNIQURE NV(QURE) | 901,973 | 830,325 | -71,648 | 15,929 | 8,801 | 2.18% | -7,127 |
| LIVANOVA PLC(LIVN) | 512,447 | 381,648 | -130,799 | 23,731 | 14,991 | 3.72% | -8,740 |
| ADMA BIOLOGICS INC | 512,724 | 0 | -512,724 | 8,793 | 0 | — | -8,793 |
| DISC MEDICINE INC(IRON) | 179,815 | 0 | -179,815 | 11,400 | 0 | — | -11,400 |
| MASIMO CORP | 87,377 | 0 | -87,377 | 14,443 | 0 | — | -14,443 |
| EXACT SCIENCES CORP(EXK) | 309,103 | 0 | -309,103 | 17,368 | 0 | — | -17,368 |
| SEPTERNA INC(SEPN) | 1,024,245 | 1,024,245 | 0 | 23,455 | 5,930 | 1.47% | -17,525 |
| ENVISTA HOLDINGS CORPORATION(NVST) | 1,019,529 | 0 | -1,019,529 | 19,667 | 0 | — | -19,667 |
| BLUEPRINT MEDICINES CORP | 284,654 | 0 | -284,654 | 24,828 | 0 | — | -24,828 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 499,151 | 0 | -499,151 | 28,232 | 0 | — | -28,232 |