Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| REVOLUTION MEDICINES INC(RVMD) | 262,539 | 410,353 | +147,814 | 25,532 | 76,851 | 19.72% | +51,319 |
| CYTOKINETICS INC(CYTK) | 180,000 | 475,000 | +295,000 | 11,864 | 40,465 | 10.38% | +28,601 |
| RHYTHM PHARMACEUTICALS INC(RYTM) | 1,227,200 | 1,186,000 | -41,200 | 106,730 | 131,682 | 33.79% | +24,952 |
| ARGENX SE(ARGX) | 153,000 | 131,283 | -21,717 | 111,728 | 121,800 | 31.25% | +10,072 |
| TREVI THERAPEUTICS INC(TRVI) | 50,000 | 75,000 | +25,000 | 597 | 1,399 | 0.36% | +802 |
| DISC MEDICINE INC(IRON) | 286,661 | 240,125 | -46,536 | 18,329 | 17,563 | 4.51% | -766 |
| CRINETICS PHARMACEUTICALS IN(CRNX) | 40,230 | 0 | -40,230 | 1,461 | 0 | — | -1,461 |
| SEPTERNA INC(SEPN) | 100,300 | 0 | -100,300 | 2,410 | 0 | — | -2,410 |