Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| RHYTHM PHARMACEUTICALS INC(RYTM) | 763,707 | 992,200 | +228,493 | 77,127 | 106,205 | 33.65% | +29,078 |
| ARGENX SE(ARGX) | 150,000 | 142,000 | -8,000 | 110,634 | 119,415 | 37.83% | +8,781 |
| CYTOKINETICS INC(CYTK) | 37,587 | 166,823 | +129,236 | 2,066 | 10,600 | 3.36% | +8,534 |
| DISC MEDICINE INC(IRON) | 430,000 | 452,992 | +22,992 | 28,414 | 35,972 | 11.40% | +7,558 |
| REVOLUTION MEDICINES INC(RVMD) | 492,300 | 370,000 | -122,300 | 22,990 | 29,471 | 9.34% | +6,480 |
| KYMERA THERAPEUTICS INC(KYMR) | 61,750 | 0 | -61,750 | 3,495 | 0 | — | -3,495 |
| STOKE THERAPEUTICS INC(STOK) | 212,049 | 0 | -212,049 | 4,983 | 0 | — | -4,983 |
| SEPTERNA INC(SEPN) | 283,158 | 0 | -283,158 | 5,326 | 0 | — | -5,326 |
| CRINETICS PHARMACEUTICALS IN(CRNX) | 260,000 | 0 | -260,000 | 10,829 | 0 | — | -10,829 |
| CORCEPT THERAPEUTICS INC(CORT) | 392,331 | 401,395 | +9,064 | 32,607 | 13,969 | 4.43% | -18,638 |