Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BOSTON SCIENTIFIC CORP(BSX) | 0 | 178,156 | +178,156 | 0 | 17,972 | 3.62% | +17,972 |
| TG THERAPEUTICS INC(TGTX) | 0 | 400,644 | +400,644 | 0 | 15,797 | 3.18% | +15,797 |
| GUARDANT HEALTH INC(GH) | 0 | 315,737 | +315,737 | 0 | 13,450 | 2.71% | +13,450 |
| SPRINGWORKS THERAPEUTICS INC | 0 | 304,076 | +304,076 | 0 | 13,419 | 2.71% | +13,419 |
| INSULET CORP(PODD) | 0 | 49,350 | +49,350 | 0 | 12,960 | 2.61% | +12,960 |
| BRIDGEBIO PHARMA INC(BBIO) | 452,290 | 656,699 | +204,409 | 12,411 | 22,702 | 4.58% | +10,291 |
| RADNET INC(RDNT) | 0 | 157,615 | +157,615 | 0 | 7,837 | 1.58% | +7,837 |
| MERUS N V | 285,159 | 463,960 | +178,801 | 11,991 | 19,528 | 3.94% | +7,537 |
| MOONLAKE IMMUNOTHERAPEUTICS(MLTX) | 0 | 179,196 | +179,196 | 0 | 7,001 | 1.41% | +7,001 |
| ASCENDIS PHARMA A/S(ASND) | 87,804 | 113,278 | +25,474 | 12,088 | 17,656 | 3.56% | +5,568 |
| NATERA INC(NTRA) | 99,159 | 139,942 | +40,783 | 15,697 | 19,789 | 3.99% | +4,092 |
| BLUEPRINT MEDICINES CORP | 67,143 | 92,033 | +24,890 | 5,856 | 8,146 | 1.64% | +2,290 |
| ARS PHARMACEUTICALS INC | 593,291 | 669,010 | +75,719 | 6,259 | 8,416 | 1.70% | +2,157 |
| SOLENO THERAPEUTICS INC | 0 | 29,115 | +29,115 | 0 | 2,080 | 0.42% | +2,080 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 506,908 | 503,014 | -3,894 | 20,961 | 22,661 | 4.57% | +1,700 |
| INSMED INC(INSM) | 446,980 | 401,629 | -45,351 | 30,859 | 30,640 | 6.18% | -219 |
| ORIC PHARMACEUTICALS INC(ORIC) | 1,451,037 | 2,027,430 | +576,393 | 11,710 | 11,313 | 2.28% | -397 |
| ADMA BIOLOGICS INC | 684,230 | 566,945 | -117,285 | 11,735 | 11,248 | 2.27% | -486 |
| NUVALENT INC(NUVL) | 309,521 | 331,927 | +22,406 | 24,229 | 23,540 | 4.75% | -689 |
| PRAXIS PRECISION MEDICINES I(PRAX) | 45,536 | 71,775 | +26,239 | 3,504 | 2,718 | 0.55% | -786 |
| GLAUKOS CORP(GKOS) | 96,097 | 136,241 | +40,144 | 14,409 | 13,409 | 2.70% | -1,000 |
| ENLIVEN THERAPEUTICS INC | 535,092 | 535,092 | 0 | 12,040 | 10,531 | 2.12% | -1,509 |
| ARGENX SE(ARGX) | 43,078 | 41,911 | -1,167 | 26,493 | 24,806 | 5.00% | -1,687 |
| VERONA PHARMA PLC | 641,901 | 435,385 | -206,516 | 29,810 | 27,643 | 5.57% | -2,167 |
| AXSOME THERAPEUTICS INC(AXSM) | 192,146 | 118,179 | -73,967 | 16,257 | 13,783 | 2.78% | -2,474 |
| APOGEE THERAPEUTICS INC(APGE) | 252,725 | 229,675 | -23,050 | 11,448 | 8,581 | 1.73% | -2,868 |
| XENON PHARMACEUTICALS INC(XENE) | 684,986 | 683,451 | -1,535 | 26,851 | 22,930 | 4.62% | -3,922 |
| EXACT SCIENCES CORP(EXK) | 309,890 | 300,909 | -8,981 | 17,413 | 13,026 | 2.63% | -4,386 |
| HEALTHEQUITY INC(HQY) | 125,867 | 83,966 | -41,901 | 12,077 | 7,420 | 1.50% | -4,657 |
| VERA THERAPEUTICS INC(VERA) | 464,807 | 623,612 | +158,805 | 19,657 | 14,979 | 3.02% | -4,678 |
| HARROW INC(HROW) | 304,874 | 188,829 | -116,045 | 10,229 | 5,023 | 1.01% | -5,206 |
| REVOLUTION MEDICINES INC(RVMD) | 403,915 | 340,109 | -63,806 | 17,667 | 12,026 | 2.42% | -5,641 |
| SYNDAX PHARMACEUTICALS INC(SNDX) | 441,587 | 0 | -441,587 | 5,838 | 0 | — | -5,838 |
| BICARA THERAPEUTICS INC | 346,170 | 0 | -346,170 | 6,030 | 0 | — | -6,030 |
| INTUITIVE SURGICAL INC | 35,032 | 22,109 | -12,923 | 18,285 | 10,950 | 2.21% | -7,335 |
| CORMEDIX INC | 1,021,421 | 0 | -1,021,421 | 8,274 | 0 | — | -8,274 |
| JANUX THERAPEUTICS INC(JANX) | 383,602 | 430,163 | +46,561 | 20,538 | 11,614 | 2.34% | -8,924 |
| BIOHAVEN LTD(BHVN) | 262,442 | 0 | -262,442 | 9,802 | 0 | — | -9,802 |
| ARCELLX INC COMMON STOCK | 152,356 | 0 | -152,356 | 11,684 | 0 | — | -11,684 |
| DAY ONE BIOPHARMACEUTICALS I COM | 947,878 | 0 | -947,878 | 12,010 | 0 | — | -12,010 |
| VAXCYTE INC(PCVX) | 276,905 | 276,905 | 0 | 22,667 | 10,456 | 2.11% | -12,212 |
| GERON CORP(GERN) | 3,893,327 | 0 | -3,893,327 | 13,782 | 0 | — | -13,782 |
| CRINETICS PHARMACEUTICALS IN(CRNX) | 453,376 | 0 | -453,376 | 23,181 | 0 | — | -23,181 |
| INTRA-CELLULAR THERAPIES INC | 294,414 | 0 | -294,414 | 24,589 | 0 | — | -24,589 |