Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DISC MEDICINE INC(IRON) | 0 | 299,464 | +299,464 | 0 | 15,860 | 2.96% | +15,860 |
| ARCELLX INC COMMON STOCK | 0 | 215,223 | +215,223 | 0 | 14,172 | 2.64% | +14,172 |
| NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES | 0 | 521,097 | +521,097 | 0 | 9,437 | 1.76% | +9,437 |
| ORIC PHARMACEUTICALS INC(ORIC) | 2,027,430 | 2,009,923 | -17,507 | 11,313 | 20,401 | 3.81% | +9,088 |
| ADMA BIOLOGICS INC | 566,945 | 1,092,361 | +525,416 | 11,248 | 19,892 | 3.71% | +8,644 |
| INSMED INC(INSM) | 401,629 | 372,672 | -28,957 | 30,640 | 37,506 | 7.00% | +6,865 |
| INTUITIVE SURGICAL INC | 22,109 | 32,305 | +10,196 | 10,950 | 17,555 | 3.27% | +6,605 |
| AKERO THERAPEUTICS INC | 0 | 114,554 | +114,554 | 0 | 6,113 | 1.14% | +6,113 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 0 | 17,879 | +17,879 | 0 | 5,830 | 1.09% | +5,830 |
| ASCENDIS PHARMA A/S(ASND) | 113,278 | 134,687 | +21,409 | 17,656 | 23,247 | 4.34% | +5,591 |
| SOLENO THERAPEUTICS INC | 29,115 | 86,332 | +57,217 | 2,080 | 7,233 | 1.35% | +5,153 |
| APOGEE THERAPEUTICS INC(APGE) | 229,675 | 311,490 | +81,815 | 8,581 | 13,528 | 2.52% | +4,947 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 503,014 | 527,540 | +24,526 | 22,661 | 26,847 | 5.01% | +4,186 |
| RADNET INC(RDNT) | 157,615 | 197,759 | +40,144 | 7,837 | 11,254 | 2.10% | +3,418 |
| REVOLUTION MEDICINES INC(RVMD) | 340,109 | 415,591 | +75,482 | 12,026 | 15,290 | 2.85% | +3,263 |
| INSULET CORP(PODD) | 49,350 | 51,408 | +2,058 | 12,960 | 16,151 | 3.01% | +3,192 |
| KALVISTA PHARMACEUTICALS INC | 0 | 214,138 | +214,138 | 0 | 2,421 | 0.45% | +2,421 |
| BETA BIONICS INC | 0 | 157,194 | +157,194 | 0 | 2,289 | 0.43% | +2,289 |
| GUARDANT HEALTH INC(GH) | 315,737 | 302,307 | -13,430 | 13,450 | 15,732 | 2.93% | +2,282 |
| HARROW INC(HROW) | 188,829 | 228,761 | +39,932 | 5,023 | 6,986 | 1.30% | +1,964 |
| VERONA PHARMA PLC | 435,385 | 309,988 | -125,397 | 27,643 | 29,319 | 5.47% | +1,676 |
| AXSOME THERAPEUTICS INC(AXSM) | 118,179 | 144,400 | +26,221 | 13,783 | 15,074 | 2.81% | +1,291 |
| BRIDGEBIO PHARMA INC(BBIO) | 656,699 | 551,684 | -105,015 | 22,702 | 23,822 | 4.44% | +1,120 |
| HEALTHEQUITY INC(HQY) | 83,966 | 80,880 | -3,086 | 7,420 | 8,473 | 1.58% | +1,053 |
| NUVALENT INC(NUVL) | 331,927 | 320,798 | -11,129 | 23,540 | 24,477 | 4.57% | +937 |
| TG THERAPEUTICS INC(TGTX) | 400,644 | 447,884 | +47,240 | 15,797 | 16,119 | 3.01% | +322 |
| NATERA INC(NTRA) | 139,942 | 118,130 | -21,812 | 19,789 | 19,957 | 3.72% | +168 |
| ENLIVEN THERAPEUTICS INC | 535,092 | 509,987 | -25,105 | 10,531 | 10,230 | 1.91% | -300 |
| ARS PHARMACEUTICALS INC | 669,010 | 455,953 | -213,057 | 8,416 | 7,956 | 1.48% | -460 |
| ARGENX SE(ARGX) | 41,911 | 43,953 | +2,042 | 24,806 | 24,228 | 4.52% | -578 |
| JANUX THERAPEUTICS INC(JANX) | 430,163 | 447,420 | +17,257 | 11,614 | 10,335 | 1.93% | -1,279 |
| XENON PHARMACEUTICALS INC(XENE) | 683,451 | 660,617 | -22,834 | 22,930 | 20,677 | 3.86% | -2,252 |
| PRAXIS PRECISION MEDICINES I(PRAX) | 71,775 | 0 | -71,775 | 2,718 | 0 | — | -2,718 |
| BOSTON SCIENTIFIC CORP(BSX) | 178,156 | 138,834 | -39,322 | 17,972 | 14,912 | 2.78% | -3,060 |
| MERUS N V | 463,960 | 292,964 | -170,996 | 19,528 | 15,410 | 2.87% | -4,118 |
| MOONLAKE IMMUNOTHERAPEUTICS(MLTX) | 179,196 | 0 | -179,196 | 7,001 | 0 | — | -7,001 |
| VERA THERAPEUTICS INC(VERA) | 623,612 | 309,666 | -313,946 | 14,979 | 7,296 | 1.36% | -7,683 |
| BLUEPRINT MEDICINES CORP | 92,033 | 0 | -92,033 | 8,146 | 0 | — | -8,146 |
| VAXCYTE INC(PCVX) | 276,905 | 0 | -276,905 | 10,456 | 0 | — | -10,456 |
| EXACT SCIENCES CORP(EXK) | 300,909 | 0 | -300,909 | 13,026 | 0 | — | -13,026 |
| GLAUKOS CORP(GKOS) | 136,241 | 0 | -136,241 | 13,409 | 0 | — | -13,409 |
| SPRINGWORKS THERAPEUTICS INC | 304,076 | 0 | -304,076 | 13,419 | 0 | — | -13,419 |