NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
36.2%
Top 10 weight
76.6%
Voting Authority Distribution
Total shares with voting rights: 154.01M
Full voting authority
154.01M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITED THERAPEUTICS CORPSOLE | Common | 3.01M | SH | $1.57B 15.44% | 3.01M | 0.00 | 0.00 |
ASCENDIS PHARMASOLE | Sponsored ADR | 5.06M | SH | $1.16B 11.39% | 5.06M | 0.00 | 0.00 |
MADRIGAL PHARMACEUTICALS INCSOLE | Common | 1.82M | SH | $951.76M 9.36% | 1.82M | 0.00 | 0.00 |
KRYSTAL BIOTECH INCSOLE | Common | 2.89M | SH | $746.26M 7.34% | 2.89M | 0.00 | 0.00 |
ARGENX SESOLE | Sponsored ADR | 1M | SH | $730.25M 7.18% | 1M | 0.00 | 0.00 |
ARROWHEAD PHARMACEUTICALS INCSOLE | Common | 10.70M | SH | $670.89M 6.60% | 10.70M | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | Common | 7.47M | SH | $622.57M 6.12% | 7.47M | 0.00 | 0.00 |
APELLIS PHARMACEUTICALS INCSOLE | Common | 12.22M | SH | $491.70M 4.84% | 12.22M | 0.00 | 0.00 |
CENTESSA PHARMACEUTICALS PLCSOLE | SPONSORED ADS | 11.43M | SH | $454.02M 4.47% | 11.43M | 0.00 | 0.00 |
CELCUITY INCSOLE | Common | 3.58M | SH | $388.27M 3.82% | 3.58M | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | Common | 5.78M | SH | $335.98M 3.31% | 5.78M | 0.00 | 0.00 |
STRUCTURE THERAPEUTICS INCSOLE | SPONSORED ADS | 6.56M | SH | $315.98M 3.11% | 6.56M | 0.00 | 0.00 |
TERNS PHARMACEUTICALS INCSOLE | Common | 5.70M | SH | $300.24M 2.95% | 5.70M | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | Common | 5.89M | SH | $236.91M 2.33% | 5.89M | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | Common | 2.34M | SH | $228.00M 2.24% | 2.34M | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | Common | 3.33M | SH | $219.70M 2.16% | 3.33M | 0.00 | 0.00 |
OCULAR THERAPEUTIX INCSOLE | Common | 12.31M | SH | $104.31M 1.03% | 12.31M | 0.00 | 0.00 |
DAMORA THERAPEUTICS INCSOLE | Common | 3.78M | SH | $97.98M 0.96% | 3.78M | 0.00 | 0.00 |
UNIQURE NVSOLE | Common | 5.96M | SH | $97.44M 0.96% | 5.96M | 0.00 | 0.00 |
TAYSHA GENE THERAPIES INCSOLE | Common | 21.70M | SH | $97.00M 0.95% | 21.70M | 0.00 | 0.00 |
DEFINIUM THERAPEUTICS INCSOLE | Common | 5M | SH | $94.50M 0.93% | 5M | 0.00 | 0.00 |
SOLENO THERAPEUTICS INCSOLE | Common | 2.30M | SH | $77.00M 0.76% | 2.30M | 0.00 | 0.00 |
ALKERMES PLCSOLE | Common | 1.20M | SH | $42.43M 0.42% | 1.20M | 0.00 | 0.00 |
SEPTERNA INCSOLE | Common | 1.34M | SH | $32.14M 0.32% | 1.34M | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | Common | 1.50M | SH | $29.34M 0.29% | 1.50M | 0.00 | 0.00 |