Allocation by class
Portfolio Concentration
Top 3 weight
18.4%
Top 10 weight
42.9%
Voting Authority Distribution
Total shares with voting rights: 69.34M
Full voting authority
69.34M
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 |
|---|---|---|---|---|---|---|---|
AMGEN INCDFND | COM | 851.55K | SH | $308.36M 6.49% | 851.55K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCDFND | COM | 578.63K | SH | $287.42M 6.05% | 578.63K | 0.00 | 0.00 |
ARGENX SEDFND | SPONSORED ADR | 301K | SH | $279.26M 5.88% | 301K | 0.00 | 0.00 |
GILEAD SCIENCES INCDFND | COM | 2.16M | SH | $272.74M 5.74% | 2.16M | 0.00 | 0.00 |
REVOLUTION MEDICINES INCDFND | COM | 1.05M | SH | $196.27M 4.13% | 1.05M | 0.00 | 0.00 |
ORUKA THERAPEUTICS INCDFND | COM | 1.66M | SH | $157.71M 3.32% | 1.66M | 0.00 | 0.00 |
INSMED INCDFND | COM PAR $.01 | 1.39M | SH | $148.57M 3.13% | 1.39M | 0.00 | 0.00 |
SCHOLAR ROCK HLDG CORPDFND | COM | 2.45M | SH | $134.73M 2.83% | 2.45M | 0.00 | 0.00 |
NUVALENT INCDFND | COM | 1.05M | SH | $130.08M 2.74% | 1.05M | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCDFND | COM | 6.73M | SH | $123.67M 2.60% | 6.73M | 0.00 | 0.00 |
RELAY THERAPEUTICS INCDFND | COM | 6.19M | SH | $115.74M 2.44% | 6.19M | 0.00 | 0.00 |
VAXCYTE INCDFND | COM | 1.97M | SH | $114.63M 2.41% | 1.97M | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELDFND | COM | 188.51K | SH | $102.14M 2.15% | 188.51K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCDFND | COM NEW | 254.81K | SH | $101.33M 2.13% | 254.81K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSDFND | COM | 157.29K | SH | $98.08M 2.06% | 157.29K | 0.00 | 0.00 |
CRINETICS PHARMACEUTICALS INDFND | COM | 2.62M | SH | $98.04M 2.06% | 2.62M | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCDFND | COM | 1.19M | SH | $88.59M 1.86% | 1.19M | 0.00 | 0.00 |
IMMUNOCORE HLDGS PLCDFND | ADS | 2.79M | SH | $88.53M 1.86% | 2.79M | 0.00 | 0.00 |
ABBOTT LABORATORIESDFND | COM | 947.12K | SH | $85.94M 1.81% | 947.12K | 0.00 | 0.00 |
STRYKER CORPORATIONDFND | COM | 268.46K | SH | $84.52M 1.78% | 268.46K | 0.00 | 0.00 |
MEDTRONIC PLCDFND | SHS | 994.23K | SH | $77.78M 1.64% | 994.23K | 0.00 | 0.00 |
IONIS PHARMACEUTICALS INCDFND | COM | 972.26K | SH | $77.09M 1.62% | 972.26K | 0.00 | 0.00 |
ENLIVEN THERAPEUTICS INCDFND | COM | 1.49M | SH | $75.62M 1.59% | 1.49M | 0.00 | 0.00 |
VERA THERAPEUTICS INCDFND | CL A | 1.71M | SH | $73.41M 1.54% | 1.71M | 0.00 | 0.00 |
JADE BIOSCIENCES INCDFND | COM NEW | 3.06M | SH | $67.95M 1.43% | 3.06M | 0.00 | 0.00 |