Allocation by class
Portfolio Concentration
Top 3 weight
17.8%
Top 10 weight
41.9%
Voting Authority Distribution
Total shares with voting rights: 71M
Full voting authority
71M
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 |
|---|---|---|---|---|---|---|---|
VERTEX PHARMACEUTICALS INCDFND | COM | 681.91K | SH | $304.50M 7.25% | 681.91K | 0.00 | 0.00 |
ARGENX SEDFND | SPONSORED ADR | 313K | SH | $228.57M 5.44% | 313K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSDFND | COM | 278.67K | SH | $215.31M 5.12% | 278.67K | 0.00 | 0.00 |
SCHOLAR ROCK HLDG CORPDFND | COM | 3.58M | SH | $176.22M 4.19% | 3.58M | 0.00 | 0.00 |
GILEAD SCIENCES INCDFND | COM | 1.17M | SH | $163.05M 3.88% | 1.17M | 0.00 | 0.00 |
REVOLUTION MEDICINES INCDFND | COM | 1.54M | SH | $150.20M 3.57% | 1.54M | 0.00 | 0.00 |
IONIS PHARMACEUTICALS INCDFND | COM | 1.82M | SH | $136.56M 3.25% | 1.82M | 0.00 | 0.00 |
INTUITIVE SURGICAL INCDFND | COM NEW | 286.65K | SH | $132.14M 3.14% | 286.65K | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCDFND | COM | 6.73M | SH | $131.56M 3.13% | 6.73M | 0.00 | 0.00 |
KRYSTAL BIOTECH INCDFND | COM | 481.79K | SH | $124.45M 2.96% | 481.79K | 0.00 | 0.00 |
CRINETICS PHARMACEUTICALS INDFND | COM | 3.28M | SH | $119.13M 2.84% | 3.28M | 0.00 | 0.00 |
ABBOTT LABORATORIESDFND | COM | 1.15M | SH | $118.24M 2.81% | 1.15M | 0.00 | 0.00 |
NUVALENT INCDFND | COM | 1.05M | SH | $107.91M 2.57% | 1.05M | 0.00 | 0.00 |
AMGEN INCDFND | COM | 295.36K | SH | $103.92M 2.47% | 295.36K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPDFND | COM | 1.47M | SH | $92.05M 2.19% | 1.47M | 0.00 | 0.00 |
ENLIVEN THERAPEUTICS INCDFND | COM | 2.32M | SH | $90.98M 2.17% | 2.32M | 0.00 | 0.00 |
IMMUNOCORE HLDGS PLCDFND | ADS | 2.80M | SH | $84.32M 2.01% | 2.80M | 0.00 | 0.00 |
MEDTRONIC PLCDFND | SHS | 957.33K | SH | $82.95M 1.97% | 957.33K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCDFND | COM | 234.54K | SH | $77.60M 1.85% | 234.54K | 0.00 | 0.00 |
RELAY THERAPEUTICS INCDFND | COM | 7.80M | SH | $77.56M 1.85% | 7.80M | 0.00 | 0.00 |
STRYKER CORPORATIONDFND | COM | 217.24K | SH | $71.38M 1.70% | 217.24K | 0.00 | 0.00 |
VAXCYTE INCDFND | COM | 1.19M | SH | $69.19M 1.65% | 1.19M | 0.00 | 0.00 |
VERA THERAPEUTICS INCDFND | CL A | 1.71M | SH | $68.82M 1.64% | 1.71M | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPDFND | COM | 839.45K | SH | $67.22M 1.60% | 839.45K | 0.00 | 0.00 |
DAMORA THERAPEUTICS INCDFND | COM NEW | 2.30M | SH | $59.52M 1.42% | 2.30M | 0.00 | 0.00 |