ATLANTA, GA
Allocation by class
Portfolio Concentration
Top 3 weight
34.7%
Top 10 weight
90.6%
Voting Authority Distribution
Total shares with voting rights: 5M
Full voting authority
5M
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 |
|---|---|---|---|---|---|---|---|
MIRUM PHARMACEUTICALS INCSOLE | COM | 421.24K | SH | $38.91M 11.92% | 421.24K | 0.00 | 0.00 |
IONIS PHARMACEUTICALS INCSOLE | COM | 500.52K | SH | $37.58M 11.51% | 500.52K | 0.00 | 0.00 |
THE CIGNA GROUPSOLE | COM | 137.52K | SH | $36.68M 11.24% | 137.52K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 398.06K | SH | $34.49M 10.57% | 398.06K | 0.00 | 0.00 |
TELEFLEX INCORPORATEDSOLE | COM | 278.79K | SH | $33.35M 10.22% | 278.79K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 547.87K | SH | $30.95M 9.48% | 547.87K | 0.00 | 0.00 |
GUARDIAN PHARMACY SVCS INCSOLE | CL A | 631.19K | SH | $23.77M 7.28% | 631.19K | 0.00 | 0.00 |
ASTRAZENECA PLCSOLE | ORD | 110.10K | SH | $21.71M 6.65% | 110.10K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 79.23K | SH | $21.44M 6.57% | 79.23K | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCSOLE | COM | 228.83K | SH | $16.99M 5.21% | 228.83K | 0.00 | 0.00 |
AVANOS MED INCSOLE | COM | 1.18M | SH | $16.60M 5.09% | 1.18M | 0.00 | 0.00 |
KODIAK SCIENCES INCSOLE | COM | 281.33K | SH | $10.72M 3.29% | 281.33K | 0.00 | 0.00 |
TENAX THERAPEUTICS INCSOLE | COM NEW | 200K | SH | $3.20M 0.98% | 200K | 0.00 | 0.00 |