NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
22.7%
Top 10 weight
54.5%
Voting Authority Distribution
Total shares with voting rights: 22.42M
Full voting authority
22.42M
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 |
|---|---|---|---|---|---|---|---|
DIANTHUS THERAPEUTICS INCSOLE | COM | 560.31K | SH | $47.02M 9.82% | 560.31K | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCSOLE | COM | 432.01K | SH | $32.08M 6.70% | 432.01K | 0.00 | 0.00 |
ASCENDIS PHARMA A/SSOLE | SPONSORED ADR | 129.11K | SH | $29.53M 6.17% | 129.11K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB COSOLE | COM | 420.73K | SH | $25.52M 5.33% | 420.73K | 0.00 | 0.00 |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 1.04M | SH | $24.38M 5.09% | 1.04M | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 163.91K | SH | $22.84M 4.77% | 163.91K | 0.00 | 0.00 |
TERNS PHARMACEUTICALS INCSOLE | COM | 409.03K | SH | $21.56M 4.50% | 409.03K | 0.00 | 0.00 |
DEFINIUM THERAPEUTICS INCSOLE | COM SHS | 1.04M | SH | $19.62M 4.10% | 1.04M | 0.00 | 0.00 |
SOLENO THERAPEUTICS INCSOLE | COM | 577.81K | SH | $19.35M 4.04% | 577.81K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 299.32K | SH | $18.78M 3.92% | 299.32K | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 850.80K | SH | $17.82M 3.72% | 850.80K | 0.00 | 0.00 |
INCYTE CORPSOLE | COM | 182.10K | SH | $17.14M 3.58% | 182.10K | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 215.50K | SH | $14.20M 2.97% | 215.50K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 70.91K | SH | $14.18M 2.96% | 70.91K | 0.00 | 0.00 |
CORVUS PHARMACEUTICALS INCSOLE | COM | 891.93K | SH | $13.05M 2.73% | 891.93K | 0.00 | 0.00 |
STRUCTURE THERAPEUTICS INCSOLE | SPONSORED ADS | 255.38K | SH | $12.31M 2.57% | 255.38K | 0.00 | 0.00 |
MINERALYS THERAPEUTICS INCSOLE | COM | 439.04K | SH | $11.89M 2.48% | 439.04K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 144.61K | SH | $11.58M 2.42% | 144.61K | 0.00 | 0.00 |
VERADERMICS INCSOLE | COMMON STOCK | 173.58K | SH | $10.96M 2.29% | 173.58K | 0.00 | 0.00 |
ADAPTIVE BIOTECHNOLOGIES CORSOLE | COM | 722.78K | SH | $10.03M 2.10% | 722.78K | 0.00 | 0.00 |
HEARTFLOW INCSOLE | COM | 403.59K | SH | $9.82M 2.05% | 403.59K | 0.00 | 0.00 |
KALVISTA PHARMACEUTICALS INCSOLE | COM | 426.55K | SH | $8.59M 1.79% | 426.55K | 0.00 | 0.00 |
UNIQURE NVSOLE | SHS | 491.12K | SH | $8.03M 1.68% | 491.12K | 0.00 | 0.00 |
DISC MEDICINE INCSOLE | COM | 122.98K | SH | $7.86M 1.64% | 122.98K | 0.00 | 0.00 |
SEPTERNA INCSOLE | COM | 294.36K | SH | $7.07M 1.48% | 294.36K | 0.00 | 0.00 |