EMERYVILLE, CA
Allocation by class
Portfolio Concentration
Top 3 weight
17.6%
Top 10 weight
46.5%
Voting Authority Distribution
Total shares with voting rights: 32.46M
Full voting authority
32.46M
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 |
|---|---|---|---|---|---|---|---|
ELI LILLY & COSOLE | COM | 39.09K | SH | $46.88M 6.28% | 39.09K | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 1.77M | SH | $42.66M 5.71% | 1.77M | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 236.71K | SH | $42.01M 5.62% | 236.71K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 682K | SH | $39.02M 5.22% | 682K | 0.00 | 0.00 |
PTC THERAPEUTICS INCSOLE | COM | 433.70K | SH | $35.38M 4.74% | 433.70K | 0.00 | 0.00 |
BAXTER INTL INCSOLE | COM | 1.46M | SH | $31.11M 4.17% | 1.46M | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 281.84K | SH | $30.05M 4.02% | 281.84K | 0.00 | 0.00 |
ZIMMER BIOMET HOLDINGS INCSOLE | COM | 317.43K | SH | $27.33M 3.66% | 317.43K | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 176.93K | SH | $26.94M 3.61% | 176.93K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 51.93K | SH | $26.04M 3.49% | 51.93K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 285.78K | SH | $25.93M 3.47% | 285.78K | 0.00 | 0.00 |
ASCENDIS PHARMA A/SSOLE | ORD SHS | 94.84K | SH | $25.30M 3.39% | 94.84K | 0.00 | 0.00 |
SOLVENTUM CORPSOLE | COM SHS | 316.45K | SH | $24.41M 3.27% | 316.45K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 303.30K | SH | $23.73M 3.18% | 303.30K | 0.00 | 0.00 |
ELANCO ANIMAL HEALTH INCSOLE | COM | 864.08K | SH | $21.27M 2.85% | 864.08K | 0.00 | 0.00 |
AGIOS PHARMACEUTICALS INCSOLE | COM | 546.85K | SH | $20.29M 2.72% | 546.85K | 0.00 | 0.00 |
ENVISTA HOLDINGS CORPORATIONSOLE | COM | 726.11K | SH | $19.13M 2.56% | 726.11K | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 82.83K | SH | $15.51M 2.08% | 82.83K | 0.00 | 0.00 |
ICU MED INCSOLE | COM | 105.70K | SH | $15.50M 2.07% | 105.70K | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 393.44K | SH | $15.23M 2.04% | 393.44K | 0.00 | 0.00 |
LANTHEUS HLDGS INCSOLE | COM | 132.66K | SH | $14.72M 1.97% | 132.66K | 0.00 | 0.00 |
OCULAR THERAPEUTIX INCSOLE | COM | 1.49M | SH | $14.63M 1.96% | 1.49M | 0.00 | 0.00 |
ELEDON PHARMACEUTICALS INCSOLE | COM | 3.53M | SH | $13.89M 1.86% | 3.53M | 0.00 | 0.00 |
TYRA BIOSCIENCES INCSOLE | COM | 376.87K | SH | $12.04M 1.61% | 376.87K | 0.00 | 0.00 |
OLEMA PHARMACEUTICALS INCSOLE | COM | 924.76K | SH | $11.57M 1.55% | 924.76K | 0.00 | 0.00 |