NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
32.7%
Top 10 weight
51.8%
Voting Authority Distribution
Total shares with voting rights: 51.57M
Full voting authority
51.57M
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 |
|---|---|---|---|---|---|---|---|
REVOLUTION MEDICINES INCSOLE | COM | 2.75M | SH | $267.44M 12.79% | 2.75M | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 1.50M | SH | $245.28M 11.73% | 1.50M | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 2.60M | SH | $171.37M 8.20% | 2.60M | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 85K | SH | $65.67M 3.14% | 85K | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 1.60M | SH | $64.37M 3.08% | 1.60M | 0.00 | 0.00 |
CARDINAL HEALTH INCSOLE | COM | 270K | SH | $57.05M 2.73% | 270K | 0.00 | 0.00 |
ROIVANT SCIENCES LTDSOLE | SHS | 2M | SH | $55.40M 2.65% | 2M | 0.00 | 0.00 |
BRIGHTSPRING HEALTH SVCS INCSOLE | COM | 1.25M | SH | $53.26M 2.55% | 1.25M | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 600K | SH | $52.18M 2.50% | 600K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 425K | SH | $51.12M 2.45% | 425K | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 1.60M | SH | $50.40M 2.41% | 1.60M | 0.00 | 0.00 |
ASTRAZENECA PLCSOLE | ORD | 250K | SH | $49.30M 2.36% | 250K | 0.00 | 0.00 |
ALIGNMENT HEALTHCARE INCSOLE | COM | 2.58M | SH | $45.37M 2.17% | 2.58M | 0.00 | 0.00 |
NOVARTIS AGSOLE | SPONSORED ADR | 250K | SH | $38.19M 1.83% | 250K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 550K | SH | $34.51M 1.65% | 550K | 0.00 | 0.00 |
MINERALYS THERAPEUTICS INCSOLE | COM | 1.25M | SH | $33.86M 1.62% | 1.25M | 0.00 | 0.00 |
LIFESTANCE HEALTH GROUP INCSOLE | COM | 4.30M | SH | $27.39M 1.31% | 4.30M | 0.00 | 0.00 |
ASCENDIS PHARMA A/SSOLE | SPONSORED ADR | 115K | SH | $26.30M 1.26% | 115K | 0.00 | 0.00 |
SCHOLAR ROCK HLDG CORPSOLE | COM | 500K | SH | $24.58M 1.18% | 500K | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 75K | SH | $21.96M 1.05% | 75K | 0.00 | 0.00 |
CENTENE CORP DELSOLE | COM | 650K | SH | $21.28M 1.02% | 650K | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCSOLE | COM | 275K | SH | $20.42M 0.98% | 275K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 150K | SH | $19.76M 0.95% | 150K | 0.00 | 0.00 |
GLAUKOS CORPSOLE | COM | 175K | SH | $18.84M 0.90% | 175K | 0.00 | 0.00 |
ARROWHEAD PHARMACEUTICALS INSOLE | COM | 300K | SH | $18.81M 0.90% | 300K | 0.00 | 0.00 |