NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
25.4%
Top 10 weight
47.0%
Voting Authority Distribution
Total shares with voting rights: 49.15M
Full voting authority
49.15M
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 | 1.80M | SH | $337.10M 13.32% | 1.80M | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 1.60M | SH | $170.59M 6.74% | 1.60M | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 1.60M | SH | $136.30M 5.38% | 1.60M | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 1.10M | SH | $113.80M 4.49% | 1.10M | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 2M | SH | $81.26M 3.21% | 2M | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 1.75M | SH | $75.09M 2.97% | 1.75M | 0.00 | 0.00 |
AXSOME THERAPEUTICS INC.SOLE | COM | 300K | SH | $73.43M 2.90% | 300K | 0.00 | 0.00 |
CARDINAL HEALTH INCSOLE | COM | 300K | SH | $71.27M 2.81% | 300K | 0.00 | 0.00 |
ROIVANT SCIENCES LTDSOLE | SHS | 2M | SH | $70.78M 2.80% | 2M | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 550K | SH | $61.07M 2.41% | 550K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 625K | SH | $56.54M 2.23% | 625K | 0.00 | 0.00 |
ALIGNMENT HEALTHCARE INCSOLE | COM | 2M | SH | $47.62M 1.88% | 2M | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 350K | SH | $44.98M 1.78% | 350K | 0.00 | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 900K | SH | $43.15M 1.70% | 900K | 0.00 | 0.00 |
QUEST DIAGNOSTICS INCSOLE | COM | 200K | SH | $42.39M 1.67% | 200K | 0.00 | 0.00 |
UNIQURE NVSOLE | SHS | 900K | SH | $41.45M 1.64% | 900K | 0.00 | 0.00 |
SCHOLAR ROCK HLDG CORPSOLE | COM | 750K | SH | $41.25M 1.63% | 750K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 900K | SH | $38.41M 1.52% | 900K | 0.00 | 0.00 |
BRIGHTSPRING HEALTH SVCS INCSOLE | COM | 550K | SH | $38.36M 1.52% | 550K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 400K | SH | $36.30M 1.43% | 400K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 85K | SH | $35.33M 1.40% | 85K | 0.00 | 0.00 |
LIFESTANCE HEALTH GROUP INCSOLE | COM | 3M | SH | $32.13M 1.27% | 3M | 0.00 | 0.00 |
NOVARTIS AGSOLE | SPONSORED ADR | 200K | SH | $31.34M 1.24% | 200K | 0.00 | 0.00 |
TANGO THERAPEUTICS INCSOLE | COM | 1M | SH | $31.26M 1.23% | 1M | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 165K | SH | $30.87M 1.22% | 165K | 0.00 | 0.00 |