LONDON, X0
Allocation by class
Portfolio Concentration
Top 3 weight
20.0%
Top 10 weight
47.8%
Voting Authority Distribution
Total shares with voting rights: 11.95M
Full voting authority
11.95M
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 |
|---|---|---|---|---|---|---|---|
AMGEN INC COMSOLE | COM | 79.25K | SH | $21.30M 7.17% | 79.25K | 0.00 | 0.00 |
INCYTE CORP INC COMSOLE | COM | 358.45K | SH | $20.70M 6.97% | 358.45K | 0.00 | 0.00 |
GILEAD SCIENCES INC COMMOSOLE | COM | 233.58K | SH | $17.51M 5.90% | 233.58K | 0.00 | 0.00 |
INTRA-CELLULAR THERAPIESSOLE | COM | 317.86K | SH | $16.55M 5.57% | 317.86K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL ISOLE | COM | 153.66K | SH | $13.60M 4.58% | 153.66K | 0.00 | 0.00 |
SUPERNUS PHARMACEUTICALSSOLE | COM | 426.50K | SH | $11.75M 3.96% | 426.50K | 0.00 | 0.00 |
VERA THERAPEUTICSSOLE | CL A | 758.36K | SH | $10.38M 3.50% | 758.36K | 0.00 | 0.00 |
BIOGEN INC COMMON STOCKSOLE | COM | 40.20K | SH | $10.33M 3.48% | 40.20K | 0.00 | 0.00 |
Harmony Biosciences HoldiSOLE | COM | 314.50K | SH | $10.31M 3.47% | 314.50K | 0.00 | 0.00 |
MIRATI THERAPEUTICS INC CSOLE | COM | 216K | SH | $9.40M 3.17% | 216K | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICALSOLE | COM | 250.05K | SH | $8.91M 3.00% | 250.05K | 0.00 | 0.00 |
UNIQURE N.V. COM EUR0.05SOLE | SHS | 1.24M | SH | $8.33M 2.81% | 1.24M | 0.00 | 0.00 |
AURINIA PHARMACEUTICALS ISOLE | COM | 1.04M | SH | $8.07M 2.72% | 1.04M | 0.00 | 0.00 |
UNITED THERAPEUTICS CORPSOLE | COM | 33.96K | SH | $7.66M 2.58% | 33.96K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INSOLE | COM | 21K | SH | $7.30M 2.46% | 21K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 8.85K | SH | $7.28M 2.45% | 8.85K | 0.00 | 0.00 |
ILLUMINA INC COMSOLE | COM | 50.50K | SH | $6.93M 2.34% | 50.50K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS ISOLE | COM | 36.80K | SH | $6.52M 2.20% | 36.80K | 0.00 | 0.00 |
AMYLYX PHARMS.SOLE | COM | 295K | SH | $5.40M 1.82% | 295K | 0.00 | 0.00 |
KRYSTAL BIOTECH INC COMSOLE | COM | 46.09K | SH | $5.34M 1.80% | 46.09K | 0.00 | 0.00 |
KARUNA THERAPEUTICS INC CSOLE | COM | 30.50K | SH | $5.16M 1.74% | 30.50K | 0.00 | 0.00 |
AXSOME THERAPEUTICS INC.SOLE | COM | 58.30K | SH | $4.07M 1.37% | 58.30K | 0.00 | 0.00 |
ERASCA INC COMSOLE | COM | 1.93M | SH | $3.79M 1.28% | 1.93M | 0.00 | 0.00 |
ACADIA PHARMACEUTICALS INSOLE | COM | 179.70K | SH | $3.74M 1.26% | 179.70K | 0.00 | 0.00 |
REVANCE THERAPEUTICS INCSOLE | COM | 288.73K | SH | $3.31M 1.11% | 288.73K | 0.00 | 0.00 |