STAMFORD, CT
Allocation by class
Portfolio Concentration
Top 3 weight
13.5%
Top 10 weight
34.7%
Voting Authority Distribution
Total shares with voting rights: 38.26M
Full voting authority
38.26M
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 |
|---|---|---|---|---|---|---|---|
STRYKER CORPORATIONSOLE | COM | 154.77K | SH | $50.86M 5.24% | 154.77K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 689.82K | SH | $43.32M 4.47% | 689.82K | 0.00 | 0.00 |
KALVISTA PHARMACEUTICALS INCSOLE | COM | 1.84M | SH | $36.95M 3.81% | 1.84M | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 156.56K | SH | $32.85M 3.39% | 156.56K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 34.62K | SH | $31.84M 3.28% | 34.62K | 0.00 | 0.00 |
PTC THERAPEUTICS INCSOLE | COM | 431.36K | SH | $29.39M 3.03% | 431.36K | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | COM | 497.04K | SH | $28.90M 2.98% | 497.04K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 448.77K | SH | $28.16M 2.90% | 448.77K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 387.31K | SH | $27.82M 2.87% | 387.31K | 0.00 | 0.00 |
ARCUS BIOSCIENCES INCSOLE | COM | 1.21M | SH | $26.08M 2.69% | 1.21M | 0.00 | 0.00 |
LIVANOVA PLCSOLE | SHS | 403.96K | SH | $25.68M 2.65% | 403.96K | 0.00 | 0.00 |
ZIMMER BIOMET HOLDINGS INCSOLE | COM | 269.56K | SH | $24.37M 2.51% | 269.56K | 0.00 | 0.00 |
MBX BIOSCIENCES INCSOLE | COM | 800.04K | SH | $23.88M 2.46% | 800.04K | 0.00 | 0.00 |
ANI PHARMACEUTICALS INCSOLE | COM | 280.57K | SH | $21.58M 2.23% | 280.57K | 0.00 | 0.00 |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 901.51K | SH | $21.06M 2.17% | 901.51K | 0.00 | 0.00 |
QIAGEN NVSOLE | ORD SHARES | 500K | SH | $20.02M 2.06% | 500K | 0.00 | 0.00 |
ENVISTA HOLDINGS CORPORATIONSOLE | COM | 711.69K | SH | $18.06M 1.86% | 711.69K | 0.00 | 0.00 |
EYEPOINT INCSOLE | COM NEW | 1.35M | SH | $17.46M 1.80% | 1.35M | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 75K | SH | $16.31M 1.68% | 75K | 0.00 | 0.00 |
BIOCRYST PHARMACEUTICALS INCSOLE | COM | 1.71M | SH | $16.26M 1.68% | 1.71M | 0.00 | 0.00 |
IQVIA HLDGS INCSOLE | COM | 86.70K | SH | $14.79M 1.52% | 86.70K | 0.00 | 0.00 |
AGIOS PHARMACEUTICALS INCSOLE | COM | 403.52K | SH | $13.65M 1.41% | 403.52K | 0.00 | 0.00 |
ILLUMINA INCSOLE | COM | 110.37K | SH | $13.60M 1.40% | 110.37K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 167.16K | SH | $13.39M 1.38% | 167.16K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 99.07K | SH | $13.05M 1.35% | 99.07K | 0.00 | 0.00 |