BALTIMORE, MD
Allocation by class
Portfolio Concentration
Top 3 weight
21.9%
Top 10 weight
44.0%
Voting Authority Distribution
Total shares with voting rights: 55.94M
Full voting authority
55.94M
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 | 1.11M | SH | $206.98M 10.10% | 1.11M | 0.00 | 0.00 |
TRAVERE THERAPEUTICS INCSOLE | COM | 2.18M | SH | $123.79M 6.04% | 2.18M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 98.70K | SH | $118.38M 5.78% | 98.70K | 0.00 | 0.00 |
MADRIGAL PHARMACEUTICALS INCSOLE | COM | 175K | SH | $93.97M 4.59% | 175K | 0.00 | 0.00 |
MIRUM PHARMACEUTICALS INCSOLE | COM | 798.14K | SH | $93.44M 4.56% | 798.14K | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 692.60K | SH | $76.90M 3.75% | 692.60K | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | COM | 453.16K | SH | $51.96M 2.54% | 453.16K | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 52.75K | SH | $48.94M 2.39% | 52.75K | 0.00 | 0.00 |
ASCENDIS PHARMA A/SSOLE | ORD SHS | 168.75K | SH | $45.01M 2.20% | 168.75K | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | COM | 683.91K | SH | $41.28M 2.01% | 683.91K | 0.00 | 0.00 |
SCHOLAR ROCK HLDG CORPSOLE | COM | 715.45K | SH | $39.35M 1.92% | 715.45K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 362.15K | SH | $38.61M 1.88% | 362.15K | 0.00 | 0.00 |
PENUMBRA INCSOLE | COM | 115.75K | SH | $36.55M 1.78% | 115.75K | 0.00 | 0.00 |
STRUCTURE THERAPEUTICS INCSOLE | SPONSORED ADS | 640.32K | SH | $34.37M 1.68% | 640.32K | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 967.86K | SH | $32.32M 1.58% | 967.86K | 0.00 | 0.00 |
IRHYTHM HOLDINGS INCSOLE | COM | 269.65K | SH | $32.07M 1.57% | 269.65K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 76.46K | SH | $30.41M 1.48% | 76.46K | 0.00 | 0.00 |
AGILON HEALTH INCSOLE | COM NEW | 262.60K | SH | $28.15M 1.37% | 262.60K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 63.75K | SH | $26.50M 1.29% | 63.75K | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 699.15K | SH | $26.02M 1.27% | 699.15K | 0.00 | 0.00 |
ERASCA INCSOLE | COM | 1.40M | SH | $25.69M 1.25% | 1.40M | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 144.75K | SH | $24.40M 1.19% | 144.75K | 0.00 | 0.00 |
ENLIVEN THERAPEUTICS INCSOLE | COM | 464.63K | SH | $23.58M 1.15% | 464.63K | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 125K | SH | $23.39M 1.14% | 125K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 343K | SH | $23.10M 1.13% | 343K | 0.00 | 0.00 |