BALTIMORE, MD
Allocation by class
Portfolio Concentration
Top 3 weight
17.6%
Top 10 weight
40.6%
Voting Authority Distribution
Total shares with voting rights: 53.14M
Full voting authority
53.14M
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 | 1.21M | SH | $117.62M 6.93% | 1.21M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 98.70K | SH | $90.78M 5.35% | 98.70K | 0.00 | 0.00 |
MADRIGAL PHARMACEUTICALS INCSOLE | COM | 171K | SH | $89.51M 5.28% | 171K | 0.00 | 0.00 |
MIRUM PHARMACEUTICALS INCSOLE | COM | 811.29K | SH | $74.95M 4.42% | 811.29K | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 98.50K | SH | $71.93M 4.24% | 98.50K | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 689.75K | SH | $59.99M 3.54% | 689.75K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 314.30K | SH | $51.39M 3.03% | 314.30K | 0.00 | 0.00 |
ASCENDIS PHARMA A/SSOLE | SPONSORED ADR | 194K | SH | $44.37M 2.62% | 194K | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | COM | 763.02K | SH | $44.37M 2.62% | 763.02K | 0.00 | 0.00 |
TRAVERE THERAPEUTICS INCSOLE | COM | 1.48M | SH | $43.91M 2.59% | 1.48M | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | COM | 496.87K | SH | $41.38M 2.44% | 496.87K | 0.00 | 0.00 |
PENUMBRA INCSOLE | COM | 120.50K | SH | $39.57M 2.33% | 120.50K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 82K | SH | $37.80M 2.23% | 82K | 0.00 | 0.00 |
SCHOLAR ROCK HLDG CORPSOLE | COM | 739.82K | SH | $36.37M 2.14% | 739.82K | 0.00 | 0.00 |
ENLIVEN THERAPEUTICS INCSOLE | COM | 826.50K | SH | $32.40M 1.91% | 826.50K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 515.30K | SH | $32.34M 1.91% | 515.30K | 0.00 | 0.00 |
IRHYTHM HOLDINGS INCSOLE | COM | 261.75K | SH | $30.89M 1.82% | 261.75K | 0.00 | 0.00 |
STRUCTURE THERAPEUTICS INCSOLE | SPONSORED ADS | 640.22K | SH | $30.86M 1.82% | 640.22K | 0.00 | 0.00 |
AGIOS PHARMACEUTICALS INCSOLE | COM | 799.16K | SH | $27.04M 1.59% | 799.16K | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 1.22M | SH | $25.53M 1.50% | 1.22M | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 74K | SH | $24.48M 1.44% | 74K | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 624.15K | SH | $24.02M 1.42% | 624.15K | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 125K | SH | $23.59M 1.39% | 125K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 355.60K | SH | $22.33M 1.32% | 355.60K | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 650.27K | SH | $20.63M 1.22% | 650.27K | 0.00 | 0.00 |