NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
20.2%
Top 10 weight
47.7%
Voting Authority Distribution
Total shares with voting rights: 322.66M
Full voting authority
322.66M
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 |
|---|---|---|---|---|---|---|---|
MADRIGAL PHARMACEUTICALS INCSOLE | COM | 1.99M | SH | $1.07B 9.14% | 1.99M | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 709.45K | SH | $658.20M 5.62% | 709.45K | 0.00 | 0.00 |
PTC THERAPEUTICS INCSOLE | COM | 7.75M | SH | $631.88M 5.39% | 7.75M | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 5.06M | SH | $620.40M 5.30% | 5.06M | 0.00 | 0.00 |
CG ONCOLOGY INCSOLE | COM | 8.51M | SH | $604.96M 5.16% | 8.51M | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 4.84M | SH | $516.35M 4.41% | 4.84M | 0.00 | 0.00 |
TANGO THERAPEUTICS INCSOLE | COM | 13.90M | SH | $434.53M 3.71% | 13.90M | 0.00 | 0.00 |
SPYRE THERAPEUTICS INCSOLE | COM NEW | 4.25M | SH | $377.49M 3.22% | 4.25M | 0.00 | 0.00 |
CELCUITY INCSOLE | COM | 3.30M | SH | $345.76M 2.95% | 3.30M | 0.00 | 0.00 |
ERASCA INCSOLE | COM | 17.95M | SH | $328.78M 2.81% | 17.95M | 0.00 | 0.00 |
RADNET INCSOLE | COM | 4.85M | SH | $298.91M 2.55% | 4.85M | 0.00 | 0.00 |
ORUKA THERAPEUTICS INCSOLE | COM | 3.14M | SH | $298.74M 2.55% | 3.14M | 0.00 | 0.00 |
NATERA INCSOLE | COM | 1M | SH | $271.45M 2.32% | 1M | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 7.80M | SH | $260.34M 2.22% | 7.80M | 0.00 | 0.00 |
IRHYTHM HOLDINGS INCSOLE | COM | 2.18M | SH | $259.62M 2.22% | 2.18M | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 2.86M | SH | $243.81M 2.08% | 2.86M | 0.00 | 0.00 |
KAILERA THERAPEUTICS INCSOLE | COMMON STOCK | 10.78M | SH | $237.41M 2.03% | 10.78M | 0.00 | 0.00 |
ESTABLISHMENT LABS HLDGS INCSOLE | COM | 2.66M | SH | $227.89M 1.95% | 2.66M | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 1.48M | SH | $222.20M 1.90% | 1.48M | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 1.27M | SH | $213.69M 1.82% | 1.27M | 0.00 | 0.00 |
TARSUS PHARMACEUTICALS INCSOLE | COM | 3.36M | SH | $211.29M 1.80% | 3.36M | 0.00 | 0.00 |
STOKE THERAPEUTICS INCSOLE | COM | 5.62M | SH | $184.00M 1.57% | 5.62M | 0.00 | 0.00 |
UNIQURE NVSOLE | SHS | 3.94M | SH | $181.55M 1.55% | 3.94M | 0.00 | 0.00 |
ACADIA PHARMACEUTICALS INCSOLE | COM | 7.14M | SH | $180.76M 1.54% | 7.14M | 0.00 | 0.00 |
REPLIGEN CORPSOLE | COM | 1.24M | SH | $169.27M 1.45% | 1.24M | 0.00 | 0.00 |