NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
23.6%
Top 10 weight
50.0%
Voting Authority Distribution
Total shares with voting rights: 310.37M
Full voting authority
310.37M
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 | $1.04B 10.38% | 1.99M | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 4.84M | SH | $791.91M 7.88% | 4.84M | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 5.06M | SH | $533.22M 5.31% | 5.06M | 0.00 | 0.00 |
PTC THERAPEUTICS INCSOLE | COM | 7.75M | SH | $527.76M 5.25% | 7.75M | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 709.45K | SH | $518.07M 5.16% | 709.45K | 0.00 | 0.00 |
CG ONCOLOGY INCSOLE | COM | 6.98M | SH | $472.73M 4.70% | 6.98M | 0.00 | 0.00 |
CELCUITY INCSOLE | COM | 3.04M | SH | $346.94M 3.45% | 3.04M | 0.00 | 0.00 |
TANGO THERAPEUTICS INCSOLE | COM | 13.30M | SH | $278.25M 2.77% | 13.30M | 0.00 | 0.00 |
ERASCA INCSOLE | COM | 16.16M | SH | $261.42M 2.60% | 16.16M | 0.00 | 0.00 |
NATERA INCSOLE | COM | 1.25M | SH | $249.99M 2.49% | 1.25M | 0.00 | 0.00 |
RADNET INCSOLE | COM | 4.29M | SH | $239.49M 2.38% | 4.29M | 0.00 | 0.00 |
TARSUS PHARMACEUTICALS INCSOLE | COM | 3.35M | SH | $234.72M 2.34% | 3.35M | 0.00 | 0.00 |
APOGEE THERAPEUTICS INCSOLE | COM | 2.78M | SH | $234.17M 2.33% | 2.78M | 0.00 | 0.00 |
SPYRE THERAPEUTICS INCSOLE | COM NEW | 4.17M | SH | $210.44M 2.09% | 4.17M | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 5.46M | SH | $210.10M 2.09% | 5.46M | 0.00 | 0.00 |
IRHYTHM HOLDINGS INCSOLE | COM | 1.67M | SH | $196.92M 1.96% | 1.67M | 0.00 | 0.00 |
STOKE THERAPEUTICS INCSOLE | COM | 5.62M | SH | $183.10M 1.82% | 5.62M | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 2.72M | SH | $179.35M 1.78% | 2.72M | 0.00 | 0.00 |
ACADIA PHARMACEUTICALS INCSOLE | COM | 7.14M | SH | $159.04M 1.58% | 7.14M | 0.00 | 0.00 |
ESTABLISHMENT LABS HLDGS INCSOLE | COM | 2.66M | SH | $150.79M 1.50% | 2.66M | 0.00 | 0.00 |
APELLIS PHARMACEUTICALS INCSOLE | COM | 3.69M | SH | $148.25M 1.48% | 3.69M | 0.00 | 0.00 |
IMMUNOCORE HLDGS PLCSOLE | ADS | 4.87M | SH | $146.82M 1.46% | 4.87M | 0.00 | 0.00 |
REPLIGEN CORPSOLE | COM | 1.21M | SH | $142.09M 1.41% | 1.21M | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 1.06M | SH | $139.92M 1.39% | 1.06M | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 1.48M | SH | $136.80M 1.36% | 1.48M | 0.00 | 0.00 |