NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
17.6%
Top 10 weight
45.1%
Voting Authority Distribution
Total shares with voting rights: 47.42M
Full voting authority
47.42M
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 |
|---|---|---|---|---|---|---|---|
MAXIMUS INCSOLE | COM | 768.83K | SH | $49.28M 7.07% | 768.83K | 0.00 | 0.00 |
WAYSTAR HLDG CORPSOLE | COM | 1.64M | SH | $39.59M 5.68% | 1.64M | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 306.36K | SH | $33.90M 4.86% | 306.36K | 0.00 | 0.00 |
CENCORA INCSOLE | COM | 100.89K | SH | $31.69M 4.55% | 100.89K | 0.00 | 0.00 |
DIANTHUS THERAPEUTICS INCSOLE | COM | 370.05K | SH | $31.05M 4.45% | 370.05K | 0.00 | 0.00 |
ANTERIS TECHNOLOGIES GLOBALSOLE | COM | 5.38M | SH | $29.88M 4.28% | 5.38M | 0.00 | 0.00 |
CORCEPT THERAPEUTICS INCSOLE | COM | 674.76K | SH | $27.20M 3.90% | 674.76K | 0.00 | 0.00 |
LIVANOVA PLCSOLE | SHS | 421.62K | SH | $26.80M 3.84% | 421.62K | 0.00 | 0.00 |
TYRA BIOSCIENCES INCSOLE | COM | 605.44K | SH | $23.19M 3.33% | 605.44K | 0.00 | 0.00 |
CELCUITY INCSOLE | COM | 193.84K | SH | $22.13M 3.17% | 193.84K | 0.00 | 0.00 |
GSK PLCSOLE | SPONSORED ADR | 385.88K | SH | $21.30M 3.05% | 385.88K | 0.00 | 0.00 |
ANI PHARMACEUTICALS INCSOLE | COM | 265.54K | SH | $20.42M 2.93% | 265.54K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 186.57K | SH | $19.16M 2.75% | 186.57K | 0.00 | 0.00 |
EMBECTA CORPSOLE | COMMON STOCK | 1.85M | SH | $16.33M 2.34% | 1.85M | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 135.80K | SH | $15.12M 2.17% | 135.80K | 0.00 | 0.00 |
VIR BIOTECHNOLOGY INCSOLE | COM | 1.50M | SH | $13.43M 1.93% | 1.50M | 0.00 | 0.00 |
HAEMONETICS CORP MASSSOLE | COM | 220.67K | SH | $12.44M 1.78% | 220.67K | 0.00 | 0.00 |
SIONNA THERAPEUTICS INCSOLE | COM | 294.34K | SH | $11.80M 1.69% | 294.34K | 0.00 | 0.00 |
SANOFI SASOLE | SPONSORED ADR | 239.67K | SH | $11.55M 1.66% | 239.67K | 0.00 | 0.00 |
RAPPORT THERAPEUTICS INCSOLE | COM | 366.81K | SH | $11.48M 1.65% | 366.81K | 0.00 | 0.00 |
TELEFLEX INCORPORATEDSOLE | COM | 94.80K | SH | $11.34M 1.63% | 94.80K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 194.23K | SH | $10.97M 1.57% | 194.23K | 0.00 | 0.00 |
CROSS CTRY HEALTHCARE INCSOLE | COM | 1.10M | SH | $10.32M 1.48% | 1.10M | 0.00 | 0.00 |
PROTARA THERAPEUTICS INCSOLE | COM STK | 1.97M | SH | $10.26M 1.47% | 1.97M | 0.00 | 0.00 |
STRUCTURE THERAPEUTICS INCSOLE | SPONSORED ADS | 209.09K | SH | $10.08M 1.45% | 209.09K | 0.00 | 0.00 |