NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
33.3%
Top 10 weight
81.6%
Voting Authority Distribution
Total shares with voting rights: 4.37M
Full voting authority
4.37M
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 |
|---|---|---|---|---|---|---|---|
JOHNSON & JOHNSONSOLE | COM | 414.50K | SH | $101.32M 14.22% | 414.50K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 153.25K | SH | $70.65M 9.91% | 153.25K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 132.41K | SH | $65.08M 9.13% | 132.41K | 0.00 | 0.00 |
ASCENDIS PHARMA A/SSOLE | SPONSORED ADR | 255.33K | SH | $58.40M 8.20% | 255.33K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 129.31K | SH | $57.74M 8.10% | 129.31K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 61.80K | SH | $56.84M 7.98% | 61.80K | 0.00 | 0.00 |
MADRIGAL PHARMACEUTICALS INCSOLE | COM | 103.29K | SH | $54.07M 7.59% | 103.29K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 698.16K | SH | $43.84M 6.15% | 698.16K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 70.37K | SH | $41.73M 5.86% | 70.37K | 0.00 | 0.00 |
NUVALENT INCSOLE | COM | 308.51K | SH | $31.61M 4.44% | 308.51K | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 1.02M | SH | $30.75M 4.32% | 1.02M | 0.00 | 0.00 |
JAZZ PHARMACEUTICALS PLCSOLE | SHS USD | 158.66K | SH | $30.00M 4.21% | 158.66K | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 31.64K | SH | $23.10M 3.24% | 31.64K | 0.00 | 0.00 |
TARSUS PHARMACEUTICALS INCSOLE | COM | 252.59K | SH | $17.72M 2.49% | 252.59K | 0.00 | 0.00 |
DIANTHUS THERAPEUTICS INCSOLE | COM | 145.54K | SH | $12.21M 1.71% | 145.54K | 0.00 | 0.00 |
AXSOME THERAPEUTICS INC.SOLE | COM | 62.12K | SH | $10.50M 1.47% | 62.12K | 0.00 | 0.00 |
DEFINIUM THERAPEUTICS INCSOLE | COM SHS | 369.59K | SH | $6.99M 0.98% | 369.59K | 0.00 | 0.00 |