NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
22.8%
Top 10 weight
50.3%
Voting Authority Distribution
Total shares with voting rights: 134.33M
Full voting authority
134.33M
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 |
|---|---|---|---|---|---|---|---|
BioMarin Pharmaceutical IncSOLE | COM | 6.03M | SH | $344.75M 8.06% | 6.03M | 0.00 | 0.00 |
Neurocrine Biosciences IncSOLE | COM | 1.88M | SH | $316.85M 7.40% | 1.88M | 0.00 | 0.00 |
Abivax SASOLE | SPONSORED ADS | 2.35M | SH | $313.09M 7.32% | 2.35M | 0.00 | 0.00 |
United Therapeutics CorpSOLE | COM | 435K | SH | $235.70M 5.51% | 435K | 0.00 | 0.00 |
Enliven Therapeutics IncSOLE | COM | 4M | SH | $203.00M 4.74% | 4M | 0.00 | 0.00 |
Nurix Therapeutics IncSOLE | COM | 8.05M | SH | $195.29M 4.56% | 8.05M | 0.00 | 0.00 |
Bicara Therapeutics IncSOLE | COM | 5.25M | SH | $155.87M 3.64% | 5.25M | 0.00 | 0.00 |
Taysha Gene Therapies IncSOLE | COM SHS | 19.41M | SH | $132.22M 3.09% | 19.41M | 0.00 | 0.00 |
Arrowhead Pharmaceuticals IncSOLE | COM | 1.57M | SH | $128.38M 3.00% | 1.57M | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | COM | 1.40M | SH | $127.04M 2.97% | 1.40M | 0.00 | 0.00 |
Zimmer Biomet Holdings IncSOLE | COM | 1.40M | SH | $120.53M 2.82% | 1.40M | 0.00 | 0.00 |
Disc Medicine IncSOLE | COM | 1.55M | SH | $113.37M 2.65% | 1.55M | 0.00 | 0.00 |
Monte Rosa Therapeutics IncSOLE | COM | 4.60M | SH | $111.32M 2.60% | 4.60M | 0.00 | 0.00 |
Insulet CorpSOLE | COM | 670K | SH | $102.01M 2.38% | 670K | 0.00 | 0.00 |
Ascendis Pharma A/SSOLE | ORD SHS | 375K | SH | $100.02M 2.34% | 375K | 0.00 | 0.00 |
AstraZeneca PLCSOLE | ORD | 450K | SH | $85.33M 1.99% | 450K | 0.00 | 0.00 |
Sanofi SASOLE | SPONSORED ADR | 2M | SH | $85.32M 1.99% | 2M | 0.00 | 0.00 |
Revolution Medicines IncSOLE | COM | 450K | SH | $84.28M 1.97% | 450K | 0.00 | 0.00 |
BioCryst Pharmaceuticals IncSOLE | COM | 8.30M | SH | $83.00M 1.94% | 8.30M | 0.00 | 0.00 |
Dyne Therapeutics IncSOLE | COM | 3.38M | SH | $74.96M 1.75% | 3.38M | 0.00 | 0.00 |
Nektar TherapeuticsSOLE | COM NEW | 1M | SH | $69.81M 1.63% | 1M | 0.00 | 0.00 |
Globus Medical IncSOLE | CL A | 850K | SH | $67.16M 1.57% | 850K | 0.00 | 0.00 |
Tarsus Pharmaceuticals IncSOLE | COM | 1.05M | SH | $66.09M 1.54% | 1.05M | 0.00 | 0.00 |
Immatics NVSOLE | SHS | 6.17M | SH | $62.55M 1.46% | 6.17M | 0.00 | 0.00 |
Trevi Therapeutics IncSOLE | COM | 3.10M | SH | $57.81M 1.35% | 3.10M | 0.00 | 0.00 |