Q2 2025 Holdings
Filed 2025-08-14 | 57 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ascendis Pharma A/S(ASND) | SPONSORED ADR | 04351P101 | $38.3M | 221,754 | 3.3% |
| Penumbra Inc(PEN) | COM | 70975L107 | $42.7M | 166,261 | 3.6% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $48.3M | 88,967 | 4.1% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $50.4M | 483,105 | 4.3% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $53.0M | 72,313 | 4.5% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $87.9M | 499,243 | 7.5% |
| ELI Lilly & Co(LLY) | COM | 532457108 | $208.9M | 268,023 | 17.8% |