Q1 2025 Holdings
Filed 2025-05-14 | 177 holdings | $4.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $342.6M | 578,874 | 7.7% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $236.9M | 7,853,198 | 5.3% |
| Stryker Corporation(SYK) | COM | 863667101 | $210.9M | 566,597 | 4.7% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $210.9M | 425,746 | 4.7% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $207.4M | 768,147 | 4.6% |
| Abbott Labs(ABT) | COM | 002824100 | $206.4M | 1,556,129 | 4.6% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $201.3M | 1,820,000 | 4.5% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $200.3M | 413,071 | 4.5% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $196.8M | 1,951,020 | 4.4% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $154.7M | 4,374,300 | 3.5% |
| Incyte Corp(INCY) | COM | 45337C102 | $126.7M | 2,091,780 | 2.8% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $103.0M | 3,515,150 | 2.3% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $86.3M | 164,742 | 1.9% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $84.3M | 938,355 | 1.9% |
| Scholar Rock Hldg Corp(SRRK) | COM | 80706P103 | $80.6M | 2,506,890 | 1.8% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $78.9M | 344,311 | 1.8% |
| Dexcom Inc(DXCM) | COM | 252131107 | $72.7M | 1,064,108 | 1.6% |
| Insulet Corp(PODD) | COM | 45784P101 | $71.2M | 271,286 | 1.6% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $70.4M | 971,969 | 1.6% |
| Celldex Therapeutics Inc New(CLDX) | COM NEW | 15117B202 | $55.7M | 3,071,615 | 1.2% |
| Penumbra Inc(PEN) | COM | 70975L107 | $54.7M | 204,517 | 1.2% |
| Akero Therapeutics Inc(AKRO) | COM | 00973Y108 | $50.6M | 1,250,666 | 1.1% |
| Biohaven LTD(BHVN) | COM | G1110E107 | $49.1M | 2,040,853 | 1.1% |
| Beam Therapeutics Inc(BEAM) | COM | 07373V105 | $46.8M | 2,395,930 | 1.0% |
| Moderna Inc(MRNA) | COM | 60770K107 | $43.0M | 1,518,122 | 1.0% |
| GE Healthcare Technologies I(GEHC) | COMMON STOCK | 36266G107 | $42.3M | 524,414 | 0.9% |
| The Cigna Group(CI) | COM | 125523100 | $38.7M | 117,535 | 0.9% |
| Resmed Inc(RMD) | COM | 761152107 | $37.1M | 165,802 | 0.8% |
| Immunocore Hldgs PLC(IMCR) | ADS | 45258D105 | $36.3M | 1,221,794 | 0.8% |
| ELI Lilly & Co(LLY) | COM | 532457108 | $36.0M | 43,647 | 0.8% |
| Wave Life Sciences LTD(WVE) | SHS | Y95308105 | $33.1M | 4,094,458 | 0.7% |
| Zimmer Biomet Holdings Inc(ZBH) | COM | 98956P102 | $33.0M | 291,346 | 0.7% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $32.3M | 76,897 | 0.7% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $32.0M | 64,232 | 0.7% |
| Edgewise Therapeutics Inc(EWTX) | COM | 28036F105 | $31.4M | 1,428,929 | 0.7% |
| Cooper COS Inc(COO) | COM | 216648501 | $30.1M | 357,025 | 0.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $28.3M | 135,240 | 0.6% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $26.2M | 113,250 | 0.6% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $26.0M | 368,373 | 0.6% |
| Danaher Corporation(DHR) | COM | 235851102 | $25.5M | 124,321 | 0.6% |
| Amgen Inc(AMGN) | COM | 031162100 | $25.2M | 80,935 | 0.6% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $25.1M | 579,074 | 0.6% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $25.0M | 75,895 | 0.6% |
| Steris PLC(STE) | SHS USD | G8473T100 | $24.9M | 109,887 | 0.6% |
| Globus MED Inc(GMED) | CL A | 379577208 | $24.3M | 332,336 | 0.5% |
| Procept Biorobotics Corp(PRCT) | COM | 74276L105 | $24.2M | 414,923 | 0.5% |
| Align Technology Inc(ALGN) | COM | 016255101 | $24.0M | 150,993 | 0.5% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $21.4M | 61,807 | 0.5% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $20.8M | 231,371 | 0.5% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $20.6M | 30,580 | 0.5% |