Q1 2026 Holdings
Filed 2026-05-15 | 167 holdings | $4.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $304.5M | 681,908 | 7.2% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $228.6M | 313,000 | 5.4% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $215.3M | 278,674 | 5.1% |
| Scholar Rock Hldg Corp(SRRK) | COM | 80706P103 | $176.2M | 3,584,573 | 4.2% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $163.0M | 1,169,879 | 3.9% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $150.2M | 1,544,456 | 3.6% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $136.6M | 1,818,665 | 3.3% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $132.1M | 286,654 | 3.1% |
| Viridian Therapeutics Inc(VRDN) | COM | 92790C104 | $131.6M | 6,726,144 | 3.1% |
| Krystal Biotech Inc(KRYS) | COM | 501147102 | $124.5M | 481,785 | 3.0% |
| Crinetics Pharmaceuticals in(CRNX) | COM | 22663K107 | $119.1M | 3,280,000 | 2.8% |
| Abbott Laboratories(ABT) | COM | 002824100 | $118.2M | 1,151,635 | 2.8% |
| Nuvalent Inc(NUVL) | COM | 670703107 | $107.9M | 1,053,268 | 2.6% |
| Amgen Inc(AMGN) | COM | 031162100 | $103.9M | 295,358 | 2.5% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $92.0M | 1,466,894 | 2.2% |
| Enliven Therapeutics Inc(ELVN) | COM | 29337E102 | $91.0M | 2,320,867 | 2.2% |
| Immunocore Hldgs PLC(IMCR) | ADS | 45258D105 | $84.3M | 2,796,803 | 2.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $83.0M | 957,329 | 2.0% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $77.6M | 234,543 | 1.8% |
| Relay Therapeutics Inc(RLAY) | COM | 75943R102 | $77.6M | 7,795,242 | 1.8% |
| Stryker Corporation(SYK) | COM | 863667101 | $71.4M | 217,237 | 1.7% |
| Vaxcyte Inc(PCVX) | COM | 92243G108 | $69.2M | 1,190,697 | 1.6% |
| Vera Therapeutics Inc(VERA) | CL A | 92337R101 | $68.8M | 1,710,771 | 1.6% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $67.2M | 839,451 | 1.6% |
| Damora Therapeutics Inc(GLTO) | COM NEW | 36322Q206 | $59.5M | 2,298,000 | 1.4% |
| Tango Therapeutics Inc(TNGX) | COM | 87583X109 | $50.2M | 2,400,000 | 1.2% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $50.1M | 89,131 | 1.2% |
| Ultragenyx Pharmaceutical in(RARE) | COM | 90400D108 | $49.9M | 2,380,000 | 1.2% |
| Dexcom Inc(DXCM) | COM | 252131107 | $49.5M | 788,766 | 1.2% |
| Jade Biosciences Inc(JBIO) | COM NEW | 008064206 | $49.2M | 3,501,502 | 1.2% |
| Edgewise Therapeutics Inc(EWTX) | COM | 28036F105 | $48.1M | 1,528,518 | 1.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $40.1M | 148,203 | 1.0% |
| Danaher Corp del(DHR) | COM | 235851102 | $38.3M | 202,164 | 0.9% |
| Celldex Therapeutics Inc New(CLDX) | COM NEW | 15117B202 | $38.1M | 1,200,000 | 0.9% |
| Resmed Inc(RMD) | COM | 761152107 | $35.8M | 159,346 | 0.9% |
| Insulet Corp(PODD) | COM | 45784P101 | $34.3M | 163,656 | 0.8% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $31.7M | 64,412 | 0.8% |
| ELI Lilly & Co(LLY) | COM | 532457108 | $31.2M | 33,932 | 0.7% |
| GE Healthcare Technologies I(GEHC) | COMMON STOCK | 36266G107 | $29.7M | 416,887 | 0.7% |
| Disc Medicine Inc(IRON) | COM | 254604101 | $29.4M | 459,314 | 0.7% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $29.1M | 119,102 | 0.7% |
| Annexon Inc(ANNX) | COM | 03589W102 | $28.6M | 5,157,290 | 0.7% |
| The Cigna Group(CI) | COM | 125523100 | $26.2M | 98,263 | 0.6% |
| Oruka Therapeutics Inc(ORKA) | COM | 687604108 | $24.9M | 507,008 | 0.6% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $24.9M | 206,591 | 0.6% |
| Align Technology Inc(ALGN) | COM | 016255101 | $23.9M | 139,680 | 0.6% |
| Steris PLC(STE) | SHS USD | G8473T100 | $22.1M | 99,878 | 0.5% |
| Globus MED Inc(GMED) | CL A | 379577208 | $21.3M | 247,261 | 0.5% |
| Monte Rosa Therapeutics Inc(GLUE) | COM | 61225M102 | $20.6M | 1,250,000 | 0.5% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $20.3M | 93,567 | 0.5% |