Q3 2024 Holdings
Filed 2024-11-14 | 119 holdings | $5.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Disc Medicine Inc(IRON) | COM | 254604101 | $87.7M | 1,785,571 | 1.6% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $93.1M | 2,324,447 | 1.7% |
| MBX Biosciences Inc(MBX) | COM | 55287L101 | $99.0M | 3,812,215 | 1.8% |
| Q32 BIO Inc(QTTB) | COM | 746964105 | $100.5M | 2,252,987 | 1.8% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $104.7M | 179,000 | 1.9% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $110.9M | 204,500 | 2.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $119.2M | 954,500 | 2.2% |
| ARS Pharmaceuticals Inc(SPRY) | COM | 82835W108 | $120.2M | 8,288,510 | 2.2% |
| Stryker Corporation(SYK) | COM | 863667101 | $124.4M | 344,400 | 2.3% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $130.0M | 782,000 | 2.4% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $149.4M | 1,316,000 | 2.7% |
| Biogen Inc(BIIB) | COM | 09062X103 | $157.6M | 813,000 | 2.9% |
| Enliven Therapeutics Inc(ELVN) | COM | 29337E102 | $203.3M | 7,959,538 | 3.7% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $213.1M | 433,800 | 3.9% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $274.3M | 3,273,000 | 5.0% |
| ELI Lilly & Co(LLY) | COM | 532457108 | $299.1M | 337,600 | 5.4% |
| Sinovac Biotech LTD(SVA) | SHS | P8696W104 | $340.0M | 2,718,735 | 6.2% |
| Edgewise Therapeutics Inc(EWTX) | COM | 28036F105 | $400.9M | 15,021,721 | 7.3% |