Q1 2025 Holdings
Filed 2025-05-15 | 111 holdings | $4.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $105.4M | 201,200 | 2.5% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $111.0M | 1,532,000 | 2.6% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $122.3M | 206,700 | 2.9% |
| Stryker Corporation(SYK) | COM | 863667101 | $133.7M | 359,200 | 3.2% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $144.1M | 291,000 | 3.4% |
| Enliven Therapeutics Inc(ELVN) | COM | 29337E102 | $156.6M | 7,959,538 | 3.7% |
| ELI Lilly & Co(LLY) | COM | 532457108 | $278.8M | 337,600 | 6.6% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $283.8M | 2,813,200 | 6.8% |
| Edgewise Therapeutics Inc(EWTX) | COM | 28036F105 | $330.5M | 15,021,721 | 7.9% |
| Sinovac Biotech LTD(SVA) | SHS | P8696W104 | $334.0M | 2,718,735 | 8.0% |