Q1 2026 Holdings
Filed 2026-05-15 | 13 holdings | $326.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mirum Pharmaceuticals Inc(MIRM) | COM | 604749101 | $38.9M | 421,236 | 11.9% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $37.6M | 500,522 | 11.5% |
| The Cigna Group(CI) | COM | 125523100 | $36.7M | 137,522 | 11.2% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $34.5M | 398,065 | 10.6% |
| Teleflex Incorporated(TFX) | COM | 879369106 | $33.3M | 278,792 | 10.2% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $30.9M | 547,871 | 9.5% |
| Guardian Pharmacy Svcs Inc(GRDN) | CL A | 40145W101 | $23.8M | 631,193 | 7.3% |
| Astrazeneca PLC(AZN) | ORD | G0593M107 | $21.7M | 110,101 | 6.7% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $21.4M | 79,226 | 6.6% |
| Bridgebio Pharma Inc(BBIO) | COM | 10806X102 | $17.0M | 228,829 | 5.2% |
| Avanos MED Inc(AVNS) | COM | 05350V106 | $16.6M | 1,184,909 | 5.1% |
| Kodiak Sciences Inc(KOD) | COM | 50015M109 | $10.7M | 281,332 | 3.3% |
| Tenax Therapeutics Inc(TENX) | COM NEW | 88032L605 | $3.2M | 200,000 | 1.0% |