Q2 2025 Holdings
Filed 2025-07-14 | 37 holdings | $233.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Eli Lilly & Co(LLY) | COM | 532457108 | $30.2M | 38,721 | 12.9% |
| AbbVie Inc(ABBV) | COM | 00287Y109 | $16.1M | 86,933 | 6.9% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $13.6M | 126,185 | 5.8% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $11.1M | 88,392 | 4.8% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $11.0M | 139,172 | 4.7% |
| Stryker Corporation(SYK) | COM | 863667101 | $10.9M | 27,466 | 4.7% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $10.8M | 24,328 | 4.6% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $10.1M | 18,559 | 4.3% |
| Thermo Fisher Scientific Corp(TMO) | COM | 883556102 | $9.8M | 24,266 | 4.2% |
| Cencora Inc(COR) | COM | 03073E105 | $9.4M | 31,466 | 4.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $8.1M | 73,165 | 3.5% |
| Bridgebio Pharma Inc(BBIO) | COM | 10806X102 | $7.1M | 165,480 | 3.1% |
| Amgen Inc(AMGN) | COM | 031162100 | $6.7M | 23,894 | 2.9% |
| Alkermes PLC(ALKS) | SHS | G01767105 | $6.5M | 227,224 | 2.8% |
| BeiGene Ltd(ONC) | SPONSORED ADS | 07725L102 | $5.9M | 24,386 | 2.5% |
| Mirum Pharmaceuticals Inc(MIRM) | COM | 604749101 | $5.4M | 106,912 | 2.3% |
| UFP Technologies Inc(UFPT) | COM | 902673102 | $5.3M | 21,886 | 2.3% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $4.5M | 26,797 | 1.9% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $4.5M | 57,360 | 1.9% |
| Verona Pharma PLC(VRNA) | SPONSORED ADS | 925050106 | $4.5M | 47,100 | 1.9% |
| Dexcom Inc(DXCM) | COM NEW | 252131107 | $4.4M | 50,872 | 1.9% |
| iRhythm Technologies Inc(IRTC) | COM | 450056106 | $3.9M | 25,302 | 1.7% |
| Soleno Therapeutics Inc(SLNO) | COM | 834203309 | $3.4M | 40,532 | 1.5% |
| Merus N.V. | COM | N5749R100 | $3.2M | 59,889 | 1.3% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $3.0M | 82,275 | 1.3% |
| NewAmsterdam Pharma Co NV(NAMS) | ORDINARY SHARES | N62509109 | $2.8M | 157,223 | 1.2% |
| Krystal Biotech, Inc(KRYS) | COM | 501147102 | $2.8M | 20,158 | 1.2% |
| Harmony Biosciences Hldgs in(HRMY) | COM | 413197104 | $2.7M | 86,274 | 1.2% |
| Autolus Therapeutics PLC(AUTL) | SPON ADS | 05280R100 | $2.5M | 1,105,461 | 1.1% |
| Universal Health Services Inc(UNH) | COM | 91324P102 | $2.5M | 13,727 | 1.1% |
| Mereo Biopharma Group PLC(MREO) | SPON ADS | 589492107 | $2.1M | 764,901 | 0.9% |
| Summit Therapeutics Inc(SMMT) | COM | 86627T108 | $2.0M | 92,737 | 0.8% |
| Arcellx Inc(ACLX) | COMMON STOCK | 03940C100 | $1.7M | 25,732 | 0.7% |
| Bicara Therapeutics Inc(BCAX) | COM | 055477103 | $1.4M | 147,380 | 0.6% |
| Disc medicine inc(IRON) | COM | 254604101 | $1.3M | 24,652 | 0.6% |
| Corbus Pharmaceuticals Holding(CRBP) | COM | 21833P301 | $1.2M | 175,582 | 0.5% |
| Janux Therapeutics Inc(JANX) | COM | 47103J105 | $1.2M | 49,820 | 0.5% |