Q4 2023 Holdings
Filed 2024-02-14 | 64 holdings | $6.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Masimo Corp(MASI) | COM | 574795100 | $171.4M | 1,462,400 | 2.7% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $173.4M | 4,213,483 | 2.7% |
| Madrigal Pharmaceuticals Inc(MDGL) | COM | 558868105 | $188.6M | 815,191 | 2.9% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $204.6M | 7,423,970 | 3.2% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $210.8M | 2,525,080 | 3.3% |
| Bruker Corp(BRKR) | COM | 116794108 | $245.7M | 3,344,095 | 3.8% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $253.8M | 667,195 | 4.0% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $314.0M | 1,640,559 | 4.9% |
| Ultragenyx Pharmaceutical in(RARE) | COM | 90400D108 | $329.3M | 6,887,086 | 5.1% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $352.3M | 11,253,551 | 5.5% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $357.3M | 4,489,596 | 5.6% |
| Mirati Therapeutics Inc(MRTXEUR) | COM | 60468T105 | $397.7M | 6,768,514 | 6.2% |
| Immunocore Hldgs PLC(IMCR) | ADS | 45258D105 | $416.5M | 6,096,387 | 6.5% |
| Rocket Pharmaceuticals Inc(RCKT) | COM | 77313F106 | $530.1M | 17,687,772 | 8.3% |