Q1 2025 Holdings
Filed 2025-05-15 | 68 holdings | $6.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Madrigal Pharmaceuticals Inc(MDGL) | COM | 558868105 | $660.4M | 1,993,687 | 10.1% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $398.6M | 673,497 | 6.1% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $381.3M | 7,483,127 | 5.8% |
| Natera Inc(NTRA) | COM | 632307104 | $366.8M | 2,593,546 | 5.6% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $340.9M | 2,922,729 | 5.2% |
| Akero Therapeutics Inc(AKRO) | COM | 00973Y108 | $300.3M | 7,419,340 | 4.6% |
| Protagonist Therapeutics Inc(PTGX) | COM | 74366E102 | $276.6M | 5,719,415 | 4.2% |
| Avidity Biosciences Inc(RNA) | COM | 05370A108 | $258.2M | 8,746,926 | 3.9% |
| Penumbra Inc(PEN) | COM | 70975L107 | $230.7M | 862,770 | 3.5% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $230.0M | 3,014,558 | 3.5% |
| Alkermes PLC(ALKS) | SHS | G01767105 | $227.3M | 6,884,698 | 3.5% |
| Stryker Corporation(SYK) | COM | 863667101 | $219.7M | 590,221 | 3.4% |
| Verona Pharma PLC(VRNA) | SPONSORED ADS | 925050106 | $180.9M | 2,848,800 | 2.8% |
| Merus N V | COM | N5749R100 | $175.5M | 4,169,393 | 2.7% |
| Tarsus Pharmaceuticals Inc(TARS) | COM | 87650L103 | $170.3M | 3,316,032 | 2.6% |
| Immunocore Hldgs PLC(IMCR) | ADS | 45258D105 | $144.5M | 4,869,798 | 2.2% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $141.9M | 8,540,117 | 2.2% |
| Rocket Pharmaceuticals Inc(RCKT) | COM | 77313F106 | $118.0M | 17,687,772 | 1.8% |
| Radnet Inc(RDNT) | COM | 750491102 | $115.2M | 2,317,582 | 1.8% |
| Masimo Corp(MASI) | COM | 574795100 | $113.8M | 683,294 | 1.7% |
| ZAI LAB LTD(ZLAB) | ADR | 98887Q104 | $113.4M | 3,136,680 | 1.7% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $109.4M | 2,721,158 | 1.7% |
| Establishment Labs Hldgs Inc(ESTA) | COM | G31249108 | $105.4M | 2,583,887 | 1.6% |
| Apogee Therapeutics Inc(APGE) | COM | 03770N101 | $101.3M | 2,712,097 | 1.5% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $100.3M | 202,456 | 1.5% |
| Globus MED Inc(GMED) | CL A | 379577208 | $82.4M | 1,125,000 | 1.3% |
| Ultragenyx Pharmaceutical in(RARE) | COM | 90400D108 | $61.8M | 1,707,402 | 0.9% |
| GH Research PLC(GHRS) | ORDINARY SHARES | G3855L106 | $60.7M | 5,499,769 | 0.9% |
| Spyre Therapeutics Inc(SYRE) | COM NEW | 00773J202 | $58.4M | 3,621,996 | 0.9% |
| Uniqure NV(QURE) | SHS | N90064101 | $45.2M | 4,265,428 | 0.7% |
| Urogen Pharma LTD(URGN) | COM | M96088105 | $42.4M | 3,834,794 | 0.6% |
| GE Healthcare Technologies I(GEHC) | COMMON STOCK | 36266G107 | $42.0M | 520,000 | 0.6% |
| CG Oncology Inc(CGON) | COM | 156944100 | $41.7M | 1,701,216 | 0.6% |
| Beta Bionics Inc(BBNX) | COM | 08659B102 | $40.4M | 3,299,870 | 0.6% |
| Orchestra Biomed Hldgs Inc(OBIO) | COM | 68572M106 | $35.1M | 8,206,162 | 0.5% |
| Stoke Therapeutics Inc(STOK) | COM | 86150R107 | $34.1M | 5,123,525 | 0.5% |
| Immatics N.v(IMTX) | SHS | N44445109 | $31.2M | 6,909,510 | 0.5% |
| Taysha Gene Therapies Inc(TSHA) | COM SHS | 877619106 | $26.1M | 18,787,866 | 0.4% |
| Verastem Inc(VSTM) | COM NEW | 92337C203 | $25.6M | 4,245,476 | 0.4% |
| Xencor Inc(XNCR) | COM | 98401F105 | $25.6M | 2,402,883 | 0.4% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $23.4M | 3,334,308 | 0.4% |
| Lenz Therapeutics Inc(LENZ) | COM | 52635N103 | $22.2M | 863,389 | 0.3% |
| Replimune Group Inc(REPL) | COM | 76029N106 | $20.1M | 2,065,010 | 0.3% |
| Oruka Therapeutics Inc(ORKA) | COM | 687604108 | $20.0M | 1,945,649 | 0.3% |
| Tempus AI Inc(TEM) | CL A | 88023B103 | $19.3M | 400,000 | 0.3% |
| Glaukos Corp(GKOS) | COM | 377322102 | $18.7M | 190,000 | 0.3% |
| Dyne Therapeutics Inc(DYN) | COM | 26818M108 | $17.7M | 1,690,567 | 0.3% |
| Cargo Therapeutics Inc(CRGX) | COM | 14179K101 | $16.8M | 4,124,859 | 0.3% |
| Quest Diagnostics Inc(DGX) | COM | 74834L100 | $16.8M | 98,997 | 0.3% |
| Compass Pathways PLC(CMPS) | SPONSORED ADS | 20451W101 | $15.8M | 5,538,168 | 0.2% |