Q4 2024 Holdings
Filed 2025-02-14 | 63 holdings | $1.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $26.1M | 658,000 | 2.6% |
| Mirum Pharmaceuticals Inc(MIRM) | COM | 604749101 | $27.5M | 666,200 | 2.7% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $28.9M | 234,500 | 2.8% |
| Ideaya Biosciences Inc(IDYA) | COM | 45166A102 | $29.0M | 1,126,700 | 2.8% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $30.1M | 220,400 | 3.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $30.4M | 60,000 | 3.0% |
| CG Oncology Inc(CGON) | COM | 156944100 | $31.5M | 1,097,800 | 3.1% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $33.8M | 64,800 | 3.3% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $33.9M | 603,011 | 3.3% |
| Natera Inc(NTRA) | COM | 632307104 | $35.4M | 223,800 | 3.5% |
| Janux Therapeutics Inc(JANX) | COM | 47103J105 | $39.7M | 741,900 | 3.9% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $46.0M | 515,000 | 4.5% |
| Dianthus Therapeutics Inc(DNTH) | COM | 252828108 | $62.6M | 2,873,000 | 6.2% |