Q2 2025 Holdings
Filed 2025-08-14 | 56 holdings | $502.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $18.7M | 106,000 | 3.7% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $18.9M | 355,000 | 3.8% |
| Dianthus Therapeutics Inc(DNTH) | COM | 252828108 | $32.5M | 1,742,902 | 6.5% |
| Natera Inc(NTRA) | COM | 632307104 | $33.7M | 199,300 | 6.7% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $34.6M | 321,800 | 6.9% |
| CG Oncology Inc(CGON) | COM | 156944100 | $39.0M | 1,499,942 | 7.8% |