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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | EDGEWISE THERAPEUTICS INC | $488.8M | 15518492 | 9.70% |
| 2 | ENLIVEN THERAPEUTICS INC | $312.0M | 7959538 | 6.19% |
| 3 | MDXHEALTH SACALL | $285.9M | 124306000 | 5.67% |
| 4 | ELI LILLY & CO | $217.8M | 236800 | 4.32% |
| 5 | SINOVAC BIOTECH LTD | $184.5M | 2718735 | 3.66% |
| 6 | AVITA MEDICAL INCCALL | $154.4M | 40966100 | 3.06% |
| 7 | BOSTON SCIENTIFIC CORP | $149.5M | 2382100 | 2.97% |
| 8 | SIONNA THERAPEUTICS INC | $141.5M | 3530702 | 2.81% |
| 9 | ASTRAZENECA PLC | $132.2M | 670200 | 2.62% |
| 10 | MYRIAD GENETICS INC | $122.9M | 125000000 | 2.44% |
| 11 | MBX BIOSCIENCES INC | $108.6M | 3637887 | 2.15% |
| 12 | CORVUS PHARMACEUTICALS INC | $104.8M | 7165006 | 2.08% |
| 13 | ARGENX SE | $100.0M | 136900 | 1.98% |
| 14 | EDWARDS LIFESCIENCES CORP | $98.5M | 1230600 | 1.96% |
| 15 | INTUITIVE SURGICAL INC | $96.2M | 208700 | 1.91% |
| 16 | COMPASS THERAPEUTICS INC | $80.5M | 15219994 | 1.60% |
| 17 | MERCK & CO INC | $79.8M | 663400 | 1.58% |
| 18 | STRUCTURE THERAPEUTICS INC | $71.1M | 1475403 | 1.41% |
| 19 | ARRIVENT BIOPHARMA INC | $69.8M | 3027328 | 1.39% |
| 20 | DISC MEDICINE INC | $68.3M | 1067550 | 1.35% |
| 21 | ARS PHARMACEUTICALS INC | $66.6M | 8288510 | 1.32% |
| 22 | CG ONCOLOGY INC | $64.2M | 948267 | 1.27% |
| 23 | XENON PHARMACEUTICALS INC | $61.6M | 1059971 | 1.22% |
| 24 | STRYKER CORPORATION | $60.0M | 182500 | 1.19% |
| 25 | BRISTOL-MYERS SQUIBB CO | $56.1M | 925000 | 1.11% |
| 26 | MINERALYS THERAPEUTICS INC | $55.6M | 2052900 | 1.10% |
| 27 | PRAXIS PRECISION MEDICINES I | $55.6M | 172500 | 1.10% |
| 28 | PFIZER INC | $54.7M | 1946500 | 1.08% |
| 29 | DYNE THERAPEUTICS INC | $52.9M | 2917884 | 1.05% |
| 30 | NATERA INC | $52.4M | 262000 | 1.04% |
| 31 | ABIVAX SA | $51.9M | 465700 | 1.03% |
| 32 | UPSTREAM BIO INC | $51.2M | 5693589 | 1.02% |
| 33 | DANAHER CORP DEL | $50.4M | 265800 | 1.00% |
| 34 | CARIS LIFE SCIENCES INC | $50.2M | 2806811 | 1.00% |
| 35 | ASCENDIS PHARMA A/S | $41.6M | 181977 | 0.83% |
| 36 | SHATTUCK LABS INC | $40.5M | 6306127 | 0.80% |
| 37 | AVITA MEDICAL INC | $40.5M | 40500000 | 0.80% |
| 38 | GUARDANT HEALTH INC | $40.2M | 435200 | 0.80% |
| 39 | ALNYLAM PHARMACEUTICALS INC | $39.4M | 119000 | 0.78% |
| 40 | PRELUDE THERAPEUTICS INC | $37.3M | 10909256 | 0.74% |
| 41 | CRINETICS PHARMACEUTICALS IN | $36.3M | 999000 | 0.72% |
| 42 | AXSOME THERAPEUTICS INC. | $36.2M | 213921 | 0.72% |
| 43 | UNIQURE NV | $34.9M | 2136149 | 0.69% |
| 44 | ORIC PHARMACEUTICALS INC | $34.1M | 2693929 | 0.68% |
| 45 | ELEVANCE HEALTH INC FORMERLY | $33.6M | 114700 | 0.67% |
| 46 | RELMADA THERAPEUTICS INC | $32.8M | 4715864 | 0.65% |
| 47 | FORTE BIOSCIENCES INC | $31.0M | 1196955 | 0.62% |
| 48 | TREVI THERAPEUTICS INC | $29.3M | 2454400 | 0.58% |
| 49 | ESPERION THERAPEUTICS INC NE | $29.0M | 10570300 | 0.57% |
| 50 | NEUROPACE INC | $27.6M | 2096527 | 0.55% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.