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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ELI LILLY & CO | $26.8M | 39722 | 8.67% |
| 2 | MERCK & CO. INC | $22.9M | 33853 | 7.40% |
| 3 | THERMO FISHER SCIENTIFIC CORP | $14.4M | 22986 | 4.67% |
| 4 | BEONE MEDICINES LTD-ADR | $12.1M | 41717 | 3.92% |
| 5 | JOHNSON & JOHNSON | $11.9M | 92377 | 3.86% |
| 6 | BRIDGEBIO PHARMA INC | $11.9M | 111363 | 3.84% |
| 7 | VERTEX PHARMACEUTICALS INC | $11.2M | 22984 | 3.61% |
| 8 | ABBVIE INC | $10.4M | 108181 | 3.35% |
| 9 | STRYKER CORPORATION | $9.6M | 26835 | 3.09% |
| 10 | INTUITIVE SURGICAL INC | $9.4M | 70851 | 3.05% |
| 11 | IONIS PHARMACEUTICALS INC | $9.4M | 27873 | 3.04% |
| 12 | MIRUM PHARMACEUTICALS INC | $9.4M | 195768 | 3.03% |
| 13 | CVS HEALTH CORP | $9.3M | 23773 | 2.99% |
| 14 | REVOLUTION MEDICINES INC | $9.1M | 617245 | 2.93% |
| 15 | BOSTON SCIENTIFIC CORP | $8.8M | 40432 | 2.86% |
| 16 | AMGEN INC | $8.7M | 21903 | 2.81% |
| 17 | EDWARDS LIFESCIENCES CORP | $8.3M | 106518 | 2.67% |
| 18 | ALKERMES PLC | $8.2M | 242473 | 2.66% |
| 19 | INCYTE CORP | $8.0M | 50796 | 2.57% |
| 20 | NEUROCRINE BIOSCIENCES INC | $7.9M | 89685 | 2.54% |
| 21 | GILEAD SCIENCES INC | $7.2M | 47967 | 2.31% |
| 22 | KRYSTAL BIOTECH, INC | $6.8M | 37579 | 2.19% |
| 23 | CENCORA INC | $6.6M | 23470 | 2.13% |
| 24 | IRHYTHM TECHNOLOGIES INC | $6.3M | 22322 | 2.02% |
| 25 | INSMED INC | $6.0M | 97438 | 1.92% |
| 26 | NEWAMSTERDAM PHARMA CO NV | $5.5M | 94796 | 1.78% |
| 27 | CELCUITY INC | $5.1M | 141296 | 1.66% |
| 28 | ABIVAX SA | $4.8M | 31590 | 1.54% |
| 29 | CARDINAL HEALTH INC | $4.8M | 108682 | 1.54% |
| 30 | IDEAYA BIOSCIENCES INC | $4.0M | 31133 | 1.30% |
| 31 | TANGO THERAPEUTICS INC | $3.6M | 29915 | 1.17% |
| 32 | SPYRE THERAPEUTICS INC | $3.5M | 62735 | 1.13% |
| 33 | DISC MEDICINE INC | $3.2M | 107255 | 1.03% |
| 34 | COMPASS THERAPEUTICS INC | $3.1M | 41831 | 0.99% |
| 35 | UNIVERSAL HEALTH SERVICES INC | $2.8M | 14636 | 0.90% |
| 36 | DEXCOM INC | $2.6M | 584332 | 0.85% |
| 37 | BICARA THERAPEUTICS INC | $2.3M | 1169634 | 0.75% |
| 38 | SOLENO THERAPEUTICS INC | $2.2M | 90184 | 0.71% |
| 39 | PYXIS ONCOLOGY INC | $1.6M | 197036 | 0.52% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.