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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | BRISTOL-MYERS SQUIBB CO | $50.2M | 827901 | 11.86% |
| 2 | MERCK & CO INC | $31.3M | 260340 | 7.39% |
| 3 | PFIZER INC | $30.6M | 1091385 | 7.24% |
| 4 | MEDTRONIC PLC | $24.3M | 280682 | 5.74% |
| 5 | INCYTE CORP | $18.9M | 200510 | 4.46% |
| 6 | AMGEN INC | $16.6M | 47155 | 3.92% |
| 7 | BIOGEN INC | $16.5M | 90096 | 3.90% |
| 8 | ZIMMER BIOMET HOLDINGS INC | $14.1M | 155835 | 3.33% |
| 9 | BIOMARIN PHARMACEUTICAL INC | $13.6M | 239918 | 3.20% |
| 10 | BECTON DICKINSON & CO | $13.0M | 82615 | 3.07% |
| 11 | ELEVANCE HEALTH INC FORMERLY | $12.9M | 43962 | 3.04% |
| 12 | IONIS PHARMACEUTICALS INC | $12.7M | 169468 | 3.00% |
| 13 | CARDINAL HEALTH INC | $11.6M | 54897 | 2.74% |
| 14 | UNITEDHEALTH GROUP INC | $9.9M | 36435 | 2.33% |
| 15 | CVS HEALTH CORP | $9.7M | 135337 | 2.30% |
| 16 | BRUKER CORP | $9.2M | 254010 | 2.17% |
| 17 | GE HEALTHCARE TECHNOLOGIES I | $9.0M | 126418 | 2.12% |
| 18 | ABBOTT LABS | $9.0M | 87532 | 2.12% |
| 19 | GILEAD SCIENCES INC | $7.4M | 53247 | 1.75% |
| 20 | LANTHEUS HLDGS INC | $7.1M | 93344 | 1.67% |
| 21 | IQVIA HLDGS INC | $6.9M | 40230 | 1.62% |
| 22 | SYNDAX PHARMACEUTICALS INC | $6.7M | 286007 | 1.58% |
| 23 | BIO RAD LABS INC | $6.6M | 23750 | 1.56% |
| 24 | QIAGEN NV | $6.5M | 162371 | 1.54% |
| 25 | AVANTOR INC | $5.5M | 695403 | 1.29% |
| 26 | CENTENE CORP DEL | $5.3M | 162405 | 1.26% |
| 27 | TANDEM DIABETES CARE INC | $5.1M | 267091 | 1.21% |
| 28 | PTC THERAPEUTICS INC | $5.1M | 75000 | 1.21% |
| 29 | LABCORP HOLDINGS INC | $5.1M | 19019 | 1.20% |
| 30 | ASCENDIS PHARMA A/S | $4.9M | 21305 | 1.15% |
| 31 | EDWARDS LIFESCIENCES CORP | $4.8M | 60402 | 1.14% |
| 32 | DEXCOM INC | $3.5M | 56122 | 0.83% |
| 33 | CRINETICS PHARMACEUTICALS IN | $3.4M | 94195 | 0.81% |
| 34 | KURA ONCOLOGY INC | $3.3M | 411810 | 0.79% |
| 35 | HUMANA INC | $3.3M | 19202 | 0.79% |
| 36 | BRIDGEBIO PHARMA INC | $3.3M | 44263 | 0.78% |
| 37 | IOVANCE BIOTHERAPEUTICS INC | $3.2M | 900000 | 0.75% |
| 38 | DENALI THERAPEUTICS INC | $3.1M | 162710 | 0.74% |
| 39 | ARDELYX INC | $3.1M | 516131 | 0.73% |
| 40 | COGENT BIOSCIENCES INC | $3.1M | 80000 | 0.73% |
| 41 | ORGANON & CO | $2.3M | 375974 | 0.53% |
| 42 | ARROWHEAD PHARMACEUTICALS IN | $1.9M | 30000 | 0.44% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.