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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MADRIGAL PHARMACEUTICALS INC | $1.04B | 1993687 | 10.38% |
| 2 | INSMED INC | $791.9M | 4842880 | 7.88% |
| 3 | PROTAGONIST THERAPEUTICS INC | $533.2M | 5059053 | 5.31% |
| 4 | PTC THERAPEUTICS INC | $527.8M | 7746415 | 5.25% |
| 5 | ARGENX SE | $518.1M | 709446 | 5.16% |
| 6 | CG ONCOLOGY INC | $472.7M | 6984808 | 4.70% |
| 7 | CELCUITY INC | $346.9M | 3039621 | 3.45% |
| 8 | TANGO THERAPEUTICS INC | $278.2M | 13300620 | 2.77% |
| 9 | ERASCA INC | $261.4M | 16157175 | 2.60% |
| 10 | NATERA INC | $250.0M | 1250000 | 2.49% |
| 11 | RADNET INC | $239.5M | 4285000 | 2.38% |
| 12 | TARSUS PHARMACEUTICALS INC | $234.7M | 3346025 | 2.34% |
| 13 | APOGEE THERAPEUTICS INC | $234.2M | 2782097 | 2.33% |
| 14 | SPYRE THERAPEUTICS INC | $210.4M | 4171996 | 2.09% |
| 15 | COGENT BIOSCIENCES INC | $210.1M | 5458675 | 2.09% |
| 16 | IRHYTHM HOLDINGS INC | $196.9M | 1668500 | 1.96% |
| 17 | STOKE THERAPEUTICS INC | $183.1M | 5623525 | 1.82% |
| 18 | CYTOKINETICS INC | $179.4M | 2721158 | 1.78% |
| 19 | ACADIA PHARMACEUTICALS INC | $159.0M | 7144524 | 1.58% |
| 20 | ESTABLISHMENT LABS HLDGS INC | $150.8M | 2655695 | 1.50% |
| 21 | APELLIS PHARMACEUTICALS INC | $148.2M | 3685045 | 1.48% |
| 22 | IMMUNOCORE HLDGS PLC | $146.8M | 4869798 | 1.46% |
| 23 | REPLIGEN CORP | $142.1M | 1206000 | 1.41% |
| 24 | NEUROCRINE BIOSCIENCES INC | $139.9M | 1062072 | 1.39% |
| 25 | GUARDANT HEALTH INC | $136.8M | 1481033 | 1.36% |
| 26 | IMMATICS N.V | $126.6M | 12869340 | 1.26% |
| 27 | ZAI LAB LTD | $123.7M | 6574032 | 1.23% |
| 28 | BELITE BIO INC | $114.1M | 715332 | 1.13% |
| 29 | INTUITIVE SURGICAL INC | $101.4M | 220000 | 1.01% |
| 30 | ORUKA THERAPEUTICS INC | $101.0M | 2058148 | 1.00% |
| 31 | GH RESEARCH PLC | $83.4M | 5933815 | 0.83% |
| 32 | XENCOR INC | $81.7M | 6777461 | 0.81% |
| 33 | UROGEN PHARMA LTD | $81.7M | 4543895 | 0.81% |
| 34 | CENTESSA PHARMACEUTICALS PLC | $81.6M | 2054175 | 0.81% |
| 35 | IMMUNOVANT INC | $78.9M | 3177849 | 0.79% |
| 36 | ULTRAGENYX PHARMACEUTICAL IN | $76.4M | 3648795 | 0.76% |
| 37 | HINGE HEALTH INC | $74.4M | 1930000 | 0.74% |
| 38 | CASTLE BIOSCIENCES INC | $67.7M | 2758335 | 0.67% |
| 39 | ROCKET PHARMACEUTICALS INC | $63.3M | 17687772 | 0.63% |
| 40 | TAYSHA GENE THERAPIES INC | $61.2M | 13680248 | 0.61% |
| 41 | ALKERMES PLC | $59.1M | 1672356 | 0.59% |
| 42 | COMPASS PATHWAYS PLC | $58.8M | 10632390 | 0.59% |
| 43 | KODIAK SCIENCES INC | $56.7M | 1487934 | 0.56% |
| 44 | REPLIMUNE GROUP INC | $56.3M | 7356916 | 0.56% |
| 45 | CRINETICS PHARMACEUTICALS IN | $52.7M | 1451326 | 0.52% |
| 46 | UNIQURE NV | $42.3M | 2586356 | 0.42% |
| 47 | WAYSTAR HLDG CORP | $39.3M | 1630000 | 0.39% |
| 48 | ARROWHEAD PHARMACEUTICALS IN | $36.7M | 585682 | 0.37% |
| 49 | ORCHESTRA BIOMED HLDGS INC | $35.3M | 8306063 | 0.35% |
| 50 | VERASTEM INC | $34.9M | 6576306 | 0.35% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.