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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MINERALYS THERAPEUTICS INC | $36.3M | 1339971 | 6.07% |
| 2 | TOWER SEMICONDUCTOR LTD | $25.6M | 145735 | 4.28% |
| 3 | SPDR SERIES TRUSTPUT | $25.5M | 200000 | 4.27% |
| 4 | NOVA LTD | $23.2M | 53366 | 3.87% |
| 5 | BRIDGEBIO PHARMA INC | $18.2M | 245246 | 3.04% |
| 6 | CYTOKINETICS INCCALL | $17.1M | 259300 | 2.86% |
| 7 | BIOGEN INC | $17.0M | 92526 | 2.84% |
| 8 | ULTRAGENYX PHARMACEUTICAL IN | $17.0M | 809333 | 2.83% |
| 9 | SYNDAX PHARMACEUTICALS INC | $16.9M | 724563 | 2.83% |
| 10 | COGENT BIOSCIENCES INC | $16.0M | 416340 | 2.68% |
| 11 | SANOFI SA | $13.0M | 269515 | 2.17% |
| 12 | ASTRAZENECA PLC | $12.3M | 62530 | 2.06% |
| 13 | AMICUS THERAPEUTIC | $8.7M | 603377 | 1.46% |
| 14 | CELLEBRITE DI LTD | $8.7M | 631521 | 1.45% |
| 15 | APELLIS PHARMACEUTICALS INC | $8.6M | 214914 | 1.45% |
| 16 | PALO ALTO NETWORKS INC | $8.5M | 52800 | 1.42% |
| 17 | ELI LILLY & CO | $8.3M | 9040 | 1.39% |
| 18 | BIOCRYST PHARMACEUTICALS INC | $8.2M | 866464 | 1.38% |
| 19 | CAMTEK LTD | $8.0M | 53020 | 1.34% |
| 20 | BIOMARIN PHARMACEUTICAL INC | $7.9M | 139900 | 1.32% |
| 21 | CELLDEX THERAPEUTICS INC NEW | $7.7M | 243575 | 1.29% |
| 22 | ORMAT TECHNOLOGIES INC | $7.6M | 68250 | 1.28% |
| 23 | XENON PHARMACEUTICALS INC | $7.4M | 127000 | 1.23% |
| 24 | SOLENO THERAPEUTICS INC | $7.2M | 216281 | 1.21% |
| 25 | TANGO THERAPEUTICS INC | $7.2M | 343563 | 1.20% |
| 26 | JOHNSON & JOHNSON | $7.0M | 28831 | 1.18% |
| 27 | SOLAREDGE TECHNOLOGIES INC | $6.9M | 4000000 | 1.16% |
| 28 | IMMATICS N.V | $6.8M | 696105 | 1.15% |
| 29 | TREVI THERAPEUTICS INC | $6.8M | 574029 | 1.14% |
| 30 | ORIC PHARMACEUTICALS INC | $6.8M | 537628 | 1.14% |
| 31 | MAZE THERAPEUTICS INC | $6.8M | 227343 | 1.13% |
| 32 | GSK PLC | $6.7M | 122000 | 1.13% |
| 33 | AMAZON COM INC | $6.7M | 31940 | 1.11% |
| 34 | ABBVIE INC | $6.6M | 30256 | 1.10% |
| 35 | APPLIED OPTOELECTRONICS INC | $6.2M | 73400 | 1.04% |
| 36 | ENLIVEN THERAPEUTICS INC | $6.0M | 153265 | 1.00% |
| 37 | MERCK & CO INC | $5.8M | 48600 | 0.98% |
| 38 | VOR BIOPHARMA INC | $5.7M | 321917 | 0.96% |
| 39 | ACADIA PHARMACEUTICALS INC | $5.7M | 256202 | 0.95% |
| 40 | NOVARTIS AG | $5.7M | 37000 | 0.94% |
| 41 | ELEDON PHARMACEUTICALS INC | $5.5M | 1772131 | 0.91% |
| 42 | ENPHASE ENERGY INC | $5.4M | 142419 | 0.90% |
| 43 | REVOLUTION MEDICINES INC | $5.4M | 55110 | 0.90% |
| 44 | PFIZER INC | $5.2M | 186000 | 0.87% |
| 45 | BIOHAVEN LTD | $5.0M | 594000 | 0.84% |
| 46 | FORTE BIOSCIENCES INC | $4.8M | 184984 | 0.80% |
| 47 | CYBIN INC | $4.7M | 987090 | 0.79% |
| 48 | MADRIGAL PHARMACEUTICALS INC | $4.7M | 9040 | 0.79% |
| 49 | SCHOLAR ROCK HLDG CORP | $4.6M | 94265 | 0.77% |
| 50 | NOVO-NORDISK A S | $4.4M | 120677 | 0.74% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.