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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | REVOLUTION MEDICINES INC | $117.6M | 1209465 | 6.93% |
| 2 | ELI LILLY & CO | $90.8M | 98700 | 5.35% |
| 3 | MADRIGAL PHARMACEUTICALS INC | $89.5M | 170999 | 5.28% |
| 4 | MIRUM PHARMACEUTICALS INC | $74.9M | 811294 | 4.42% |
| 5 | ARGENX SE | $71.9M | 98500 | 4.24% |
| 6 | RHYTHM PHARMACEUTICALS INC | $60.0M | 689748 | 3.54% |
| 7 | INSMED INC | $51.4M | 314300 | 3.03% |
| 8 | ASCENDIS PHARMA A/S | $44.4M | 194000 | 2.62% |
| 9 | XENON PHARMACEUTICALS INC | $44.4M | 763020 | 2.62% |
| 10 | TRAVERE THERAPEUTICS INC | $43.9M | 1477954 | 2.59% |
| 11 | KYMERA THERAPEUTICS INC | $41.4M | 496871 | 2.44% |
| 12 | PENUMBRA INC | $39.6M | 120500 | 2.33% |
| 13 | INTUITIVE SURGICAL INC | $37.8M | 82000 | 2.23% |
| 14 | SCHOLAR ROCK HLDG CORP | $36.4M | 739816 | 2.14% |
| 15 | ENLIVEN THERAPEUTICS INC | $32.4M | 826500 | 1.91% |
| 16 | BOSTON SCIENTIFIC CORP | $32.3M | 515300 | 1.91% |
| 17 | IRHYTHM HOLDINGS INC | $30.9M | 261750 | 1.82% |
| 18 | STRUCTURE THERAPEUTICS INC | $30.9M | 640217 | 1.82% |
| 19 | AGIOS PHARMACEUTICALS INC | $27.0M | 799163 | 1.59% |
| 20 | ULTRAGENYX PHARMACEUTICAL IN | $25.5M | 1218773 | 1.50% |
| 21 | ALNYLAM PHARMACEUTICALS INC | $24.5M | 74000 | 1.44% |
| 22 | COGENT BIOSCIENCES INC | $24.0M | 624155 | 1.42% |
| 23 | TENET HEALTHCARE CORP | $23.6M | 125000 | 1.39% |
| 24 | DEXCOM INC | $22.3M | 355600 | 1.32% |
| 25 | CELLDEX THERAPEUTICS INC NEW | $20.6M | 650270 | 1.22% |
| 26 | VERA THERAPEUTICS INC | $20.3M | 503585 | 1.19% |
| 27 | NEUROCRINE BIOSCIENCES INC | $19.8M | 150450 | 1.17% |
| 28 | ARCELLX INC | $19.5M | 169859 | 1.15% |
| 29 | NEWAMSTERDAM PHARMA COMPANY | $18.8M | 588794 | 1.11% |
| 30 | PHARVARIS N V | $18.2M | 645533 | 1.07% |
| 31 | ERASCA INC | $17.9M | 1103469 | 1.05% |
| 32 | DYNE THERAPEUTICS INC | $17.6M | 972198 | 1.04% |
| 33 | COMPASS THERAPEUTICS INC | $17.5M | 3305308 | 1.03% |
| 34 | ACLARIS THERAPEUTICS INC | $16.8M | 4472650 | 0.99% |
| 35 | TARSUS PHARMACEUTICALS INC | $15.8M | 225179 | 0.93% |
| 36 | MINIMED GROUP INC | $15.7M | 1055000 | 0.93% |
| 37 | ZAI LAB LTD | $15.3M | 814707 | 0.90% |
| 38 | UNITEDHEALTH GROUP INC | $14.3M | 53000 | 0.85% |
| 39 | CENTESSA PHARMACEUTICALS PLC | $14.0M | 351828 | 0.82% |
| 40 | HEARTFLOW INC | $13.9M | 572500 | 0.82% |
| 41 | ARDELYX INC | $13.8M | 2299473 | 0.81% |
| 42 | SUMMIT THERAPEUTICS INC | $13.5M | 710000 | 0.79% |
| 43 | AZENTA INC | $12.0M | 569100 | 0.71% |
| 44 | MINERALYS THERAPEUTICS INC | $11.9M | 439751 | 0.70% |
| 45 | DANAHER CORP DEL | $11.7M | 61500 | 0.69% |
| 46 | PTC THERAPEUTICS INC | $11.0M | 161798 | 0.65% |
| 47 | CARIS LIFE SCIENCES INC | $10.1M | 563000 | 0.59% |
| 48 | ZENAS BIOPHARMA INC | $9.8M | 502077 | 0.58% |
| 49 | BICARA THERAPEUTICS INC | $9.7M | 489095 | 0.57% |
| 50 | BRIDGEBIO PHARMA INC | $9.5M | 128250 | 0.56% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.