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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | BOSTON SCIENTIFIC CORP | $39.2M | 625000 | 4.84% |
| 2 | REGENERON PHARMACEUTICALS | $37.2M | 48100 | 4.59% |
| 3 | LILLY ELI & CO | $31.0M | 33715 | 3.83% |
| 4 | INSMED INC | $26.1M | 159760 | 3.22% |
| 5 | CVS HEALTH CORP | $24.2M | 336500 | 2.98% |
| 6 | GILEAD SCIENCES INC | $23.4M | 167750 | 2.88% |
| 7 | THERMO FISHER SCIENTIFIC INC | $20.3M | 41340 | 2.51% |
| 8 | BIOGEN INC | $20.0M | 109100 | 2.47% |
| 9 | VERTEX PHARMACEUTICALS INC | $19.4M | 43485 | 2.40% |
| 10 | ALIGNMENT HEALTHCARE INC | $18.6M | 1053450 | 2.29% |
| 11 | INTUITIVE SURGICAL INC | $17.0M | 36846 | 2.10% |
| 12 | CENCORA INC | $16.5M | 52375 | 2.03% |
| 13 | STRYKER CORPORATION | $15.7M | 47800 | 1.94% |
| 14 | ABBVIE INC | $15.6M | 71575 | 1.92% |
| 15 | VEEVA SYS INC | $15.0M | 85300 | 1.85% |
| 16 | MCKESSON CORP | $14.6M | 16850 | 1.80% |
| 17 | JAZZ PHARMACEUTICALS PLC | $14.3M | 75890 | 1.77% |
| 18 | GUARDANT HEALTH INC | $13.4M | 145000 | 1.65% |
| 19 | NEUROCRINE BIOSCIENCES INC | $13.3M | 100841 | 1.64% |
| 20 | EDWARDS LIFESCIENCES CORP | $13.1M | 163000 | 1.61% |
| 21 | MADRIGAL PHARMACEUTICALS INC | $12.6M | 24050 | 1.55% |
| 22 | UNITED HEALTH GROUP INC | $12.3M | 45500 | 1.52% |
| 23 | PROCEPT BIOROBOTICS CORP | $11.9M | 475000 | 1.47% |
| 24 | BIOMARIN PHARMACEUTICAL INC | $11.7M | 207000 | 1.44% |
| 25 | ABBOTT LABORATORIES | $11.5M | 112000 | 1.42% |
| 26 | ALNYLAM PHARMACEUTICALS INC | $11.4M | 34465 | 1.41% |
| 27 | ROYALTY PHARMA PLC | $11.2M | 233000 | 1.38% |
| 28 | AXSOME THERAPEUTICS INC | $10.8M | 63800 | 1.33% |
| 29 | NATERA INC | $10.3M | 51600 | 1.27% |
| 30 | TENET HEALTHCARE CORP | $10.2M | 54000 | 1.26% |
| 31 | ADAPTIVE BIOTECHNOLOGIES COR | $10.0M | 720000 | 1.23% |
| 32 | LIVANOVA PLC | $9.9M | 155000 | 1.22% |
| 33 | ELEVANCE HEALTH INC | $9.5M | 32300 | 1.17% |
| 34 | ARROWHEAD PHARMACEUTICALS IN | $9.1M | 144500 | 1.12% |
| 35 | GLAUKOS CORP | $9.0M | 84000 | 1.12% |
| 36 | IQVIA HLDGS INC | $9.0M | 53000 | 1.12% |
| 37 | SYNDAX PHARMACEUTICALS INC | $8.9M | 379250 | 1.09% |
| 38 | MIRUM PHARMACEUTICALS INC | $8.6M | 92605 | 1.06% |
| 39 | IDEAYA Biosciences Inc | $8.5M | 255500 | 1.05% |
| 40 | PENNANT GROUP INC | $8.4M | 275399 | 1.04% |
| 41 | NUVALENT INC | $8.3M | 81200 | 1.03% |
| 42 | WAYSTAR HLDG CORP | $8.3M | 342566 | 1.02% |
| 43 | ANTERIS TECHNOLOGIES GLOBAL | $8.0M | 1438625 | 0.99% |
| 44 | MEDTRONIC PLC | $7.8M | 90000 | 0.96% |
| 45 | OSCAR HEALTH INC | $7.6M | 660000 | 0.93% |
| 46 | IOVANCE BIOTHERAPEUTICS INC | $7.2M | 2055327 | 0.89% |
| 47 | MINERALYS THERAPEUTICS INC | $7.1M | 263071 | 0.88% |
| 48 | IONIS PHARMACEUTICALS INC | $7.0M | 92900 | 0.86% |
| 49 | DIANTHUS THERAPEUTICS INC | $6.8M | 81627 | 0.85% |
| 50 | BRIDGEBIO PHARMA INC | $6.7M | 90600 | 0.83% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.