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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NEKTAR THERAPEUTICS | $52.9M | 735000 | 8.67% |
| 2 | BOSTON SCIENTIFIC CORP | $49.9M | 795547 | 8.19% |
| 3 | JANUX THERAPEUTICS INC | $49.3M | 3550000 | 8.09% |
| 4 | PROCEPT BIOROBOTICS CORP | $48.6M | 1945000 | 7.98% |
| 5 | GALAPAGOS NV | $46.5M | 1550000 | 7.63% |
| 6 | GENEDX HOLDINGS CORP | $33.6M | 523463 | 5.51% |
| 7 | SHATTUCK LABS INC | $32.2M | 5004439 | 5.28% |
| 8 | ADC THERAPEUTICS SA | $31.1M | 8300000 | 5.10% |
| 9 | KURA ONCOLOGY INC | $27.3M | 3356700 | 4.47% |
| 10 | ALNYLAM PHARMACEUTICALS INC | $25.1M | 76000 | 4.12% |
| 11 | MEIRAGTX HLDGS PLC | $22.8M | 2629971 | 3.73% |
| 12 | ALKERMES PLC | $18.2M | 513632 | 2.98% |
| 13 | SYNDAX PHARMACEUTICALS INC | $18.0M | 770000 | 2.95% |
| 14 | VEEVA SYS INC | $15.2M | 86480 | 2.49% |
| 15 | ZYMEWORKS INC | $13.5M | 539049 | 2.21% |
| 16 | CRINETICS PHARMACEUTICALS IN | $12.7M | 350000 | 2.08% |
| 17 | ABIVAX SA | $11.7M | 105000 | 1.92% |
| 18 | CONCENTRA GROUP HOLDINGS PAR | $10.8M | 505822 | 1.78% |
| 19 | TERNS PHARMACEUTICALS INC | $10.7M | 202300 | 1.75% |
| 20 | PHREESIA INC | $9.2M | 1100000 | 1.51% |
| 21 | ONKURE THERAPEUTICS INC | $8.9M | 2154381 | 1.46% |
| 22 | CORBUS PHARMACEUTICALS HLDGS | $6.5M | 697108 | 1.07% |
| 23 | SCHRODINGER INC | $5.8M | 510578 | 0.95% |
| 24 | EMERGENT BIOSOLUTIONS INC | $5.3M | 639118 | 0.87% |
| 25 | ROIVANT SCIENCES LTD | $5.0M | 180000 | 0.82% |
| 26 | ORTHOPEDIATRICS CORP | $4.8M | 302399 | 0.79% |
| 27 | IMMUNOVANT INC | $4.4M | 175825 | 0.72% |
| 28 | ICU MED INC | $3.5M | 27450 | 0.58% |
| 29 | TECTONIC THERAPEUTIC INC | $2.5M | 79872 | 0.40% |
| 30 | ROCKET PHARMACEUTICALS INC | $2.4M | 683856 | 0.40% |
| 31 | UPSTREAM BIO INC | $2.2M | 241123 | 0.36% |
| 32 | PLIANT THERAPEUTICS INC | $2.1M | 1667600 | 0.34% |
| 33 | OMEROS CORP | $1.8M | 174800 | 0.30% |
| 34 | INTUITIVE SURGICAL INC | $1.8M | 4000 | 0.30% |
| 35 | AN2 THERAPEUTICS INC | $1.8M | 515754 | 0.29% |
| 36 | ADICET BIO INC | $1.7M | 250244 | 0.28% |
| 37 | REGENXBIO INC | $1.7M | 200000 | 0.27% |
| 38 | COYA THERAPEUTICS INC | $1.7M | 420360 | 0.27% |
| 39 | VIKING THERAPEUTICS INC | $1.5M | 45000 | 0.24% |
| 40 | IRHYTHM HOLDINGS INC | $1.2M | 10000 | 0.19% |
| 41 | TRUEBLUE INC | $974K | 249107 | 0.16% |
| 42 | IMMUNEERING CORP | $650K | 123409 | 0.11% |
| 43 | PALVELLA THERAPEUTICS INC NE | $623K | 5000 | 0.10% |
| 44 | NOVOCURE LTD | $549K | 50400 | 0.09% |
| 45 | REIN THERAPEUTICS INC | $535K | 411600 | 0.09% |
| 46 | TRANSMEDICS GROUP INC | $497K | 5000 | 0.08% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.