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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VERTEX PHARMACEUTICALS INC | $298.0M | 667375 | 7.09% |
| 2 | ARGENX SE | $228.6M | 313000 | 5.44% |
| 3 | REGENERON PHARMACEUTICALS | $214.1M | 277132 | 5.10% |
| 4 | SCHOLAR ROCK HLDG CORP | $176.0M | 3579278 | 4.19% |
| 5 | GILEAD SCIENCES INC | $155.8M | 1118000 | 3.71% |
| 6 | REVOLUTION MEDICINES INC | $149.8M | 1540588 | 3.57% |
| 7 | IONIS PHARMACEUTICALS INC | $134.4M | 1790000 | 3.20% |
| 8 | INTUITIVE SURGICAL INC | $132.1M | 286654 | 3.14% |
| 9 | VIRIDIAN THERAPEUTICS INC | $131.4M | 6717515 | 3.13% |
| 10 | KRYSTAL BIOTECH INC | $124.1M | 480322 | 2.95% |
| 11 | CRINETICS PHARMACEUTICALS IN | $119.1M | 3280000 | 2.84% |
| 12 | ABBOTT LABORATORIES | $118.2M | 1151635 | 2.81% |
| 13 | NUVALENT INC | $107.9M | 1053268 | 2.57% |
| 14 | AMGEN INC | $94.3M | 268000 | 2.24% |
| 15 | BOSTON SCIENTIFIC CORP | $92.0M | 1466894 | 2.19% |
| 16 | ENLIVEN THERAPEUTICS INC | $91.0M | 2320867 | 2.17% |
| 17 | IMMUNOCORE HLDGS PLC | $84.3M | 2796803 | 2.01% |
| 18 | MEDTRONIC PLC | $83.0M | 957329 | 1.97% |
| 19 | RELAY THERAPEUTICS INC | $77.5M | 7793318 | 1.85% |
| 20 | ALNYLAM PHARMACEUTICALS INC | $77.3M | 233679 | 1.84% |
| 21 | STRYKER CORPORATION | $71.4M | 217237 | 1.70% |
| 22 | VAXCYTE INC | $69.2M | 1190697 | 1.65% |
| 23 | VERA THERAPEUTICS INC | $68.1M | 1692906 | 1.62% |
| 24 | EDWARDS LIFESCIENCES CORP | $67.2M | 839451 | 1.60% |
| 25 | DAMORA THERAPEUTICS INC | $59.5M | 2298000 | 1.42% |
| 26 | TANGO THERAPEUTICS INC | $50.2M | 2400000 | 1.19% |
| 27 | IDEXX LABS INC | $50.1M | 89131 | 1.19% |
| 28 | ULTRAGENYX PHARMACEUTICAL IN | $49.9M | 2380000 | 1.19% |
| 29 | DEXCOM INC | $49.5M | 788766 | 1.18% |
| 30 | JADE BIOSCIENCES INC | $49.2M | 3501502 | 1.17% |
| 31 | EDGEWISE THERAPEUTICS INC | $48.1M | 1528518 | 1.15% |
| 32 | UNITEDHEALTH GROUP INC | $40.1M | 148203 | 0.95% |
| 33 | DANAHER CORP DEL | $38.3M | 202164 | 0.91% |
| 34 | CELLDEX THERAPEUTICS INC NEW | $38.1M | 1200000 | 0.91% |
| 35 | RESMED INC | $35.8M | 159346 | 0.85% |
| 36 | INSULET CORP | $34.3M | 163656 | 0.82% |
| 37 | THERMO FISHER SCIENTIFIC INC | $31.7M | 64412 | 0.75% |
| 38 | ELI LILLY & CO | $31.2M | 33932 | 0.74% |
| 39 | GE HEALTHCARE TECHNOLOGIES I | $29.7M | 416887 | 0.71% |
| 40 | DISC MEDICINE INC | $29.4M | 459314 | 0.70% |
| 41 | JOHNSON & JOHNSON | $29.1M | 119102 | 0.69% |
| 42 | ANNEXON INC | $28.6M | 5157290 | 0.68% |
| 43 | THE CIGNA GROUP | $26.2M | 98263 | 0.62% |
| 44 | ORUKA THERAPEUTICS INC | $24.9M | 507008 | 0.59% |
| 45 | MERCK & CO INC | $24.9M | 206591 | 0.59% |
| 46 | ALIGN TECHNOLOGY INC | $23.9M | 139680 | 0.57% |
| 47 | STERIS PLC | $22.1M | 99878 | 0.53% |
| 48 | GLOBUS MED INC | $21.3M | 247261 | 0.51% |
| 49 | MONTE ROSA THERAPEUTICS INC | $20.6M | 1250000 | 0.49% |
| 50 | ABBVIE INC | $20.4M | 93567 | 0.48% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.