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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | INSMED INC | $245.3M | 1,500,000 | 11.73% |
| 2 | REVOLUTION MEDICINES INC | $145.9M | 1,500,000 | 6.98% |
| 3 | CYTOKINETICS INC | $105.5M | 1,600,000 | 5.04% |
| 4 | REVOLUTION MEDICINES INCPUT | $72.9M | 750,000 | 3.49% |
| 5 | CYTOKINETICS INCCALL | $65.9M | 1,000,000 | 3.15% |
| 6 | REGENERON PHARMACEUTICALS | $65.7M | 85,000 | 3.14% |
| 7 | VERA THERAPEUTICS INC | $64.4M | 1,600,000 | 3.08% |
| 8 | CARDINAL HEALTH INC | $57.1M | 270,000 | 2.73% |
| 9 | ROIVANT SCIENCES LTD | $55.4M | 2,000,000 | 2.65% |
| 10 | BRIGHTSPRING HEALTH SVCS INC | $53.3M | 1,250,000 | 2.55% |
| 11 | RHYTHM PHARMACEUTICALS INC | $52.2M | 600,000 | 2.50% |
| 12 | MERCK & CO INC | $51.1M | 425,000 | 2.44% |
| 13 | EDGEWISE THERAPEUTICS INC | $50.4M | 1,600,000 | 2.41% |
| 14 | ASTRAZENECA PLC | $49.3M | 250,000 | 2.36% |
| 15 | REVOLUTION MEDICINES INCCALL | $48.6M | 500,000 | 2.33% |
| 16 | ALIGNMENT HEALTHCARE INC | $45.4M | 2,575,000 | 2.17% |
| 17 | NOVARTIS AG | $38.2M | 250,000 | 1.83% |
| 18 | BOSTON SCIENTIFIC CORP | $34.5M | 550,000 | 1.65% |
| 19 | LIFESTANCE HEALTH GROUP INC | $27.4M | 4,300,000 | 1.31% |
| 20 | ASCENDIS PHARMA A/S | $26.3M | 115,000 | 1.26% |
| 21 | SCHOLAR ROCK HLDG CORP | $24.6M | 500,000 | 1.18% |
| 22 | ELEVANCE HEALTH INC FORMERLY | $22.0M | 75,000 | 1.05% |
| 23 | CENTENE CORP DEL | $21.3M | 650,000 | 1.02% |
| 24 | BRIDGEBIO PHARMA INC | $20.4M | 275,000 | 0.98% |
| 25 | MINERALYS THERAPEUTICS INC | $20.3M | 750,000 | 0.97% |
| 26 | NEUROCRINE BIOSCIENCES INC | $19.8M | 150,000 | 0.95% |
| 27 | GLAUKOS CORP | $18.8M | 175,000 | 0.90% |
| 28 | ARROWHEAD PHARMACEUTICALS IN | $18.8M | 300,000 | 0.90% |
| 29 | VERTEX PHARMACEUTICALS INC | $17.9M | 40,000 | 0.85% |
| 30 | ORIC PHARMACEUTICALS INC | $17.7M | 1,400,000 | 0.85% |
| 31 | ALUMIS INC | $17.6M | 800,000 | 0.84% |
| 32 | FRESENIUS MEDICAL CARE AG | $17.5M | 775,000 | 0.84% |
| 33 | INTUITIVE SURGICAL INC | $16.1M | 35,000 | 0.77% |
| 34 | UNIQURE NV | $14.7M | 900,000 | 0.70% |
| 35 | TARSUS PHARMACEUTICALS INC | $14.0M | 200,000 | 0.67% |
| 36 | GILEAD SCIENCES INC | $13.9M | 100,000 | 0.67% |
| 37 | ELI LILLY & CO | $13.8M | 15,000 | 0.66% |
| 38 | EDWARDS LIFESCIENCES CORP | $13.6M | 170,000 | 0.65% |
| 39 | MINERALYS THERAPEUTICS INCCALL | $13.5M | 500,000 | 0.65% |
| 40 | COGENT BIOSCIENCES INC | $13.5M | 350,000 | 0.64% |
| 41 | ELANCO ANIMAL HEALTH INC | $13.2M | 550,000 | 0.63% |
| 42 | MADRIGAL PHARMACEUTICALS INC | $13.1M | 25,000 | 0.63% |
| 43 | PRAXIS PRECISION MEDICINES I | $12.9M | 40,000 | 0.62% |
| 44 | DIANTHUS THERAPEUTICS INC | $12.6M | 150,000 | 0.60% |
| 45 | REGENXBIO INC | $12.6M | 1,500,000 | 0.60% |
| 46 | QUEST DIAGNOSTICS INC | $11.8M | 60,000 | 0.56% |
| 47 | XENON PHARMACEUTICALS INC | $11.6M | 200,000 | 0.56% |
| 48 | ERASCA INC | $11.3M | 700,000 | 0.54% |
| 49 | ALTO NEUROSCIENCE INC | $11.2M | 500,000 | 0.54% |
| 50 | BIOGEN INC | $11.0M | 60,000 | 0.53% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.