Loading portfolio…
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | CHARLES RIV LABS INTL INC | $75.7M | 379728 | 8.66% |
| 2 | INTUITIVE SURGICAL INC | $53.5M | 94459 | 6.12% |
| 3 | REPLIGEN CORP | $52.5M | 320474 | 6.00% |
| 4 | JAZZ PHARMACEUTICALS PLC | $49.7M | 292170 | 5.68% |
| 5 | VERACYTE INC | $41.3M | 980391 | 4.72% |
| 6 | BOSTON SCIENTIFIC CORP | $40.1M | 420773 | 4.59% |
| 7 | WATERS CORP | $39.9M | 105167 | 4.57% |
| 8 | BROOKDALE SR LIVING INC | $37.7M | 3491663 | 4.31% |
| 9 | ELI LILLY & CO | $37.7M | 35045 | 4.31% |
| 10 | BRUKER CORP | $37.4M | 794380 | 4.28% |
| 11 | VERTEX PHARMACEUTICALS INC | $34.9M | 76910 | 3.99% |
| 12 | CVS HEALTH CORP | $34.3M | 432457 | 3.92% |
| 13 | FORTREA HLDGS INC | $34.3M | 1986333 | 3.92% |
| 14 | MERIT MED SYS INC | $34.0M | 385660 | 3.89% |
| 15 | BRIGHTSPRING HEALTH SVCS INC | $33.6M | 897427 | 3.84% |
| 16 | DOXIMITY INC | $30.4M | 686568 | 3.48% |
| 17 | BIO-TECHNE CORP | $27.5M | 467409 | 3.14% |
| 18 | ALPHATEC HLDGS INC | $27.1M | 1285685 | 3.09% |
| 19 | ADAPTHEALTH CORP | $26.0M | 2609003 | 2.97% |
| 20 | ENVISTA HOLDINGS CORPORATION | $25.8M | 1186704 | 2.95% |
| 21 | UNITEDHEALTH GROUP INC | $23.1M | 70126 | 2.65% |
| 22 | ABBOTT LABS | $22.0M | 175333 | 2.51% |
| 23 | IDEAYA BIOSCIENCES INC | $16.2M | 467484 | 1.85% |
| 24 | BIOHAVEN LTD | $10.8M | 958336 | 1.24% |
| 25 | XENON PHARMACEUTICALS INC | $10.5M | 233688 | 1.20% |
| 26 | DIANTHUS THERAPEUTICS INC | $9.5M | 230730 | 1.09% |
| 27 | MINERALYS THERAPEUTICS INC | $9.3M | 257085 | 1.07% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.