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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | JOHNSON & JOHNSON | $101.3M | 414503 | 14.22% |
| 2 | INTUITIVE SURGICAL INC | $70.6M | 153250 | 9.91% |
| 3 | THERMO FISHER SCIENTIFIC INC | $65.1M | 132413 | 9.13% |
| 4 | ASCENDIS PHARMA A/S | $58.4M | 255332 | 8.20% |
| 5 | VERTEX PHARMACEUTICALS INC | $57.7M | 129314 | 8.10% |
| 6 | ELI LILLY & CO | $56.8M | 61795 | 7.98% |
| 7 | MADRIGAL PHARMACEUTICALS INC | $54.1M | 103288 | 7.59% |
| 8 | DEXCOM INC | $43.8M | 698158 | 6.15% |
| 9 | UNITED THERAPEUTICS CORP DEL | $41.7M | 70370 | 5.86% |
| 10 | NUVALENT INC | $31.6M | 308506 | 4.44% |
| 11 | TEVA PHARMACEUTICAL INDS LTD | $30.8M | 1021008 | 4.32% |
| 12 | JAZZ PHARMACEUTICALS PLC | $30.0M | 158663 | 4.21% |
| 13 | ARGENX SE | $23.1M | 31635 | 3.24% |
| 14 | TARSUS PHARMACEUTICALS INC | $17.7M | 252588 | 2.49% |
| 15 | DIANTHUS THERAPEUTICS INC | $12.2M | 145543 | 1.71% |
| 16 | AXSOME THERAPEUTICS INC. | $10.5M | 62116 | 1.47% |
| 17 | DEFINIUM THERAPEUTICS INC | $7.0M | 369588 | 0.98% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.