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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUSTPUT | $93.2M | 730000 | 16.31% |
| 2 | ARGENX SE | $55.7M | 76336 | 9.75% |
| 3 | ICON PLC | $39.7M | 358500 | 6.94% |
| 4 | INSMED INC | $36.7M | 224271 | 6.41% |
| 5 | GUARDANT HEALTH INC | $28.7M | 310281 | 5.01% |
| 6 | BIOMARIN PHARMACEUTICAL INC | $28.6M | 505809 | 5.00% |
| 7 | NATERA INC | $24.4M | 121877 | 4.26% |
| 8 | SCHOLAR ROCK HLDG CORP | $24.3M | 494019 | 4.25% |
| 9 | ILLUMINA INC | $23.1M | 187413 | 4.04% |
| 10 | TERNS PHARMACEUTICALS INC | $21.7M | 412497 | 3.80% |
| 11 | BRIDGEBIO PHARMA INC | $19.8M | 267031 | 3.47% |
| 12 | ASCENDIS PHARMA A/S | $19.8M | 86650 | 3.47% |
| 13 | PROTAGONIST THERAPEUTICS INC | $18.9M | 179322 | 3.31% |
| 14 | ULTRAGENYX PHARMACEUTICAL IN | $18.5M | 884121 | 3.24% |
| 15 | BOSTON SCIENTIFIC CORP | $18.4M | 293152 | 3.22% |
| 16 | FORTREA HLDGS INC | $12.3M | 1307560 | 2.15% |
| 17 | KYMERA THERAPEUTICS INC | $12.1M | 145816 | 2.12% |
| 18 | PROCEPT BIOROBOTICS CORP | $12.1M | 483815 | 2.12% |
| 19 | REVOLUTION MEDICINES INC | $11.6M | 119464 | 2.03% |
| 20 | TEMPUS AI INC | $11.6M | 256269 | 2.03% |
| 21 | COMPASS PATHWAYS PLC | $11.4M | 2060427 | 1.99% |
| 22 | CENTESSA PHARMACEUTICALS PLC | $8.5M | 214291 | 1.49% |
| 23 | ALKERMES PLC | $8.4M | 238673 | 1.48% |
| 24 | ATAIBECKLEY INC | $6.1M | 1709359 | 1.06% |
| 25 | PROCEPT BIOROBOTICS CORPCALL | $2.3M | 90000 | 0.39% |
| 26 | INTUITIVE SURGICAL INC | $2.0M | 4390 | 0.35% |
| 27 | IMMUNOCORE HLDGS PLC | $1.4M | 46300 | 0.24% |
| 28 | PERCEPTIVE CAP SOLUTIONS COR | $413K | 37686 | 0.07% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.