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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | CARIS LIFE SCIENCES INC | $143.2M | 8,009,447 | 4.78% |
| 2 | GUARDANT HEALTH INC | $102.6M | 60,954,000 | 3.42% |
| 3 | REPLIGEN CORP | $98.7M | 101,000,000 | 3.29% |
| 4 | NEOGENOMICS INC | $91.8M | 100,381,000 | 3.06% |
| 5 | NEUROCRINE BIOSCIENCES INC | $85.9M | 652,121 | 2.87% |
| 6 | GLAUKOS CORP | $82.2M | 763,505 | 2.74% |
| 7 | CENTESSA PHARMACEUTICALS PLC | $78.9M | 1,986,768 | 2.63% |
| 8 | XENON PHARMACEUTICALS INC | $77.8M | 1,338,452 | 2.60% |
| 9 | DIANTHUS THERAPEUTICS INC | $75.5M | 899,364 | 2.52% |
| 10 | EDGEWISE THERAPEUTICS INC | $73.9M | 2,347,583 | 2.47% |
| 11 | IRHYTHM HOLDINGS INC | $72.0M | 610,192 | 2.40% |
| 12 | NUVALENT INC | $71.8M | 700,429 | 2.39% |
| 13 | KODIAK SCIENCES INC | $69.3M | 1,818,665 | 2.31% |
| 14 | CG ONCOLOGY INC | $66.7M | 984,783 | 2.22% |
| 15 | ALPHATEC HLDGS INC | $63.4M | 61,621,000 | 2.11% |
| 16 | ARGENX SE | $62.0M | 84,939 | 2.07% |
| 17 | HINGE HEALTH INC | $56.1M | 1,455,123 | 1.87% |
| 18 | ACADIA PHARMACEUTICALS INC | $55.0M | 2,471,199 | 1.84% |
| 19 | MONTE ROSA THERAPEUTICS INC | $52.7M | 3,206,574 | 1.76% |
| 20 | KRYSTAL BIOTECH INC | $47.1M | 182,425 | 1.57% |
| 21 | SPYRE THERAPEUTICS INC | $47.1M | 932,823 | 1.57% |
| 22 | GUARDANT HEALTH INC | $46.2M | 499,712 | 1.54% |
| 23 | THERMO FISHER SCIENTIFIC INC | $45.7M | 92,915 | 1.52% |
| 24 | GENERATE BIOMEDICINES INC | $44.9M | 3,592,999 | 1.50% |
| 25 | MBX BIOSCIENCES INC | $44.5M | 1,492,467 | 1.49% |
| 26 | BRIGHTSPRING HEALTH SVCS INC | $43.3M | 1,016,562 | 1.44% |
| 27 | CELLDEX THERAPEUTICS INC NEW | $43.0M | 1,356,082 | 1.43% |
| 28 | NEOGENOMICS INC | $41.7M | 5,617,402 | 1.39% |
| 29 | APOGEE THERAPEUTICS INC | $40.3M | 478,667 | 1.34% |
| 30 | BRIGHT MINDS BIOSCIENCES INC | $39.4M | 539,708 | 1.31% |
| 31 | CAREDX INC | $37.7M | 2,173,146 | 1.26% |
| 32 | INTUITIVE SURGICAL INC | $35.6M | 77,297 | 1.19% |
| 33 | INSPIRE MED SYS INC | $34.9M | 677,570 | 1.17% |
| 34 | PENUMBRA INC | $34.6M | 105,352 | 1.15% |
| 35 | TRANSMEDICS GROUP INC | $32.7M | 329,391 | 1.09% |
| 36 | SOLENO THERAPEUTICS INC | $32.1M | 959,259 | 1.07% |
| 37 | DYNE THERAPEUTICS INC | $30.5M | 1,681,998 | 1.02% |
| 38 | MARAVAI LIFESCIENCES HLDGS I | $29.0M | 10,240,164 | 0.97% |
| 39 | ILLUMINA INC | $28.3M | 229,215 | 0.94% |
| 40 | KYMERA THERAPEUTICS INC | $28.1M | 337,559 | 0.94% |
| 41 | BIOMARIN PHARMACEUTICAL INC | $28.1M | 497,020 | 0.94% |
| 42 | NURIX THERAPEUTICS INC | $27.1M | 1,750,766 | 0.91% |
| 43 | RHYTHM PHARMACEUTICALS INC | $27.0M | 310,628 | 0.90% |
| 44 | DANAHER CORP DEL | $26.4M | 139,327 | 0.88% |
| 45 | ESTABLISHMENT LABS HLDGS INC | $26.3M | 463,600 | 0.88% |
| 46 | TECTONIC THERAPEUTIC INC | $26.2M | 847,151 | 0.87% |
| 47 | NATERA INC | $25.8M | 129,000 | 0.86% |
| 48 | CORVUS PHARMACEUTICALS INC | $25.6M | 1,752,798 | 0.86% |
| 49 | FULCRUM THERAPEUTICS INC | $24.0M | 3,134,922 | 0.80% |
| 50 | ZURA BIO LTD | $23.7M | 3,988,989 | 0.79% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.