| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | VERTEX PHARMACEUTICALS INC COM | $298.0M | 667.4K | 7.1% | —HELD | 0 |
| 2 | ARGENX SE SPONSORED ADR | $228.6M | 313.0K | 5.4% | REDUCED | -146,000 |
| 3 | REGENERON PHARMACEUTICALS COM | $214.1M | 277.1K | 5.1% | ADDED | +265.6K |
| 4 | SCHOLAR ROCK HLDG CORP COM | $176.0M | 3.58M | 4.2% | REDUCED | -470,722 |
| 5 | GILEAD SCIENCES INC COM | $155.8M | 1.12M | 3.7% | ADDED | +1.07M |
| 6 | REVOLUTION MEDICINES INC COM | $149.8M | 1.54M | 3.6% | REDUCED | -3,459,412 |
| 7 | IONIS PHARMACEUTICALS INC COM | $134.4M | 1.79M | 3.2% | REDUCED | -2,984,223 |
| 8 | INTUITIVE SURGICAL INC COM NEW | $132.1M | 286.7K | 3.1% | ADDED | +283.3K |
| 9 | VIRIDIAN THERAPEUTICS INC COM | $131.4M | 6.72M | 3.1% | ADDED | +2.36M |
| 10 | KRYSTAL BIOTECH INC COM | $124.1M | 480.3K | 3.0% | ADDED | +71.4K |
| 11 | CRINETICS PHARMACEUTICALS IN COM | $119.1M | 3.28M | 2.8% | ADDED | +3.28M |
| 12 | ABBOTT LABORATORIES COM | $118.2M | 1.15M | 2.8% | ADDED | +1.12M |
| 13 | NUVALENT INC COM | $107.9M | 1.05M | 2.6% | ADDED | +15.8K |
| 14 | AMGEN INC COM | $94.3M | 268.0K | 2.2% | ADDED | +249.5K |
| 15 | BOSTON SCIENTIFIC CORP COM | $92.0M | 1.47M | 2.2% | REDUCED | -92,712 |
| 16 | ENLIVEN THERAPEUTICS INC COM | $91.0M | 2.32M | 2.2% | NEW | — |
| 17 | IMMUNOCORE HLDGS PLC ADS | $84.3M | 2.80M | 2.0% | —HELD | 0 |
| 18 | MEDTRONIC PLC SHS | $83.0M | 957.3K | 2.0% | ADDED | +190.7K |
| 19 | RELAY THERAPEUTICS INC COM | $77.5M | 7.79M | 1.8% | REDUCED | -550,000 |
| 20 | ALNYLAM PHARMACEUTICALS INC COM | $77.3M | 233.7K | 1.8% | REDUCED | -205,000 |
| 21 | STRYKER CORPORATION COM | $71.4M | 217.2K | 1.7% | ADDED | +208.4K |
| 22 | VAXCYTE INC COM | $69.2M | 1.19M | 1.6% | NEW | — |
| 23 | VERA THERAPEUTICS INC CL A | $68.1M | 1.69M | 1.6% | REDUCED | -541 |
| 24 | EDWARDS LIFESCIENCES CORP COM | $67.2M | 839.5K | 1.6% | ADDED | +807.2K |
| 25 | DAMORA THERAPEUTICS INC COM NEW | $59.5M | 2.30M | 1.4% | NEW | — |
Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.
Last filed: May 15, 2026