| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | INSMED INC COM PAR $.01 | $245.3M | 1.50M | 11.7% | ADDED | +250.0K |
| 2 | REVOLUTION MEDICINES INC COM | $145.9M | 1.50M | 7.0% | ADDED | +300.0K |
| 3 | CYTOKINETICS INC COM NEW | $105.5M | 1.60M | 5.0% | ADDED | +200.0K |
| 4 | REVOLUTION MEDICINES INC COM | $72.9M | 750.0K | 3.5% | REDUCED | -450,000 |
| 5 | CYTOKINETICS INC COM NEW | $65.9M | 1.00M | 3.2% | REDUCED | -400,000 |
| 6 | REGENERON PHARMACEUTICALS COM | $65.7M | 85.0K | 3.1% | REDUCED | -20,000 |
| 7 | VERA THERAPEUTICS INC CL A | $64.4M | 1.60M | 3.1% | REDUCED | -200,000 |
| 8 | CARDINAL HEALTH INC COM | $57.1M | 270.0K | 2.7% | ADDED | +70.0K |
| 9 | ROIVANT SCIENCES LTD SHS | $55.4M | 2.00M | 2.6% | ADDED | +1.15M |
| 10 | BRIGHTSPRING HEALTH SVCS INC COM | $53.3M | 1.25M | 2.5% | ADDED | +500.0K |
| 11 | RHYTHM PHARMACEUTICALS INC COM | $52.2M | 600.0K | 2.5% | ADDED | +125.0K |
| 12 | MERCK & CO INC COM | $51.1M | 425.0K | 2.4% | ADDED | +175.0K |
| 13 | EDGEWISE THERAPEUTICS INC COM | $50.4M | 1.60M | 2.4% | ADDED | +100.0K |
| 14 | ASTRAZENECA PLC ORD | $49.3M | 250.0K | 2.4% | NEW | — |
| 15 | REVOLUTION MEDICINES INC COM | $48.6M | 500.0K | 2.3% | REDUCED | -700,000 |
| 16 | ALIGNMENT HEALTHCARE INC COM | $45.4M | 2.58M | 2.2% | ADDED | +375.0K |
| 17 | NOVARTIS AG SPONSORED ADR | $38.2M | 250.0K | 1.8% | —HELD | 0 |
| 18 | BOSTON SCIENTIFIC CORP COM | $34.5M | 550.0K | 1.7% | ADDED | +325.0K |
| 19 | LIFESTANCE HEALTH GROUP INC COM | $27.4M | 4.30M | 1.3% | ADDED | +1.30M |
| 20 | ASCENDIS PHARMA A/S SPONSORED ADR | $26.3M | 115.0K | 1.3% | ADDED | +25.0K |
| 21 | SCHOLAR ROCK HLDG CORP COM | $24.6M | 500.0K | 1.2% | ADDED | +200.0K |
| 22 | ELEVANCE HEALTH INC FORMERLY COM | $22.0M | 75.0K | 1.1% | ADDED | +15.0K |
| 23 | CENTENE CORP DEL COM | $21.3M | 650.0K | 1.0% | —HELD | 0 |
| 24 | BRIDGEBIO PHARMA INC COM | $20.4M | 275.0K | 1.0% | NEW | — |
| 25 | MINERALYS THERAPEUTICS INC COM | $20.3M | 750.0K | 1.0% | —HELD | 0 |
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