| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | EDGEWISE THERAPEUTICS INC COM | $488.8M | 15.52M | 9.7% | —HELD | 0 |
| 2 | ENLIVEN THERAPEUTICS INC COM | $312.0M | 7.96M | 6.2% | —HELD | 0 |
| 3 | MDXHEALTH SA SHS NEW | $285.9M | 124.31M | 5.7% | NEW | — |
| 4 | ELI LILLY & CO COM | $217.8M | 236.8K | 4.3% | REDUCED | -64,400 |
| 5 | SINOVAC BIOTECH LTD SHS | $184.5M | 2.72M | 3.7% | —HELD | 0 |
| 6 | AVITA MEDICAL INC COM | $154.4M | 40.97M | 3.1% | NEW | — |
| 7 | BOSTON SCIENTIFIC CORP COM | $149.5M | 2.38M | 3.0% | REDUCED | -37,200 |
| 8 | SIONNA THERAPEUTICS INC COM | $141.5M | 3.53M | 2.8% | REDUCED | -30,953 |
| 9 | ASTRAZENECA PLC ORD | $132.2M | 670.2K | 2.6% | NEW | — |
| 10 | MYRIAD GENETICS INC COM | $122.9M | 125.00M | 2.4% | NEW | — |
| 11 | MBX BIOSCIENCES INC COM | $108.6M | 3.64M | 2.2% | REDUCED | -297,316 |
| 12 | CORVUS PHARMACEUTICALS INC COM | $104.8M | 7.17M | 2.1% | —HELD | 0 |
| 13 | ARGENX SE SPONSORED ADR | $100.0M | 136.9K | 2.0% | REDUCED | -9,100 |
| 14 | EDWARDS LIFESCIENCES CORP COM | $98.5M | 1.23M | 2.0% | ADDED | +1.08M |
| 15 | INTUITIVE SURGICAL INC COM NEW | $96.2M | 208.7K | 1.9% | REDUCED | -54,700 |
| 16 | COMPASS THERAPEUTICS INC COM | $80.5M | 15.22M | 1.6% | —HELD | 0 |
| 17 | MERCK & CO INC COM | $79.8M | 663.4K | 1.6% | NEW | — |
| 18 | STRUCTURE THERAPEUTICS INC SPONSORED ADS | $71.1M | 1.48M | 1.4% | ADDED | +313.6K |
| 19 | ARRIVENT BIOPHARMA INC COM | $69.8M | 3.03M | 1.4% | —HELD | 0 |
| 20 | DISC MEDICINE INC COM | $68.3M | 1.07M | 1.4% | —HELD | 0 |
| 21 | ARS PHARMACEUTICALS INC COM | $66.6M | 8.29M | 1.3% | —HELD | 0 |
| 22 | CG ONCOLOGY INC COM | $64.2M | 948.3K | 1.3% | REDUCED | -568,283 |
| 23 | XENON PHARMACEUTICALS INC COM | $61.6M | 1.06M | 1.2% | ADDED | +612.8K |
| 24 | STRYKER CORPORATION COM | $60.0M | 182.5K | 1.2% | REDUCED | -142,500 |
| 25 | BRISTOL-MYERS SQUIBB CO COM | $56.1M | 925.0K | 1.1% | ADDED | +150.0K |
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