| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | REVOLUTION MEDICINES INC COM | $117.6M | 1.21M | 6.9% | REDUCED | -125,805 |
| 2 | ELI LILLY & CO COM | $90.8M | 98.7K | 5.4% | REDUCED | -6,700 |
| 3 | MADRIGAL PHARMACEUTICALS INC COM | $89.5M | 171.0K | 5.3% | ADDED | +31.4K |
| 4 | MIRUM PHARMACEUTICALS INC COM | $74.9M | 811.3K | 4.4% | ADDED | +49.0K |
| 5 | ARGENX SE SPONSORED ADR | $71.9M | 98.5K | 4.2% | REDUCED | -4,750 |
| 6 | RHYTHM PHARMACEUTICALS INC COM | $60.0M | 689.7K | 3.5% | REDUCED | -5,262 |
| 7 | INSMED INC COM PAR $.01 | $51.4M | 314.3K | 3.0% | REDUCED | -4,950 |
| 8 | ASCENDIS PHARMA A/S SPONSORED ADR | $44.4M | 194.0K | 2.6% | REDUCED | -9,500 |
| 9 | XENON PHARMACEUTICALS INC COM | $44.4M | 763.0K | 2.6% | REDUCED | -24,768 |
| 10 | TRAVERE THERAPEUTICS INC COM | $43.9M | 1.48M | 2.6% | REDUCED | -732,368 |
| 11 | KYMERA THERAPEUTICS INC COM | $41.4M | 496.9K | 2.4% | —HELD | 0 |
| 12 | PENUMBRA INC COM | $39.6M | 120.5K | 2.3% | —HELD | 0 |
| 13 | INTUITIVE SURGICAL INC COM NEW | $37.8M | 82.0K | 2.2% | —HELD | 0 |
| 14 | SCHOLAR ROCK HLDG CORP COM | $36.4M | 739.8K | 2.1% | ADDED | +6.3K |
| 15 | ENLIVEN THERAPEUTICS INC COM | $32.4M | 826.5K | 1.9% | ADDED | +28.1K |
| 16 | BOSTON SCIENTIFIC CORP COM | $32.3M | 515.3K | 1.9% | ADDED | +116.3K |
| 17 | IRHYTHM HOLDINGS INC COM | $30.9M | 261.8K | 1.8% | ADDED | +26.8K |
| 18 | STRUCTURE THERAPEUTICS INC SPONSORED ADS | $30.9M | 640.2K | 1.8% | REDUCED | -108,019 |
| 19 | AGIOS PHARMACEUTICALS INC COM | $27.0M | 799.2K | 1.6% | —HELD | 0 |
| 20 | ULTRAGENYX PHARMACEUTICAL IN COM | $25.5M | 1.22M | 1.5% | REDUCED | -48,468 |
| 21 | ALNYLAM PHARMACEUTICALS INC COM | $24.5M | 74.0K | 1.4% | ADDED | +2.8K |
| 22 | COGENT BIOSCIENCES INC COM | $24.0M | 624.2K | 1.4% | REDUCED | -224,875 |
| 23 | TENET HEALTHCARE CORP COM NEW | $23.6M | 125.0K | 1.4% | —HELD | 0 |
| 24 | DEXCOM INC COM | $22.3M | 355.6K | 1.3% | ADDED | +8.3K |
| 25 | CELLDEX THERAPEUTICS INC NEW COM NEW | $20.6M | 650.3K | 1.2% | REDUCED | -42,268 |
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