| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | KRYSTAL BIOTECH INC COM | $297.9M | 1.15M | 12.1% | ADDED | +212.0K |
| 2 | CELCUITY INC COM | $146.6M | 1.28M | 5.9% | REDUCED | -523,880 |
| 3 | TG THERAPEUTICS INC COM | $133.9M | 4.03M | 5.4% | ADDED | +890.0K |
| 4 | INSULET CORP COM | $118.0M | 562.5K | 4.8% | ADDED | +412.5K |
| 5 | NOVOCURE LTD ORD SHS | $114.4M | 10.49M | 4.6% | ADDED | +1.96M |
| 6 | UNITED THERAPEUTICS CORP DEL COM | $111.0M | 187.2K | 4.5% | ADDED | +127.2K |
| 7 | PRAXIS PRECISION MEDICINES I COM NEW | $106.5M | 330.5K | 4.3% | REDUCED | -32,449 |
| 8 | VERICEL CORP COM | $82.0M | 2.55M | 3.3% | ADDED | +1.79M |
| 9 | ALKERMES PLC SHS | $69.7M | 1.97M | 2.8% | ADDED | +648.5K |
| 10 | ANI PHARMACEUTICALS INC COM | $63.1M | 820.2K | 2.6% | ADDED | +334.0K |
| 11 | GLOBUS MED INC CL A | $62.9M | 729.5K | 2.5% | REDUCED | -157,533 |
| 12 | GERON CORP COM | $61.8M | 41.51M | 2.5% | ADDED | +18.22M |
| 13 | TWIST BIOSCIENCE CORP COM | $58.3M | 1.23M | 2.4% | REDUCED | -635,173 |
| 14 | EDGEWISE THERAPEUTICS INC COM | $45.7M | 1.45M | 1.8% | ADDED | +539.9K |
| 15 | BETA BIONICS INC COM | $43.6M | 4.35M | 1.8% | ADDED | +1.82M |
| 16 | ALNYLAM PHARMACEUTICALS INC COM | $43.6M | 131.7K | 1.8% | ADDED | +61.6K |
| 17 | SYNDAX PHARMACEUTICALS INC COM | $40.3M | 1.73M | 1.6% | REDUCED | -520,202 |
| 18 | INDIVIOR PHARMACEUTICALS INC COM | $38.8M | 1.27M | 1.6% | NEW | — |
| 19 | NEUROPACE INC COM | $38.6M | 2.93M | 1.6% | ADDED | +229.0K |
| 20 | LIVANOVA PLC SHS | $37.0M | 582.5K | 1.5% | ADDED | +15.0K |
| 21 | MIRUM PHARMACEUTICALS INC COM | $37.0M | 400.3K | 1.5% | REDUCED | -173,308 |
| 22 | BIOMARIN PHARMACEUTICAL INC COM | $36.8M | 650.6K | 1.5% | REDUCED | -669,428 |
| 23 | PROGYNY INC COM | $35.1M | 2.07M | 1.4% | NEW | — |
| 24 | INSPIRE MED SYS INC COM | $29.7M | 576.3K | 1.2% | ADDED | +276.9K |
| 25 | EDAP TMS S A SPONSORED ADR | $27.2M | 7.31M | 1.1% | —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 14, 2026