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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | 3.58% | 2,946,838 | $757,632,050 | 994,670 | 50.95% | $257.1 | 13F |
| IQV | IQVIA HLDGS INC | 2.92% | 2,923,032 | $618,045,886 | 86,870 | 3.06% | $211.44 | 13F |
| EXEL | EXELIXIS INC | 2.87% | 27,102,500 | $608,993,175 | 424,000 | 1.59% | $22.47 | 13F |
| AON | AON PLC | 2.6% | 1,875,200 | $550,521,216 | 1,243,200 | 196.71% | $293.58 | 13F |
| NTRA | NATERA INC | 2.28% | 4,460,557 | $483,033,718 | 532,874 | 13.57% | $108.29 | 13F |
| INTU | INTUIT | 1.95% | 629,097 | $413,448,839 | 92,019 | 17.13% | $657.21 | 13F |
| RVMD | REVOLUTION MEDICINES INC | 1.79% | 9,757,692 | $378,696,027 | 2,249,820 | 29.97% | $38.81 | 13F |
| NOW | SERVICENOW INC | 1.69% | 454,050 | $357,187,514 | 58,962 | 14.92% | $786.67 | 13F |
| ABNB | AIRBNB INC | 1.22% | 1,701,000 | $257,922,630 | 92,780 | 5.77% | $151.63 | 13F |
| AGIO | AGIOS PHARMACEUTICALS INC | 1.15% | 5,654,502 | $243,822,126 | 63,900 | 1.14% | $43.12 | 13F |
| V | VISA INC | 1.02% | 821,886 | $215,720,418 | 141,036 | 20.71% | $262.47 | 13F |
| PTGX | PROTAGONIST THERAPEUTICS INC | 0.96% | 5,840,773 | $202,382,784 | 101,800 | 1.77% | $34.65 | 13F |
| AZN | ASTRAZENECA PLC | 0.89% | 2,409,718 | $187,933,907 | 950,000 | 65.08% | $77.99 | 13F |
| BEAM | BEAM THERAPEUTICS INC | 0.87% | 7,913,123 | $185,404,472 | 3,401,370 | 75.39% | $23.43 | 13F |
| LNTH | LANTHEUS HLDGS INC | 0.86% | 2,279,227 | $182,999,136 | 796,000 | 53.67% | $80.29 | 13F |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | 0.54% | 1,469,590 | $114,231,231 | 854,590 | 138.96% | $77.73 | 13F |
| THC | TENET HEALTHCARE CORP | 0.43% | 687,442 | $91,450,409 | 50,000 | 7.84% | $133.03 | 13F |
| BHVN | BIOHAVEN LTD | 0.37% | 2,248,000 | $78,028,080 | 1,449,000 | 181.35% | $34.71 | 13F |
| GERN | GERON CORP | 0.34% | 16,837,000 | $71,388,880 | 9,342,000 | 124.64% | $4.24 | 13F |
| CERE | CEREVEL THERAPEUTICS HLDNG I | 0.23% | 1,190,000 | $48,659,100 | 127,000 | 11.95% | $40.89 | 13F |
| UTHR | UNITED THERAPEUTICS CORP DEL | 0.21% | 143,000 | $45,552,650 | 33,000 | 30% | $318.55 | 13F |
| PGNY | PROGYNY INC | 0.18% | 1,308,500 | $37,436,185 | 715,900 | 120.81% | $28.61 | 13F |
| CRNX | CRINETICS PHARMACEUTICALS IN | 0.11% | 497,000 | $22,260,630 | 492,000 | 9840% | $44.79 | 13F |
| CNTA | CENTESSA PHARMACEUTICALS PLC | 0.09% | 1,996,000 | $18,023,880 | 1,625,000 | 438.01% | $9.03 | 13F |
| SVRA | SAVARA INC | 0.09% | 4,560,000 | $18,376,800 | 2,165,701 | 90.45% | $4.03 | 13F |
| SYRE | SPYRE THERAPEUTICS INC | 0.07% | 666,000 | $15,657,660 | 200,000 | 42.92% | $23.51 | 13F |
| GDS | GDS HLDGS LTD | 0.05% | 1,226,133 | $11,390,776 | 516,133 | 72.69% | $9.29 | 13F |
| MTAL | METALS ACQUISITION LIMITED | 0.03% | 410,197 | $5,615,597 | 252,697 | 160.44% | $13.69 | 13F |