| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NTRA | NATERA INC | 3.51% | 4,821,809 | $814,596,412 | 274,000 | 6.02% | $168.94 | 13F |
| HES | HESS CORP | 3.47% | 5,805,000 | $804,224,700 | 380,000 | 7% | $138.54 | 13F |
| AON | AON PLC | 3.06% | 1,986,417 | $708,674,129 | 624,673 | 45.87% | $356.76 | 13F |
| IQV | IQVIA HLDGS INC | 2.62% | 3,851,351 | $606,934,404 | 439,500 | 12.88% | $157.59 | 13F |
| CRM | SALESFORCE INC | 2.48% | 2,109,110 | $575,133,206 | 142,000 | 7.22% | $272.69 | 13F |
| TMO | THERMO FISHER SCIENTIFIC INC | 2.42% | 1,383,241 | $560,848,896 | 347,385 | 33.54% | $405.46 | 13F |
| LNTH | LANTHEUS HLDGS INC | 2.37% | 6,722,227 | $550,281,502 | 699,000 | 11.61% | $81.86 | 13F |
| RVMD | REVOLUTION MEDICINES INC | 2.27% | 14,325,692 | $527,042,209 | 791,000 | 5.84% | $36.79 | 13F |
| UNH | UNITEDHEALTH GROUP INC | 2.18% | 1,617,300 | $504,549,081 | 119,400 | 7.97% | $311.97 | 13F |
| IBIT | ISHARES BITCOIN TRUST ETF | 1.85% | 7,020,050 | $429,697,261 | 1,226,250 | 21.16% | $61.21 | 13F |
| BSX | BOSTON SCIENTIFIC CORP | 1.84% | 3,981,057 | $427,605,332 | 218,300 | 5.8% | $107.41 | 13F |
| HIMS | HIMS & HERS HEALTH INC | 1.77% | 8,213,581 | $409,447,013 | 259,876 | 3.27% | $49.85 | 13F |
| SCHW | SCHWAB CHARLES CORP | 1.56% | 3,959,057 | $361,224,361 | 126,200 | 3.29% | $91.24 | 13F |
| ANSS | ANSYS INC | 1.51% | 997,128 | $350,211,296 | 49,128 | 5.18% | $351.22 | 13F |
| BBIO | BRIDGEBIO PHARMA INC | 1.47% | 7,900,000 | $341,122,000 | 2,169,000 | 37.85% | $43.18 | 13F |
| PTGX | PROTAGONIST THERAPEUTICS INC | 1.47% | 6,172,006 | $341,126,772 | 65,000 | 1.06% | $55.27 | 13F |
| GOOG | ALPHABET INC | 1.35% | 1,761,840 | $312,532,798 | 95,800 | 5.75% | $177.39 | 13F |
| AGIO | AGIOS PHARMACEUTICALS INC | 0.83% | 5,767,466 | $191,825,919 | 67,000 | 1.18% | $33.26 | 13F |
| AZEK | AZEK CO INC | 0.74% | 3,141,400 | $170,735,090 | 2,001,400 | 175.56% | $54.35 | 13F |
| VRNA | VERONA PHARMA PLC | 0.74% | 1,810,000 | $171,189,800 | 725,011 | 66.82% | $94.58 | 13F |
| BEAM | BEAM THERAPEUTICS INC | 0.73% | 10,013,111 | $170,323,018 | 85,000 | 0.86% | $17.01 | 13F |
| CRNX | CRINETICS PHARMACEUTICALS IN | 0.58% | 4,646,098 | $133,621,778 | 41,000 | 0.89% | $28.76 | 13F |
| CHX | CHAMPIONX CORPORATION | 0.45% | 4,245,000 | $105,445,800 | 1,340,000 | 46.13% | $24.84 | 13F |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 0.42% | 1,322,000 | $97,920,540 | 785,000 | 146.18% | $74.07 | 13F |
| EHC | ENCOMPASS HEALTH CORP | 0.37% | 708,000 | $86,822,040 | 89,000 | 14.38% | $122.63 | 13F |
| CAH | CARDINAL HEALTH INC | 0.33% | 454,000 | $76,272,000 | 181,000 | 66.3% | $168 | 13F |
| BBNX | BETA BIONICS INC | 0.26% | 4,203,920 | $61,209,075 | 871,700 | 26.16% | $14.56 | 13F |
| CNTA | CENTESSA PHARMACEUTICALS PLC | 0.26% | 4,529,318 | $59,515,239 | 195,000 | 4.5% | $13.14 | 13F |
| LQDA | LIQUIDIA CORPORATION | 0.23% | 4,238,762 | $52,814,975 | 247,806 | 6.21% | $12.46 | 13F |
| TNGX | TANGO THERAPEUTICS INC | 0.2% | 9,157,000 | $46,883,840 | 4,546,070 | 98.59% | $5.12 | 13F |
| VERV | VERVE THERAPEUTICS INC | 0.18% | 3,612,000 | $40,562,760 | 2,700,000 | 296.05% | $11.23 | 13F |
| JOYY | JOYY INC | 0.17% | 787,906 | $40,112,294 | 7,906 | 1.01% | $50.91 | 13F |
| OSCR | OSCAR HEALTH INC | 0.14% | 1,476,000 | $31,645,440 | 1,465,000 | 13318.2% | $21.44 | 13F |
| WGS | GENEDX HOLDINGS CORP | 0.13% | 326,677 | $30,155,554 | 23,677 | 7.81% | $92.31 | 13F |
| VNET | VNET GROUP INC | 0.09% | 2,994,120 | $20,659,428 | 555,000 | 22.75% | $6.9 | 13F |
| GMED | GLOBUS MED INC | 0.05% | 210,000 | $12,394,200 | 127,000 | 153.01% | $59.02 | 13F |