- Subscribe
- Premium
- C-Suite
- Insiders
- M&A
- Gurus
- Spinoffs
- Buybacks
- More
| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| EA | ELECTRONIC ARTS INC | 7.50% | 7,919,500 | $1,623,814,280 | 449,500 | 6.02% | $205.04 | 13F |
| BBIO | BRIDGEBIO PHARMA INC | 3.69% | 10,743,063 | $800,143,332 | 1,377,600 | 14.71% | $74.48 | 13F |
| EXEL | EXELIXIS, INC. | 3.31% | 13,989,010 | $716,796,872 | 521,000 | 3.87% | 13D | |
| TMO | THERMO FISHER SCIENTIFIC INC | 2.43% | 1,049,185 | $526,019,392 | 167,700 | 19.02% | $501.36 | 13F |
| ROIV | ROIVANT SCIENCES LTD | 2.34% | 14,309,000 | $506,395,510 | 4,634,000 | 47.9% | $35.39 | 13F |
| BSX | BOSTON SCIENTIFIC CORP | 2.07% | 10,521,184 | $449,044,133 | 3,050,500 | 40.83% | $42.68 | 13F |
| TNGX | TANGO THERAPEUTICS INC | 1.77% | 12,277,000 | $383,779,020 | 3,179,589 | 34.95% | $31.26 | 13F |
| BEAM | BEAM THERAPEUTICS INC | 1.62% | 10,236,396 | $351,313,111 | 101,700 | 1% | $34.32 | 13F |
| CRNX | CRINETICS PHARMACEUTICALS IN | 1.55% | 8,989,098 | $336,372,047 | 651,000 | 7.81% | $37.42 | 13F |
| GRAL | GRAIL INC | 1.31% | 4,161,584 | $284,111,340 | 907,900 | 27.9% | $68.27 | 13F |
| IMVT | IMMUNOVANT INC | 1.03% | 5,805,000 | $223,666,650 | 4,259,000 | 275.49% | $38.53 | 13F |
| AGIO | AGIOS PHARMACEUTICALS INC | 1.01% | 5,917,400 | $219,594,714 | 233,400 | 4.11% | $37.11 | 13F |
| TWST | TWIST BIOSCIENCE CORP | 1.01% | 2,136,400 | $219,792,832 | 708,750 | 49.64% | $102.88 | 13F |
| BIDU | BAIDU INC | 0.64% | 1,203,785 | $137,580,588 | 760,000 | 171.25% | $114.29 | 13F |
| ACHC | ACADIA HEALTHCARE COMPANY IN | 0.58% | 4,220,800 | $124,640,224 | 2,484,000 | 143.02% | $29.53 | 13F |
| NVO | NOVO-NORDISK A S | 0.58% | 2,619,000 | $125,554,860 | 1,837,000 | 234.91% | $47.94 | 13F |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | 0.56% | 1,732,800 | $120,845,472 | 115,800 | 7.16% | $69.74 | 13F |
| AZN | ASTRAZENECA PLC | 0.50% | 574,000 | $108,841,880 | 347,501 | 153.42% | $189.62 | 13F |
| JNJ | JOHNSON & JOHNSON | 0.48% | 408,000 | $103,619,760 | 260,000 | 175.68% | $253.97 | 13F |
| STRK | STRATEGY INC (PRN) | 0.35% | 87,858,000 | $75,366,666 | 48,358,000 | 122.43% | $0.86 | 13F |
| GH | GUARDANT HEALTH INC | 0.22% | 322,200 | $48,339,666 | 314,200 | 3927.5% | $150.03 | 13F |
| AVTX | AVALO THERAPEUTICS INC | 0.21% | 2,498,000 | $46,163,040 | 1,582,000 | 172.71% | $18.48 | 13F |
| JOYY | JOYY INC | 0.21% | 699,200 | $46,140,208 | 121,000 | 20.93% | $65.99 | 13F |
| ASMB | ASSEMBLY BIOSCIENCES INC | 0.20% | 1,604,590 | $44,094,133 | 377,000 | 30.71% | $27.48 | 13F |
| MAZE | MAZE THERAPEUTICS INC | 0.15% | 1,107,814 | $33,057,170 | 734,814 | 197% | $29.84 | 13F |
| ABVX | ABIVAX SA | 0.08% | 122,000 | $16,257,720 | 120,000 | 6000% | $133.26 | 13F |
| RIO | RIO TINTO PLC | 0.08% | 183,475 | $17,417,282 | 129,675 | 241.03% | $94.93 | 13F |
| VNET | VNET GROUP INC | 0.07% | 1,992,000 | $16,015,680 | 1,368,653 | 219.57% | $8.04 | 13F |
| ALVO | ALVOTECH | 0.05% | 2,859,675 | $10,552,201 | 2,660,000 | 1332.16% | $3.69 | 13F |