| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ITCI | INTRA-CELLULAR THERAPIES INC | 2.25% | 3,055,000 | $403,015,600 | 3,055,000 | New | $131.92 | 13F |
| SGI | SOMNIGROUP INTERNATIONAL INC | 0.44% | 1,326,242 | $79,415,371 | 1,326,242 | New | $59.88 | 13F |
| VRNA | VERONA PHARMA PLC | 0.38% | 1,084,989 | $68,885,952 | 1,084,989 | New | $63.49 | 13F |
| ALKS | ALKERMES PLC | 0.26% | 1,389,800 | $45,891,196 | 1,389,800 | New | $33.02 | 13F |
| ABT | ABBOTT LABS | 0.25% | 333,000 | $44,172,450 | 333,000 | New | $132.65 | 13F |
| BBNX | BETA BIONICS INC | 0.23% | 3,332,220 | $40,786,373 | 3,332,220 | New | $12.24 | 13F |
| CAH | CARDINAL HEALTH INC | 0.21% | 273,000 | $37,611,210 | 273,000 | New | $137.77 | 13F |
| JOYY | JOYY INC | 0.18% | 780,000 | $32,744,400 | 780,000 | New | $41.98 | 13F |
| SWTX | SPRINGWORKS THERAPEUTICS INC | 0.03% | 118,000 | $5,207,340 | 118,000 | New | $44.13 | 13F |
| RXST | RXSIGHT INC | 0.02% | 175,000 | $4,418,750 | 175,000 | New | $25.25 | 13F |
| VERV | VERVE THERAPEUTICS INC | 0.02% | 912,000 | $4,167,840 | 912,000 | New | $4.57 | 13F |
| LIVN | LIVANOVA PLC | 0.0081% | 37,000 | $1,453,360 | 37,000 | New | $39.28 | 13F |
| ASND | ASCENDIS PHARMA A/S | 0.00122% | 1,400 | $218,204 | 1,400 | New | $155.86 | 13F |
| TMDX | TRANSMEDICS GROUP INC | 0.00113% | 3,000 | $201,840 | 3,000 | New | $67.28 | 13F |
| QURE | UNIQURE NV | 0.00083% | 14,000 | $148,400 | 14,000 | New | $10.6 | 13F |
| BYND | BEYOND MEAT INC | 0.00032% | 19,000 | $57,950 | 19,000 | New | $3.05 | 13F |