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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| RVMD | REVOLUTION MEDICINES INC | 7.40% | 13,604,796 | $1,323,066,411 | -978,000 | -6.71% | $97.25 | 13F |
| AMZN | AMAZON COM INC | 4.92% | 4,218,394 | $878,564,918 | -281,500 | -6.26% | $208.27 | 13F |
| AON | AON PLC | 4.54% | 2,512,638 | $811,029,294 | -152,600 | -5.73% | $322.78 | 13F |
| LQDA | Liquidia Corporation | 3.73% | 8,365,038 | $666,944,480 | -291,000 | -3.36% | 13G | |
| NTRA | NATERA INC | 3.59% | 3,207,366 | $641,441,126 | -707,000 | -18.06% | $199.99 | 13F |
| EXEL | EXELIXIS INC | 3.15% | 13,111,010 | $562,331,219 | -2,598,490 | -16.54% | $42.89 | 13F |
| WAB | WABTEC | 2.25% | 1,609,403 | $402,205,904 | -866,600 | -35% | $249.91 | 13F |
| ARMK | ARAMARK | 1.39% | 6,135,431 | $248,730,373 | -3,221,615 | -34.43% | $40.54 | 13F |
| DIS | DISNEY WALT CO | 1.30% | 2,401,591 | $231,465,341 | -1,724,400 | -41.79% | $96.38 | 13F |
| MCK | MCKESSON CORP | 1.13% | 234,300 | $202,753,848 | -64,600 | -21.61% | $865.36 | 13F |
| TNGX | TANGO THERAPEUTICS INC | 1.07% | 9,097,411 | $190,317,838 | -3,964,000 | -30.35% | $20.92 | 13F |
| CAH | CARDINAL HEALTH INC | 0.44% | 368,000 | $77,762,080 | -208,000 | -36.11% | $211.31 | 13F |
| WELL | WELLTOWER INC | 0.22% | 200,000 | $39,542,000 | -143,000 | -41.69% | $197.71 | 13F |
| BBNX | BETA BIONICS INC | 0.20% | 3,607,920 | $36,151,358 | -706,000 | -16.37% | $10.02 | 13F |
| BITW | BITWISE 10 CRYPTO INDEX ETF | 0.15% | 603,000 | $26,898,021 | -2,782,500 | -82.19% | $44.61 | 13F |
| AMKR | AMKOR TECHNOLOGY INC | 0.03% | 104,000 | $4,683,120 | -360,000 | -77.59% | $45.03 | 13F |
| VNET | VNET GROUP INC | 0.03% | 623,347 | $5,229,881 | -5,662,039 | -90.08% | $8.39 | 13F |
| GH | GUARDANT HEALTH INC | 0.00414% | 8,000 | $738,960 | -101,000 | -92.66% | $92.37 | 13F |
| TERN | TERNS PHARMACEUTICALS INC | 0.00207% | 7,000 | $369,040 | -635,000 | -98.91% | $52.72 | 13F |
| WGS | GENEDX HOLDINGS CORP | 0.00180% | 5,000 | $321,100 | -65,000 | -92.86% | $64.22 | 13F |
| EHC | ENCOMPASS HEALTH CORP | 0.00162% | 3,000 | $290,190 | -231,500 | -98.72% | $96.73 | 13F |
| KRYS | KRYSTAL BIOTECH INC | 0.00145% | 1,000 | $258,320 | -1,000 | -50% | $258.32 | 13F |
| HQY | HEALTHEQUITY INC | 0.00131% | 2,800 | $233,996 | -2,200 | -44% | $83.57 | 13F |
| ABVX | ABIVAX SA | 0.00125% | 2,000 | $222,700 | -385,000 | -99.48% | $111.35 | 13F |
| HIMS | HIMS & HERS HEALTH INC | 0.00116% | 10,000 | $207,600 | -3,376,986 | -99.7% | $20.76 | 13F |
| SDGR | SCHRODINGER INC | 0.00108% | 17,000 | $193,120 | -54,000 | -76.06% | $11.36 | 13F |
| NVAX | NOVAVAX INC | 0.00100% | 22,000 | $179,080 | -173,000 | -88.72% | $8.14 | 13F |
| OSCR | OSCAR HEALTH INC | 0.00071% | 11,000 | $126,170 | -253,000 | -95.83% | $11.47 | 13F |
| TVRD | TVARDI THERAPEUTICS INC | 0.00038% | 21,438 | $68,173 | -21,787 | -50.4% | $3.18 | 13F |