| NUVL | NUVALENT INC | 22.22% | 17,248,450 | $2,130,183,575 | | No Change | $123.5 | 13F |
| BKD | BROOKDALE SR LIVING INC (PRN) | 6.11% | 306,885,000 | $585,704,753 | | No Change | $1.91 | 13F |
| RVMD | REVOLUTION MEDICINES INC | 4.67% | 2,392,000 | $447,973,760 | 95,000 | 4.14% | $187.28 | 13F |
| PRAX | PRAXIS PRECISION MEDICINES I | 3.36% | 963,351 | $322,520,281 | | No Change | $334.79 | 13F |
| VTRS | VIATRIS INC | 3.35% | 20,206,170 | $320,873,980 | | No Change | $15.88 | 13F |
| CNC | CENTENE CORP DEL | 3.28% | 4,901,000 | $314,595,190 | -1,016,091 | -17.17% | $64.19 | 13F |
| RVMD | REVOLUTION MEDICINES INC (PRN) | 2.63% | 200,000,000 | $251,681,000 | 200,000,000 | New | $1.26 | 13F |
| UTHR | UNITED THERAPEUTICS CORP DEL | 2.58% | 457,000 | $247,616,310 | | No Change | $541.83 | 13F |
| ARWR | ARROWHEAD PHARMACEUTICALS IN (PRN) | 2.51% | 200,000,000 | $240,537,600 | | No Change | $1.2 | 13F |
| LEGN | LEGEND BIOTECH CORP | 2.45% | 8,137,638 | $235,014,985 | 450,000 | 5.85% | $28.88 | 13F |
| COGT | COGENT BIOSCIENCES INC | 2.02% | 5,006,104 | $193,736,225 | -4,037,799 | -44.65% | $38.7 | 13F |
| GMAB | GENMAB A/S | 1.97% | 6,865,000 | $188,581,550 | 4,403,000 | 178.84% | $27.47 | 13F |
| BKD | BROOKDALE SR LIVING INC | 1.95% | 11,637,032 | $187,239,845 | | No Change | $16.09 | 13F |
| VERA | VERA THERAPEUTICS INC | 1.75% | 3,916,400 | $168,052,724 | 194,300 | 5.22% | $42.91 | 13F |
| IONS | IONIS PHARMACEUTICALS INC | 1.64% | 1,979,669 | $156,967,955 | | No Change | $79.29 | 13F |
| CELC | CELCUITY INC | 1.58% | 1,451,014 | $151,805,085 | -262,986 | -15.34% | $104.62 | 13F |
| BCRX | BIOCRYST PHARMACEUTICALS INC | 1.57% | 15,096,403 | $150,964,030 | 58,403 | 0.39% | $10 | 13F |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | 1.51% | 4,264,789 | $144,533,699 | | No Change | $33.89 | 13F |
| ACHC | ACADIA HEALTHCARE COMPANY IN | 1.39% | 4,520,000 | $133,475,600 | | No Change | $29.53 | 13F |
| TNGX | TANGO THERAPEUTICS INC | 1.37% | 4,190,611 | $130,998,500 | 43,798 | 1.06% | $31.26 | 13F |
| AHCO | ADAPTHEALTH CORP | 1.25% | 11,477,730 | $119,597,947 | | No Change | $10.42 | 13F |
| PHVS | PHARVARIS N V | 1.22% | 3,376,042 | $116,743,532 | 250,000 | 8% | $34.58 | 13F |
| CELC | CELCUITY INC (PRN) | 1.19% | 100,000,000 | $113,779,900 | 100,000,000 | New | $1.14 | 13F |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 1.18% | 1,389,055 | $113,221,873 | -184,242 | -11.71% | $81.51 | 13F |
| DNTH | DIANTHUS THERAPEUTICS INC | 1.14% | 1,125,313 | $109,695,511 | 105,500 | 10.35% | $97.48 | 13F |
| LRMR | LARIMAR THERAPEUTICS INC | 1.13% | 35,606,974 | $108,601,271 | | No Change | $3.05 | 13F |
| MLYS | MINERALYS THERAPEUTICS INC | 1.11% | 3,958,000 | $106,786,840 | 3,958,000 | New | $26.98 | 13F |
| ALHC | ALIGNMENT HEALTHCARE INC (PRN) | 1.08% | 61,000,000 | $103,829,930 | | No Change | $1.7 | 13F |
| IDYA | IDEAYA BIOSCIENCES INC | 1.06% | 2,714,503 | $101,169,527 | 1,184,495 | 77.42% | $37.27 | 13F |
| XENE | XENON PHARMACEUTICALS INC | 1.02% | 1,615,696 | $97,523,411 | | No Change | $60.36 | 13F |
| IONS | IONIS PHARMACEUTICALS INC (PRN) | 0.97% | 60,000,000 | $93,104,400 | | No Change | $1.55 | 13F |
| LNTH | LANTHEUS HLDGS INC | 0.87% | 752,999 | $83,537,709 | -75,000 | -9.06% | $110.94 | 13F |
| SVRA | SAVARA INC | 0.87% | 13,569,000 | $83,585,040 | | No Change | $6.16 | 13F |
| SNDX | SYNDAX PHARMACEUTICALS INC | 0.86% | 3,779,900 | $82,628,614 | | No Change | $21.86 | 13F |
| ZBIO | ZENAS BIOPHARMA INC (PRN) | 0.84% | 67,200,000 | $80,316,096 | 2,200,000 | 3.38% | $1.2 | 13F |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 0.8% | 1,332,836 | $76,264,876 | 481,280 | 56.52% | $57.22 | 13F |
| PFE | PFIZER INC | 0.76% | 3,040,000 | $73,203,200 | | No Change | $24.08 | 13F |
| INDV | INDIVIOR PHARMACEUTICALS INC | 0.71% | 1,648,895 | $67,654,162 | -1,448,895 | -46.77% | $41.03 | 13F |
| BIO | BIO RAD LABS INC | 0.69% | 226,070 | $66,376,413 | | No Change | $293.61 | 13F |
| SPRY | ARS PHARMACEUTICALS INC | 0.63% | 7,503,812 | $60,105,534 | | No Change | $8.01 | 13F |
| STOK | STOKE THERAPEUTICS INC | 0.62% | 1,823,500 | $59,664,920 | | No Change | $32.72 | 13F |
| NVST | ENVISTA HOLDINGS CORPORATION | 0.61% | 2,210,100 | $58,236,135 | | No Change | $26.35 | 13F |
| GPCR | STRUCTURE THERAPEUTICS INC | 0.61% | 1,086,000 | $58,285,620 | 318,007 | 41.41% | $53.67 | 13F |
| INSP | INSPIRE MED SYS INC | 0.6% | 1,296,862 | $57,853,014 | -1,406,376 | -52.03% | $44.61 | 13F |
| BSX | BOSTON SCIENTIFIC CORP | 0.59% | 1,315,000 | $56,124,200 | 1,315,000 | New | $42.68 | 13F |
| CDNA | CAREDX INC | 0.59% | 1,997,618 | $56,932,113 | -193,382 | -8.83% | $28.5 | 13F |
| BLTE | BELITE BIO INC | 0.57% | 357,199 | $55,003,288 | 53,186 | 17.49% | $153.98 | 13F |
| PBLS | PARABILIS MEDICINES INC | 0.54% | 1,880,704 | $51,474,868 | 1,880,704 | New | $27.37 | 13F |
| CERT | CERTARA INC | 0.51% | 7,512,928 | $49,209,678 | -295,677 | -3.79% | $6.55 | 13F |
| IRON | DISC MEDICINE INC | 0.5% | 657,000 | $48,052,980 | | No Change | $73.14 | 13F |
| LIVN | LIVANOVA PLC (PRN) | 0.48% | 34,280,000 | $46,485,120 | | No Change | $1.36 | 13F |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | 0.39% | 4,885,446 | $37,227,099 | | No Change | $7.62 | 13F |
| TYRA | TYRA BIOSCIENCES INC | 0.34% | 1,017,000 | $32,482,980 | 468,000 | 85.25% | $31.94 | 13F |
| MNPR | MONOPAR THERAPEUTICS INC | 0.31% | 323,745 | $29,975,550 | | No Change | $92.59 | 13F |
| SION | SIONNA THERAPEUTICS INC | 0.31% | 680,916 | $29,953,495 | -289,674 | -29.85% | $43.99 | 13F |
| IMCR | IMMUNOCORE HLDGS PLC (PRN) | 0.28% | 30,000,000 | $27,104,340 | | No Change | $0.9 | 13F |
| AVLN | AVALYN PHARMACEUTICALS INC | 0.25% | 731,000 | $24,064,520 | 731,000 | New | $32.92 | 13F |
| BBNX | BETA BIONICS INC | 0.22% | 1,324,000 | $20,747,080 | | No Change | $15.67 | 13F |
| FHTX | FOGHORN THERAPEUTICS INC | 0.22% | 4,394,367 | $21,444,511 | | No Change | $4.88 | 13F |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 0.21% | 67,935 | $20,450,473 | | No Change | $301.03 | 13F |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | 0.21% | 283,000 | $19,866,600 | | No Change | $70.2 | 13F |
| ODTX | ODYSSEY THERAPEUTICS INC | 0.2% | 1,046,139 | $19,573,261 | 1,046,139 | New | $18.71 | 13F |
| KYTX | KYVERNA THERAPEUTICS INC | 0.19% | 2,000,000 | $17,820,000 | | No Change | $8.91 | 13F |
| TOI | THE ONCOLOGY INSTITUTE INC | 0.19% | 3,360,052 | $18,245,082 | | No Change | $5.43 | 13F |
| ALMR | ALAMAR BIOSCIENCES INC | 0.17% | 600,000 | $16,254,000 | 600,000 | New | $27.09 | 13F |
| CHE | CHEMED CORP NEW | 0.15% | 30,000 | $13,972,200 | 30,000 | New | $465.74 | 13F |
| NEO | NEOGENOMICS INC (PRN) | 0.13% | 13,040,000 | $12,202,076 | -59,649,000 | -82.06% | $0.94 | 13F |
| SGP | SPYGLASS PHARMA INC | 0.13% | 550,000 | $12,243,000 | | No Change | $22.26 | 13F |
| ADAG | ADAGENE INC | 0.12% | 2,666,666 | $11,199,997 | 2,666,666 | New | $4.2 | 13F |
| COAG | HEMAB THERAPEUTICS HLDGS INC | 0.11% | 275,000 | $10,100,750 | 275,000 | New | $36.73 | 13F |
| EMBC | EMBECTA CORP | 0.09% | 2,534,961 | $8,263,973 | | No Change | $3.26 | 13F |
| MOBI | MOBIA MED INC | 0.09% | 670,752 | $8,988,077 | 670,752 | New | $13.4 | 13F |
| VCYT | VERACYTE INC | 0.06% | 101,000 | $5,931,730 | -625,000 | -86.09% | $58.73 | 13F |
| ANNX | ANNEXON INC | 0.03% | 583,913 | $3,334,143 | | No Change | $5.71 | 13F |
| ALEC | ALECTOR INC | 0.02% | 1,055,192 | $2,120,936 | | No Change | $2.01 | 13F |
| NAMSW | NEWAMSTERDAM PHARMA COMPANY | 0.02% | 92,787 | $1,982,858 | | No Change | $21.37 | 13F |
| EW | EDWARDS LIFESCIENCES CORP | 0.01% | 13,702 | $1,239,483 | | No Change | $90.46 | 13F |
| MIRM | MIRUM PHARMACEUTICALS INC | 0.00736% | 6,027 | $705,581 | 6,027 | New | $117.07 | 13F |
| HUM | HUMANA INC | 0.0038% | 917 | $364,251 | | No Change | $397.22 | 13F |
| TOIIW | THE ONCOLOGY INSTITUTE INC | 0.00053% | 1,250,000 | $51,000 | | No Change | $0.04 | 13F |
| PMVP | PMV PHARMACEUTICALS INC | 0.00012% | 8,790 | $11,779 | | No Change | $1.34 | 13F |
| SRZNW | SURROZEN INC | 0.00003% | 166,666 | $2,750 | | No Change | $0.02 | 13F |
| PHGE | BIOMX INC | | | | -131,272 | Exited | | 13F |
| CPRX | CATALYST PHARMACEUTICALS INC | | | | -3,943,600 | Exited | | 13F |
| CMPX | COMPASS THERAPEUTICS INC | | | | -3,606,000 | Exited | | 13F |
| CGEM | CULLINAN THERAPEUTICS INC | | | | -386,169 | Exited | | 13F |
| DAWN | DAY ONE BIOPHARMACEUTICALS I | | | | -3,723,131 | Exited | | 13F |
| EHAB | ENHABIT INC | | | | -4,747,746 | Exited | | 13F |
| KYMR | KYMERA THERAPEUTICS INC | | | | -561,170 | Exited | | 13F |
| MIRM | MIRUM PHARMACEUTICALS INC (PRN) | | | | -70,000,000 | Exited | | 13F |
| MYGN | MYRIAD GENETICS INC | | | | -505 | Exited | | 13F |
| NBIX | NEUROCRINE BIOSCIENCES INC | | | | -610,000 | Exited | | 13F |
| QSIAW | QUANTUM SI INC | | | | -333,333 | Exited | | 13F |
| TSHA | TAYSHA GENE THERAPIES INC | | | | -2,722,165 | Exited | | 13F |
| MANE | VERADERMICS INC | | | | -5,000 | Exited | | 13F |
