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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| 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 | |
| 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 | |
| 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 | |
| BKD | BROOKDALE SR LIVING INC | 1.95% | 11,637,032 | $187,239,845 | No Change | $16.09 | 13F | |
| IONS | IONIS PHARMACEUTICALS INC | 1.64% | 1,979,669 | $156,967,955 | No Change | $79.29 | 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 | |
| AHCO | ADAPTHEALTH CORP | 1.25% | 11,477,730 | $119,597,947 | No Change | $10.42 | 13F | |
| LRMR | LARIMAR THERAPEUTICS INC | 1.13% | 35,606,974 | $108,601,271 | No Change | $3.05 | 13F | |
| ALHC | ALIGNMENT HEALTHCARE INC (PRN) | 1.08% | 61,000,000 | $103,829,930 | No Change | $1.7 | 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 | |
| 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 | |
| PFE | PFIZER INC | 0.76% | 3,040,000 | $73,203,200 | No Change | $24.08 | 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 | |
| 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 | |
| MNPR | MONOPAR THERAPEUTICS INC | 0.31% | 323,745 | $29,975,550 | No Change | $92.59 | 13F | |
| IMCR | IMMUNOCORE HLDGS PLC (PRN) | 0.28% | 30,000,000 | $27,104,340 | No Change | $0.9 | 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 | |
| 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 | |
| SGP | SPYGLASS PHARMA INC | 0.13% | 550,000 | $12,243,000 | No Change | $22.26 | 13F | |
| EMBC | EMBECTA CORP | 0.09% | 2,534,961 | $8,263,973 | No Change | $3.26 | 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 | |
| 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 |