| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SVA | SINOVAC BIOTECH LTD | 8.26% | 2,718,735 | $333,996,595 | No Change | $122.85 | 13F | |
| BSX | BOSTON SCIENTIFIC CORP | 7.47% | 2,813,200 | $302,165,812 | No Change | $107.41 | 13F | |
| LLY | ELI LILLY & CO | 6.51% | 337,600 | $263,169,328 | No Change | $779.53 | 13F | |
| ELVN | ENLIVEN THERAPEUTICS INC | 3.95% | 7,959,538 | $159,668,332 | No Change | $20.06 | 13F | |
| ISRG | INTUITIVE SURGICAL INC | 3.91% | 291,000 | $158,132,310 | No Change | $543.41 | 13F | |
| SPRY | ARS PHARMACEUTICALS INC | 3.58% | 8,288,510 | $144,634,500 | No Change | $17.45 | 13F | |
| SYK | STRYKER CORPORATION | 3.51% | 359,200 | $142,110,296 | No Change | $395.63 | 13F | |
| THC | TENET HEALTHCARE CORP | 2.02% | 465,000 | $81,840,000 | No Change | $176 | 13F | |
| IRON | DISC MEDICINE INC | 1.85% | 1,415,020 | $74,939,459 | No Change | $52.96 | 13F | |
| MBX | MBX Biosciences, Inc. | 1.74% | 4,002,887 | $70,090,551 | No Change | 13D | ||
| SION | SIONNA THERAPEUTICS INC | 1.59% | 3,704,959 | $64,281,039 | No Change | $17.35 | 13F | |
| UPB | UPSTREAM BIO INC | 1.55% | 5,693,589 | $62,515,607 | No Change | $10.98 | 13F | |
| AVBP | ArriVent BioPharma, Inc. | 1.31% | 3,027,328 | $52,645,234 | No Change | 13D | ||
| RNA | AVIDITY BIOSCIENCES INC | 1.27% | 1,812,886 | $51,485,962 | No Change | $28.4 | 13F | |
| CMPX | Compass Therapeutics, Inc. | 1.17% | 15,219,994 | $47,181,981 | No Change | 13D | ||
| THRD | THIRD HARMONIC BIO INC | 0.78% | 5,779,071 | $31,380,356 | No Change | $5.43 | 13F | |
| XENE | XENON PHARMACEUTICALS INC | 0.73% | 947,877 | $29,668,550 | No Change | $31.3 | 13F | |
| TERN | TERNS PHARMACEUTICALS INC | 0.70% | 7,562,971 | $28,209,882 | No Change | $3.73 | 13F | |
| SCPH | SCPHARMACEUTICALS INC | 0.57% | 6,059,528 | $23,086,802 | No Change | $3.81 | 13F | |
| CGEM | CULLINAN THERAPEUTICS INC | 0.36% | 1,923,855 | $14,486,628 | No Change | $7.53 | 13F | |
| KROS | KEROS THERAPEUTICS INC | 0.34% | 1,018,734 | $13,600,099 | No Change | $13.35 | 13F | |
| IKNA | IKENA ONCOLOGY INC | 0.32% | 12,048,773 | $13,131,450 | No Change | $1.09 | 13F | |
| FOLD | AMICUS THERAPEUTICS INC | 0.32% | 2,285,400 | $13,095,342 | No Change | $5.73 | 13F | |
| CCCC | C4 THERAPEUTICS INC | 0.24% | 6,830,300 | $9,767,329 | No Change | $1.43 | 13F | |
| PRLD | PRELUDE THERAPEUTICS INC | 0.22% | 10,909,256 | $8,829,952 | No Change | $0.81 | 13F | |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | 0.20% | 1,172,287 | $8,088,780 | No Change | $6.9 | 13F | |
| WHWK | WHITEHAWK THERAPEUTICS INC | 0.19% | 4,166,000 | $7,790,420 | No Change | $1.87 | 13F | |
| ACET | ADICET BIO INC | 0.17% | 11,447,140 | $6,982,755 | No Change | $0.61 | 13F | |
| AVTX | AVALO THERAPEUTICS INC | 0.12% | 967,000 | $4,825,330 | No Change | $4.99 | 13F | |
| NSPR | INSPIREMD INC | 0.12% | 2,133,405 | $4,842,829 | No Change | $2.27 | 13F | |
| RPTX | REPARE THERAPEUTICS INC | 0.11% | 3,322,488 | $4,618,258 | No Change | $1.39 | 13F | |
| BIOA | BIOAGE LABS INC | 0.09% | 921,959 | $3,807,691 | No Change | $4.13 | 13F | |
| QTTB | Q32 BIO INC | 0.08% | 2,252,987 | $3,356,951 | No Change | $1.49 | 13F | |
| TSBX | TURNSTONE BIOLOGICS CORP | 0.03% | 3,099,265 | $1,112,636 | No Change | $0.36 | 13F | |
| KZR | KEZAR LIFE SCIENCES INC | 0.02% | 192,700 | $882,566 | No Change | $4.58 | 13F | |
| TRAW | TRAWS PHARMA INC | 0.02% | 605,531 | $896,186 | No Change | $1.48 | 13F | |
| ANRO | ALTO NEUROSCIENCE INC | 0.01% | 250,000 | $550,000 | No Change | $2.2 | 13F | |
| DHAI | DIH HLDG US INC | 0.01% | 1,915,000 | $468,984 | No Change | $0.24 | 13F | |
| KRRO | KORRO BIO INC | 0.01% | 32,400 | $404,676 | No Change | $12.49 | 13F | |
| XERS | XERIS BIOPHARMA HOLDINGS INC | 0.00929% | 80,420 | $375,561 | No Change | $4.67 | 13F |