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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| INSM | INSMED INC | 13.53% | 4,423,369 | $120,006,001 | -1,088,352 | -19.75% | $27.13 | 13F |
| FOLD | AMICUS THERAPEUTICS INC | 12.41% | 9,344,102 | $110,073,522 | -1,029,613 | -9.93% | $11.78 | 13F |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 11.18% | 1,134,569 | $99,093,257 | -366,180 | -24.4% | $87.34 | 13F |
| BIIB | BIOGEN INC | 7.05% | 289,958 | $62,523,644 | -90,459 | -23.78% | $215.63 | 13F |
| UTHR | UNITED THERAPEUTICS CORP | 6.94% | 267,759 | $61,509,597 | -128,025 | -32.35% | $229.72 | 13F |
| STAA | STAAR SURGICAL CO | 5.96% | 1,379,590 | $52,810,705 | 2,640 | 0.19% | $38.28 | 13F |
| ACAD | ACADIA PHARMACEUTICALS INC | 5.04% | 2,414,943 | $44,652,296 | 5,387 | 0.22% | $18.49 | 13F |
| PRTA | PROTHENA CORP PLC | 4.65% | 1,663,448 | $41,203,607 | 3,391 | 0.2% | $24.77 | 13F |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | 3.53% | 2,112,811 | $31,311,859 | 6,019 | 0.29% | $14.82 | 13F |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 3.08% | 182,766 | $27,314,379 | 28,329 | 18.34% | $149.45 | 13F |
| SRPT | SAREPTA THERAPEUTICS INC | 2.94% | 201,265 | $26,055,767 | 360 | 0.18% | $129.46 | 13F |
| RVNC | REVANCE THERAPEUTICS INC | 2.91% | 5,248,004 | $25,820,180 | 10,720 | 0.2% | $4.92 | 13F |
| SAGE | SAGE THERAPEUTICS INC | 2.13% | 1,005,776 | $18,848,242 | 14,251 | 1.44% | $18.74 | 13F |
| ANAB | ANAPTYSBIO INC | 2.03% | 799,906 | $18,013,883 | 113,024 | 16.45% | $22.52 | 13F |
| EHTH | EHEALTH INC | 1.85% | 2,715,681 | $16,375,556 | -23,698 | -0.87% | $6.03 | 13F |
| ALGN | ALIGN TECHNOLOGY INC | 1.82% | 49,105 | $16,102,512 | -6,600 | -11.85% | $327.92 | 13F |
| ALKS | ALKERMES PLC | 1.51% | 495,592 | $13,415,675 | -107,808 | -17.87% | $27.07 | 13F |
| SLRN | ACELYRIN INC | 1.31% | 1,715,180 | $11,577,465 | 1,715,180 | New | $6.75 | 13F |
| NVRO | NEVRO CORP | 1.22% | 750,371 | $10,835,357 | No Change | $14.44 | 13F | |
| SNDX | SYNDAX PHARMACEUTICALS INC | 1.09% | 405,193 | $9,643,593 | -67,407 | -14.26% | $23.8 | 13F |
| NVCR | NOVOCURE LTD | 0.99% | 561,908 | $8,782,622 | No Change | $15.63 | 13F | |
| CYTK | CYTOKINETICS INC | 0.88% | 111,717 | $7,832,479 | No Change | $70.11 | 13F | |
| KPTI | KARYOPHARM THERAPEUTICS INC | 0.87% | 5,102,193 | $7,704,311 | No Change | $1.51 | 13F | |
| VERV | VERVE THERAPEUTICS INC | 0.86% | 575,817 | $7,646,850 | No Change | $13.28 | 13F | |
| GOSS | GOSSAMER BIO INC | 0.85% | 6,391,775 | $7,542,295 | 432,887 | 7.26% | $1.18 | 13F |
| ELEV | ELEVATION ONCOLOGY INC | 0.78% | 1,346,666 | $6,908,397 | 1,346,666 | New | $5.13 | 13F |
| BLUE | BLUEBIRD BIO INC | 0.66% | 4,560,171 | $5,837,019 | 1,226,838 | 36.81% | $1.28 | 13F |
| RLMD | RELMADA THERAPEUTICS INC | 0.38% | 732,400 | $3,405,660 | No Change | $4.65 | 13F | |
| NUVB | NUVATION BIO INC | 0.32% | 772,652 | $2,812,453 | 772,652 | New | $3.64 | 13F |
| TSHA | TAYSHA GENE THERAPIES INC | 0.26% | 811,268 | $2,328,339 | 281,407 | 53.11% | $2.87 | 13F |
| STOK | STOKE THERAPEUTICS INC | 0.19% | 125,861 | $1,699,124 | 125,861 | New | $13.5 | 13F |
| MIRM | MIRUM PHARMACEUTICALS INC | 0.18% | 64,700 | $1,625,264 | No Change | $25.12 | 13F | |
| HUM | HUMANA INC | 0.16% | 3,985 | $1,381,679 | 3,985 | New | $346.72 | 13F |
| VYNE | VYNE THERAPEUTICS INC | 0.15% | 445,434 | $1,367,482 | No Change | $3.07 | 13F | |
| TVTX | TRAVERE THERAPEUTICS INC | 0.1% | 110,719 | $853,643 | No Change | $7.71 | 13F | |
| ACRS | ACLARIS THERAPEUTICS INC | 0.08% | 569,832 | $706,592 | 569,832 | New | $1.24 | 13F |
| ALDX | ALDEYRA THERAPEUTICS INC | 0.08% | 225,465 | $737,271 | No Change | $3.27 | 13F | |
| URGN | UROGEN PHARMA LTD | 0.04% | 24,500 | $367,500 | No Change | $15 | 13F | |
| SGHT | SIGHT SCIENCES INC | -173,790 | Exited | 13F | ||||
| VNDA | VANDA PHARMACEUTICALS INC | -278,985 | Exited | 13F |