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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| BNTC | BENITEC BIOPHARMA INC | 2.99% | 11,548,351 | $154,516,936 | No Change | $13.38 | 13F | |
| BHVN | BIOHAVEN LTD | 2.97% | 10,286,937 | $153,069,623 | No Change | $14.88 | 13F | |
| AMD | ADVANCED MICRO DEVICES INC | 2.90% | 257,240 | $149,433,288 | No Change | $580.91 | 13F | |
| EYPT | EYEPOINT INC | 2.30% | 8,296,375 | $118,638,163 | No Change | $14.3 | 13F | |
| GE | GE AEROSPACE | 2.25% | 310,262 | $115,954,217 | No Change | $373.73 | 13F | |
| IMTX | IMMATICS N.V | 2.20% | 11,190,129 | $113,356,007 | No Change | $10.13 | 13F | |
| KURA | KURA ONCOLOGY INC | 1.82% | 8,575,422 | $94,072,379 | No Change | $10.97 | 13F | |
| CTNM | CONTINEUM THERAPEUTICS INC | 0.90% | 2,841,334 | $46,569,464 | No Change | $16.39 | 13F | |
| PROK | PROKIDNEY CORP | 0.49% | 12,341,266 | $25,176,183 | No Change | $2.04 | 13F | |
| MOLN | MOLECULAR PARTNERS AG | 0.17% | 2,221,494 | $8,597,182 | No Change | $3.87 | 13F | |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | 0.16% | 850,000 | $8,372,500 | No Change | $9.85 | 13F | |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.13% | 13,400 | $6,718,224 | No Change | $501.36 | 13F | |
| ABT | ABBOTT LABORATORIES | 0.12% | 66,920 | $6,072,321 | No Change | $90.74 | 13F | |
| COR | CENCORA INC | 0.07% | 12,488 | $3,533,854 | No Change | $282.98 | 13F | |
| MSLE | SATELLOS BIOSCIENCE INC | 0.07% | 475,000 | $3,693,125 | No Change | $7.78 | 13F | |
| NTRA | NATERA INC | 0.05% | 10,100 | $2,741,645 | No Change | $271.45 | 13F | |
| MSFT | MICROSOFT CORP | 0.04% | 4,970 | $1,853,909 | No Change | $373.02 | 13F | |
| SYK | STRYKER CORPORATION | 0.04% | 5,860 | $1,844,962 | No Change | $314.84 | 13F | |
| EW | EDWARDS LIFESCIENCES CORP | 0.03% | 18,700 | $1,691,602 | No Change | $90.46 | 13F | |
| IQV | IQVIA HLDGS INC | 0.03% | 7,175 | $1,386,354 | No Change | $193.22 | 13F | |
| MCK | MCKESSON CORP | 0.03% | 1,830 | $1,382,748 | No Change | $755.6 | 13F | |
| MDLN | MEDLINE INC | 0.03% | 42,500 | $1,676,200 | No Change | $39.44 | 13F | |
| HCA | HCA HEALTHCARE INC | 0.02% | 3,190 | $1,243,749 | No Change | $389.89 | 13F | |
| IONS | IONIS PHARMACEUTICALS INC | 0.02% | 10,800 | $856,332 | No Change | $79.29 | 13F | |
| WAT | WATERS CORP | 0.02% | 3,225 | $1,209,504 | No Change | $375.04 | 13F | |
| A | AGILENT TECHNOLOGIES INC | 0.01% | 4,990 | $662,822 | No Change | $132.83 | 13F | |
| VLTO | VERALTO CORP | 0.00941% | 5,475 | $485,523 | No Change | $88.68 | 13F | |
| RMD | RESMED INC | 0.00902% | 2,390 | $465,763 | No Change | $194.88 | 13F | |
| STE | STERIS PLC | 0.00624% | 1,530 | $322,172 | No Change | $210.57 | 13F | |
| SRPT | SAREPTA THERAPEUTICS INC | 0.00623% | 17,888 | $321,447 | No Change | $17.97 | 13F | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 0.00544% | 3,260 | $280,653 | No Change | $86.09 | 13F |