+16
New
-14
Exited
49
Positions
| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ascendis Pharma A/S | 04351P101 | Apr 2024 | 16,281 | -548 | $2.8M | +19.1% | 17.69% | EC |
| 2 | Eli Lilly & Co | 532457108 | Apr 2024 | 2,743 | +1,695 | $2.5M | +201.2% | 15.72% | EC |
| 3 | Legend Biotech Corp | 52490G102 | Apr 2024 | 32,598 | +13,797 | $1.1M | +38.5% | 7.26% | EC |
| 4 | UnitedHealth Group Inc | 91324P102 | Apr 2024 | 2,065 | +268 | $850K | -2.3% | 5.42% | EC |
| 5 | Dexcom Inc | 252131107 | Apr 2024 | 10,453 | +5,494 | $746K | +18.1% | 4.76% | EC |
| 6 | Vaxcyte Inc | 92243G108 | Apr 2024 | 18,229 | +13,725 | $653K | +139.6% | 4.17% | EC |
| 7 | Intuitive Surgical Inc | 46120E602 | Apr 2025 | 1,227 | New | $633K | — | 4.04% | EC |
| 8 | Rhythm Pharmaceuticals Inc | 76243J105 | Apr 2025 | 7,696 | New | $502K | — | 3.20% | EC |
| 9 | Soleno Therapeutics Inc | 834203309 | Apr 2025 | 6,602 | New | $494K | — | 3.15% | EC |
| 10 | Masimo Corp | 574795100 | Apr 2024 | 2,604 | +400 | $419K | +41.5% | 2.67% | EC |
| 11 | Lantheus Holdings Inc | 516544103 | Apr 2024 | 3,800 | -3,280 | $396K | -15.8% | 2.53% | EC |
| 12 | Natera Inc | 632307104 | Apr 2025 | 2,480 | New | $374K | — | 2.39% | EC |
| 13 | ICON PLC | 000000000 | Apr 2024 | 2,275 | -211 | $345K | +464.7% | 2.20% | EC |
| 14 | Insulet Corp | 45784P101 | Apr 2024 | 1,186 | +192 | $299K | +75.1% | 1.91% | EC |
| 15 | Alnylam Pharmaceuticals Inc | 02043Q107 | Apr 2025 | 1,053 | New | $277K | — | 1.77% | EC |
| 16 | PROCEPT BioRobotics Corp | 74276L105 | Apr 2025 | 4,988 | New | $269K | — | 1.72% | EC |
| 17 | MoonLake Immunotherapeutics | 61559X104 | Apr 2024 | 6,325 | +2,338 | $266K | +63.2% | 1.70% | EC |
| 18 | Glaukos Corp | 377322102 | Apr 2025 | 2,528 | New | $238K | — | 1.52% | EC |
| 19 | GE HealthCare Technologies Inc | 36266G107 | Apr 2024 | 3,051 | +1,089 | $215K | +43.5% | 1.37% | EC |
| 20 | Boston Scientific Corp | 101137107 | Apr 2025 | 1,845 | New | $190K | — | 1.21% | EC |
| 21 | Insmed Inc | 457669307 | Apr 2025 | 2,589 | New | $186K | — | 1.19% | EC |
| 22 | Merus NV | 000000000 | Apr 2024 | 3,969 | New | $181K | — | 1.15% | EC |
| 23 | Option Care Health Inc | 68404L201 | Apr 2024 | 5,236 | -11,307 | $169K | -65.8% | 1.08% | EC |
| 24 | Cencora Inc | 03073E105 | Apr 2024 | 563 | +187 | $165K | +83.3% | 1.05% | EC |
| 25 | HealthEquity Inc | 42226A107 | Apr 2025 | 1,906 | New | $163K | — | 1.04% | EC |
| 26 | GeneDx Holdings Corp | 81663L200 | Apr 2025 | 2,409 | New | $161K | — | 1.03% | EC |
| 27 | Bicycle Therapeutics PLC | 088786108 | Apr 2024 | 16,482 | +9,902 | $141K | -8.6% | 0.90% | EC |
| 28 | Revolution Medicines Inc | 76155X100 | Apr 2025 | 3,165 | New | $128K | — | 0.81% | EC |
| 29 | PTC Therapeutics Inc | 69366J200 | Apr 2025 | 2,399 | New | $120K | — | 0.76% | EC |
| 30 | Beam Therapeutics Inc | 07373V105 | Apr 2025 | 5,741 | New | $114K | — | 0.73% | EC |
| 31 | Rocket Pharmaceuticals Inc | 77313F106 | Apr 2024 | 14,863 | +1,661 | $113K | -60.1% | 0.72% | EC |
| 32 | Cytokinetics Inc | 23282W605 | Apr 2024 | 2,548 | +881 | $109K | +6.8% | 0.70% | EC |
| 33 | 89bio Inc | 282559103 | Apr 2025 | 13,446 | New | $108K | — | 0.69% | EC |
| 34 | Xenon Pharmaceuticals Inc | 98420N105 | Apr 2024 | 2,559 | +866 | $98K | +42.0% | 0.62% | EC |
| 35 | iRhythm Technologies Inc | 450056106 | Apr 2024 | 827 | -671 | $88K | -46.1% | 0.56% | EC |
| ✕ | AbbVie Inc | 00287Y109 | — | 9,138 | Exited | $1.5M | — | — | — |
| ✕ | Pfizer Inc | 717081103 | — | 21,206 | Exited | $0.5M | — | — | — |
| ✕ | Sanofi SA | 80105N105 | — | 8,075 | Exited | $0.4M | — | — | — |
| ✕ | Inspire Medical Systems Inc | 457730109 | — | 1,462 | Exited | $0.4M | — | — | — |
| ✕ | Innoviva Inc | 45781M101 | — | 22,449 | Exited | $0.3M | — | — | — |
| ✕ | Cooper Cos Inc/The | 216648501 | — | 3,131 | Exited | $0.3M | — | — | — |
| ✕ | Avantor Inc | 05352A100 | — | 9,504 | Exited | $0.2M | — | — | — |
| ✕ | Elevance Health Inc | 036752103 | — | 399 | Exited | $0.2M | — | — | — |
| ✕ | IDEXX Laboratories Inc | 45168D104 | — | 418 | Exited | $0.2M | — | — | — |
| ✕ | Haemonetics Corp | 405024100 | — | 1,867 | Exited | $0.2M | — | — | — |
| ✕ | Align Technology Inc | 016255101 | — | 581 | Exited | $0.2M | — | — | — |
| ✕ | Neurocrine Biosciences Inc | 64125C109 | — | 1,123 | Exited | $0.2M | — | — | — |
| ✕ | Viking Therapeutics Inc | 92686J106 | — | 1,717 | Exited | $0.1M | — | — | — |
| ✕ | Repligen Corp | 759916109 | — | 617 | Exited | $0.1M | — | — | — |