| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 52 | 723,718 | PTCT, ACAD, INSM, MIRM | RESTATEMENT | 8/19/2026 | 000207367926000102 |
| Q1 2026 | 51 | 653,863 | INSM, ACAD, PTCT, BMRN | 13F-HR | 5/15/2026 | 000130692326000004 |
| Q4 2025 | 49 | 718,352 | INSM, FOLD, PTCT, ACAD | 13F-HR | 2/17/2026 | 000130692326000002 |
| Q3 2025 | 44 | 540,390 | INSM, PTCT, ACAD, FOLD | 13F-HR | 11/14/2025 | 000130692325000019 |
| Q2 2025 | 45 | 469,996 | INSM, ACAD, BMRN, FOLD | 13F-HR | 8/14/2025 | 000130692325000016 |
| Q1 2025 | 44 | 525,145 | INSM, BMRN, FOLD, ACAD | 13F-HR | 5/15/2025 | 000130692325000014 |
| Q4 2024 | 43 | 645,377 | INSM, FOLD, BMRN, UTHR | 13F-HR | 2/14/2025 | 000130692325000010 |
| Q3 2024 | 45 | 769,867 | INSM, FOLD, BMRN, UTHR | 13F-HR | 11/14/2024 | 000130692324000012 |
| Q2 2024 | 39 | 862,980 | INSM, BMRN, FOLD, UTHR | 13F-HR | 8/14/2024 | 000130692324000010 |
| Q1 2024 | 38 | 886,726 | INSM, FOLD, BMRN, BIIB | 13F-HR | 5/15/2024 | 000130692324000008 |
| Q4 2023 | 34 | 1,109,907 | INSM, FOLD, BMRN, BIIB | RESTATEMENT | 2/15/2024 | 000130692324000007 |
| Q3 2023 | 29 | 1,056,915 | BMRN, INSM, UTHR, FOLD | 13F-HR | 11/14/2023 | 000130692323000014 |
| Q2 2023 | 30 | 1,237,802 | BMRN, UTHR, RVNC, FOLD | 13F-HR | 8/14/2023 | 000130692323000012 |
| Q1 2023 | 30 | 1,207,102 | BMRN, RVNC, UTHR, FOLD | 13F-HR | 5/15/2023 | 000130692323000011 |
| Q4 2022 | 29 | 1,172,888 | BMRN, UTHR, FOLD, INSM | 13F-HR | 2/14/2023 | 000130692323000009 |
| Q3 2022 | 32 | 1,264,742 | BMRN, UTHR, INSM, ABMD | 13F-HR | 11/14/2022 | 000130692322000016 |
| Q2 2022 | 33 | 1,147,302 | BMRN, UTHR, ABMD, INSM | 13F-HR | 8/15/2022 | 000130692322000015 |
| Q1 2022 | 35 | 1,293,496 | BMRN, ABMD, INSM, UTHR | 13F-HR | 5/16/2022 | 000130692322000014 |
| Q4 2021 | 37 | 1,564,771 | BMRN, ABMD, INSM, UTHR | 13F-HR | 2/14/2022 | 000130692322000004 |
| Q3 2021 | 42 | 1,656,829 | ABMD, BMRN, INSM, STAA | 13F-HR | 11/15/2021 | 000130692321000026 |
| Q2 2021 | 42 | 1,814,601 | STAA, BMRN, ABMD, INSM | 13F-HR | 8/16/2021 | 000130692321000024 |
| Q1 2021 | 42 | 1,755,095 | INSM, STAA, ABMD, BMRN | 13F-HR | 5/17/2021 | 000130692321000022 |
| Q4 2020 | 41 | 1,907,616 | STAA, INSM, BMRN, FOLD | 13F-HR | 2/16/2021 | 000130692321000016 |
| Q3 2020 | 43 | 1,821,880 | IMMU, INSM, STAA, ABMD | 13F-HR | 11/16/2020 | 000130692320000017 |
| Q2 2020 | 41 | 1,665,451 | IMMU, STAA, BMRN, INSM | 13F-HR | 8/14/2020 | 000130692320000015 |
| Q1 2020 | 37 | 1,194,223 | BMRN, STAA, INSM, EPZM | 13F-HR | 5/15/2020 | 000177781320000006 |
| Q4 2019 | 37 | 1,816,265 | BMRN, INSM, EPZM, STAA | RESTATEMENT | 4/8/2020 | 000130692320000014 |
| Q3 2019 | 37 | 1,501,359 | BMRN, INSM, ABMD, UTHR | 13F-HR | 11/14/2019 | 000130692319000017 |
| Q2 2019 | 39 | 2,056,939 | BMRN, INSM, ABMD, SAGE | 13F-HR | 8/14/2019 | 000130692319000015 |
| Q1 2019 | 37 | 2,396,982 | BMRN, INSM, ABMD, UTHR | RESTATEMENT | 7/30/2019 | 000130692319000014 |
| Q4 2018 | 36 | 1,878,470 | ABMD, BMRN, UTHR, STAA | 13F-HR | 2/14/2019 | 000130692319000004 |
| Q3 2018 | 36 | 2,474,055 | ABMD, BMRN, UTHR, STAA | 13F-HR | 11/14/2018 | 000130692318000018 |
| Q2 2018 | 36 | 2,502,471 | ABMD, BMRN, CLVSQ, UTHR | 13F-HR | 8/14/2018 | 000130692318000016 |
| Q1 2018 | 36 | 2,338,493 | ABMD, CLVSQ, BMRN, UTHR | 13F-HR | 5/15/2018 | 000130692318000014 |
| Q4 2017 | 37 | 2,321,940 | ABMD, UTHR, CLVSQ, BMRN | 13F-HR | 2/14/2018 | 000130692318000011 |
| Q3 2017 | 40 | 2,374,127 | ABMD, CLVSQ, BMRN, UTHR | 13F-HR | 11/14/2017 | 000130692317000025 |
| Q2 2017 | 38 | 2,142,085 | CLVSQ, ABMD, UTHR, BMRN | 13F-HR | 8/14/2017 | 000130692317000021 |
| Q1 2017 | 39 | 2,115,751 | UTHR, CLVSQ, ABMD, BMRN | 13F-HR | 5/15/2017 | 000130692317000019 |
| Q4 2016 | 38 | 1,752,860 | UTHR, ABMD, CLVSQ, BMRN | 13F-HR | 2/15/2017 | 000130692317000015 |
| Q3 2016 | 42 | 1,721,541 | ABMD, UTHR, BMRN, CLVSQ | 13F-HR | 11/14/2016 | 000130692316000052 |
| Q2 2016 | 45 | 1,323,917 | ABMD, UTHR, BMRN, AMAG | RESTATEMENT | 8/16/2016 | 000130692316000050 |
| Q1 2016 | 44 | 1,288,268 | ABMD, UTHR, ANAC, BMRN | 13F-HR | 5/16/2016 | 000130692316000048 |
| Q4 2015 | 43 | 1,796,692 | ABMD, ANAC, UTHR, BMRN | 13F-HR | 2/16/2016 | 000130692316000045 |
| Q3 2015 | 47 | 2,079,647 | ANAC, CLVSQ, ABMD, UTHR | 13F-HR | 11/16/2015 | 000130692315000020 |
| Q2 2015 | 45 | 2,249,052 | UTHR, ANAC, BMRN, CLVSQ | 13F-HR | 8/14/2015 | 000130692315000019 |
| Q1 2015 | 46 | 2,022,768 | UTHR, BMRN, ANAC, ABMD | 13F-HR | 5/15/2015 | 000130692315000016 |
| Q4 2014 | 46 | 1,703,520 | UTHR, AUXL, CBST, CLVSQ | 13F-HR | 2/17/2015 | 000130692315000001 |
| Q3 2014 | 43 | 1,338,499 | UTHR, AUXL, CBST, BMRN | 13F-HR | 11/13/2014 | 000130692314000010 |
| Q2 2014 | 42 | 1,342,913 | ITMN, UTHR, CYBX, CBST | 13F-HR | 8/14/2014 | 000130692314000006 |
| Q1 2014 | 39 | 1,210,103 | ITMN, AUXL, CYBX, UTHR | NEW HOLDINGS | 5/16/2014 | 000130692314000004 |
| Q1 2014 | 35 | 1,208,816 | ITMN, AUXL, CYBX, UTHR | 13F-HR | 5/15/2014 | 000130692314000003 |
| Q4 2013 | 34 | 1,072,011 | CYBX, UTHR, AUXL, CBST | 13F-HR | 2/13/2014 | 000114036114007018 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
2 securities where the latest filing since 12/18/2024 is a 13G, the newest filed 2/17/2026. View all