| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 39 | 7,069,981 | UTHR, ARGX, ASND, MDGL | 13F-HR | 2/14/2025 | 000110465925013529 |
| Q3 2024 | 36 | 6,858,151 | UTHR, ASND, ARGX, KRYS | 13F-HR | 11/14/2024 | 000110465924118335 |
| Q2 2024 | 41 | 7,508,400 | UTHR, MDGL, ASND, ARGX | 13F-HR | 8/14/2024 | 000110465924089335 |
| Q1 2024 | 46 | 8,573,512 | UTHR, APLS, ASND, SRPT | 13F-HR | 5/15/2024 | 000110465924061613 |
| Q4 2023 | 42 | 7,239,756 | APLS, UTHR, ASND, ARGX | 13F-HR | 2/14/2024 | 000110465924023272 |
| Q3 2023 | 46 | 6,411,219 | HZNP, UTHR, ARGX, SRPT | 13F-HR | 11/14/2023 | 000110465923117606 |
| Q2 2023 | 43 | 7,371,201 | APLS, HZNP, UTHR, SRPT | 13F-HR | 8/14/2023 | 000110465923090901 |
| Q1 2023 | 41 | 6,745,177 | HZNP, APLS, UTHR, SRPT | 13F-HR | 5/15/2023 | 000110465923060303 |
| Q4 2022 | 36 | 6,691,518 | UTHR, HZNP, APLS, MDGL | 13F-HR | 2/14/2023 | 000110465923020884 |
| Q3 2022 | 39 | 5,412,850 | APLS, UTHR, ARGX, MRTX | 13F-HR | 11/14/2022 | 000110465922117974 |
| Q2 2022 | 40 | 5,060,568 | UTHR, ARGX, APLS, HZNP | 13F-HR | 8/15/2022 | 000110465922090675 |
| Q1 2022 | 43 | 5,477,565 | HZNP, UTHR, APLS, MRTX | 13F-HR | 5/16/2022 | 000110465922060934 |
| Q4 2021 | 41 | 5,875,773 | HZNP, MRTX, UTHR, APLS | 13F-HR | 2/14/2022 | 000110465922021801 |
| Q3 2021 | 47 | 6,366,047 | HZNP, MRTX, XLRN, UTHR | 13F-HR | 11/15/2021 | 000110465921138678 |
| Q2 2021 | 46 | 5,748,488 | HZNP, MRTX, UTHR, XLRN | 13F-HR | 8/16/2021 | 000110465921105761 |
| Q1 2021 | 46 | 5,790,264 | HZNP, MRTX, UTHR, XLRN | 13F-HR | 5/17/2021 | 000110465921067522 |
| Q4 2020 | 44 | 5,806,523 | MRTX, HZNP, UTHR, IOVA | 13F-HR | 2/16/2021 | 000110465921023460 |
| Q3 2020 | 46 | 7,038,431 | IMMU, MRTX, HZNP, IOVA | 13F-HR | 11/16/2020 | 000110465920125482 |
| Q2 2020 | 45 | 5,058,020 | IMMU, MRTX, HZNP, IOVA | 13F-HR | 8/14/2020 | 000110465920095150 |
| Q1 2020 | 43 | 2,962,665 | IMMU, MRTX, IOVA, ASND | 13F-HR | 5/15/2020 | 000110465920062350 |
| Q4 2019 | 31 | 3,405,658 | IMMU, MRTX, ASND, IOVA | 13F-HR | 2/14/2020 | 000110465920020938 |
| Q3 2019 | 33 | 2,397,262 | MRTX, IMMU, IOVA, ASND | 13F-HR | 11/14/2019 | 000110465919063991 |
| Q2 2019 | 35 | 2,892,801 | MRTX, IMMU, IOVA, ASND | 13F-HR | 8/14/2019 | 000114420419039861 |
| Q1 2019 | 32 | 2,312,607 | IMMU, MRTX, ASND, AMRN | 13F-HR | 5/15/2019 | 000114420419026372 |
| Q4 2018 | 35 | 1,672,821 | IMMU, MRTX, SRPT, ASND | 13F-HR | 2/14/2019 | 000114420419007742 |
| Q3 2018 | 45 | 2,177,652 | IMMU, MRTX, SRPT, ASND | 13F-HR | 11/14/2018 | 000114420418059659 |
| Q2 2018 | 42 | 2,597,666 | IMMU, MRTX, BMRN, FOLD | 13F-HR | 8/14/2018 | 000114420418044364 |
| Q1 2018 | 56 | 2,094,096 | IMMU, FOLD, BMRN, IOVA | 13F-HR | 5/15/2018 | 000114420418028636 |
| Q4 2017 | 50 | 1,542,805 | IMMU, BMRN, FOLD, MRTX | 13F-HR | 2/14/2018 | 000114420418008486 |
| Q3 2017 | 43 | 1,289,268 | IMMU, FOLD, KITE, ARRY | 13F-HR | 11/14/2017 | 000114420417058791 |
| Q2 2017 | 46 | 791,970 | IMMU, KITE, FOLD, TSRO | 13F-HR | 8/14/2017 | 000114420417042909 |
| Q1 2017 | 45 | 782,818 | IMMU, TSRO, MDCO, ACAD | 13F-HR | 5/15/2017 | 000114420417027247 |
| Q4 2016 | 43 | 495,012 | ACAD, IMMU, BMRN, LBIO | 13F-HR | 2/14/2017 | 000114420417008458 |
| Q3 2016 | 48 | 569,910 | SRPT, BMRN, LBIO, TSRO | 13F-HR | 11/14/2016 | 000114420416134109 |
| Q2 2016 | 42 | 450,012 | TSRO, LBIO, CPXX, BMRN | 13F-HR | 8/15/2016 | 000114420416119420 |
| Q1 2016 | 37 | 286,652 | MRTX, FOLD, BMRN, SRPT | 13F-HR | 5/16/2016 | 000114420416102561 |
| Q4 2015 | 29 | 290,298 | MRTX, FOLD, LBIO, LJPC | 13F-HR | 2/12/2016 | 000114420416081239 |
| Q3 2015 | 33 | 384,648 | FOLD, MRTX, VNDA, NDRM | 13F-HR | 11/13/2015 | 000114420415065143 |
| Q2 2015 | 31 | 363,116 | FOLD, SRNE, MRTX, LBIO | 13F-HR | 8/14/2015 | 000114420415049536 |
| Q1 2015 | 33 | 260,578 | FOLD, LBIO, SRNE, CELGENE CORP. | 13F-HR | 5/15/2015 | 000114420415031238 |
| Q4 2014 | 30 | 147,603 | FOLD, TARO, RCPT, PTXTQ | 13F-HR | 2/13/2015 | 000114420415008848 |