| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 71 | 3,152,681 | ARGX, DVAX, GH, APLS | 13F-HR | 11/14/2024 | 000185608324000007 |
| Q2 2024 | 68 | 3,350,383 | AMGN, ARGX, AXSM, DYN | 13F-HR | 8/14/2024 | 000185608324000003 |
| Q1 2024 | 66 | 3,491,094 | SWTX, AMGN, APGE, INSM | 13F-HR | 5/15/2024 | 000185608324000002 |
| Q4 2023 | 60 | 2,994,349 | INSM, SWTX, ITCI, GH | 13F-HR | 2/14/2024 | 000185608324000001 |
| Q3 2023 | 63 | 2,590,824 | INSM, JAZZ, ITCI, IONS | 13F-HR | 11/14/2023 | 000185608323000005 |
| Q2 2023 | 55 | 2,160,261 | JAZZ, INSM, IONS, TVTX | RESTATEMENT | 9/6/2023 | 000185608323000004 |
| Q1 2023 | 58 | 2,434,834 | JAZZ, ISEE, TVTX, IMVT | 13F-HR | 5/15/2023 | 000185608323000002 |
| Q4 2022 | 60 | 2,381,793 | IMVT, ISEE, JAZZ, TVTX | 13F-HR | 2/14/2023 | 000185608323000001 |
| Q3 2022 | 65 | 2,183,559 | ISEE, JAZZ, ASND calls, TVTX | 13F-HR | 11/14/2022 | 000185608322000012 |
| Q2 2022 | 51 | 1,521,242 | GLOBAL BLOOD THERAPEUTICS IN, NVCR, TVTX, JAZZ | 13F-HR | 8/12/2022 | 000185608322000011 |
| Q1 2022 | 52 | 1,559,401 | NVCR, BCYC, TVTX, JAZZ | 13F-HR | 5/16/2022 | 000185608322000010 |
| Q4 2021 | 55 | 1,416,521 | KROS, TVTX, BCYC, ISEE | 13F-HR | 2/14/2022 | 000185608322000007 |