| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | 934,715 | RVMD, ABVX, AXSM, ELVN | 13F-HR | 8/14/2026 | 000199344026000004 |
| Q1 2026 | 33 | 895,098 | UTHR, ABVX, BBIO, XENE | 13F-HR | 5/15/2026 | 000199344026000002 |
| Q4 2025 | 33 | 875,203 | ABVX, RVMD, INSM, BBIO | 13F-HR | 2/13/2026 | 000199344026000001 |
| Q3 2025 | 29 | 665,990 | INSM, MIRM, UTHR, MRUS | 13F-HR | 11/14/2025 | 000199344025000004 |
| Q2 2025 | 35 | 536,028 | INSM, VRNA, MIRM, NUVL | 13F-HR | 8/14/2025 | 000108514625005077 |
| Q1 2025 | 35 | 496,050 | INSM, VRNA, ARGX, NUVL | 13F-HR | 5/15/2025 | 000108514625003195 |
| Q4 2024 | 36 | 558,332 | INSM, VRNA, XENE, ARGX | 13F-HR | 2/14/2025 | 000108514625001519 |
| Q3 2024 | 38 | 631,607 | NUVL, ARGX, INSM, MIRM | 13F-HR | 11/7/2024 | 000108514624005432 |
| Q2 2024 | 36 | 614,723 | ARGX, SRPT, AXSM, ASND | 13F-HR | 8/7/2024 | 000108514624003570 |
| Q1 2024 | 34 | 668,452 | SWAV, ARGX, CYTK, XENE | 13F-HR | 5/6/2024 | 000108514624002247 |
| Q4 2023 | 31 | 696,320 | CYTK, CBAY, VRTX, ARGX | 13F-HR | 2/7/2024 | 000108514624000832 |