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CIK 0002088557 • 4 13F filings • Feb 13, 2026 – Aug 14, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $52.0M | 7.1% | 227,669 SH | New |
| ALIGN TECHNOLOGY INC | COM | $20.0M | 2.7% | 128,060 SH | New |
| ALPHATEC HLDGS INC | COM NEW | $13.2M | 1.8% | 626,754 SH | New |
| ASCENDIS PHARMA A/S | SPONSORED ADR | $18.3M | 2.5% | 85,694 SH | New |
| ATRICURE INC | COM | $15.7M | 2.1% | 397,636 SH | New |
| BECTON DICKINSON & CO | COM | $15.8M | 2.1% | 81,207 SH | New |
| BIOGEN INC | COM | $28.5M | 3.9% | 161,992 SH | New |
| COGENT BIOSCIENCES INC | COM | $20.2M | 2.7%Prev: 2.0% | 568,619 SH | Increased+175,178 SH |
| CONMED CORP | COM | $4.2M | 0.6% | 104,129 SH | New |
| DENALI THERAPEUTICS INC | COM | $10.8M | 1.5%Prev: 1.3% | 656,713 SH | Increased+264,847 SH |
| DEXCOM INC | COM | $16.3M | 2.2% | 244,881 SH | New |
| ELANCO ANIMAL HEALTH INC | COM | $9.1M | 1.2%Prev: 2.8% | 401,283 SH | Decreased-462,797 SH |
| ELEDON PHARMACEUTICALS INC | COM | $5.0M | 0.7%Prev: 1.9% | 3,290,450 SH | Decreased-234,888 SH |
| ELI LILLY & CO | COM | $34.3M | 4.7%Prev: 6.3% | 31,950 SH | Decreased-7,136 SH |
| EVOMMUNE INC | COM SHS | $3.7M | 0.5%Prev: 1.4% | 215,418 SH | Decreased-577,727 SH |
| GLAUKOS CORP | COM | $10.4M | 1.4%Prev: 1.2% | 91,703 SH | Increased+25,184 SH |
| GLOBUS MED INC | CL A | $23.3M | 3.2%Prev: 1.5% | 267,212 SH | Increased+127,575 SH |
| HENRY SCHEIN INC | COM | $24.2M | 3.3% | 320,422 SH | New |
| ICU MED INC | COM | $48.6M | 6.6%Prev: 2.1% | 340,745 SH | Increased+235,045 SH |
| INSMED INC | COM PAR $.01 | $8.7M | 1.2%Prev: 4.0% | 50,000 SH | Decreased-231,838 SH |
| INTUITIVE SURGICAL INC | COM NEW | $25.9M | 3.5% | 45,662 SH | New |
| LIVANOVA PLC | SHS | $14.9M | 2.0%Prev: 1.2% | 241,413 SH | Increased+134,040 SH |
| NOVARTIS AG | SPONSORED ADR | $50.0M | 6.8% | 362,816 SH | New |
| NUVALENT INC | COM | $27.1M | 3.7% | 269,043 SH | New |
| OCULAR THERAPEUTIX INC | COM | $8.3M | 1.1%Prev: 2.0% | 681,663 SH | Decreased-808,623 SH |
| OLEMA PHARMACEUTICALS INC | COM | $30.9M | 4.2%Prev: 1.5% | 1,234,634 SH | Increased+309,876 SH |
| PACS GROUP INC | COM SHS | $44.0M | 6.0%Prev: 1.2% | 1,145,485 SH | Increased+929,810 SH |
| PFIZER INC | COM | $54.9M | 7.4%Prev: 5.7% | 2,203,504 SH | Increased+431,761 SH |
| REVOLUTION MEDICINES INC | COM | $28.9M | 3.9%Prev: 2.1% | 363,454 SH | Increased+280,627 SH |
| RXSIGHT INC | COM | $9.5M | 1.3% | 913,090 SH | New |
| STERIS PLC | SHS USD | $34.3M | 4.6% | 135,307 SH | New |
| TELEFLEX INCORPORATED | COM | $5.2M | 0.7%Prev: 1.4% | 42,850 SH | Decreased-37,268 SH |
| XENCOR INC | COM | $21.7M | 2.9% | 1,414,755 SH | New |
| 13F-HR/A |
| 0002088557-26-000006 |
| $712.2M |
| View |