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CIK 0001779763 • 4 13F filings • May 15, 2025 – Feb 17, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $22.0M | 2.5% | 175,333 SH | New |
| ADAPTHEALTH CORP | COMMON STOCK | $26.0M | 3.0%Prev: 2.4% | 2,609,003 SH | Increased+684,871 SH |
| ALPHATEC HLDGS INC | COM NEW | $27.1M | 3.1% | 1,285,685 SH | New |
| BIO-TECHNE CORP | COM | $27.5M | 3.1% | 467,409 SH | New |
| BIOHAVEN LTD | COM | $10.8M | 1.2% | 958,336 SH | New |
| BOSTON SCIENTIFIC CORP | COM | $40.1M | 4.6% | 420,773 SH | New |
| BRIGHTSPRING HEALTH SVCS INC | COM | $33.6M | 3.8%Prev: 5.2% | 897,427 SH | Decreased-341,093 SH |
| BROOKDALE SR LIVING INC | COM | $37.7M | 4.3%Prev: 3.4% | 3,491,663 SH | Increased+653,302 SH |
| BRUKER CORP | COM | $37.4M | 4.3% | 794,380 SH | New |
| CHARLES RIV LABS INTL INC | COM | $75.7M | 8.7%Prev: 6.0% | 379,728 SH | Increased+111,728 SH |
| CVS HEALTH CORP | COM | $34.3M | 3.9%Prev: 8.6% | 432,457 SH | Decreased-365,443 SH |
| DIANTHUS THERAPEUTICS INC | COM | $9.5M | 1.1% | 230,730 SH | New |
| DOXIMITY INC | CL A | $30.4M | 3.5%Prev: 2.2% | 686,568 SH | Increased+476,568 SH |
| ELI LILLY & CO | COM | $37.7M | 4.3%Prev: 5.4% | 35,045 SH | Decreased-14,510 SH |
| ENVISTA HOLDINGS CORPORATION | COM | $25.8M | 2.9% | 1,186,704 SH | New |
| FORTREA HLDGS INC | COMMON STOCK | $34.3M | 3.9% | 1,986,333 SH | New |
| IDEAYA BIOSCIENCES INC | COM | $16.2M | 1.8%Prev: 1.0% | 467,484 SH | Increased+197,484 SH |
| INTUITIVE SURGICAL INC | COM NEW | $53.5M | 6.1% | 94,459 SH | New |
| JAZZ PHARMACEUTICALS PLC | SHS USD | $49.7M | 5.7%Prev: 2.8% | 292,170 SH | Increased+142,170 SH |
| MERIT MED SYS INC | COM | $34.0M | 3.9% | 385,660 SH | New |
| MINERALYS THERAPEUTICS INC | COM | $9.3M | 1.1% | 257,085 SH | New |
| REPLIGEN CORP | COM | $52.5M | 6.0%Prev: 5.1% | 320,474 SH | Increased+50,474 SH |
| UNITEDHEALTH GROUP INC | COM | $23.1M | 2.6% | 70,126 SH | New |
| VERACYTE INC | COM | $41.3M | 4.7%Prev: 2.4% | 980,391 SH | Increased+495,391 SH |
| VERTEX PHARMACEUTICALS INC | COM | $34.9M | 4.0% | 76,910 SH | New |
| WATERS CORP | COM | $39.9M | 4.6% | 105,167 SH | New |
| XENON PHARMACEUTICALS INC | COM | $10.5M | 1.2% | 233,688 SH | New |
| 13F-HR |
| 0001172661-25-003343 |
| $651.2M |
| View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001955 | $634.4M | View |