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CIK 0001826434 • 6 13F filings • May 14, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ARGENX SE | SPONSORED ADR | $31.7M | 4.1%Prev: 7.4% | 37,653 SH | Decreased-5,758 SH |
| ASCENDIS PHARMA A/S | SPONSORED ADR | $56.5M | 7.3%Prev: 8.0% | 265,015 SH | Increased+90,186 SH |
| AXSOME THERAPEUTICS INC | COM | $36.8M | 4.8%Prev: 8.2% | 201,627 SH | Increased-90,510 SH |
| BOSTON SCIENTIFIC CORP | COM | $49.6M | 6.4% | 520,508 SH | New |
| DANAHER CORPORATION | COM | $79.4M | 10.3% | 346,875 SH | New |
| DEXCOM INC | COM | $28.0M | 3.6% | 421,600 SH | New |
| DIANTHUS THERAPEUTICS INC | COM | $25.6M | 3.3%Prev: 1.7% | 622,403 SH | Increased+439,536 SH |
| ELI LILLY & CO | COM | $68.0M | 8.8% | 63,284 SH | New |
| IONIS PHARMACEUTICALS INC | COM | $44.1M | 5.7% | 557,174 SH | New |
| JOHNSON & JOHNSON | COM | $124.8M | 16.2%Prev: 12.9% | 603,143 SH | Increased+300,312 SH |
| MADRIGAL PHARMACEUTICALS INC | COM | $50.1M | 6.5%Prev: 7.1% | 86,023 SH | Increased+18,317 SH |
| NUVALENT INC | COM | $30.9M | 4.0% | 307,371 SH | New |
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | $44.8M | 5.8% | 1,435,865 SH | New |
| UNITED THERAPEUTICS CORP DEL | COM | $58.9M | 7.7%Prev: 11.8% | 120,921 SH | Increased-1,266 SH |
| VERA THERAPEUTICS INC | CL A | $40.8M | 5.3%Prev: 8.0% | 805,689 SH | Increased-384,518 SH |
| 13F-HR |
| 0001826434-26-000005 |
| $813.2M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001826434-25-000006 | $329.5M | View |
| May 18, 2026 | Q1 2026 | 13F-HR | 0001826434-26-000004 | $712.5M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001826434-25-000004 | $194.9M | View |