 CONTINEUM THERAPEUTICS INCCTNM |
| 8.32% | 7.87% | $11.9M | 727,587 | $9.5M | 727,587 | 00.00% | Unchanged |
| SSHOULDER INNOVATIONS INCSI |
| 6.09% | 5.18% | $8.7M | 430,407 | $6.3M | 430,407 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 5.32% | 4.84% | $7.6M | 6,354 | $5.8M | 6,354 | 00.00% | Unchanged |
 UNITEDHEALTH GROUP INCUNH |
| 3.84% | 3.35% | $5.5M | 13,235 | $4.0M | 14,957 | -1,722-11.51% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 3.23% | 3.69% | $4.6M | 18,218 | $4.5M | 18,218 | 00.00% | Unchanged |
| OORUKA THERAPEUTICS INC COMORKA |
| 2.79% | — | $4.0M | 41,987 | $0 | 0 | +41,987 | New Buy |
 BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX |
| 2.72% | 1.69% | $3.9M | 41,869 | $2.0M | 22,164 | +19,705+88.91% | Add |
| DDEFINIUM THERAPEUTICS INCDFTX |
| 2.57% | — | $3.7M | 78,310 | $0 | 0 | +78,310 | New Buy |
 DEXCOM INCDXCM |
| 2.39% | 1.21% | $3.4M | 50,756 | $1.5M | 23,231 | +27,525+118.48% | Add |
 ARCUS BIOSCIENCES INCRCUS |
| 2.39% | 0.86% | $3.4M | 110,870 | $1.0M | 45,070 | +65,800+146.00% | Add |
 AMGEN INC COMAMGN |
| 2.33% | 2.91% | $3.3M | 9,210 | $3.5M | 9,210 | 00.00% | Unchanged |
| SSUMMIT THERAPEUTICS INC COMSMMT |
| 2.24% | 1.16% | $3.2M | 220,180 | $1.4M | 69,615 | +150,565+216.28% | Add |
 IRHYTHM HOLDINGS INCIRTC |
| 2.16% | — | $3.1M | 26,070 | $0 | 0 | +26,070 | New Buy |
 ABBVIE INCABBV |
| 2.14% | 2.2% | $3.1M | 12,200 | $2.7M | 12,200 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 1.94% | 2.14% | $2.8M | 21,480 | $2.6M | 21,480 | 00.00% | Unchanged |
| AARRIVENT BIOPHARMA INCAVBP |
| 1.92% | 0.6% | $2.7M | 79,043 | $720,430 | 30,013 | +49,030+163.36% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 1.88% | 2.86% | $2.7M | 5,432 | $3.5M | 7,007 | -1,575-22.48% | Reduce |
 ARGENX SE SPONSORED ADRARGX |
| 1.83% | 2.27% | $2.6M | 2,831 | $2.7M | 3,564 | -733-20.57% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 1.82% | 3.42% | $2.6M | 20,620 | $4.1M | 27,490 | -6,870-24.99% | Reduce |
 INSMED INCINSM |
| 1.73% | 2.8% | $2.5M | 23,216 | $3.4M | 19,668 | +3,548+18.04% | Add |
 TECTONIC THERAPEUTIC INC COMTECX |
| 1.7% | 0.52% | $2.4M | 71,009 | $628,215 | 19,059 | +51,950+272.57% | Add |
 INTUITIVE SURGICAL INCISRG |
| 1.62% | 2% | $2.3M | 5,850 | $2.4M | 5,250 | +600+11.43% | Add |
 IMMATICS N.VIMTX |
| 1.59% | 0.57% | $2.3M | 224,928 | $692,687 | 66,830 | +158,098+236.57% | Add |
 STRYKER CORPORATIONSYK |
| 1.57% | 1.6% | $2.2M | 7,129 | $1.9M | 5,874 | +1,255+21.37% | Add |
 AVALO THERAPEUTICSAVTX |
| 1.55% | — | $2.2M | 119,923 | $0 | 0 | +119,923 | New Buy |
| CCrescent Biopharma IncCBIO |
| 1.52% | — | $2.2M | 121,300 | $0 | 0 | +121,300 | New Buy |
 ROIVANT SCIENCES LTDROIV |
| 1.51% | 0.84% | $2.2M | 61,100 | $1.0M | 32,500 | +28,600+88.00% | Add |
 IQVIA HLDGS INCIQV |
| 1.46% | 1.17% | $2.1M | 10,848 | $1.4M | 8,307 | +2,541+30.59% | Add |
| PPULSE BIOSCIENCES INCPLSE |
| 1.31% | — | $1.9M | 67,895 | $0 | 0 | +67,895 | New Buy |
 DANAHER CORP DEL COMDHR |
| 1.28% | 1.51% | $1.8M | 9,597 | $1.8M | 9,597 | 00.00% | Unchanged |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.23% | 1.43% | $1.8M | 3,508 | $1.7M | 3,508 | 00.00% | Unchanged |
 ABBOTT LABORATORIESABT |
| 1.14% | 2.18% | $1.6M | 18,080 | $2.6M | 25,578 | -7,498-29.31% | Reduce |
 ALPHATEC HLDGS INCATEC |
| 1.12% | — | $1.6M | 185,900 | $0 | 0 | +185,900 | New Buy |
 BOSTON SCIENTIFIC CORP COMBSX |
| 1.08% | 1.81% | $1.6M | 36,330 | $2.2M | 34,780 | +1,550+4.46% | Add |
| TTRANSMEDICS GROUP INCTMDX |
| 1.02% | — | $1.5M | 21,950 | $0 | 0 | +21,950 | New Buy |
 CYTOKINETICS INCCYTK |
| 0.97% | 0.45% | $1.4M | 16,330 | $544,614 | 7,300 | +9,030+123.70% | Add |
 REGENERON PHARMACEUTICALSREGN |
| 0.94% | 2.06% | $1.4M | 2,169 | $2.5M | 2,919 | -750-25.69% | Reduce |
 CVS HEALTH CORPCVS |
| 0.94% | — | $1.3M | 13,000 | $0 | 0 | +13,000 | New Buy |
 EDWARDS LIFESCIENCES CORPEW |
| 0.94% | 1.15% | $1.3M | 14,826 | $1.4M | 17,338 | -2,512-14.49% | Reduce |
 TREVI THERAPEUTICS INCTRVI |
| 0.85% | 0.78% | $1.2M | 65,596 | $939,499 | 74,446 | -8,850-11.89% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.85% | 1.06% | $1.2M | 21,150 | $1.3M | 21,150 | 00.00% | Unchanged |
| VVERA THERAPEUTICS INCVERA |
| 0.77% | 0.9% | $1.1M | 25,573 | $1.1M | 25,573 | 00.00% | Unchanged |
 COGENT BIOSCIENCES INCCOGT |
| 0.72% | 0.75% | $1.0M | 26,740 | $902,398 | 22,140 | +4,600+20.78% | Add |
 MEDTRONIC PLCMDT |
| 0.61% | 0.8% | $876,345 | 11,100 | $961,815 | 11,100 | 00.00% | Unchanged |
| TTARSUS PHARMACEUTICALS INCTARS |
| 0.58% | 0.71% | $836,158 | 13,285 | $852,463 | 11,272 | +2,013+17.86% | Add |
| KKURA ONCOLOGY INCKURA |
| 0.55% | 0.5% | $784,136 | 71,480 | $606,010 | 71,480 | 00.00% | Unchanged |
 CENTENE CORP DEL COMCNC |
| 0.54% | — | $770,280 | 12,000 | $0 | 0 | +12,000 | New Buy |
 UNITED THERAPEUTICS CORP DELUTHR |
| 0.52% | 0.95% | $742,307 | 1,370 | $1.1M | 1,710 | -340-19.88% | Reduce |
| HHINGE HEALTH INCHNGE |
| 0.51% | 0.39% | $725,752 | 8,744 | $472,129 | 12,244 | -3,500-28.59% | Reduce |
 NEKTAR THERAPEUTICS COM NEWNKTR |
| 0.49% | 0.68% | $705,849 | 10,111 | $820,662 | 10,851 | -740-6.82% | Reduce |
