 BIOMARIN PHARMACEUTICAL INCBMRN |
| 34.88% | 8.05% | $38.1M | 367,765 | $64.3M | 759,038 | -391,273-51.55% | Reduce |
 DEXCOM INCDXCM |
| 33.35% | 2.55% | $36.4M | 321,380 | $20.4M | 253,500 | +67,880+26.78% | Add |
 CYTOKINETICS INCCYTK |
| 6.91% | 2.63% | $7.5M | 164,440 | $21.1M | 434,560 | -270,120-62.16% | Reduce |
| AACRIVON THERAPEUTICS INCACRV |
| 3% | — | $3.3M | 284,201 | $0 | 0 | +284,201 | New Buy |
| HHYPERFINE INCHYPR |
| 2.99% | 0.28% | $3.3M | 3.9M | $2.2M | 2.7M | +1.1M+41.15% | Add |
 ALKERMES PLCALKS |
| 2.63% | 0.85% | $2.9M | 110,000 | $6.8M | 303,500 | -193,500-63.76% | Reduce |
| CCONMED CORPCONE |
| 2.23% | — | $2.4M | 27,500 | $0 | 0 | +27,500 | New Buy |
 NEUROCRINE BIOSCIENCES INCNBIX |
| 2.19% | 0.29% | $2.4M | 20,000 | $2.3M | 21,720 | -1,720-7.92% | Reduce |
 SYNDAX PHARMACEUTICALS INCSNDX |
| 1.63% | 2.58% | $1.8M | 70,000 | $20.6M | 859,240 | -789,240-91.85% | Reduce |
| CCHINOOK THERAPEUTICS INCORPORATED |
| 1.44% | 0.66% | $1.6M | 60,000 | $5.2M | 266,830 | -206,830-77.51% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 1.4% | — | $1.5M | 5,750 | $0 | 0 | +5,750 | New Buy |
| BBLUEPRINT MEDICINES CORP COM2655787D |
| 1.2% | 0.86% | $1.3M | 30,000 | $6.9M | 104,600 | -74,600-71.32% | Reduce |
| GGERON CORPGERN |
| 1.11% | 0.56% | $1.2M | 500,000 | $4.5M | 1.9M | -1.4M-73.74% | Reduce |
 PENUMBRA INCPEN |
| 1.02% | — | $1.1M | 5,000 | $0 | 0 | +5,000 | New Buy |
 ROCKET PHARMACEUTICALS INC COMRCKT |
| 0.9% | 0.89% | $978,500 | 50,000 | $7.1M | 445,140 | -395,140-88.77% | Reduce |
| RRAIN ONCOLOGY INC |
| 0.88% | — | $960,000 | 120,000 | $0 | 0 | +120,000 | New Buy |
| IINSPIRE MED SYS INCINSP |
| 0.81% | 0.85% | $881,580 | 3,500 | $6.8M | 38,240 | -34,740-90.85% | Reduce |
| SSILK RD MED INCSILKUSD |
| 0.73% | — | $792,750 | 15,000 | $0 | 0 | +15,000 | New Buy |
| IIMMUNOGEN INCIMGNEUR |
| 0.68% | 0.78% | $744,000 | 150,000 | $6.2M | 1.3M | -1.2M-88.46% | Reduce |
| EEQRX INC |
| 0.01% | <0.01% | $9,451 | 35,239 | $29,000 | 35,239 | 00.00% | Unchanged |
| EEUCRATES BIOMEDICAL ACQU CORP WT EXP 102327 |
| <0.01% | <0.01% | $4,340 | 78,059 | $2,000 | 78,059 | 00.00% | Unchanged |
| MMEDICUS SCIENCES ACQUISITION |
| <0.01% | <0.01% | $2,679 | 29,776 | $1,000 | 29,776 | 00.00% | Unchanged |
