 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSTEVA |
| 6.64% | 5.44% | $50.8M | 1.5M | $34.2M | 1.1M | +363,107+31.94% | Add |
 BIOGEN INCBIIB |
| 5.55% | 2.69% | $42.5M | 196,626 | $17.0M | 92,526 | +104,100+112.51% | Add |
 MINERALYS THERAPEUTICS INCMLYS |
| 5.18% | 5.76% | $39.7M | 1.5M | $36.3M | 1.3M | +130,000+9.70% | Add |
| TTOWER SEMICONDUCTOR LTD SHS NEWTSEM |
| 3.69% | 4.06% | $28.2M | 108,265 | $25.6M | 145,735 | -37,470-25.71% | Reduce |
 CYTOKINETICS INCCYTK |
| 3.56% | 3.13% | $27.3M | 319,987 | $19.7M | 299,117 | +20,870+6.98% | Add |
| SSTATE STREET SPDR S&P BIOTECH ETFXBI |
| 3.1% | 4.06% | $23.7M | 150,000 | $25.5M | 200,000 | -50,000-25.00% | Reduce |
 SYNDAX PHARMACEUTICALS INCSNDX |
| 2.9% | 2.69% | $22.2M | 1.0M | $16.9M | 724,563 | +290,043+40.03% | Add |
| UULTRAGENYX PHARMACEUTICAL INRARE |
| 2.57% | 2.69% | $19.6M | 588,494 | $17.0M | 809,333 | -220,839-27.29% | Reduce |
 BIOMARIN PHARMACEUTICAL INCBMRN |
| 2.46% | 1.26% | $18.8M | 328,550 | $7.9M | 139,900 | +188,650+134.85% | Add |
 BRIDGEBIO PHARMA INCBBIO |
| 2.39% | 2.89% | $18.3M | 245,346 | $18.2M | 245,246 | +100+0.04% | Add |
 COGENT BIOSCIENCES INCCOGT |
| 2.32% | 2.54% | $17.8M | 459,340 | $16.0M | 416,340 | +43,000+10.33% | Add |
| NNOVA LTDNVMI |
| 1.78% | 3.68% | $13.7M | 25,169 | $23.2M | 53,366 | -28,197-52.84% | Reduce |
 INSMED INCINSM |
| 1.65% | — | $12.7M | 118,800 | $0 | 0 | +118,800 | New Buy |
| MMAZE THERAPEUTICS INCMAZE |
| 1.63% | 1.08% | $12.5M | 417,564 | $6.8M | 227,343 | +190,221+83.67% | Add |
 ASTRAZENECA PLCAZN |
| 1.55% | 1.96% | $11.9M | 62,530 | $12.3M | 62,530 | 00.00% | Unchanged |
| SSANOFI SA SPONSORED ADRSNY |
| 1.5% | 2.06% | $11.5M | 269,515 | $13.0M | 269,515 | 00.00% | Unchanged |
| CCYBIN INCHELP |
| 1.4% | 0.75% | $10.7M | 1.6M | $4.7M | 987,090 | +633,663+64.20% | Add |
 ELI LILLY & COLLY |
| 1.26% | 1.32% | $9.6M | 8,040 | $8.3M | 9,040 | -1,000-11.06% | Reduce |
 MADRIGAL PHARMACEUTICALS INCMDGL |
| 1.22% | 0.75% | $9.4M | 17,419 | $4.7M | 9,040 | +8,379+92.69% | Add |
 TREVI THERAPEUTICS INCTRVI |
| 1.22% | 1.09% | $9.3M | 499,029 | $6.8M | 574,029 | -75,000-13.07% | Reduce |
| OORIC PHARMACEUTICALS INCORIC |
| 1.21% | 1.08% | $9.2M | 852,983 | $6.8M | 537,628 | +315,355+58.66% | Add |
| AACADIA PHARMACEUTICALS INC COMACAD |
| 1.18% | 0.91% | $9.0M | 356,534 | $5.7M | 256,202 | +100,332+39.16% | Add |
| CCELLDEX THERAPEUTICS INC NEWCLDX |
| 1.17% | 1.23% | $9.0M | 240,868 | $7.7M | 243,575 | -2,707-1.11% | Reduce |
 RHYTHM PHARMACEUTICALS INCRYTM |
| 1.17% | — | $8.9M | 80,400 | $0 | 0 | +80,400 | New Buy |
 LAM RESEARCH CORPLRCX |
| 1.05% | — | $8.0M | 18,470 | $0 | 0 | +18,470 | New Buy |
 APPLIED MATLS INCAMAT |
| 1.04% | — | $8.0M | 11,040 | $0 | 0 | +11,040 | New Buy |
| TTANGO THERAPEUTICS INCTNGX |
| 1.04% | 1.14% | $7.9M | 254,250 | $7.2M | 343,563 | -89,313-26.00% | Reduce |
 NOVARTIS AGNVS |
| 1.02% | 0.9% | $7.8M | 50,000 | $5.7M | 37,000 | +13,000+35.14% | Add |
| SSOLAREDGE TECHNOLOGIES INCSEDG |
| 1.01% | 1.1% | $7.7M | 4.0M | $6.9M | 4.0M | 00.00% | Unchanged |
| VVOR BIOPHARMA INCVOR |
| 1% | 0.91% | $7.7M | 416,417 | $5.7M | 321,917 | +94,500+29.36% | Add |
 ABBVIE INCABBV |
| 0.99% | 1.05% | $7.6M | 30,256 | $6.6M | 30,256 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 0.98% | 0.93% | $7.5M | 58,600 | $5.8M | 48,600 | +10,000+20.58% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.96% | 1.12% | $7.3M | 28,831 | $7.0M | 28,831 | 00.00% | Unchanged |
 IDEAYA BIOSCIENCES INCIDYA |
| 0.96% | — | $7.3M | 196,408 | $0 | 0 | +196,408 | New Buy |
 IMMATICS N.VIMTX |
| 0.95% | 1.09% | $7.3M | 720,057 | $6.8M | 696,105 | +23,952+3.44% | Add |
| NNUVECTIS PHARMA INC COMNVCT |
| 0.92% | — | $7.0M | 382,945 | $0 | 0 | +382,945 | New Buy |
 PFIZER INCPFE |
| 0.9% | 0.83% | $6.9M | 286,000 | $5.2M | 186,000 | +100,000+53.76% | Add |
 HARMONY BIOSCIENCES HLDGS INHRMY |
| 0.84% | — | $6.4M | 176,663 | $0 | 0 | +176,663 | New Buy |
 XENON PHARMACEUTICALS INCXENE |
| 0.83% | 1.17% | $6.3M | 105,000 | $7.4M | 127,000 | -22,000-17.32% | Reduce |
| CCLIMB BIO INC COMCLYM |
| 0.82% | 0.46% | $6.3M | 483,747 | $2.9M | 419,247 | +64,500+15.38% | Add |
| ZZENAS BIOPHARMA INCZBIO |
| 0.77% | 0.67% | $5.9M | 230,834 | $4.2M | 214,334 | +16,500+7.70% | Add |
 NOVO-NORDISK A SNVO |
| 0.76% | 0.7% | $5.8M | 120,677 | $4.4M | 120,677 | 00.00% | Unchanged |
| EENLIVEN THERAPEUTICS INCELVN |
| 0.75% | 0.95% | $5.7M | 112,765 | $6.0M | 153,265 | -40,500-26.42% | Reduce |
| PPRELUDE THERAPEUTICS INC COMPRLD |
| 0.71% | 0.3% | $5.4M | 1.0M | $1.9M | 558,339 | +461,493+82.65% | Add |
 GSK PLC SPONSORED ADRGSK |
| 0.7% | 1.07% | $5.3M | 102,000 | $6.7M | 122,000 | -20,000-16.39% | Reduce |
| FFORTE BIOSCIENCES INCFBRX |
| 0.69% | 0.76% | $5.3M | 249,693 | $4.8M | 184,984 | +64,709+34.98% | Add |
| BBIOAGE LABS INCBIOA |
| 0.68% | 0.24% | $5.2M | 213,671 | $1.5M | 86,518 | +127,153+146.97% | Add |
 SCHOLAR ROCK HLDG CORPSRRK |
| 0.68% | 0.74% | $5.2M | 94,265 | $4.6M | 94,265 | 00.00% | Unchanged |
| SSATELLOS BIOSCIENCE INCMSLE |
| 0.66% | 0.44% | $5.1M | 652,590 | $2.8M | 489,207 | +163,383+33.40% | Add |
| PPALISADE BIO INCPALI |
| 0.62% | 0.48% | $4.7M | 2.3M | $3.0M | 1.7M | +523,635+30.21% | Add |
