 ROIVANT SCIENCES LTDROIV |
| 43.97% | 40.13% | $283.9M | 8.0M | $226.2M | 8.2M | -145,119-1.78% | Reduce |
| RREVOLUTION MEDICINES INC COMRVMD |
| 8.01% | — | $51.7M | 276,000 | $0 | 0 | +276,000 | New Buy |
| MMIRUM PHARMACEUTICALS INCMIRM |
| 4.72% | 3.77% | $30.5M | 260,500 | $21.2M | 230,000 | +30,500+13.26% | Add |
 ABIVAX SAABVX |
| 4.26% | 2.4% | $27.5M | 206,500 | $13.5M | 121,245 | +85,255+70.32% | Add |
| BBEONE MEDICINES LTDONC |
| 3.97% | 4.24% | $25.7M | 90,020 | $23.9M | 80,542 | +9,478+11.77% | Add |
 PHARVARIS N VPHVS |
| 3.6% | 2.47% | $23.2M | 671,209 | $13.9M | 493,000 | +178,209+36.15% | Add |
 ARGENX SE SPONSORED ADRARGX |
| 3.31% | 4.76% | $21.3M | 23,000 | $26.8M | 36,718 | -13,718-37.36% | Reduce |
 UNITED THERAPEUTICS CORP DELUTHR |
| 3.12% | — | $20.1M | 37,120 | $0 | 0 | +37,120 | New Buy |
 BELITE BIO INCBLTE |
| 2.62% | 3.3% | $16.9M | 110,000 | $18.6M | 116,684 | -6,684-5.73% | Reduce |
 COGENT BIOSCIENCES INCCOGT |
| 2.55% | 4.07% | $16.4M | 425,000 | $22.9M | 596,000 | -171,000-28.69% | Reduce |
 DBV TECHNOLOGIES S ADBVT |
| 2.31% | 2.57% | $14.9M | 909,474 | $14.5M | 693,534 | +215,940+31.14% | Add |
 XENON PHARMACEUTICALS INCXENE |
| 2.06% | 2.34% | $13.3M | 220,000 | $13.2M | 227,000 | -7,000-3.08% | Reduce |
 BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX |
| 1.94% | — | $12.5M | 134,429 | $0 | 0 | +134,429 | New Buy |
 ARCUS BIOSCIENCES INCRCUS |
| 1.7% | 0.75% | $11.0M | 355,800 | $4.2M | 195,000 | +160,800+82.46% | Add |
| EENLIVEN THERAPEUTICS INCELVN |
| 1.67% | 1.39% | $10.8M | 212,500 | $7.8M | 200,000 | +12,500+6.25% | Add |
| DDIANTHUS THERAPEUTICS INCDNTH |
| 1.63% | 1.4% | $10.5M | 108,000 | $7.9M | 93,882 | +14,118+15.04% | Add |
| AALLOGENE THERAPEUTICS INC COMALLO |
| 1.63% | 1.49% | $10.5M | 5.1M | $8.4M | 3.5M | +1.6M+46.38% | Add |
| EEYEPOINT INCEYPT |
| 1.59% | 1.82% | $10.3M | 720,000 | $10.2M | 795,000 | -75,000-9.43% | Reduce |
 ARCUTIS BIOTHERAPEUTICS INCARQT |
| 1.5% | 1.67% | $9.7M | 370,000 | $9.4M | 400,645 | -30,645-7.65% | Reduce |
| CC4 THERAPEUTICS INC COM STKCCCC |
| 1.16% | — | $7.5M | 1.6M | $0 | 0 | +1.6M | New Buy |
| IINVENTIVA SAIVA |
| 1.15% | — | $7.4M | 2.0M | $0 | 0 | +2.0M | New Buy |
 KYMERA THERAPEUTICS INCKYMR |
| 0.84% | 1.48% | $5.4M | 47,500 | $8.3M | 100,000 | -52,500-52.50% | Reduce |
| FFAETH THERAPEUTICS INCFTH |
| 0.68% | — | $4.4M | 175,050 | $0 | 0 | +175,050 | New Buy |
