JOHNSON & JOHNSON JNJ
13.27% 14.22% $107.9M 424,945 $101.3M 414,503 +10,442 +2.52% Add VERTEX PHARMACEUTICALS INC VRTX
12.33% 8.1% $100.2M 201,791 $57.7M 129,314 +72,477 +56.05% Add ELI LILLY & CO LLY
11.29% 7.98% $91.8M 76,532 $56.8M 61,795 +14,737 +23.85% Add A ASCENDIS PHARMA A/S SPONSORED ADR ASND
8.49% 8.2% $69.0M 258,740 $58.4M 255,332 +3,408 +1.33% Add DEXCOM INC DXCM
6.8% 6.15% $55.3M 820,479 $43.8M 698,158 +122,321 +17.52% Add AXSOME THERAPEUTICS INC. AXSM
6.6% 1.47% $53.7M 219,308 $10.5M 62,116 +157,192 +253.06% Add JAZZ PHARMACEUTICALS PLC JAZZ
6.57% 4.21% $53.4M 221,720 $30.0M 158,663 +63,057 +39.74% Add E ENLIVEN THERAPEUTICS INC ELVN
5.41% — $44.0M 866,716 $0 0 +866,716 New Buy ARGENX SE SPONSORED ADR ARGX
4.75% 3.24% $38.6M 41,596 $23.1M 31,635 +9,961 +31.49% Add MADRIGAL PHARMACEUTICALS INC MDGL
4.51% 7.59% $36.7M 68,273 $54.1M 103,288 -35,015 -33.90% Reduce R REVOLUTION MEDICINES INC COM RVMD
3.5% — $28.4M 151,822 $0 0 +151,822 New Buy UNITED THERAPEUTICS CORP DEL UTHR
3.13% 5.86% $25.5M 47,026 $41.7M 70,370 -23,344 -33.17% Reduce TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS TEVA
3.11% 4.32% $25.3M 746,835 $30.8M 1.0M -274,173 -26.85% Reduce T TARSUS PHARMACEUTICALS INC TARS
2.54% 2.49% $20.7M 328,340 $17.7M 252,588 +75,752 +29.99% Add INTUITIVE SURGICAL INC ISRG
2.35% 9.91% $19.1M 47,983 $70.6M 153,250 -105,267 -68.69% Reduce CYTOKINETICS INC CYTK
2.03% — $16.5M 194,000 $0 0 +194,000 New Buy D DIANTHUS THERAPEUTICS INC DNTH
1.45% 1.71% $11.8M 120,712 $12.2M 145,543 -24,831 -17.06% Reduce B BETA BIONICS INC BBNX
0.95% — $7.7M 493,344 $0 0 +493,344 New Buy D DEFINIUM THERAPEUTICS INC DFTX
0.94% 0.98% $7.7M 162,996 $7.0M 369,588 -206,592 -55.90% Reduce 
