| RREVOLUTION MEDICINES INC COMRVMD |
| 22.31% | 13.23% | $1.19B | 6.4M | $647.3M | 6.7M | -294,380-4.42% | Reduce |
| NNUVALENT INCNUVL |
| 13.7% | 11.15% | $731.7M | 5.9M | $545.5M | 5.3M | +600,000+11.27% | Add |
 EDGEWISE THERAPEUTICS INCEWTX |
| 7.77% | 4.74% | $415.1M | 10.2M | $232.0M | 7.4M | +2.9M+38.70% | Add |
| GGENMAB A/S SPONSORED ADSGMAB |
| 6.76% | 4.37% | $360.8M | 13.1M | $213.8M | 8.0M | +5.2M+64.83% | Add |
| SSPYRE THERAPEUTICS INCSYRE |
| 6.38% | 2.02% | $341.0M | 3.8M | $98.7M | 2.0M | +1.9M+96.23% | Add |
 APOGEE THERAPEUTICS INCAPGE |
| 3.92% | 2.32% | $209.2M | 1.6M | $113.5M | 1.3M | +228,142+16.92% | Add |
| OORUKA THERAPEUTICS INC COMORKA |
| 3.82% | 2.33% | $204.1M | 2.1M | $113.8M | 2.3M | -175,790-7.58% | Reduce |
| TTANGO THERAPEUTICS INCTNGX |
| 3.72% | 1.71% | $198.7M | 6.4M | $83.9M | 4.0M | +2.3M+58.55% | Add |
 BELITE BIO INCBLTE |
| 3.55% | 3.63% | $189.8M | 1.2M | $177.7M | 1.1M | +118,093+10.59% | Add |
| EERASCA INCERAS |
| 3.28% | 3.44% | $175.0M | 9.6M | $168.2M | 10.4M | -842,702-8.11% | Reduce |
| TTARSUS PHARMACEUTICALS INCTARS |
| 3.27% | 3.67% | $174.7M | 2.8M | $179.7M | 2.6M | +213,495+8.33% | Add |
 ALNYLAM PHARMACEUTICALS INCALNY |
| 2.71% | — | $144.5M | 480,000 | $0 | 0 | +480,000 | New Buy |
 INSMED INCINSM |
| 2.65% | 4.19% | $141.4M | 1.3M | $205.1M | 1.3M | +71,489+5.70% | Add |
| MMBX BIOSCIENCES INCMBX |
| 2.59% | — | $138.4M | 2.5M | $0 | 0 | +2.5M | New Buy |
 VAXCYTE INCPCVX |
| 2.32% | 5.69% | $123.7M | 2.1M | $278.5M | 4.8M | -2.7M-55.61% | Reduce |
| VVIRIDIAN THERAPEUTICS INCVRDN |
| 2.31% | 1.26% | $123.5M | 6.7M | $61.6M | 3.1M | +3.6M+113.53% | Add |
| OOLEMA PHARMACEUTICALS INC COMOLMA |
| 2.03% | 2.44% | $108.5M | 8.7M | $119.6M | 8.0M | +650,000+8.10% | Add |
 JADE BIOSCIENCES INCJBIO |
| 1.19% | — | $63.5M | 2.9M | $0 | 0 | +2.9M | New Buy |
| TTYRA BIOSCIENCES INCTYRA |
| 1.09% | 1.61% | $58.4M | 1.8M | $78.7M | 2.1M | -226,384-11.02% | Reduce |
| AASSEMBLY BIOSCIENCES INCASMB |
| 0.8% | 0.38% | $42.7M | 1.6M | $18.5M | 665,251 | +888,497+133.56% | Add |
| EEYEPOINT INCEYPT |
| 0.77% | 0.83% | $41.3M | 2.9M | $40.5M | 3.1M | -252,040-8.02% | Reduce |
| AACHIEVE LIFE SCIENCE INCACHV |
| 0.61% | — | $32.3M | 5.0M | $0 | 0 | +5.0M | New Buy |
| VVOR BIOPHARMA INCVOR |
| 0.6% | 0.64% | $32.2M | 1.8M | $31.2M | 1.8M | 00.00% | Unchanged |
| MMAPLIGHT THERAPEUTICS INCMPLT |
| 0.46% | — | $24.6M | 685,852 | $0 | 0 | +685,852 | New Buy |
| KKARDIGAN INCKARD |
| 0.4% | — | $21.5M | 900,000 | $0 | 0 | +900,000 | New Buy |
 LEXEO THERAPEUTICS INCLXEO |
| 0.36% | 0.73% | $19.4M | 4.2M | $35.5M | 6.2M | -2.0M-32.48% | Reduce |
| EEDITAS MEDICINE INCEDIT |
| 0.34% | — | $18.1M | 5.6M | $0 | 0 | +5.6M | New Buy |
| IINVENTIVA SAIVA |
| 0.28% | 0.45% | $15.1M | 4.0M | $22.2M | 4.0M | 00.00% | Unchanged |
