 ABIVAX SAABVX |
| 12.7% | 13.39% | $68.8M | 516,447 | $66.9M | 600,747 | -84,300-14.03% | Reduce |
 INSMED INCINSM |
| 11.59% | 29.74% | $62.8M | 589,052 | $148.5M | 908,412 | -319,360-35.16% | Reduce |
 TREVI THERAPEUTICS INCTRVI |
| 7.61% | 4.81% | $41.2M | 2.2M | $24.0M | 2.0M | +197,250+9.80% | Add |
| BBRIGHTSPRING HEALTH SVCS INCBTSG |
| 6.66% | 0.46% | $36.1M | 517,315 | $2.3M | 53,800 | +463,515+861.55% | Add |
| RREVOLUTION MEDICINES INC COMRVMD |
| 6.41% | 2.43% | $34.7M | 185,390 | $12.2M | 124,990 | +60,400+48.32% | Add |
 ARGENX SE SPONSORED ADRARGX |
| 5.09% | 4.35% | $27.6M | 29,739 | $21.7M | 29,739 | 00.00% | Unchanged |
 ALKERMES PLCALKS |
| 4.34% | — | $23.5M | 448,964 | $0 | 0 | +448,964 | New Buy |
| TTRAVERE THERAPEUTICS INCTVTX |
| 3.55% | 0.42% | $19.3M | 339,033 | $2.1M | 70,700 | +268,333+379.54% | Add |
 ASTRAZENECA PLCAZN |
| 3.44% | 3.77% | $18.7M | 98,376 | $18.8M | 95,376 | +3,000+3.15% | Add |
| NNEWAMSTERDAM PHARMA COMPANYNAMS |
| 3.15% | 3.23% | $17.1M | 503,936 | $16.1M | 503,936 | 00.00% | Unchanged |
| DDIANTHUS THERAPEUTICS INCDNTH |
| 2.93% | 2.74% | $15.9M | 162,990 | $13.7M | 162,990 | 00.00% | Unchanged |
| SSTATE STREET SPDR S&P BIOTECH ETFXBI |
| 2.92% | — | $15.8M | 100,000 | $0 | 0 | +100,000 | New Buy |
 QUEST DIAGNOSTICS INCDGX |
| 2.55% | 1.6% | $13.8M | 65,122 | $8.0M | 40,817 | +24,305+59.55% | Add |
 IONIS PHARMACEUTICALS INCIONS |
| 2.11% | 2.17% | $11.4M | 144,376 | $10.8M | 144,376 | 00.00% | Unchanged |
| EEYEPOINT INCEYPT |
| 2.02% | 1.98% | $11.0M | 767,098 | $9.9M | 767,098 | 00.00% | Unchanged |
 ALUMIS INCALMS |
| 1.45% | 1.43% | $7.8M | 278,546 | $7.2M | 325,046 | -46,500-14.31% | Reduce |
| VVIKING THERAPEUTICS INCVKTX |
| 1.3% | 1.18% | $7.1M | 180,731 | $5.9M | 180,731 | 00.00% | Unchanged |
 CELCUITY INCCELC |
| 1.15% | 0.36% | $6.2M | 59,316 | $1.8M | 15,576 | +43,740+280.82% | Add |
 CYTOKINETICS INCCYTK |
| 1.11% | 0.22% | $6.0M | 70,700 | $1.1M | 16,300 | +54,400+333.74% | Add |
 MERCK & CO INCMRK |
| 1.11% | 1.12% | $6.0M | 46,700 | $5.6M | 46,700 | 00.00% | Unchanged |
| RRAPPORT THERAPEUTICS INCRAPP |
| 1.07% | 0.87% | $5.8M | 138,508 | $4.3M | 138,508 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 1.06% | 1.11% | $5.7M | 22,600 | $5.5M | 22,600 | 00.00% | Unchanged |
 GUARDANT HEALTH INCGH |
| 1.05% | — | $5.7M | 38,100 | $0 | 0 | +38,100 | New Buy |
| AABSCI CORPORATION COMABSI |
| 0.99% | — | $5.4M | 464,444 | $0 | 0 | +464,444 | New Buy |
 SCHOLAR ROCK HLDG CORPSRRK |
| 0.98% | 0.95% | $5.3M | 96,285 | $4.7M | 96,285 | 00.00% | Unchanged |
| SSIONNA THERAPEUTICS INCSION |
| 0.97% | 0.96% | $5.3M | 119,741 | $4.8M | 119,741 | 00.00% | Unchanged |
| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 0.87% | 0.81% | $4.7M | 17,740 | $4.1M | 17,740 | 00.00% | Unchanged |
 ROIVANT SCIENCES LTDROIV |
| 0.85% | 0.72% | $4.6M | 129,800 | $3.6M | 129,800 | 00.00% | Unchanged |
| PPALISADE BIO INCPALI |
| 0.77% | 0.7% | $4.2M | 2.0M | $3.5M | 2.0M | 00.00% | Unchanged |
 EDGEWISE THERAPEUTICS INCEWTX |
| 0.74% | 0.41% | $4.0M | 98,800 | $2.1M | 65,500 | +33,300+50.84% | Add |
 BIOGEN INCBIIB |
| 0.74% | 0.68% | $4.0M | 18,437 | $3.4M | 18,437 | 00.00% | Unchanged |
 XENON PHARMACEUTICALS INCXENE |
| 0.72% | 0.76% | $3.9M | 65,000 | $3.8M | 65,000 | 00.00% | Unchanged |
 BELITE BIO INCBLTE |
| 0.71% | 0.8% | $3.8M | 24,989 | $4.0M | 24,989 | 00.00% | Unchanged |
 MINERALYS THERAPEUTICS INCMLYS |
| 0.69% | 0.75% | $3.7M | 137,800 | $3.7M | 137,800 | 00.00% | Unchanged |
| PPROKIDNEY CORP SHS CL APROK |
| 0.68% | 0.65% | $3.7M | 1.8M | $3.2M | 1.8M | 00.00% | Unchanged |
| EENLIVEN THERAPEUTICS INCELVN |
| 0.68% | 0.16% | $3.7M | 72,100 | $819,280 | 20,900 | +51,200+244.98% | Add |
| OORUKA THERAPEUTICS INC COMORKA |
| 0.59% | — | $3.2M | 33,400 | $0 | 0 | +33,400 | New Buy |
| PPROTAGONIST THERAPEUTICS INCPTGX |
| 0.52% | 0.48% | $2.8M | 22,951 | $2.4M | 22,931 | +20+0.09% | Add |
 UNITED THERAPEUTICS CORP DELUTHR |
| 0.5% | 0.59% | $2.7M | 5,000 | $3.0M | 5,000 | 00.00% | Unchanged |
| BBRIGHT MINDS BIOSCIENCES INCDRUG |
| 0.5% | 0.56% | $2.7M | 38,407 | $2.8M | 38,407 | 00.00% | Unchanged |
| KKINIKSA PHARMACEUTICALS INTLKNSA |
| 0.34% | 0.28% | $1.9M | 29,200 | $1.4M | 29,200 | 00.00% | Unchanged |
| CCOMPASS THERAPEUTICS INCCMPX |
| 0.15% | — | $839,208 | 383,200 | $0 | 0 | +383,200 | New Buy |
 PRAXIS PRECISION MEDICINES IPRAX |
| 0.15% | 0.16% | $836,975 | 2,500 | $805,475 | 2,500 | 00.00% | Unchanged |
| KKODIAK SCIENCES INCKOD |
| 0.12% | 0.13% | $663,060 | 17,019 | $648,764 | 17,019 | 00.00% | Unchanged |
| TTENAX THERAPEUTICS INCTENX |
| 0.11% | 0.13% | $612,264 | 42,080 | $672,859 | 42,080 | 00.00% | Unchanged |
| NNUVALENT INCNUVL |
| 0.11% | 0.1% | $605,150 | 4,900 | $502,005 | 4,900 | 00.00% | Unchanged |
| PPEPGEN INCPEPG |
| 0.07% | 0.07% | $369,583 | 205,324 | $363,423 | 205,324 | 00.00% | Unchanged |
| SSPYRE THERAPEUTICS INCSYRE |
| 0.07% | — | $355,120 | 4,000 | $0 | 0 | +4,000 | New Buy |
