| AAVALYN PHARMACEUTICALS INCAVLN |
| 10.37% | — | $55.2M | 1.7M | $0 | 0 | +1.7M | New Buy |
 JOHNSON & JOHNSONJNJ |
| 6.63% | — | $35.3M | 138,946 | $0 | 0 | +138,946 | New Buy |
| GGILEAD SCIENCES INC COMGILD |
| 6.39% | 4.77% | $34.0M | 269,309 | $22.8M | 163,905 | +105,404+64.31% | Add |
 BRIDGEBIO PHARMA INCBBIO |
| 6.37% | 6.7% | $33.9M | 455,041 | $32.1M | 432,014 | +23,027+5.33% | Add |
 SYNDAX PHARMACEUTICALS INCSNDX |
| 4.99% | 5.09% | $26.6M | 1.2M | $24.4M | 1.0M | +172,028+16.48% | Add |
| DDEFINIUM THERAPEUTICS INCDFTX |
| 4.97% | 4.1% | $26.5M | 562,672 | $19.6M | 1.0M | -475,312-45.79% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 4.47% | 5.33% | $23.8M | 412,961 | $25.5M | 420,727 | -7,766-1.85% | Reduce |
| PPARABILIS MEDICINES INCPBLS |
| 4.24% | — | $22.6M | 824,043 | $0 | 0 | +824,043 | New Buy |
 NATERA INCNTRA |
| 4.19% | 2.96% | $22.3M | 82,181 | $14.2M | 70,907 | +11,274+15.90% | Add |
 INCYTE CORPINCY |
| 4.08% | 3.58% | $21.7M | 191,627 | $17.1M | 182,101 | +9,526+5.23% | Add |
| SSEPTERNA INCSEPN |
| 3.37% | 1.48% | $18.0M | 536,152 | $7.1M | 294,360 | +241,792+82.14% | Add |
 MINERALYS THERAPEUTICS INCMLYS |
| 3.29% | 2.48% | $17.5M | 648,722 | $11.9M | 439,041 | +209,681+47.76% | Add |
| HHEARTFLOW INCHTFL |
| 3.21% | 2.05% | $17.1M | 583,055 | $9.8M | 403,588 | +179,467+44.47% | Add |
 CORVUS PHARMACEUTICALS ICRVS |
| 3.03% | 2.73% | $16.1M | 1.1M | $13.0M | 891,933 | +188,955+21.18% | Add |
 STRUCTURE THERAPEUTICS INCGPCR |
| 2.79% | 2.57% | $14.8M | 276,550 | $12.3M | 255,379 | +21,171+8.29% | Add |
| PPROTAGONIST THERAPEUTICS INCPTGX |
| 2.46% | — | $13.1M | 106,799 | $0 | 0 | +106,799 | New Buy |
 DISC MEDICINE INCIRON |
| 2.19% | 1.64% | $11.7M | 159,384 | $7.9M | 122,978 | +36,406+29.60% | Add |
 EDWARDS LIFESCIENCES CORPEW |
| 2.12% | 2.42% | $11.3M | 124,778 | $11.6M | 144,607 | -19,829-13.71% | Reduce |
 AXSOME THERAPEUTICS INC.AXSM |
| 1.99% | — | $10.6M | 43,182 | $0 | 0 | +43,182 | New Buy |
| UULTRAGENYX PHARMACEUTICAL INRARE |
| 1.98% | 3.72% | $10.6M | 316,252 | $17.8M | 850,797 | -534,545-62.83% | Reduce |
| KKAILERA THERAPEUTICS INCKLRA |
| 1.94% | — | $10.3M | 468,750 | $0 | 0 | +468,750 | New Buy |
| KKARYOPHARM THERAPEUTICS INC COM NEWKPTI |
| 1.73% | 1.04% | $9.2M | 940,855 | $5.0M | 897,709 | +43,146+4.81% | Add |
| OODYSSEY THERAPEUTICS INCODTX |
| 1.61% | — | $8.6M | 457,839 | $0 | 0 | +457,839 | New Buy |
| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 1.59% | 6.17% | $8.5M | 31,759 | $29.5M | 129,111 | -97,352-75.40% | Reduce |
| KKARDIGAN INCKARD |
| 1.4% | — | $7.5M | 312,500 | $0 | 0 | +312,500 | New Buy |
| EELEDON PHARMACEUTICALS INC COMELDN |
| 1.26% | 1.06% | $6.7M | 1.7M | $5.1M | 1.6M | +55,255+3.37% | Add |
 4D MOLECULAR THERAPEUTICS INFDMT |
| 1.18% | — | $6.3M | 471,254 | $0 | 0 | +471,254 | New Buy |
| VVERADERMICS INCMANE |
| 1.06% | 2.29% | $5.6M | 45,856 | $11.0M | 173,582 | -127,726-73.58% | Reduce |
| DDYNE THERAPEUTICS INCDYN |
| 1.02% | 1.07% | $5.4M | 244,929 | $5.1M | 282,954 | -38,025-13.44% | Reduce |
| FFRACTYL HEALTH INC COMGUTS |
| 0.92% | 0.53% | $4.9M | 6.2M | $2.5M | 5.5M | +676,883+12.33% | Add |
| IIMMUNOCORE HLDGS PLCIMCR |
| 0.88% | 0.53% | $4.7M | 148,045 | $2.5M | 84,352 | +63,693+75.51% | Add |
| DDIANTHUS THERAPEUTICS INCDNTH |
| 0.6% | 9.82% | $3.2M | 32,941 | $47.0M | 560,308 | -527,367-94.12% | Reduce |
| BBRIDGEBIO ONCOLOGY THERAPEUTBBOT |
| 0.46% | — | $2.4M | 318,407 | $0 | 0 | +318,407 | New Buy |
 PROTARA THERAPEUTICS INCTARA |
| 0.37% | 0.63% | $2.0M | 520,148 | $3.0M | 580,024 | -59,876-10.32% | Reduce |
| HHYPERFINE INCHYPR |
| 0.33% | 0.3% | $1.8M | 1.3M | $1.4M | 1.3M | 00.00% | Unchanged |
| AATAIBECKLEY INCATAI |
| 0.19% | 0.15% | $1.0M | 196,858 | $696,877 | 196,858 | 00.00% | Unchanged |
| MMETAGENOMI THERAPEUTICS INCMGX |
| 0.12% | 0.15% | $629,502 | 528,993 | $708,851 | 528,993 | 00.00% | Unchanged |
 OUTSET MED INC COM NEWOM |
| 0.1% | 0.09% | $510,965 | 118,279 | $454,191 | 118,279 | 00.00% | Unchanged |
| FFAETH THERAPEUTICS INCFTH |
| 0.07% | 0.1% | $367,950 | 14,718 | $463,911 | 14,718 | 00.00% | Unchanged |
