 ABIVAX SAABVX |
| 12.56% | 5.19% | $101.8M | 765,244 | $30.5M | 275,944 | +489,300+177.32% | Add |
| VVIKING THERAPEUTICS INCVKTX |
| 9.69% | 6.56% | $78.5M | 2.0M | $38.5M | 1.2M | +828,727+69.97% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 6.62% | — | $53.6M | 930,600 | $0 | 0 | +930,600 | New Buy |
 AMGEN INC COMAMGN |
| 5.04% | — | $40.8M | 112,701 | $0 | 0 | +112,701 | New Buy |
 UNITED THERAPEUTICS CORP DELUTHR |
| 3.54% | 8.83% | $28.7M | 52,989 | $51.9M | 87,503 | -34,514-39.44% | Reduce |
| RREVOLUTION MEDICINES INC COMRVMD |
| 3.22% | 3.41% | $26.1M | 139,218 | $20.1M | 206,372 | -67,154-32.54% | Reduce |
 UNIQURE NVQURE |
| 3.04% | 1.61% | $24.6M | 534,400 | $9.5M | 580,200 | -45,800-7.89% | Reduce |
 NOVARTIS AGNVS |
| 2.9% | — | $23.5M | 150,000 | $0 | 0 | +150,000 | New Buy |
| KKODIAK SCIENCES INCKOD |
| 2.7% | 2.85% | $21.9M | 561,717 | $16.8M | 440,062 | +121,655+27.64% | Add |
| CCAPRICOR THERAPEUTICS INC COM NEWCAPR |
| 2.57% | 5.34% | $20.8M | 863,700 | $31.4M | 1.0M | -167,851-16.27% | Reduce |
 COGENT BIOSCIENCES INCCOGT |
| 2.36% | 2.11% | $19.1M | 493,664 | $12.4M | 322,764 | +170,900+52.95% | Add |
| CCORCEPT THERAPEUTICS INCCORT |
| 2.21% | 1.16% | $17.9M | 206,300 | $6.8M | 168,500 | +37,800+22.43% | Add |
 BIOMARIN PHARMACEUTICAL INCBMRN |
| 2.21% | 1.42% | $17.9M | 312,846 | $8.4M | 148,229 | +164,617+111.06% | Add |
 KYMERA THERAPEUTICS INCKYMR |
| 2.12% | — | $17.2M | 149,700 | $0 | 0 | +149,700 | New Buy |
| SSUMMIT THERAPEUTICS INC COMSMMT |
| 2.01% | — | $16.3M | 1.1M | $0 | 0 | +1.1M | New Buy |
| HHIMS & HERS HEALTH INCHIMS |
| 1.68% | — | $13.6M | 393,700 | $0 | 0 | +393,700 | New Buy |
| RREPLIMUNE GROUP INCREPL |
| 1.64% | 1% | $13.3M | 1.2M | $5.9M | 766,060 | +432,740+56.49% | Add |
 BIOGEN INCBIIB |
| 1.6% | — | $13.0M | 60,000 | $0 | 0 | +60,000 | New Buy |
 ELI LILLY & COLLY |
| 1.48% | 0.94% | $12.0M | 10,000 | $5.5M | 6,000 | +4,000+66.67% | Add |
 INCYTE CORPINCY |
| 1.47% | 2.94% | $11.9M | 105,400 | $17.3M | 183,429 | -78,029-42.54% | Reduce |
 EDGEWISE THERAPEUTICS INCEWTX |
| 1.37% | 1.14% | $11.1M | 272,214 | $6.7M | 212,500 | +59,714+28.10% | Add |
 ARCUS BIOSCIENCES INCRCUS |
| 1.32% | 0.88% | $10.7M | 347,810 | $5.1M | 238,142 | +109,668+46.05% | Add |
 BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX |
| 1.15% | — | $9.3M | 100,000 | $0 | 0 | +100,000 | New Buy |
 CORBUS PHARMACEUTICALS HLDGS COM NEWCRBP |
| 1.08% | 0.89% | $8.8M | 935,064 | $5.2M | 555,257 | +379,807+68.40% | Add |
 VAXCYTE INCPCVX |
| 1.06% | 0.77% | $8.5M | 147,071 | $4.5M | 78,171 | +68,900+88.14% | Add |
| BBIOAGE LABS INCBIOA |
| 1.05% | 0.18% | $8.5M | 346,434 | $1.0M | 60,000 | +286,434+477.39% | Add |
| IIMMUNOCORE HLDGS PLCIMCR |
| 1% | 0.99% | $8.1M | 254,863 | $5.8M | 193,189 | +61,674+31.92% | Add |
 4D MOLECULAR THERAPEUTICS INFDMT |
| 0.94% | — | $7.6M | 571,107 | $0 | 0 | +571,107 | New Buy |
 NOVO-NORDISK A SNVO |
| 0.92% | 0.44% | $7.5M | 155,900 | $2.6M | 70,477 | +85,423+121.21% | Add |
| SSELLAS LIFE SCIENCES GROUP ISLS |
| 0.91% | 0.22% | $7.4M | 500,000 | $1.3M | 300,000 | +200,000+66.67% | Add |
 MODERNA INCMRNA |
| 0.86% | 1.38% | $7.0M | 100,000 | $8.1M | 159,400 | -59,400-37.26% | Reduce |
 CORVUS PHARMACEUTICALS ICRVS |
| 0.79% | 0.87% | $6.4M | 428,211 | $5.1M | 351,111 | +77,100+21.96% | Add |
| MMONTE ROSA THERAPEUTICS INCGLUE |
| 0.74% | 0.52% | $6.0M | 248,491 | $3.1M | 187,307 | +61,184+32.67% | Add |
 ALUMIS INCALMS |
| 0.69% | 0.49% | $5.6M | 200,000 | $2.9M | 131,200 | +68,800+52.44% | Add |
 ROYALTY PHARMA PLCRPRX |
| 0.69% | — | $5.6M | 100,000 | $0 | 0 | +100,000 | New Buy |
 JOHNSON & JOHNSONJNJ |
| 0.69% | 2.24% | $5.6M | 22,000 | $13.1M | 53,771 | -31,771-59.09% | Reduce |
| UUNICYCIVE THERAPEUTICS INCUNCY |
| 0.63% | 0.12% | $5.1M | 1.1M | $698,026 | 106,083 | +990,193+933.41% | Add |
| CCELLDEX THERAPEUTICS INC NEWCLDX |
| 0.63% | — | $5.1M | 136,900 | $0 | 0 | +136,900 | New Buy |
 BIOHAVEN LTDBHVN |
| 0.58% | 0.46% | $4.7M | 317,000 | $2.7M | 317,000 | 00.00% | Unchanged |
| VVERA THERAPEUTICS INCVERA |
| 0.57% | — | $4.6M | 107,608 | $0 | 0 | +107,608 | New Buy |
| TTENAX THERAPEUTICS INCTENX |
| 0.55% | 0.49% | $4.5M | 307,000 | $2.9M | 179,738 | +127,262+70.80% | Add |
 RELAY THERAPEUTICS INCRLAY |
| 0.53% | — | $4.3M | 230,677 | $0 | 0 | +230,677 | New Buy |
 TG THERAPEUTICS INCTGTX |
| 0.51% | 1.17% | $4.2M | 75,700 | $6.9M | 206,928 | -131,228-63.42% | Reduce |
 ZYMEWORKS INCZYME |
| 0.46% | 0.61% | $3.7M | 142,132 | $3.6M | 142,132 | 00.00% | Unchanged |
 TAYSHA GENE THERAPIES INCTSHA |
| 0.44% | — | $3.6M | 522,619 | $0 | 0 | +522,619 | New Buy |
| IINTELLIA THERAPEUTICS INCNTLA |
| 0.42% | 0.44% | $3.4M | 200,000 | $2.6M | 200,000 | 00.00% | Unchanged |
 NURIX THERAPEUTICS INCNRIX |
| 0.36% | — | $2.9M | 121,539 | $0 | 0 | +121,539 | New Buy |
| IINDIVIOR PHARMACEUTICALS INCINDV |
| 0.34% | 0.37% | $2.8M | 67,512 | $2.2M | 71,376 | -3,864-5.41% | Reduce |
| IINVENTIVA SAIVA |
| 0.34% | 0.33% | $2.7M | 740,786 | $1.9M | 352,399 | +388,387+110.21% | Add |
| OORUKA THERAPEUTICS INC COMORKA |
| 0.33% | — | $2.6M | 27,799 | $0 | 0 | +27,799 | New Buy |
