礼来LLY |
| 6.28% | 2.67% | $4,688.1万 | 3.9万股 | $1,903.6万 | 2.1万股 | +1.8万股+88.86% | 加仓 |
辉瑞PFE |
| 5.71% | 5.77% | $4,266.4万 | 177.2万股 | $4,111.3万 | 146.4万股 | +30.8万股+21.01% | 加仓 |
VeevaVEEV |
| 5.62% | — | $4,200.9万 | 23.7万股 | $0 | 0股 | +23.7万股 | 新买入 |
BioMarin制药BMRN |
| 5.22% | — | $3,902.4万 | 68.2万股 | $0 | 0股 | +68.2万股 | 新买入 |
PTC THERAPEUTICSPTCT |
| 4.74% | 3.6% | $3,537.7万 | 43.4万股 | $2,562.8万 | 37.6万股 | +5.8万股+15.29% | 加仓 |
| BBAXTER INTLBAX |
| 4.17% | — | $3,111.4万 | 145.9万股 | $0 | 0股 | +145.9万股 | 新买入 |
InsmedINSM |
| 4.02% | 4.48% | $3,005.0万 | 28.2万股 | $3,187.2万 | 19.5万股 | +8.7万股+44.60% | 加仓 |
捷迈邦美ZBH |
| 3.66% | 7.35% | $2,732.7万 | 31.7万股 | $5,236.8万 | 57.9万股 | -26.2万股-45.19% | 减仓 |
InsuletPODD |
| 3.61% | — | $2,693.8万 | 17.7万股 | $0 | 0股 | +17.7万股 | 新买入 |
| T赛默飞世尔TMO |
| 3.49% | — | $2,603.8万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
雅培ABT |
| 3.47% | — | $2,593.1万 | 28.6万股 | $0 | 0股 | +28.6万股 | 新买入 |
| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 3.39% | 1.67% | $2,529.7万 | 9.5万股 | $1,187.0万 | 5.2万股 | +4.3万股+82.76% | 加仓 |
| SSOLVENTUM COM SHSSOLV |
| 3.27% | — | $2,441.4万 | 31.6万股 | $0 | 0股 | +31.6万股 | 新买入 |
美敦力MDT |
| 3.18% | — | $2,372.7万 | 30.3万股 | $0 | 0股 | +30.3万股 | 新买入 |
ELANCO ANIMAL HEALTHELAN |
| 2.85% | 3.13% | $2,126.5万 | 86.4万股 | $2,228.2万 | 93.1万股 | -6.7万股-7.20% | 减仓 |
AGIOS PHARMACEUTICALSAGIO |
| 2.72% | — | $2,029.4万 | 54.7万股 | $0 | 0股 | +54.7万股 | 新买入 |
ENVISTANVST |
| 2.56% | — | $1,913.3万 | 72.6万股 | $0 | 0股 | +72.6万股 | 新买入 |
| RREVOLUTION MEDICINES COMRVMD |
| 2.08% | 4.31% | $1,551.2万 | 8.3万股 | $3,072.8万 | 31.6万股 | -23.3万股-73.79% | 减仓 |
| IICU MEDICUI |
| 2.07% | 4.61% | $1,549.6万 | 10.6万股 | $3,284.2万 | 25.4万股 | -14.9万股-58.43% | 减仓 |
COGENT BIOSCIENCESCOGT |
| 2.04% | 1.91% | $1,522.6万 | 39.3万股 | $1,357.1万 | 35.3万股 | +4.1万股+11.59% | 加仓 |
LANTHEUSLNTH |
| 1.97% | 2.66% | $1,471.8万 | 13.3万股 | $1,891.7万 | 24.9万股 | -11.7万股-46.81% | 减仓 |
| OOCULAR THERAPEUTIXOCUL |
| 1.96% | 1.77% | $1,463.5万 | 149.0万股 | $1,260.0万 | 148.8万股 | +2,641股+0.18% | 加仓 |
| EELEDON PHARMACEUTICALS INC COMELDN |
| 1.86% | 1.54% | $1,389.0万 | 352.5万股 | $1,097.8万 | 356.4万股 | -3.9万股-1.09% | 减仓 |
| TTYRA BIOSCIENCESTYRA |
| 1.61% | — | $1,203.7万 | 37.7万股 | $0 | 0股 | +37.7万股 | 新买入 |
| OOLEMA PHARMACEUTICALS INC COMOLMA |
| 1.55% | 3.15% | $1,156.9万 | 92.5万股 | $2,243.3万 | 150.5万股 | -58.0万股-38.54% | 减仓 |
| OORIC PHARMACEUTICALSORIC |
| 1.52% | 1.5% | $1,134.6万 | 104.8万股 | $1,068.0万 | 84.3万股 | +20.5万股+24.29% | 加仓 |
| LLARIMAR THERAPEUTICS INC COMLRMR |
| 1.5% | — | $1,119.4万 | 367.0万股 | $0 | 0股 | +367.0万股 | 新买入 |
GLOBUS MEDGMED |
| 1.48% | 4.29% | $1,103.3万 | 14.0万股 | $3,053.1万 | 35.4万股 | -21.5万股-60.59% | 减仓 |
| EENOVISENOV |
| 1.47% | — | $1,101.1万 | 53.2万股 | $0 | 0股 | +53.2万股 | 新买入 |
| EEVOMMUNEEVMN |
| 1.41% | 2.19% | $1,054.1万 | 79.3万股 | $1,560.1万 | 67.9万股 | +11.5万股+16.88% | 加仓 |
TELEFLEX INCORPORATEDTFX |
| 1.36% | — | $1,015.6万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
DENALI THERAPEUTICSDNLI |
| 1.35% | 3.67% | $1,007.9万 | 39.2万股 | $2,611.1万 | 136.0万股 | -96.8万股-71.19% | 减仓 |
| GGLAUKOS COMGKOS |
| 1.24% | — | $929.7万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
| SSTAAR SURGICALSTAA |
| 1.24% | — | $924.2万 | 32.2万股 | $0 | 0股 | +32.2万股 | 新买入 |
PACSPACS |
| 1.23% | 2.72% | $919.6万 | 21.6万股 | $1,940.6万 | 60.4万股 | -38.9万股-64.30% | 减仓 |
| CCRINETICS PHARMACEUTICALS INCRNX |
| 1.2% | — | $896.0万 | 23.9万股 | $0 | 0股 | +23.9万股 | 新买入 |
LIVANOVALIVN |
| 1.18% | — | $882.9万 | 10.7万股 | $0 | 0股 | +10.7万股 | 新买入 |
| BBLACK DIAMOND THERAPEUTICS INC COMBDTX |
| 0.41% | — | $309.9万 | 167.5万股 | $0 | 0股 | +167.5万股 | 新买入 |
| MMEREO BIOPHARMA GROUP FUNSPONSORED ADR 1 ADR REPS 5 ORD SHSMREO |
| 0.32% | 0.35% | $240.1万 | 755.9万股 | $249.4万 | 755.9万股 | 00.00% | 持仓不变 |