 CONTINEUM THERAPEUTICSCTNM |
| 8.32% | 7.87% | $1,192.5万 | 72.8万股 | $950.2万 | 72.8万股 | 00.00% | 持仓不变 |
| SSHOULDER INNOVATIONSSI |
| 6.09% | 5.18% | $872.9万 | 43.0万股 | $625.4万 | 43.0万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 5.32% | 4.84% | $762.1万 | 6,354股 | $584.4万 | 6,354股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 3.84% | 3.35% | $550.1万 | 1.3万股 | $404.7万 | 1.5万股 | -1,722股-11.51% | 减仓 |
 强生JNJ |
| 3.23% | 3.69% | $462.7万 | 1.8万股 | $445.3万 | 1.8万股 | 00.00% | 持仓不变 |
| OORUKA THERAPEUTICS INC COMORKA |
| 2.79% | — | $399.6万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
 BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX |
| 2.72% | 1.69% | $389.6万 | 4.2万股 | $204.5万 | 2.2万股 | +2.0万股+88.91% | 加仓 |
| DDEFINIUM THERAPEUTICSDFTX |
| 2.57% | — | $368.4万 | 7.8万股 | $0 | 0股 | +7.8万股 | 新买入 |
 德康医疗DXCM |
| 2.39% | 1.21% | $341.8万 | 5.1万股 | $145.9万 | 2.3万股 | +2.8万股+118.48% | 加仓 |
 ARCUS BIOSCIENCESRCUS |
| 2.39% | 0.86% | $341.8万 | 11.1万股 | $103.6万 | 4.5万股 | +6.6万股+146.00% | 加仓 |
 AMGEN COMAMGN |
| 2.33% | 2.91% | $333.5万 | 9,210股 | $351.5万 | 9,210股 | 00.00% | 持仓不变 |
| SSUMMIT THERAPEUTICS COMSMMT |
| 2.24% | 1.16% | $320.8万 | 22.0万股 | $140.0万 | 7.0万股 | +15.1万股+216.28% | 加仓 |
 IRHYTHMIRTC |
| 2.16% | — | $310.1万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 艾伯维ABBV |
| 2.14% | 2.2% | $307.0万 | 1.2万股 | $265.3万 | 1.2万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 1.94% | 2.14% | $277.3万 | 2.1万股 | $258.4万 | 2.1万股 | 00.00% | 持仓不变 |
| AARRIVENT BIOPHARMAAVBP |
| 1.92% | 0.6% | $274.6万 | 7.9万股 | $72.0万 | 3.0万股 | +4.9万股+163.36% | 加仓 |
 福泰制药VRTX |
| 1.88% | 2.86% | $269.8万 | 5,432股 | $345.7万 | 7,007股 | -1,575股-22.48% | 减仓 |
 ARGENX SPONSORED ADRARGX |
| 1.83% | 2.27% | $262.7万 | 2,831股 | $273.7万 | 3,564股 | -733股-20.57% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 1.82% | 3.42% | $260.5万 | 2.1万股 | $413.2万 | 2.7万股 | -6,870股-24.99% | 减仓 |
 InsmedINSM |
| 1.73% | 2.8% | $247.5万 | 2.3万股 | $338.1万 | 2.0万股 | +3,548股+18.04% | 加仓 |
 TECTONIC THERAPEUTIC INC COMTECX |
| 1.7% | 0.52% | $244.1万 | 7.1万股 | $62.8万 | 1.9万股 | +5.2万股+272.57% | 加仓 |
 直觉外科ISRG |
| 1.62% | 2% | $232.6万 | 5,850股 | $242.0万 | 5,250股 | +600股+11.43% | 加仓 |
 IMMATICS N.VIMTX |
| 1.59% | 0.57% | $227.9万 | 22.5万股 | $69.3万 | 6.7万股 | +15.8万股+236.57% | 加仓 |
 史赛克SYK |
| 1.57% | 1.6% | $224.9万 | 7,129股 | $193.0万 | 5,874股 | +1,255股+21.37% | 加仓 |
 AVALO THERAPEUTICSAVTX |
| 1.55% | — | $221.6万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
| CCrescent BiopharmaCBIO |
| 1.52% | — | $218.3万 | 12.1万股 | $0 | 0股 | +12.1万股 | 新买入 |
 ROIVANT SCIENCESROIV |
| 1.51% | 0.84% | $216.2万 | 6.1万股 | $101.6万 | 3.3万股 | +2.9万股+88.00% | 加仓 |
 IQVIAIQV |
| 1.46% | 1.17% | $209.6万 | 1.1万股 | $141.7万 | 8,307股 | +2,541股+30.59% | 加仓 |
| PPULSE BIOSCIENCESPLSE |
| 1.31% | — | $188.3万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 |
 DANAHER DEL COMDHR |
| 1.28% | 1.51% | $183.1万 | 9,597股 | $182.0万 | 9,597股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 1.23% | 1.43% | $176.0万 | 3,508股 | $172.4万 | 3,508股 | 00.00% | 持仓不变 |
 雅培ABT |
| 1.14% | 2.18% | $164.1万 | 1.8万股 | $262.6万 | 2.6万股 | -7,498股-29.31% | 减仓 |
 ALPHATECATEC |
| 1.12% | — | $160.8万 | 18.6万股 | $0 | 0股 | +18.6万股 | 新买入 |
 BOSTON SCIENTIFIC COMBSX |
| 1.08% | 1.81% | $155.1万 | 3.6万股 | $218.2万 | 3.5万股 | +1,550股+4.46% | 加仓 |
| TTRANSMEDICSTMDX |
| 1.02% | — | $145.8万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 CYTOKINETICSCYTK |
| 0.97% | 0.45% | $139.1万 | 1.6万股 | $54.5万 | 7,300股 | +9,030股+123.70% | 加仓 |
 再生元REGN |
| 0.94% | 2.06% | $135.2万 | 2,169股 | $248.2万 | 2,919股 | -750股-25.69% | 减仓 |
 CVS健康CVS |
| 0.94% | — | $134.5万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 爱德华生命科学EW |
| 0.94% | 1.15% | $134.1万 | 1.5万股 | $138.8万 | 1.7万股 | -2,512股-14.49% | 减仓 |
 TREVI THERAPEUTICSTRVI |
| 0.85% | 0.78% | $122.3万 | 6.6万股 | $93.9万 | 7.4万股 | -8,850股-11.89% | 减仓 |
 百时美施贵宝BMY |
| 0.85% | 1.06% | $121.9万 | 2.1万股 | $128.3万 | 2.1万股 | 00.00% | 持仓不变 |
| VVERA THERAPEUTICSVERA |
| 0.77% | 0.9% | $109.7万 | 2.6万股 | $108.5万 | 2.6万股 | 00.00% | 持仓不变 |
 COGENT BIOSCIENCESCOGT |
| 0.72% | 0.75% | $103.5万 | 2.7万股 | $90.2万 | 2.2万股 | +4,600股+20.78% | 加仓 |
 美敦力MDT |
| 0.61% | 0.8% | $87.6万 | 1.1万股 | $96.2万 | 1.1万股 | 00.00% | 持仓不变 |
| TTARSUS PHARMACEUTICALSTARS |
| 0.58% | 0.71% | $83.6万 | 1.3万股 | $85.2万 | 1.1万股 | +2,013股+17.86% | 加仓 |
| KKURA ONCOLOGYKURA |
| 0.55% | 0.5% | $78.4万 | 7.1万股 | $60.6万 | 7.1万股 | 00.00% | 持仓不变 |
 CENTENE DEL COMCNC |
| 0.54% | — | $77.0万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 United TherapeuticsUTHR |
| 0.52% | 0.95% | $74.2万 | 1,370股 | $114.6万 | 1,710股 | -340股-19.88% | 减仓 |
| HHINGE HEALTHHNGE |
| 0.51% | 0.39% | $72.6万 | 8,744股 | $47.2万 | 1.2万股 | -3,500股-28.59% | 减仓 |
 NEKTAR THERAPEUTICS COM NEWNKTR |
| 0.49% | 0.68% | $70.6万 | 1.0万股 | $82.1万 | 1.1万股 | -740股-6.82% | 减仓 |
