| NNUVALENTNUVL |
| 22.22% | 20.85% | $21.30亿 | 1,724.8万股 | $17.67亿 | 1,724.8万股 | 00.00% | 持仓不变 |
| BBROOKDALE SR LIVINGBKD |
| 6.11% | 5.96% | $5.86亿 | 3.07亿股 | $5.05亿 | 3.07亿股 | 00.00% | 持仓不变 |
| RREVOLUTION MEDICINES COMRVMD |
| 4.67% | 2.64% | $4.48亿 | 239.2万股 | $2.23亿 | 229.7万股 | +9.5万股+4.14% | 加仓 |
 PRAXIS PRECISION MEDICINES IPRAX |
| 3.36% | 3.66% | $3.23亿 | 96.3万股 | $3.10亿 | 96.3万股 | 00.00% | 持仓不变 |
 VIATRISVTRS |
| 3.35% | 3.22% | $3.21亿 | 2,020.6万股 | $2.73亿 | 2,020.6万股 | 00.00% | 持仓不变 |
 CENTENE DEL COMCNC |
| 3.28% | 2.29% | $3.15亿 | 490.1万股 | $1.94亿 | 591.7万股 | -101.6万股-17.17% | 减仓 |
| RREVOLUTION MEDICINESRVMD |
| 2.63% | — | $2.52亿 | 2.00亿股 | $0 | 0股 | +2.00亿股 | 新买入 |
 United TherapeuticsUTHR |
| 2.58% | 3.2% | $2.48亿 | 45.7万股 | $2.71亿 | 45.7万股 | 00.00% | 持仓不变 |
| AArrowhead PharmaceuticalsARWR |
| 2.51% | 2.44% | $2.41亿 | 2.00亿股 | $2.07亿 | 2.00亿股 | 00.00% | 持仓不变 |
| LLEGEND BIOTECHLEGN |
| 2.45% | 1.64% | $2.35亿 | 813.8万股 | $1.39亿 | 768.8万股 | +45.0万股+5.85% | 加仓 |
 COGENT BIOSCIENCESCOGT |
| 2.02% | 4.11% | $1.94亿 | 500.6万股 | $3.48亿 | 904.4万股 | -403.8万股-44.65% | 减仓 |
| GGENMAB A/S SPONSORED ADSGMAB |
| 1.97% | 0.78% | $1.89亿 | 686.5万股 | $6,605.5万 | 246.2万股 | +440.3万股+178.84% | 加仓 |
| BBROOKDALE SR LIVINGBKD |
| 1.95% | 1.88% | $1.87亿 | 1,163.7万股 | $1.59亿 | 1,163.7万股 | 00.00% | 持仓不变 |
| VVERA THERAPEUTICSVERA |
| 1.75% | 1.77% | $1.68亿 | 391.6万股 | $1.50亿 | 372.2万股 | +19.4万股+5.22% | 加仓 |
 Ionis制药IONS |
| 1.64% | 1.75% | $1.57亿 | 198.0万股 | $1.49亿 | 198.0万股 | 00.00% | 持仓不变 |
 CELCUITYCELC |
| 1.58% | 2.31% | $1.52亿 | 145.1万股 | $1.96亿 | 171.4万股 | -26.3万股-15.34% | 减仓 |
 BIOCRYST PHARMACEUTICALSBCRX |
| 1.57% | 1.69% | $1.51亿 | 1,509.6万股 | $1.43亿 | 1,503.8万股 | +5.8万股+0.39% | 加仓 |
| NNEWAMSTERDAM PHARMANAMS |
| 1.51% | 1.61% | $1.45亿 | 426.5万股 | $1.37亿 | 426.5万股 | 00.00% | 持仓不变 |
 ACADIA HEALTHCARE INACHC |
| 1.39% | 1.25% | $1.33亿 | 452.0万股 | $1.06亿 | 452.0万股 | 00.00% | 持仓不变 |
| TTANGO THERAPEUTICSTNGX |
| 1.37% | 1.02% | $1.31亿 | 419.1万股 | $8,675.1万 | 414.7万股 | +4.4万股+1.06% | 加仓 |
| AADAPTHEALTHAHCO |
| 1.25% | 1.61% | $1.20亿 | 1,147.8万股 | $1.37亿 | 1,147.8万股 | 00.00% | 持仓不变 |
 PHARVARISPHVS |
| 1.22% | 1.04% | $1.17亿 | 337.6万股 | $8,831.1万 | 312.6万股 | +25.0万股+8.00% | 加仓 |
| CCelcuityCELC |
| 1.19% | — | $1.14亿 | 1.00亿股 | $0 | 0股 | +1.00亿股 | 新买入 |
 ARROWHEAD PHARMACEUTICALS INARWR |
| 1.18% | 1.16% | $1.13亿 | 138.9万股 | $9,864.6万 | 157.3万股 | -18.4万股-11.71% | 减仓 |
| DDIANTHUS THERAPEUTICSDNTH |
| 1.14% | 1.01% | $1.10亿 | 112.5万股 | $8,558.3万 | 102.0万股 | +10.6万股+10.35% | 加仓 |
| LLARIMAR THERAPEUTICS INC COMLRMR |
| 1.13% | 1.89% | $1.09亿 | 3,560.7万股 | $1.60亿 | 3,560.7万股 | 00.00% | 持仓不变 |
 MINERALYS THERAPEUTICSMLYS |
| 1.11% | — | $1.07亿 | 395.8万股 | $0 | 0股 | +395.8万股 | 新买入 |
| AALIGNMENT HEALTHCAREALHC |
| 1.08% | 1.01% | $1.04亿 | 6,100.0万股 | $8,585.9万 | 6,100.0万股 | 00.00% | 持仓不变 |
 IDEAYA BIOSCIENCESIDYA |
| 1.06% | 0.6% | $1.01亿 | 271.5万股 | $5,098.0万 | 153.0万股 | +118.4万股+77.42% | 加仓 |
 XENON PHARMACEUTICALSXENE |
| 1.02% | 1.11% | $9,752.3万 | 161.6万股 | $9,395.3万 | 161.6万股 | 00.00% | 持仓不变 |
 Ionis制药IONS |
| 0.97% | 1.07% | $9,310.4万 | 6,000.0万股 | $9,061.4万 | 6,000.0万股 | 00.00% | 持仓不变 |
| SSAVARASVRA |
| 0.87% | 0.87% | $8,358.5万 | 1,356.9万股 | $7,408.7万 | 1,356.9万股 | 00.00% | 持仓不变 |
 LANTHEUSLNTH |
| 0.87% | 0.74% | $8,353.8万 | 75.3万股 | $6,280.4万 | 82.8万股 | -7.5万股-9.06% | 减仓 |
 SYNDAX PHARMACEUTICALSSNDX |
| 0.86% | 1.04% | $8,262.9万 | 378.0万股 | $8,829.8万 | 378.0万股 | 00.00% | 持仓不变 |
| ZZENAS BIOPHARMAZBIO |
| 0.84% | 0.79% | $8,031.6万 | 6,720.0万股 | $6,725.3万 | 6,500.0万股 | +220.0万股+3.38% | 加仓 |
 BioMarin制药BMRN |
| 0.8% | 0.57% | $7,626.5万 | 133.3万股 | $4,810.4万 | 85.2万股 | +48.1万股+56.52% | 加仓 |
 辉瑞PFE |
| 0.76% | 1.01% | $7,320.3万 | 304.0万股 | $8,536.3万 | 304.0万股 | 00.00% | 持仓不变 |
| IINDIVIOR PHARMACEUTICALSINDV |
| 0.71% | 1.11% | $6,765.4万 | 164.9万股 | $9,442.1万 | 309.8万股 | -144.9万股-46.77% | 减仓 |
| B伯乐生命医学BIO |
| 0.69% | 0.74% | $6,637.6万 | 22.6万股 | $6,301.7万 | 22.6万股 | 00.00% | 持仓不变 |
| AARS PHARMACEUTICALSSPRY |
| 0.63% | 0.71% | $6,010.6万 | 750.4万股 | $6,025.6万 | 750.4万股 | 00.00% | 持仓不变 |
 STOKE THERAPEUTICSSTOK |
| 0.62% | 0.7% | $5,966.5万 | 182.4万股 | $5,937.3万 | 182.4万股 | 00.00% | 持仓不变 |
 STRUCTURE THERAPEUTICSGPCR |
| 0.61% | 0.44% | $5,828.6万 | 108.6万股 | $3,701.7万 | 76.8万股 | +31.8万股+41.41% | 加仓 |
 ENVISTANVST |
| 0.61% | 0.66% | $5,823.6万 | 221.0万股 | $5,607.0万 | 221.0万股 | 00.00% | 持仓不变 |
| IINSPIRE MED SYSINSP |
| 0.6% | 1.64% | $5,785.3万 | 129.7万股 | $1.39亿 | 270.3万股 | -140.6万股-52.03% | 减仓 |
| CCAREDXCDNA |
| 0.59% | 0.45% | $5,693.2万 | 199.8万股 | $3,803.6万 | 219.1万股 | -19.3万股-8.83% | 减仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.59% | — | $5,612.4万 | 131.5万股 | $0 | 0股 | +131.5万股 | 新买入 |
 BELITE BIOBLTE |
| 0.57% | 0.57% | $5,500.3万 | 35.7万股 | $4,847.2万 | 30.4万股 | +5.3万股+17.49% | 加仓 |
| PPARABILIS MEDICINES INCPBLS |
| 0.54% | — | $5,147.5万 | 188.1万股 | $0 | 0股 | +188.1万股 | 新买入 |
| CCERTARACERT |
| 0.51% | 0.53% | $4,921.0万 | 751.3万股 | $4,450.9万 | 780.9万股 | -29.6万股-3.79% | 减仓 |
 DISC MEDICINEIRON |
| 0.5% | 0.5% | $4,805.3万 | 65.7万股 | $4,200.9万 | 65.7万股 | 00.00% | 持仓不变 |
