Q2 2026 13F filing
Updated 28 days ago164 disclosed positions worth $4.8B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AMGN AMGEN INC | $301.1M | 831.6K | 6.34% | — |
| 2 | A ARGX ARGENX SE | $279.3M | 301.0K | 5.88% | — |
| 3 | V VRTX VERTEX PHARMACEUTICALS INC | $276.9M | 557.4K | 5.83% | — |
| 4 | G GILD GILEAD SCIENCES INC | $264.4M | 2.09M | 5.56% | — |
| 5 | R RVMDW REVOLUTION MEDICINES INC | $195.2M | 1.04M | 4.11% | — |
| 6 | O ORKA ORUKA THERAPEUTICS INC | $157.7M | 1.66M | 3.32% | — |
| 7 | I INSM INSMED INC | $147.3M | 1.38M | 3.10% | — |
| 8 | S SRRK SCHOLAR ROCK HLDG CORP | $134.5M | 2.45M | 2.83% | — |
| 9 | ? N/A NUVALENT INC | $130.1M | 1.05M | 2.74% | — |
| 10 | V VRDN VIRIDIAN THERAPEUTICS INC | $123.4M | 6.72M | 2.60% | — |
| 11 | R RLAY RELAY THERAPEUTICS INC | $115.7M | 6.18M | 2.43% | — |
| 12 | P PCVX VAXCYTE INC | $114.4M | 1.97M | 2.41% | — |
| 13 | I ISRG INTUITIVE SURGICAL INC | $101.3M | 254.8K | 2.13% | — |
| 14 | U UTHR UNITED THERAPEUTICS CORP DEL | $98.8M | 182.3K | 2.08% | — |
| 15 | C CRNX CRINETICS PHARMACEUTICALS IN | $98M | 2.62M | 2.06% | — |
| 16 | R REGN REGENERON PHARMACEUTICALS | $97.9M | 157.0K | 2.06% | — |
| 17 | I IMCR IMMUNOCORE HLDGS PLC | $88.5M | 2.79M | 1.86% | — |
| 18 | B BBIO BRIDGEBIO PHARMA INC | $87.2M | 1.17M | 1.83% | — |
| 19 | A ABT ABBOTT LABORATORIES | $85.9M | 947.1K | 1.81% | — |
| 20 | S SYK STRYKER CORPORATION | $84.5M | 268.5K | 1.78% | — |
| 21 | M MDT MEDTRONIC PLC | $77.8M | 994.2K | 1.64% | — |
| 22 | E ELVN ENLIVEN THERAPEUTICS INC | $75.6M | 1.49M | 1.59% | — |
| 23 | I IONS IONIS PHARMACEUTICALS INC | $74.9M | 944.6K | 1.58% | — |
| 24 | V VERA VERA THERAPEUTICS INC | $72.6M | 1.69M | 1.53% | — |
| 25 | J JBIO JADE BIOSCIENCES INC | $67.9M | 3.06M | 1.43% | — |
| 26 | E EW EDWARDS LIFESCIENCES CORP | $66.9M | 739.2K | 1.41% | — |
| 27 | R RARE ULTRAGENYX PHARMACEUTICAL IN | $66.2M | 1.98M | 1.39% | — |
| 28 | U UNH UNITEDHEALTH GROUP INC | $62M | 149.1K | 1.30% | — |
| 29 | D DXCM DEXCOM INC | $55.4M | 822.5K | 1.17% | — |
| 30 | C CLDX CELLDEX THERAPEUTICS INC NEW | $44.7M | 1.20M | 0.94% | — |
| 31 | A AVLN AVALYN PHARMACEUTICALS INC | $44.4M | 1.35M | 0.94% | — |
| 32 | ? N/A DAMORA THERAPEUTICS INC | $42.1M | 1.62M | 0.89% | — |
| 33 | I IRON DISC MEDICINE INC | $41M | 560.0K | 0.86% | — |
| 34 | T TMO THERMO FISHER SCIENTIFIC INC | $40M | 79.8K | 0.84% | — |
| 35 | B BSX BOSTON SCIENTIFIC CORP | $37.9M | 887.6K | 0.80% | — |
| 36 | L LLY ELI LILLY & CO | $35.8M | 29.9K | 0.75% | — |
| 37 | C CGON CG ONCOLOGY INC | $35.1M | 493.6K | 0.74% | — |
| 38 | I IDXX IDEXX LABS INC | $32.5M | 61.8K | 0.68% | — |
| 39 | R RSMDF RESMED INC | $28.9M | 148.2K | 0.61% | — |
| 40 | M MNST MONTE ROSA THERAPEUTICS INC | $28.8M | 1.19M | 0.61% | — |
| 41 | K KRYS KRYSTAL BIOTECH INC | $28.2M | 76.0K | 0.59% | — |
| 42 | D DHR DANAHER CORP DEL | $27.4M | 143.8K | 0.58% | — |
| 43 | J JNJ JOHNSON & JOHNSON | $26.2M | 103.3K | 0.55% | — |
| 44 | ? N/A SEAPORT THERAPEUTICS INC | $23.9M | 1.10M | 0.50% | — |
| 45 | P PVLA PALVELLA THERAPEUTICS INC NE | $23.7M | 155.0K | 0.50% | — |
| 46 | A ALGN ALIGN TECHNOLOGY INC | $23.6M | 139.7K | 0.50% | — |
| 47 | A ANNX ANNEXON INC | $23.4M | 4.10M | 0.49% | — |
| 48 | H HUM HUMANA INC | $23.2M | 58.4K | 0.49% | — |
| 49 | E ELV ELEVANCE HEALTH INC FORMERLY | $21.8M | 56.4K | 0.46% | — |
| 50 | T TNGX TANGO THERAPEUTICS INC | $21.7M | 694.2K | 0.46% | — |