Q2 2026 13F filing
Updated 27 days ago86 disclosed positions worth $2.7B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CAI CARIS LIFE SCIENCES INC | $147.1M | 8.26M | 5.44% | — |
| 2 | H HNGE HINGE HEALTH INC | $110.4M | 1.33M | 4.08% | — |
| 3 | G GKOS GLAUKOS CORP | $82.7M | 591.9K | 3.06% | — |
| 4 | E EWTX EDGEWISE THERAPEUTICS INC | $81.1M | 2.00M | 3.00% | — |
| 5 | S SYRE SPYRE THERAPEUTICS INC | $78.1M | 879.5K | 2.89% | — |
| 6 | I IRTC IRHYTHM HOLDINGS INC | $77.8M | 654.3K | 2.88% | — |
| 7 | N NEO NEOGENOMICS INC | $71.8M | 4.92M | 2.65% | — |
| 8 | K KOD KODIAK SCIENCES INC | $69.6M | 1.79M | 2.58% | — |
| 9 | X XENE XENON PHARMACEUTICALS INC | $68.3M | 1.13M | 2.53% | — |
| 10 | A ATEC ALPHATEC HLDGS INC | $66.2M | 69.12M | 2.45% | — |
| 11 | M MNST MONTE ROSA THERAPEUTICS INC | $59.3M | 2.45M | 2.19% | — |
| 12 | D DNTH DIANTHUS THERAPEUTICS INC | $58M | 594.6K | 2.14% | — |
| 13 | N NBIX NEUROCRINE BIOSCIENCES INC | $56.7M | 336.2K | 2.10% | — |
| 14 | A ATEC ALPHATEC HLDGS INC | $56.5M | 6.53M | 2.09% | — |
| 15 | G GENB GENERATE BIOMEDICINES INC | $55.4M | 3.28M | 2.05% | — |
| 16 | M MRVI MARAVAI LIFESCIENCES HLDGS I | $54.3M | 8.70M | 2.01% | — |
| 17 | K KRYS KRYSTAL BIOTECH INC | $47.9M | 129.0K | 1.77% | — |
| 18 | H HUM HUMANA INC | $45.5M | 114.5K | 1.68% | — |
| 19 | T TMO THERMO FISHER SCIENTIFIC INC | $44.8M | 89.4K | 1.66% | — |
| 20 | K KYMR KYMERA THERAPEUTICS INC | $43.4M | 378.2K | 1.60% | — |
| 21 | R RYTM RHYTHM PHARMACEUTICALS INC | $42.3M | 381.1K | 1.57% | — |
| 22 | ? N/A DAMORA THERAPEUTICS INC | $42.1M | 1.62M | 1.56% | — |
| 23 | A ACAD ACADIA PHARMACEUTICALS INC | $41.7M | 1.65M | 1.54% | — |
| 24 | B BTSGU BRIGHTSPRING HEALTH SVCS INC | $41.6M | 596.8K | 1.54% | — |
| 25 | T TMDX TRANSMEDICS GROUP INC | $40.5M | 609.7K | 1.50% | — |
| 26 | M MBX MBX BIOSCIENCES INC | $39.2M | 710.9K | 1.45% | — |
| 27 | ? N/A CLIMB BIO INC | $36.5M | 2.80M | 1.35% | — |
| 28 | C CDNA CAREDX INC | $34.8M | 1.22M | 1.29% | — |
| 29 | M MAZE MAZE THERAPEUTICS INC | $34M | 1.14M | 1.26% | — |
| 30 | D DRUG BRIGHT MINDS BIOSCIENCES INC | $34M | 483.8K | 1.26% | — |
| 31 | A ACHC ACADIA HEALTHCARE COMPANY IN | $33.7M | 1.14M | 1.25% | — |
| 32 | N NKTR NEKTAR THERAPEUTICS | $33.1M | 473.6K | 1.22% | — |
| 33 | C CRVS CORVUS PHARMACEUTICALS INC | $31.8M | 2.13M | 1.18% | — |
| 34 | N NRIX NURIX THERAPEUTICS INC | $31.2M | 1.29M | 1.15% | — |
| 35 | I INSP INSPIRE MED SYS INC | $30.2M | 677.6K | 1.12% | — |
| 36 | A AVTX AVALO THERAPEUTICS INC | $30.1M | 1.63M | 1.11% | — |
| 37 | ? N/A ALAMAR BIOSCIENCES INC | $29.4M | 1.08M | 1.09% | — |
| 38 | D DHR DANAHER CORP DEL | $28.7M | 150.6K | 1.06% | — |
| 39 | I ISRG INTUITIVE SURGICAL INC | $27.9M | 70.1K | 1.03% | — |
| 40 | O ORKA ORUKA THERAPEUTICS INC | $26.5M | 278.2K | 0.98% | — |
| 41 | A AVLN AVALYN PHARMACEUTICALS INC | $26.4M | 801.4K | 0.98% | — |
| 42 | A AVAH AVEANNA HEALTHCARE HLDGS INC | $26.3M | 3.07M | 0.97% | — |
| 43 | ? N/A BIOAGE LABS INC | $25.3M | 1.03M | 0.94% | — |
| 44 | B BSX BOSTON SCIENTIFIC CORP | $25.1M | 587.6K | 0.93% | — |
| 45 | V VERA VERA THERAPEUTICS INC | $24.2M | 564.7K | 0.90% | — |
| 46 | R RGEN REPLIGEN CORP | $24.2M | 177.1K | 0.89% | — |
| 47 | Z ZURA ZURA BIO LTD | $23.5M | 3.98M | 0.87% | — |
| 48 | G GH GUARDANT HEALTH INC | $22.2M | 147.8K | 0.82% | — |
| 49 | E EOLS EVOLUS INC | $21.9M | 3.16M | 0.81% | — |
| 50 | N NTRA NATERA INC | $21.6M | 79.5K | 0.80% | — |