Disclosed positions
| TELEFLEX INCORPORATED | TFX | COM | $49,105,303 | 387,388 | SH | None |
| MIRUM PHARMACEUTICALS INC | MIRM | COM | $48,659,092 | 415,641 | SH | None |
| THE CIGNA GROUP | CI | COM | $43,913,067 | 159,290 | SH | None |
| IONIS PHARMACEUTICALS INC | IONS | COM | $41,228,976 | 519,977 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $36,860,978 | 88,687 | SH | None |
| BIOMARIN PHARMACEUTICAL INC | BMRN | COM | $33,371,791 | 583,219 | SH | None |
| GUARDIAN PHARMACY SVCS INC | GRDN | CL A | $29,808,886 | 711,939 | SH | None |
| VESTIS CORPORATION | VSTS | COM SHS | $27,590,033 | 1,900,140 | SH | None |
| BRIDGEBIO PHARMA INC | BBIO | COM | $25,302,346 | 339,720 | SH | None |
| PENNANT GROUP INC | PNTG | COM | $19,059,475 | 515,818 | SH | None |
| MONTE ROSA THERAPEUTICS INC | GLUE | COM | $14,889,945 | 615,287 | SH | None |
| KODIAK SCIENCES INC | KOD | COM | $14,727,270 | 378,010 | SH | None |
| TANGO THERAPEUTICS INC | TNGX | COM | $14,242,212 | 455,605 | SH | None |
| KYMERA THERAPEUTICS INC | KYMR | COM | $12,977,548 | 113,173 | SH | None |
| CULLINAN THERAPEUTICS INC | CGEM | COM | $12,827,889 | 704,442 | SH | None |
| ADLAI NORTYE LTD | ANL | SPONSORED ADS | $2,971,485 | 258,390 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.