CIK: 0001777015
申报总市值
US$9.7亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSX | Boston Scientific CORP | 股票-医疗保健 | 4.54% | -1.64% | +15.23% | |
| 2 | PODD | Insulet CORP | 股票-医疗保健 | 3.81% | -0.42% | +21.18% | |
| 3 | DXCM | Dexcom INC | 股票-医疗保健 | 3.71% | — | +242.30% | |
| 4 | SYK | Stryker CORP | 股票-医疗保健 | 3.53% | +1.71% | +64.52% | |
| 5 | CVS | Cvs Health CORP | 股票-医疗保健 | 3.40% | -0.53% | +18.64% | |
| 6 | MCK | Mckesson CORP | 股票-医疗保健 | 2.84% | -1.71% | +27.37% | |
| 7 | 4XC1 | Kalvista Pharmaceuticals INC | 股票-其他 | 2.72% | +1.09% | +1.93% | |
| 8 | MBX | Mbx Biosciences INC | 股票-其他 | 2.66% | — | +14.53% | |
| 9 | KNSA | Kiniksa Pharmaceuticals International, plc | 股票-其他 | 2.61% | -1.32% | -0.95% | |
| 10 | MASI* | Masimo CORP | 股票-其他 | 2.48% | -2.48% | EXIT | |
| 11 | LIVN | LivaNova PLC | 股票-其他 | 2.41% | — | +48.98% | |
| 12 | 430 | Terns Pharmaceuticals INC | 股票-其他 | 2.39% | -2.39% | EXIT | |
| 13 | VRDN | Viridian Therapeutics INC | 股票-其他 | 2.33% | -1.20% | -31.74% | |
| 14 | RCUS | Arcus Biosciences INC | 股票-其他 | 2.20% | — | +48.40% | |
| 15 | UPB | Upstream Bio INC | 股票-其他 | 2.16% | -1.43% | -1.06% | |
| 16 | QGEN | Qiagen N.V. | 股票-医疗保健 | 2.12% | -2.12% | EXIT | |
| 17 | AM6 | Amicus Therapeutics INC | 股票-其他 | 2.02% | -2.02% | EXIT | |
| 18 | EYPT | Eyepoint INC | 股票-其他 | 1.89% | — | — | |
| 19 | ALNY | Alnylam Pharmaceuticals INC | 股票-医疗保健 | 1.81% | -0.89% | -45.60% | |
| 20 | NBIX | Neurocrine Biosciences INC | 股票-医疗保健 | 1.55% | — | -19.12% | |
| 21 | WAT | Waters CORP | 股票-医疗保健 | 1.51% | -0.71% | — | |
| 22 | MTD | Mettler-toledo International | 股票-医疗保健 | 1.46% | -1.46% | EXIT | |
| 23 | MLYS | Mineralys Therapeutics INC | 股票-其他 | 1.42% | -0.36% | -9.94% | |
| 24 | STOK | Stoke Therapeutics INC | 股票-其他 | 1.30% | — | +72.06% | |
| 25 | A | Agilent Technologies INC | 股票-医疗保健 | 1.30% | -1.30% | EXIT | |
| 26 | ZBH | Zimmer Biomet Holdings INC | 股票-医疗保健 | 1.29% | +1.22% | -39.92% | |
| 27 | DHR | Danaher CORP | 股票-医疗保健 | 1.28% | -1.28% | EXIT | |
| 28 | XERS | Xeris Biopharma Holdings INC | 股票-其他 | 1.26% | — | -5.59% | |
| 29 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 1.23% | — | -3.07% | |
| 30 | PTCT | Ptc Therapeutics INC | 股票-医疗保健 | 1.16% | +1.87% | -20.85% | |
| 31 | WAY | Waystar Holding CORP | 股票-其他 | 1.15% | — | +20.59% | |
| 32 | SNDX | Syndax Pharmaceuticals INC | 股票-其他 | 1.15% | +1.02% | -32.22% | |
| 33 | THC | Tenet Healthcare CORP | 股票-医疗保健 | 1.14% | — | -18.59% | |
| 34 | NUVL | Nuvalent Inc-a | 股票-其他 | 1.14% | — | -1.23% | |
| 35 | ANIP | Ani Pharmaceuticals INC | 股票-其他 | 1.09% | +1.14% | — | |
| 36 | EWTX | Edgewise Therapeutics INC | 股票-其他 | 1.01% | — | -22.26% | |
| 37 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.00% | -1.00% | EXIT | |
| 38 | COO | Cooper Cos Inc/the | 股票-医疗保健 | 0.98% | — | -29.00% | |
| 39 | AORT | Artivion INC | 股票-其他 | 0.95% | — | -1.07% | |
| 40 | APGE | Apogee Therapeutics INC | 股票-其他 | 0.93% | — | +22.90% | |
| 41 | MAZE | Maze Therapeutics INC | 股票-其他 | 0.83% | -0.73% | +4.63% | |
| 42 | ASMB | Assembly Biosciences INC | 股票-其他 | 0.81% | — | -0.65% | |
| 43 | ACLXGBX | Arcellx INC | 股票-其他 | 0.80% | -0.80% | EXIT | |
| 44 | AXGN | Axogen INC | 股票-其他 | 0.78% | — | -50.12% | |
| 45 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 0.76% | +0.76% | +17.43% | |
| 46 | SIBN | Si-bone INC | 股票-其他 | 0.70% | — | -1.11% | |
| 47 | DOCS | Doximity Inc-class A | 股票-医疗保健 | 0.68% | -0.68% | EXIT | |
| 48 | BCRX | Biocryst Pharmaceuticals INC | 股票-其他 | 0.67% | +1.01% | -11.12% | |
| 49 | XENE | Xenon Pharmaceuticals INC | 股票-其他 | 0.66% | +2.32% | -12.46% | |
| 50 | OPRX | Optimizerx CORP | 股票-其他 | 0.63% | — | +5.70% |