CIK: 0001993440
申告総資産額
$9.0億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ARGX | Argenx Se - Adr | 株式-ヘルスケア | 5.59% | -2.23% | EXIT | |
| 2 | SRPT | Sarepta Therapeutics INC | 株式-ヘルスケア | 4.67% | — | -18.07% | |
| 3 | AXSM | Axsome Therapeutics INC | 株式-ヘルスケア | 4.42% | -0.76% | -1.44% | |
| 4 | ASND | Ascendis Pharma A/S | 株式-その他 | 4.14% | -1.26% | +23.09% | |
| 5 | MIRM | Mirum Pharmaceuticals INC | 株式-その他 | 3.91% | -0.22% | -26.63% | |
| 6 | ITCIEUR | Intra-cellular Therapies INC | 株式-その他 | 3.87% | — | +68.04% | |
| 7 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 3.87% | — | -13.84% | |
| 8 | INSM | Insmed INC | 株式-ヘルスケア | 3.52% | -0.72% | — | |
| 9 | TMDX | Transmedics Group INC | 株式-ヘルスケア | 3.42% | — | -53.00% | |
| 10 | KRYS | Krystal Biotech INC | 株式-ヘルスケア | 3.26% | — | -16.53% | |
| 11 | 2655787D | Blueprint Medicines CORP | 株式-その他 | 3.24% | — | — | |
| 12 | PCVX | Vaxcyte INC | 株式-その他 | 3.20% | — | — | |
| 13 | NUVL | Nuvalent Inc-a | 株式-その他 | 3.11% | — | -5.12% | |
| 14 | ✓ | Merus N V | 株式-その他 | 3.10% | — | — | |
| 15 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 3.03% | — | — | |
| 16 | IMVT | Immunovant INC | 株式-その他 | 2.99% | — | +35.59% | |
| 17 | DXCM | Dexcom INC | 株式-ヘルスケア | 2.95% | — | -17.02% | |
| 18 | ✓ | Establishment Labs Hldgs INC | 株式-その他 | 2.73% | — | — | |
| 19 | CRNX | Crinetics Pharmaceuticals In | 株式-その他 | 2.69% | — | — | |
| 20 | CYTK | Cytokinetics INC | 株式-ヘルスケア | 2.59% | -0.27% | -31.84% | |
| 21 | ATEC | Alphatec Holdings INC | 株式-その他 | 2.31% | — | +37.33% | |
| 22 | IDYA | Ideaya Biosciences INC | 株式-その他 | 2.27% | +0.39% | — | |
| 23 | XENE | Xenon Pharmaceuticals INC | 株式-その他 | 2.16% | +1.01% | -50.05% | |
| 24 | SNDX | Syndax Pharmaceuticals INC | 株式-その他 | 2.14% | — | — | |
| 25 | RVMD | Revolution Medicines INC | 株式-ヘルスケア | 2.08% | -0.72% | — | |
| 26 | BHVN | Biohaven Ltd. | 株式-その他 | 2.07% | — | -15.34% | |
| 27 | APGE | Apogee Therapeutics INC | 株式-その他 | 2.04% | +0.73% | -16.19% | |
| 28 | 4XC1 | Kalvista Pharmaceuticals INC | 株式-その他 | 2.03% | — | -10.16% | |
| 29 | RCKT | Rocket Pharmaceuticals INC | 株式-その他 | 1.96% | — | +123.62% | |
| 30 | SYRE | Spyre Therapeutics INC | 株式-その他 | 1.78% | — | — | |
| 31 | ORIC | Oric Pharmaceuticals INC | 株式-その他 | 1.74% | +0.98% | +38.12% | |
| 32 | SLN | Silence Therapeutics Plc-adr | 株式-その他 | 1.66% | — | — | |
| 33 | IMCR | Immunocore Holdings Plc-adr | 株式-その他 | 1.60% | — | -26.25% | |
| 34 | ELVN | Enliven Therapeutics INC | 株式-その他 | 1.57% | +2.73% | NEW | |
| 35 | VERA | Vera Therapeutics INC | 株式-その他 | 1.25% | -1.58% | +80.06% | |
| 36 | IRON | Disc Medicine INC | 株式-その他 | 1.02% | -1.39% | EXIT |