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 | INSM | Insmed INC | 株式-ヘルスケア | 6.91% | -0.72% | -14.19% | |
| 2 | MIRM | Mirum Pharmaceuticals INC | 株式-その他 | 6.28% | -0.22% | +8.16% | |
| 3 | UTHR | United Therapeutics CORP | 株式-ヘルスケア | 5.37% | +3.40% | — | |
| 4 | ✓ | Merus N V | 株式-その他 | 5.26% | — | +26.99% | |
| 5 | NUVL | Nuvalent Inc-a | 株式-その他 | 5.13% | — | +23.05% | |
| 6 | XENE | Xenon Pharmaceuticals INC | 株式-その他 | 4.82% | +1.01% | +21.06% | |
| 7 | BBIO | Bridgebio Pharma INC | 株式-ヘルスケア | 4.60% | +0.57% | +6.90% | |
| 8 | RVMD | Revolution Medicines INC | 株式-ヘルスケア | 4.51% | -0.72% | +54.73% | |
| 9 | ASND | Ascendis Pharma A/S | 株式-その他 | 4.37% | -1.26% | +8.62% | |
| 10 | ARGX | Argenx Se - Adr | 株式-ヘルスケア | 4.29% | -2.23% | EXIT | |
| 11 | IRON | Disc Medicine INC | 株式-その他 | 3.95% | -1.39% | EXIT | |
| 12 | ORIC | Oric Pharmaceuticals INC | 株式-その他 | 3.89% | +0.98% | +7.44% | |
| 13 | ACLXGBX | Arcellx INC | 株式-その他 | 3.87% | — | +45.77% | |
| 14 | NBIX | Neurocrine Biosciences INC | 株式-ヘルスケア | 3.83% | — | — | |
| 15 | ABVX | Abivax Sa-adr | 株式-その他 | 3.72% | -0.07% | — | |
| 16 | NAMS | NewAmsterdam Pharma Company N.V. | 株式-その他 | 3.06% | -1.58% | +37.59% | |
| 17 | AKRO | Akero Therapeutics INC | 株式-その他 | 2.83% | — | +246.57% | |
| 18 | AXSM | Axsome Therapeutics INC | 株式-ヘルスケア | 2.78% | -0.76% | +5.69% | |
| 19 | ELVN | Enliven Therapeutics INC | 株式-その他 | 2.41% | +2.73% | NEW | |
| 20 | APGE | Apogee Therapeutics INC | 株式-その他 | 2.40% | +0.73% | +29.32% | |
| 21 | KYMR | Kymera Therapeutics INC | 株式-その他 | 2.36% | +0.53% | — | |
| 22 | JANX | Janux Therapeutics INC | 株式-その他 | 2.35% | — | +42.98% | |
| 23 | ROIV | Roivant Sciences Ltd. | 株式-ヘルスケア | 2.18% | +0.74% | — | |
| 24 | CYTK | Cytokinetics INC | 株式-ヘルスケア | 2.10% | -0.27% | — | |
| 25 | NTRA | Natera INC | 株式-ヘルスケア | 1.95% | -0.31% | -31.54% | |
| 26 | ADMA | Adma Biologics INC | 株式-ヘルスケア | 1.78% | — | -25.97% | |
| 27 | VERA | Vera Therapeutics INC | 株式-その他 | 1.55% | -1.58% | +14.49% | |
| 28 | HROW | Harrow INC | 株式-その他 | 1.16% | — | -29.96% | |
| 29 | MLTX | Moonlake Immunotherapeutics | 株式-その他 | 0.28% | +0.26% | — |