CIK: 0001777015
申告総資産額
$9.7億
| # | 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 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 4.54% | -1.64% | +15.23% | |
| 2 | PODD | Insulet CORP | 株式-ヘルスケア | 3.81% | -0.42% | +21.18% | |
| 3 | DXCM | Dexcom INC | 株式-ヘルスケア | 3.71% | — | +242.30% | |
| 4 | SYK | Stryker CORP | 株式-ヘルスケア | 3.53% | +1.71% | +64.52% | |
| 5 | CVS | Cvs Health CORP | 株式-ヘルスケア | 3.40% | -0.53% | +18.64% | |
| 6 | MCK | Mckesson CORP | 株式-ヘルスケア | 2.84% | -1.71% | +27.37% | |
| 7 | 4XC1 | Kalvista Pharmaceuticals INC | 株式-その他 | 2.72% | +1.09% | +1.93% | |
| 8 | MBX | Mbx Biosciences INC | 株式-その他 | 2.66% | — | +14.53% | |
| 9 | KNSA | Kiniksa Pharmaceuticals International, plc | 株式-その他 | 2.61% | -1.32% | -0.95% | |
| 10 | MASI* | Masimo CORP | 株式-その他 | 2.48% | -2.48% | EXIT | |
| 11 | LIVN | LivaNova PLC | 株式-その他 | 2.41% | — | +48.98% | |
| 12 | 430 | Terns Pharmaceuticals INC | 株式-その他 | 2.39% | -2.39% | EXIT | |
| 13 | VRDN | Viridian Therapeutics INC | 株式-その他 | 2.33% | -1.20% | -31.74% | |
| 14 | RCUS | Arcus Biosciences INC | 株式-その他 | 2.20% | — | +48.40% | |
| 15 | UPB | Upstream Bio INC | 株式-その他 | 2.16% | -1.43% | -1.06% | |
| 16 | QGEN | Qiagen N.V. | 株式-ヘルスケア | 2.12% | -2.12% | EXIT | |
| 17 | AM6 | Amicus Therapeutics INC | 株式-その他 | 2.02% | -2.02% | EXIT | |
| 18 | EYPT | Eyepoint INC | 株式-その他 | 1.89% | — | — | |
| 19 | ALNY | Alnylam Pharmaceuticals INC | 株式-ヘルスケア | 1.81% | -0.89% | -45.60% | |
| 20 | NBIX | Neurocrine Biosciences INC | 株式-ヘルスケア | 1.55% | — | -19.12% | |
| 21 | WAT | Waters CORP | 株式-ヘルスケア | 1.51% | -0.71% | — | |
| 22 | MTD | Mettler-toledo International | 株式-ヘルスケア | 1.46% | -1.46% | EXIT | |
| 23 | MLYS | Mineralys Therapeutics INC | 株式-その他 | 1.42% | -0.36% | -9.94% | |
| 24 | STOK | Stoke Therapeutics INC | 株式-その他 | 1.30% | — | +72.06% | |
| 25 | A | Agilent Technologies INC | 株式-ヘルスケア | 1.30% | -1.30% | EXIT | |
| 26 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 1.29% | +1.22% | -39.92% | |
| 27 | DHR | Danaher CORP | 株式-ヘルスケア | 1.28% | -1.28% | EXIT | |
| 28 | XERS | Xeris Biopharma Holdings INC | 株式-その他 | 1.26% | — | -5.59% | |
| 29 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.23% | — | -3.07% | |
| 30 | PTCT | Ptc Therapeutics INC | 株式-ヘルスケア | 1.16% | +1.87% | -20.85% | |
| 31 | WAY | Waystar Holding CORP | 株式-その他 | 1.15% | — | +20.59% | |
| 32 | SNDX | Syndax Pharmaceuticals INC | 株式-その他 | 1.15% | +1.02% | -32.22% | |
| 33 | THC | Tenet Healthcare CORP | 株式-ヘルスケア | 1.14% | — | -18.59% | |
| 34 | NUVL | Nuvalent Inc-a | 株式-その他 | 1.14% | — | -1.23% | |
| 35 | ANIP | Ani Pharmaceuticals INC | 株式-その他 | 1.09% | +1.14% | — | |
| 36 | EWTX | Edgewise Therapeutics INC | 株式-その他 | 1.01% | — | -22.26% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.00% | -1.00% | EXIT | |
| 38 | COO | Cooper Cos Inc/the | 株式-ヘルスケア | 0.98% | — | -29.00% | |
| 39 | AORT | Artivion INC | 株式-その他 | 0.95% | — | -1.07% | |
| 40 | APGE | Apogee Therapeutics INC | 株式-その他 | 0.93% | — | +22.90% | |
| 41 | MAZE | Maze Therapeutics INC | 株式-その他 | 0.83% | -0.73% | +4.63% | |
| 42 | ASMB | Assembly Biosciences INC | 株式-その他 | 0.81% | — | -0.65% | |
| 43 | ACLXGBX | Arcellx INC | 株式-その他 | 0.80% | -0.80% | EXIT | |
| 44 | AXGN | Axogen INC | 株式-その他 | 0.78% | — | -50.12% | |
| 45 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.76% | +0.76% | +17.43% | |
| 46 | SIBN | Si-bone INC | 株式-その他 | 0.70% | — | -1.11% | |
| 47 | DOCS | Doximity Inc-class A | 株式-ヘルスケア | 0.68% | -0.68% | EXIT | |
| 48 | BCRX | Biocryst Pharmaceuticals INC | 株式-その他 | 0.67% | +1.01% | -11.12% | |
| 49 | XENE | Xenon Pharmaceuticals INC | 株式-その他 | 0.66% | +2.32% | -12.46% | |
| 50 | OPRX | Optimizerx CORP | 株式-その他 | 0.63% | — | +5.70% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DXCM | Dexcom INC | +2.5% | +242.30% | 増加 |
| 2 | 430 | Terns Pharmaceuticals INC | +1.7% | -33.58% | 減少 |
| 3 | RCUS | Arcus Biosciences INC | +1.3% | +48.40% | 増加 |
| 4 | MBX | Mbx Biosciences INC | +1.3% | +14.53% | 増加 |
| 5 | SYK | Stryker CORP | +1.1% | +64.52% | 増加 |
| 6 | LIVN | LivaNova PLC | +0.9% | +48.98% | 増加 |
| 7 | STOK | Stoke Therapeutics INC | +0.7% | +72.06% | 増加 |
| 8 | AM6 | Amicus Therapeutics INC | +0.6% | -11.86% | 減少 |
| 9 | MCK | Mckesson CORP | +0.5% | +27.37% | 増加 |
| 10 | 4XC1 | Kalvista Pharmaceuticals INC | +0.5% | +1.93% | 増加 |
| 11 | UPB | Upstream Bio INC | +0.5% | -1.06% | 減少 |
| 12 | APGE | Apogee Therapeutics INC | +0.5% | +22.90% | 増加 |
| 13 | CVS | Cvs Health CORP | +0.4% | +18.64% | 増加 |
| 14 | DAWNGBX | Day One Biopharmaceuticals I | +0.4% | +113.94% | 増加 |
| 15 | BSX | Boston Scientific CORP | +0.1% | +15.23% | 増加 |
| 16 | PODD | Insulet CORP | +0.1% | +21.18% | 増加 |
| 17 | URGN | UroGen Pharma Ltd. | -0.5% | -58.08% | 減少 |
| 18 | OPRX | Optimizerx CORP | -0.5% | +5.70% | 増加 |
| 19 | ACLXGBX | Arcellx INC | -0.5% | -14.51% | 減少 |
| 20 | ATEC | Alphatec Holdings INC | -0.5% | -60.23% | 減少 |
| 21 | TMCI | Treace Medical Concepts INC | -0.5% | -76.48% | 減少 |
| 22 | TVTX | Travere Therapeutics INC | -0.5% | -74.60% | 減少 |
| 23 | CSTL | Castle Biosciences INC | -0.6% | -68.34% | 減少 |
| 24 | DOCS | Doximity Inc-class A | -0.7% | -9.33% | 減少 |
| 25 | DHR | Danaher CORP | -1% | -46.73% | 減少 |
| 26 | ZBH | Zimmer Biomet Holdings INC | -1.3% | -39.92% | 減少 |
| 27 | BIIB | Biogen INC | -1.3% | -72.78% | 減少 |
| 28 | QURE | uniQure N.V. | -1.5% | -25.47% | 減少 |
| 29 | ALNY | Alnylam Pharmaceuticals INC | -2.4% | -45.60% | 減少 |
| 30 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | 全売却 |
| 31 | MASI* | Masimo CORP | — | NEW | 新規購入 |
| 32 | EYPT | Eyepoint INC | — | NEW | 新規購入 |
| 33 | WAT | Waters CORP | — | NEW | 新規購入 |
| 34 | MTD | Mettler-toledo International | — | NEW | 新規購入 |
| 35 | A | Agilent Technologies INC | — | NEW | 新規購入 |
| 36 | ANIP | Ani Pharmaceuticals INC | — | NEW | 新規購入 |
| 37 | UNH | Unitedhealth Group INC | — | NEW | 新規購入 |
| 38 | UTHR | United Therapeutics CORP | — | EXIT | 全売却 |
| 39 | INCY | Incyte CORP | — | EXIT | 全売却 |
| 40 | ASND | Ascendis Pharma A/S | — | EXIT | 全売却 |
| 41 | LLY | Eli Lilly & Co | — | EXIT | 全売却 |
| 42 | BMRN | Biomarin Pharmaceutical INC | — | EXIT | 全売却 |
| 43 | ADPT | Adaptive Biotechnologies | — | NEW | 新規購入 |
| 44 | OM | Outset Medical INC | — | EXIT | 全売却 |
| 45 | TMDX | Transmedics Group INC | — | NEW | 新規購入 |
| 46 | CDNA | Caredx INC | — | NEW | 新規購入 |
| 47 | ABSI | Absci CORP | — | NEW | 新規購入 |
| 48 | ABVX | Abivax Sa-adr | — | EXIT | 全売却 |
| 49 | ALGN | Align Technology INC | — | NEW | 新規購入 |
| 50 | GPCR | Structure Therapeutics INC | — | NEW | 新規購入 |