CIK: 0001826434
申報總市值
US$7.1億
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | 股票-醫療保健 | 16.21% | -1.99% | +99.17% | |
| 2 | DHR | Danaher CORP | 股票-醫療保健 | 10.31% | -10.31% | EXIT | |
| 3 | LLY | Eli Lilly & Co | 股票-醫療保健 | 8.83% | -0.85% | — | |
| 4 | UTHR | United Therapeutics CORP | 股票-醫療保健 | 7.65% | -1.79% | -1.04% | |
| 5 | ASND | Ascendis Pharma A/S | 股票-其他 | 7.34% | +0.86% | +51.59% | |
| 6 | MDGL | Madrigal Pharmaceuticals INC | 股票-醫療保健 | 6.50% | +1.09% | +27.05% | |
| 7 | BSX | Boston Scientific CORP | 股票-醫療保健 | 6.44% | -6.44% | EXIT | |
| 8 | TEVA | Teva Pharmaceutical-sp Adr | 股票-醫療保健 | 5.82% | -1.50% | — | |
| 9 | IONS | Ionis Pharmaceuticals INC | 股票-醫療保健 | 5.72% | -5.72% | EXIT | |
| 10 | VERA | Vera Therapeutics INC | 股票-其他 | 5.30% | -5.30% | EXIT | |
| 11 | AXSM | Axsome Therapeutics INC | 股票-醫療保健 | 4.78% | -3.31% | -30.98% | |
| 12 | ARGX | Argenx Se - Adr | 股票-醫療保健 | 4.11% | -0.87% | -13.26% | |
| 13 | NUVL | Nuvalent Inc-a | 股票-其他 | 4.01% | +0.43% | — | |
| 14 | DXCM | Dexcom INC | 股票-醫療保健 | 3.63% | +2.52% | — | |
| 15 | DNTH | Dianthus Therapeutics INC | 股票-其他 | 3.33% | -1.62% | +240.36% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +3.3% | +99.17% | 加碼 |
| 2 | DNTH | Dianthus Therapeutics INC | +1.7% | +240.36% | 加碼 |
| 3 | MDGL | Madrigal Pharmaceuticals INC | -0.6% | +27.05% | 加碼 |
| 4 | ASND | Ascendis Pharma A/S | -0.7% | +51.59% | 加碼 |
| 5 | VERA | Vera Therapeutics INC | -2.7% | -32.31% | 減碼 |
| 6 | ARGX | Argenx Se - Adr | -3.3% | -13.26% | 減碼 |
| 7 | AXSM | Axsome Therapeutics INC | -3.4% | -30.98% | 減碼 |
| 8 | UTHR | United Therapeutics CORP | -4.1% | -1.04% | 減碼 |
| 9 | DHR | Danaher CORP | — | NEW | 新建倉 |
| 10 | LLY | Eli Lilly & Co | — | NEW | 新建倉 |
| 11 | BSX | Boston Scientific CORP | — | NEW | 新建倉 |
| 12 | TEVA | Teva Pharmaceutical-sp Adr | — | NEW | 新建倉 |
| 13 | IONS | Ionis Pharmaceuticals INC | — | NEW | 新建倉 |
| 14 | MRK | Merck & Co. INC. | — | EXIT | 清倉 |
| 15 | NUVL | Nuvalent Inc-a | — | NEW | 新建倉 |
| 16 | SLNOEUR | Soleno Therapeutics INC | — | EXIT | 清倉 |
| 17 | DXCM | Dexcom INC | — | NEW | 新建倉 |
| 18 | ABBV | Abbvie INC | — | EXIT | 清倉 |
| 19 | KRRO | Korro Bio INC | — | EXIT | 清倉 |
| 20 | XENE | Xenon Pharmaceuticals INC | — | EXIT | 清倉 |
| 21 | ✓ | Avadel Pharmaceu | — | EXIT | 清倉 |
| 22 | STVN | Stevanato Group S.p.A. | — | EXIT | 清倉 |
| 23 | TARS | Tarsus Pharmaceuticals INC | — | EXIT | 清倉 |
| 24 | PRAX | Praxis Precision Medicines I | — | EXIT | 清倉 |
| 25 | BHVN | Biohaven Ltd. | — | EXIT | 清倉 |