| BMY Bristol-Myers Squibb Co. | 30.74% | 686,182 | $35.5M | Reduce -0.3% |
| BDSX Biodesix Inc. | 8.77% | 5,696,113 | $10.1M | No change |
| ACAD Acadia Pharmaceuticals Inc. | 5.33% | 400,400 | $6.2M | Add +59.9% |
| ELUT Elutia Inc. | 4.36% | 1,321,215 | $5.0M | Reduce -14.8% |
| UTHR United Therapeutics Corp. | 3.10% | 10,000 | $3.6M | No change |
| PRTA Prothena Corp. PLC | 3.04% | 209,574 | $3.5M | Add +3.0% |
| NBIX Neurocrine Biosciences Inc. | 3.02% | 30,240 | $3.5M | Reduce -28.4% |
| CORT Corcept Therapeutics Inc. | 2.97% | 74,000 | $3.4M | No change |
| HROW Harrow Inc. | 2.84% | 72,910 | $3.3M | Reduce -51.4% |
| QDEL Quidelortho Corp. | 2.67% | 67,619 | $3.1M | No change |
| FHTX Foghorn Therapeutics Inc. | 2.59% | 320,930 | $3.0M | No change |
| AXGN Axogen Inc. | 2.39% | 197,000 | $2.8M | No change |
| PHR Phreesia Inc. | 2.26% | 114,700 | $2.6M | No change |
| STOK Stoke Therapeutics Inc. | 2.23% | 210,000 | $2.6M | No change |
| PTGX Protagonist Therapeutics Inc. | 1.87% | 48,000 | $2.2M | No change |
| TVTX Travere Therapeutics Inc. | 1.79% | 148,000 | $2.1M | Add +21.3% |
| MASI Masimo Corp. | 1.76% | 15,280 | $2.0M | No change |
| OVV Ovintiv Inc. | 1.73% | 52,200 | $2.0M | Reduce -29.6% |
| DCGO Docgo Inc. | 1.48% | 515,000 | $1.7M | Add +12.0% |
| CSTL Castle Biosciences Inc. | 1.43% | 58,000 | $1.7M | Add +70.6% |
| ALKS Alkermes PLC | 1.21% | 50,000 | $1.4M | No change |
| EQT Eqt Corp. | 1.10% | 34,619 | $1.3M | New |
| ATEC Alphatec Holdings Inc. | 0.95% | 198,000 | $1.1M | Add +125.0% |
| KALV Kalvista Pharmaceuticals Inc. | 0.82% | 82,000 | $950K | Add +78.3% |
| KNSA Kiniksa Pharmaceuticals Ltd. | 0.65% | 30,000 | $750K | No change |
| TXG 10X Genomics Inc. Class A | 0.59% | 30,000 | $677K | No change |
| HALO Halozyme Therapeutics Inc. | 0.50% | 10,000 | $572K | No change |
| ACCELERATE DIAGNOSTICS INC | 0.48% | 325,239 | $556K | No change |
| CYTK Cytokinetics Inc. | 0.46% | 10,000 | $528K | No change |
| INBX Inhibrx Biosciences Inc. | 0.44% | 32,110 | $503K | Add +165.2% |
| KROS Keros Therapeutics Inc. | 0.35% | 7,000 | $406K | No change |
| APLS Apellis Pharmaceuticals Inc. | 0.35% | 14,000 | $404K | No change |
| TMCI Treace Medical Concepts Inc. | 0.34% | 68,350 | $396K | New |
| XENE Xenon Pharmaceuticals Inc. | 0.34% | 10,000 | $394K | No change |
| KPTI Karyopharm Therapeutics Inc. | 0.34% | 469,832 | $390K | No change |
| CHRS Coherus Oncology Inc. | 0.34% | 372,000 | $387K | Add +37.8% |
| ARVN Arvinas Inc. | 0.32% | 15,000 | $369K | No change |
| PGNY Progyny Inc. | 0.32% | 22,000 | $369K | No change |
| BIOHAVEN PHARMACEUTICAL HOLD | 0.32% | 7,365 | $368K | No change |
| AXSM Axsome Therapeutics Inc. | 0.31% | 4,000 | $359K | No change |
| CGEM Cullinan Therapeutics Inc. | 0.29% | 20,000 | $335K | No change |
| WVE Wave Life Sciences Ltd. | 0.28% | 40,000 | $328K | No change |
| SWTX Springworks Therapeutics Inc. | 0.28% | 10,000 | $320K | No change |
| NVCR Novocure Ltd. | 0.27% | 20,000 | $313K | No change |
| SRPT Sarepta Therapeutics Inc. | 0.27% | 2,500 | $312K | No change |
| BCRX Biocryst Pharmaceuticals Inc. | 0.26% | 40,000 | $304K | No change |
| FOLD Amicus Therapeutics Inc. | 0.26% | 28,000 | $299K | No change |
| BPMC Blueprint Medicines Corp. | 0.22% | 2,700 | $250K | New |
| XNCR Xencor Inc. | 0.21% | 12,300 | $247K | No change |
| GOSS Gossamer Bio Inc. | 0.12% | 138,176 | $136K | No change |
| BLUEBIRD BIO INC | 0.10% | 211,200 | $110K | Reduce -32.1% |
| ALMS Alumis Inc. | 0.09% | 10,000 | $107K | New |
| LQDA Liquidia Corp. | 0.09% | 10,000 | $100K | No change |
| QURE Uniqure NV | 0.09% | 20,000 | $99K | New |
| IFRX Inflarx NV | 0.07% | 50,000 | $77K | No change |
| TSVT 2SEVENTY Bio Inc. | 0.06% | 15,833 | $75K | Reduce -11.2% |
| VTYX Ventyx Biosciences Inc. | 0.05% | 28,800 | $63K | No change |
| ZNTL Zentalis Pharmaceuticals Inc. | 0.05% | 16,000 | $59K | No change |
| CABA Cabaletta Bio Inc. | 0.04% | 10,000 | $47K | No change |
| OM Outset Medical Inc. | 0.01% | 10,000 | $7K | No change |
| CERO THERAPEUTICS HLDGS INC | 0.00% | 12,972 | $1K | No change |