| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 36 | $558M | +$141M | -$183M | -$41.8M | INSM, VRNA, XENE, ARGX, ITCI | 13F-HR | 2/14/2025, 12:21 PM |
| Q3 2024 | 38 | $632M | +$210M | -$240M | -$29.6M | NUVL, ARGX, INSM, MIRM, PCVX | 13F-HR | 11/7/2024, 04:17 PM |
| Q2 2024 | 36 | $615M | +$192M | -$204M | -$12.8M | ARGX, SRPT, AXSM, ASND, MIRM | 13F-HR | 8/7/2024, 07:30 PM |
| Q1 2024 | 32 | $641M | +$135M | -$200M | -$65.2M | SWAV, ARGX, CYTK, XENE, SRPT | 13F-HR | 5/3/2024, 08:13 PM |
| Q4 2023 | 31 | $696M | CYTK, CBAY, VRTX, ARGX, XENE | 13F-HR | 2/7/2024, 05:32 PM |