| Stock | Compnay Name | Shares Held | Market Value | % of Portfolio | QoQ Change |
|---|---|---|---|---|---|
ODD | ODDITY TECH LTD | 70.00 K | 1.00 M | 0.2 | |
SCYX | SCYNEXIS INC | 2.08 M | 1.94 M | 0.4 | |
ICLR | ICON PLC | 16.00 K | 1.89 M | 0.4 | |
NTRA | NATERA INC | 9.00 K | 1.85 M | 0.4 | |
CRVS | CORVUS PHARMACEUTICALS INC | 115.00 K | 1.75 M | 0.4 | |
PODD | INSULET CORP | 10.00 K | 1.72 M | 0.4 |
$ 441.87 M
46
Q1 2026
92.3 %
27.46 %