| Stock | Compnay Name | Shares Held | Market Value | % of Portfolio | QoQ Change |
|---|---|---|---|---|---|
KRYS | KRYSTAL BIOTECH INC | 1.15 M | 297.87 M | 12.1 | |
CELC | CELCUITY INC | 1.28 M | 146.60 M | 5.9 | |
TGTX | TG THERAPEUTICS INC | 4.03 M | 133.85 M | 5.4 | |
PODD | INSULET CORP | 562.50 K | 118.03 M | 4.8 | |
NVCR | NOVOCURE LTD | 10.49 M | 114.37 M | 4.6 | |
UTHR | UNITED THERAPEUTICS CORP DEL | 187.19 K | 111.00 M | 4.5 |
$ 1.03 B
7
Q1 2026
41.6 %
-62.07 %