| Stock | Compnay Name | Shares Held | Market Value | % of Portfolio | QoQ Change |
|---|---|---|---|---|---|
DFTX | DEFINIUM THERAPEUTICS INC | 163.00 K | 7.67 M | 0.9 | |
BBNX | BETA BIONICS INC | 493.34 K | 7.73 M | 1 | |
DXCM | DEXCOM INC | 820.48 K | 55.26 M | 6.8 | |
RVMD | REVOLUTION MEDICINES INC | 151.82 K | 28.43 M | 3.5 | |
ELVN | ENLIVEN THERAPEUTICS INC | 866.72 K | 43.98 M | 5.4 | |
DNTH | DIANTHUS THERAPEUTICS INC | 120.71 K | 11.77 M | 1.4 |
$ 813.22 M
19
Q2 2026
%
14.13 %