None this window — no structural change.
None this window — no structural change.
A streak counts consecutive snapshots the fund moved a position the same direction — accumulating (green) or distributing (red). The clearest read on where conviction is building.
| # | Ticker | Name | Weight | Δ Wt | Shares | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | TMO | Thermo Fisher Scientific Inc | 8.696% | +0.026% | 264 | — |
| 2 | VRTX | Vertex Pharmaceuticals Inc | 7.177% | +0.007% | 231 | — |
| 3 | ALNY | Alnylam Pharmaceuticals Inc | 4.508% | -0.123% | 220 | — |
| 4 | ILMN | Illumina Inc | 4.024% | -0.069% | 363 | — |
| 5 | GH | Guardant Health Inc | 3.758% | +0.015% | 429 | — |
| 6 | RVMD | Revolution Medicines Inc | 3.552% | +0.017% | 341 | — |
| 7 | INCY | Incyte Corp | 3.261% | -0.024% | 462 | — |
| 8 | MRNA | Moderna Inc | 3.048% | +0.040% | 913 | — |
| 9 | GMAB | Genmab A/S | 2.908% | -0.013% | 1,672 | — |
| 10 | BMRN | BioMarin Pharmaceutical Inc | 2.749% | +0.016% | 693 | — |
| 11 | IONS | Ionis Pharmaceuticals Inc | 2.724% | -0.008% | 528 | — |
| 12 | ARWR | Arrowhead Pharmaceuticals Inc | 2.337% | +0.047% | 451 | — |
| 13 | KRYS | Krystal Biotech Inc | 2.328% | +0.028% | 110 | — |
| 14 | TECH | Bio-Techne Corp | 2.234% | +0.049% | 605 | — |
| 15 | QGEN | QIAGEN NV | 2.180% | -0.006% | 858 | — |
| 16 | VCYT | Veracyte Inc | 1.933% | -0.041% | 583 | — |
| 17 | CRSP | CRISPR Therapeutics AG | 1.871% | +0.009% | 517 | — |
| 18 | TXG | 10X Genomics Inc | 1.824% | -0.098% | 891 | — |
| 19 | TEM | Tempus AI Inc | 1.762% | +0.095% | 517 | — |
| 20 | TWST | Twist Bioscience Corp | 1.675% | +0.036% | 341 | — |