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 | CRSP | CRISPR THERAPEUTICS AG | 8.322% | -0.256% | 1,933,406 | — |
| 2 | TEM | TEMPUS AI INC-CL A | 8.178% | -0.355% | 2,010,512 | — |
| 3 | TWST | TWIST BIOSCIENCE CORP | 8.040% | +0.241% | 1,689,999 | — |
| 4 | TXG | 10X GENOMICS INC-CLASS A | 6.237% | +0.141% | 2,933,861 | — |
| 5 | PSNL | PERSONALIS INC | 5.227% | +0.360% | 7,416,214 | — |
| 6 | BEAM | BEAM THERAPEUTICS INC | 4.886% | -0.104% | 2,033,080 | — |
| 7 | ABSI | ABSCI CORP | 4.832% | +0.080% | 11,011,483 | — |
| 8 | GH | GUARDANT HEALTH INC | 4.677% | +0.477% | 458,862 | — |
| 9 | ILMN | ILLUMINA INC | 4.572% | -0.227% | 363,385 | — |
| 10 | NTRA | NATERA INC | 4.415% | -0.026% | 243,053 | — |
| 11 | VCYT | VERACYTE INC | 3.556% | +0.106% | 887,572 | — |
| 12 | NTLA | INTELLIA THERAPEUTICS INC | 3.472% | -0.084% | 3,194,119 | — |
| 13 | CDNA | CAREDX INC | 3.257% | -0.067% | 1,736,907 | — |
| 14 | RXRX | RECURSION PHARMACEUTICALS-A | 3.046% | -0.038% | 11,608,452 | — |
| 15 | CMPS | COMPASS PATHWAYS PLC | 2.956% | +0.076% | 3,067,518 | — |
| 16 | ADPT | ADAPTIVE BIOTECHNOLOGIES | 2.333% | +0.056% | 1,884,872 | — |
| 17 | NRIX | NURIX THERAPEUTICS INC | 2.321% | +0.056% | 1,594,526 | — |
| 18 | SDGR | SCHRODINGER INC | 2.115% | -0.049% | 1,936,277 | — |
| 19 | IONS | IONIS PHARMACEUTICALS INC | 1.774% | -0.061% | 266,654 | — |
| 20 | BFLY | BUTTERFLY NETWORK INC | 1.760% | +0.032% | 4,522,547 | — |