None this window โ no structural change.
None this window โ no structural change.
A streak counts consecutive snapshots the fund moved a position the same direction โ accumulating (green) or distributing (red). The clearest read on where conviction is building.
| # | Ticker | Name | Weight | ฮ Wt | Shares | ฮ Shares |
|---|---|---|---|---|---|---|
| 1 | TMO | Thermo Fisher Scientific Inc | 8.164% | +0.315% | 264 | โ |
| 2 | VRTX | Vertex Pharmaceuticals Inc | 6.579% | +0.080% | 231 | โ |
| 3 | ILMN | Illumina Inc | 4.051% | +0.066% | 363 | โ |
| 4 | GH | Guardant Health Inc | 4.029% | +0.040% | 429 | โ |
| 5 | ALNY | Alnylam Pharmaceuticals Inc | 3.856% | -0.043% | 220 | โ |
| 6 | RVMD | Revolution Medicines Inc | 3.739% | +0.046% | 341 | โ |
| 7 | MRNA | Moderna Inc | 3.657% | -0.304% | 913 | โ |
| 8 | INCY | Incyte Corp | 3.164% | +0.061% | 462 | โ |
| 9 | GMAB | Genmab A/S | 2.845% | +0.024% | 1,672 | โ |
| 10 | TECH | Bio-Techne Corp | 2.531% | +0.092% | 605 | โ |
| 11 | BMRN | BioMarin Pharmaceutical Inc | 2.404% | +0.049% | 693 | โ |
| 12 | KRYS | Krystal Biotech Inc | 2.361% | +0.047% | 110 | โ |
| 13 | TXG | 10X Genomics Inc | 2.234% | +0.058% | 891 | โ |
| 14 | QGEN | QIAGEN NV | 2.090% | +0.048% | 858 | โ |
| 15 | ARWR | Arrowhead Pharmaceuticals Inc | 2.022% | -0.125% | 451 | โ |
| 16 | VCYT | Veracyte Inc | 1.949% | -0.010% | 583 | โ |
| 17 | NUVL | Nuvalent Inc | 1.919% | +0.067% | 264 | โ |
| 18 | QURE | uniQure NV | 1.871% | -0.014% | 748 | โ |
| 19 | TWST | Twist Bioscience Corp | 1.813% | +0.004% | 341 | โ |
| 20 | IONS | Ionis Pharmaceuticals Inc | 1.805% | -0.118% | 528 | โ |