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Data updates on weekday mornings when the scraper runs.
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 | 8.723% | -0.218% | 264 | — |
| 2 | VRTX | Vertex Pharmaceuticals Inc | 7.272% | -0.316% | 231 | — |
| 3 | ALNY | Alnylam Pharmaceuticals Inc | 4.802% | -0.095% | 220 | — |
| 4 | ILMN | Illumina Inc | 3.768% | -0.122% | 363 | — |
| 5 | RVMD | Revolution Medicines Inc | 3.749% | -0.050% | 341 | — |
| 6 | GH | Guardant Health Inc | 3.607% | +0.421% | 429 | — |
| 7 | GMAB | Genmab A/S | 3.327% | +0.080% | 1,672 | — |
| 8 | INCY | Incyte Corp | 3.280% | -0.060% | 462 | — |
| 9 | MRNA | Moderna Inc | 3.213% | +0.056% | 913 | — |
| 10 | IONS | Ionis Pharmaceuticals Inc | 2.898% | -0.050% | 528 | — |
| 11 | ARWR | Arrowhead Pharmaceuticals Inc | 2.544% | +0.048% | 451 | — |
| 12 | BMRN | BioMarin Pharmaceutical Inc | 2.544% | -0.067% | 693 | — |
| 13 | KRYS | Krystal Biotech Inc | 2.430% | -0.010% | 110 | — |
| 14 | QGEN | QIAGEN NV | 2.202% | -0.020% | 858 | — |
| 15 | TECH | Bio-Techne Corp | 2.066% | -0.014% | 605 | — |
| 16 | NUVL | Nuvalent Inc | 1.976% | -0.041% | 264 | — |
| 17 | VCYT | Veracyte Inc | 1.927% | +0.088% | 583 | — |
| 18 | CRSP | CRISPR Therapeutics AG | 1.836% | -0.025% | 517 | — |
| 19 | TEM | Tempus AI Inc | 1.735% | -0.046% | 517 | — |
| 20 | GRAL | GRAIL Inc | 1.594% | +0.071% | 330 | — |