Location: Zurich, Switzerland
CIK: 0001674546 · Show all filings
Period: Q2 2026 (← Previous)
Filing Date: Aug 14, 2026
Total Value: $4.753B (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | 851,550 | $308M | 6.5% | — | — | COM | 031162100 |
| VRTX | VERTEX PHARMACEUTICALS INC | 578,634 | $287M | 6.0% | — | — | COM | 92532F100 |
| ARGX | ARGENX SE | 301,000 | $279M | 5.9% | — | — | SPONSORED ADR | 04016X101 |
| GILD | GILEAD SCIENCES INC | 2,158,772 | $273M | 5.7% | — | — | COM | 375558103 |
| RVMD | REVOLUTION MEDICINES INC | 1,048,014 | $196M | 4.1% | — | — | COM | 76155X100 |
| ORKA | ORUKA THERAPEUTICS INC | 1,657,190 | $158M | 3.3% | — | — | COM | 687604108 |
| INSM | INSMED INC | 1,393,418 | $149M | 3.1% | — | — | COM PAR $.01 | 457669307 |
| SRRK | SCHOLAR ROCK HLDG CORP | 2,449,547 | $135M | 2.8% | — | — | COM | 80706P103 |
| NUVL | NUVALENT INC | 1,053,268 | $130M | 2.7% | — | — | COM | 670703107 |
| VRDN | VIRIDIAN THERAPEUTICS INC | 6,731,909 | $124M | 2.6% | — | — | COM | 92790C104 |
| RLAY | RELAY THERAPEUTICS INC | 6,185,970 | $116M | 2.4% | — | — | COM | 75943R102 |
| PCVX | VAXCYTE INC | 1,971,935 | $115M | 2.4% | — | — | COM | 92243G108 |
| UTHR | UNITED THERAPEUTICS CORP DEL | 188,515 | $102M | 2.1% | — | — | COM | 91307C102 |
| ISRG | INTUITIVE SURGICAL INC | 254,809 | $101M | 2.1% | — | — | COM NEW | 46120E602 |
| REGN | REGENERON PHARMACEUTICALS | 157,291 | $98.08M | 2.1% | — | — | COM | 75886F107 |
| CRNX | CRINETICS PHARMACEUTICALS IN | 2,620,000 | $98.04M | 2.1% | — | — | COM | 22663K107 |
| BBIO | BRIDGEBIO PHARMA INC | 1,189,506 | $88.59M | 1.9% | — | — | COM | 10806X102 |
| IMCR | IMMUNOCORE HLDGS PLC | 2,788,245 | $88.53M | 1.9% | — | — | ADS | 45258D105 |
| ABT | ABBOTT LABORATORIES | 947,115 | $85.94M | 1.8% | — | — | COM | 002824100 |
| SYK | STRYKER CORPORATION | 268,461 | $84.52M | 1.8% | — | — | COM | 863667101 |
| MDT | MEDTRONIC PLC | 994,233 | $77.78M | 1.6% | — | — | SHS | G5960L103 |
| IONS | IONIS PHARMACEUTICALS INC | 972,258 | $77.09M | 1.6% | — | — | COM | 462222100 |
| ELVN | ENLIVEN THERAPEUTICS INC | 1,490,000 | $75.62M | 1.6% | — | — | COM | 29337E102 |
| VERA | VERA THERAPEUTICS INC | 1,710,808 | $73.41M | 1.5% | — | — | CL A | 92337R101 |
| JBIO | JADE BIOSCIENCES INC | 3,057,996 | $67.95M | 1.4% | — | — | COM NEW | 008064206 |
| EW | EDWARDS LIFESCIENCES CORP | 739,234 | $66.87M | 1.4% | — | — | COM | 28176E108 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | 1,982,775 | $66.2M | 1.4% | — | — | COM | 90400D108 |
| UNH | UNITEDHEALTH GROUP INC | 149,127 | $61.98M | 1.3% | — | — | COM | 91324P102 |
| DXCM | DEXCOM INC | 822,489 | $55.39M | 1.2% | — | — | COM | 252131107 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | 1,200,000 | $44.65M | 0.9% | — | — | COM NEW | 15117B202 |
| AVLN | AVALYN PHARMACEUTICALS INC | 1,350,000 | $44.44M | 0.9% | — | — | COM SHS | 05348Y105 |
| GLTO | DAMORA THERAPEUTICS INC | 1,618,846 | $42.11M | 0.9% | — | — | COM NEW | 36322Q206 |
| IRON | DISC MEDICINE INC | 560,000 | $40.96M | 0.9% | — | — | COM | 254604101 |
| TMO | THERMO FISHER SCIENTIFIC INC | 79,816 | $40.02M | 0.8% | — | — | COM | 883556102 |
| BSX | BOSTON SCIENTIFIC CORP | 887,650 | $37.88M | 0.8% | — | — | COM | 101137107 |
| LLY | ELI LILLY & CO | 29,882 | $35.84M | 0.8% | — | — | COM | 532457108 |
| CGON | CG ONCOLOGY INC | 493,596 | $35.07M | 0.7% | — | — | COM | 156944100 |
| IDXX | IDEXX LABS INC | 61,780 | $32.52M | 0.7% | — | — | COM | 45168D104 |
| RMD | RESMED INC | 148,195 | $28.88M | 0.6% | — | — | COM | 761152107 |
| KRYS | KRYSTAL BIOTECH INC | 77,530 | $28.82M | 0.6% | — | — | COM | 501147102 |
| GLUE | MONTE ROSA THERAPEUTICS INC | 1,190,000 | $28.8M | 0.6% | — | — | COM | 61225M102 |
| DHR | DANAHER CORP DEL | 143,844 | $27.4M | 0.6% | — | — | COM | 235851102 |
| JNJ | JOHNSON & JOHNSON | 103,280 | $26.23M | 0.6% | — | — | COM | 478160104 |
| SPTX | SEAPORT THERAPEUTICS INC | 1,100,000 | $23.89M | 0.5% | — | — | COMMON STOCK | 81221K108 |
| PVLA | PALVELLA THERAPEUTICS INC NE | 155,000 | $23.69M | 0.5% | — | — | COM | 697947109 |
| ALGN | ALIGN TECHNOLOGY INC | 139,680 | $23.56M | 0.5% | — | — | COM | 016255101 |
| ANNX | ANNEXON INC | 4,100,016 | $23.41M | 0.5% | — | — | COM | 03589W102 |
| HUM | HUMANA INC | 58,398 | $23.2M | 0.5% | — | — | COM | 444859102 |
| ELV | ELEVANCE HEALTH INC FORMERLY | 56,449 | $21.83M | 0.5% | — | — | COM | 036752103 |
| TNGX | TANGO THERAPEUTICS INC | 694,182 | $21.7M | 0.5% | — | — | COM | 87583X109 |
| STE | STERIS PLC | 99,877 | $21.03M | 0.4% | — | — | SHS USD | G8473T100 |
| SYRE | SPYRE THERAPEUTICS INC | 229,931 | $20.41M | 0.4% | — | — | COM NEW | 00773J202 |
| COAG | HEMAB THERAPEUTICS HLDGS INC | 550,000 | $20.2M | 0.4% | — | — | COM SHS | 423494103 |
| PODD | INSULET CORP | 127,498 | $19.41M | 0.4% | — | — | COM | 45784P101 |
| CI | THE CIGNA GROUP | 66,500 | $18.33M | 0.4% | — | — | COM | 125523100 |
| GKOS | GLAUKOS CORP | 128,667 | $17.98M | 0.4% | — | — | COM | 377322102 |
| CVS | CVS HEALTH CORP | 169,366 | $17.52M | 0.4% | — | — | COM | 126650100 |
| BDX | BECTON DICKINSON & CO | 109,729 | $16.61M | 0.3% | — | — | COM | 075887109 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 252,744 | $16.18M | 0.3% | — | — | COMMON STOCK | 36266G107 |
| LIVN | LIVANOVA PLC | 195,621 | $16.09M | 0.3% | — | — | SHS | G5509L101 |
| CNC | CENTENE CORP DEL | 228,865 | $14.69M | 0.3% | — | — | COM | 15135B101 |
| MRK | MERCK & CO INC | 113,061 | $14.53M | 0.3% | — | — | COM | 58933Y105 |
| COO | COOPER COS INC | 197,135 | $14.14M | 0.3% | — | — | COM | 216648501 |
| PBLS | PARABILIS MEDICINES INC | 500,000 | $13.69M | 0.3% | — | — | COM | 698955101 |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 345,899 | $11.72M | 0.2% | — | — | SPONSORED ADS | 881624209 |
| GMED | GLOBUS MED INC | 146,108 | $11.54M | 0.2% | — | — | CL A | 379577208 |
| PRCT | PROCEPT BIOROBOTICS CORP | 502,286 | $11.34M | 0.2% | — | — | COM | 74276L105 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 126,707 | $10.91M | 0.2% | — | — | COM | 98956P102 |
| VEEV | VEEVA SYS INC | 59,347 | $10.53M | 0.2% | — | — | CL A COM | 922475108 |
| ABBV | ABBVIE INC | 40,476 | $10.19M | 0.2% | — | — | COM | 00287Y109 |
| TXG | 10X GENOMICS INC | 261,470 | $10.02M | 0.2% | — | — | CL A COM | 88025U109 |
| HCA | HCA HEALTHCARE INC | 23,750 | $9.26M | 0.2% | — | — | COM | 40412C101 |
| AURA | AURA BIOSCIENCES INC | 1,166,667 | $8.283M | 0.2% | — | — | COM | 05153U107 |
| MCK | MCKESSON CORP | 9,625 | $7.273M | 0.2% | — | — | COM | 58155Q103 |
| THC | TENET HEALTHCARE CORP | 38,868 | $7.271M | 0.2% | — | — | COM NEW | 88033G407 |
| PTGX | PROTAGONIST THERAPEUTICS INC | 55,682 | $6.825M | 0.1% | — | — | COM | 74366E102 |
| NTRA | NATERA INC | 24,806 | $6.734M | 0.1% | — | — | COM | 632307104 |
| TMDX | TRANSMEDICS GROUP INC | 101,139 | $6.718M | 0.1% | — | — | COM | 89377M109 |
| MOH | MOLINA HEALTHCARE INC | 27,761 | $6.349M | 0.1% | — | — | COM | 60855R100 |
| ALKS | ALKERMES PLC | 120,243 | $6.3M | 0.1% | — | — | SHS | G01767105 |
| RPRX | ROYALTY PHARMA PLC | 112,311 | $6.297M | 0.1% | — | — | SHS CLASS A | G7709Q104 |
| WAY | WAYSTAR HLDG CORP | 293,592 | $6.027M | 0.1% | — | — | COM | 946784105 |
| PRVA | PRIVIA HEALTH GROUP INC | 226,703 | $5.833M | 0.1% | — | — | COM | 74276R102 |
| GMRS | GMR SOLUTIONS INC | 333,333 | $5.153M | 0.1% | — | — | COM CL A | 38013D106 |
| NBIX | NEUROCRINE BIOSCIENCES INC | 24,037 | $4.051M | 0.1% | — | — | COM | 64125C109 |
| OMDA | OMADA HEALTH INC | 157,938 | $3.467M | 0.1% | — | — | COM | 68170A108 |
| KMTS | KESTRA MED TECHNOLOGIES LTD | 129,215 | $3.287M | 0.1% | — | — | SHS | G52441105 |
| MDLN | MEDLINE INC | 82,153 | $3.24M | 0.1% | — | — | COM CL A | 58507V107 |
| ILMN | ILLUMINA INC | 18,134 | $3.189M | 0.1% | — | — | COM | 452327109 |
| ONC | BEONE MEDICINES LTD | 10,474 | $2.985M | 0.1% | — | — | SPONSORED ADS | 07725L102 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | 86,994 | $2.948M | 0.1% | — | — | ORDINARY SHARES | N62509109 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | 4,675 | $2.51M | 0.1% | — | — | COM | 558868105 |
| SPY | STATE STR SPDR S&P 500 ETF T | 2,700 | $2.016M | 0.0% | — | — | TR UNIT | 78462F103 |
| BNTX | BIONTECH SE | 21,229 | $1.975M | 0.0% | — | — | SPONSORED ADS | 09075V102 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | 89,439 | $1.918M | 0.0% | — | — | COM | 00650F109 |
| CYTK | CYTOKINETICS INC | 19,007 | $1.619M | 0.0% | — | — | COM NEW | 23282W605 |
| ALMR | ALAMAR BIOSCIENCES INC | 55,738 | $1.51M | 0.0% | — | — | COMMON STOCK | 010911105 |
| PHR | PHREESIA INC | 140,495 | $1.446M | 0.0% | — | — | COM | 71944F106 |
| MOBI | MOBIA MED INC | 100,000 | $1.34M | 0.0% | — | — | COMMON STOCK | 60705V103 |
| BLLN | BILLIONTOONE INC | 10,554 | $1.266M | 0.0% | — | — | CL A | 090168105 |
| BBNX | BETA BIONICS INC | 72,152 | $1.131M | 0.0% | — | — | COM | 08659B102 |
| LEGN | LEGEND BIOTECH CORP | 33,054 | $955K | 0.0% | — | — | SPONSORED ADS | 52490G102 |
| PFE | PFIZER INC | 38,431 | $925K | 0.0% | — | — | COM | 717081103 |
| ABVX | ABIVAX SA | 6,397 | $852K | 0.0% | — | — | SPONSORED ADS | 00370M103 |
| EHC | ENCOMPASS HEALTH CORP | 6,951 | $703K | 0.0% | — | — | COM | 29261A100 |
| AXSM | AXSOME THERAPEUTICS INC. | 2,689 | $658K | 0.0% | — | — | COM | 05464T104 |
| CERT | CERTARA INC | 99,442 | $651K | 0.0% | — | — | COM | 15687V109 |
| AGMB | AGOMAB THERAPEUTICS NV | 49,248 | $639K | 0.0% | — | — | SPONSORED ADS | 00860C102 |
| PRAX | PRAXIS PRECISION MEDICINES I | 1,847 | $618K | 0.0% | — | — | COM NEW | 74006W207 |
| AAPL | APPLE INC | 1,768 | $541K | 0.0% | — | — | COM | 037833100 |
| GRMN | GARMIN LTD | 1,976 | $469K | 0.0% | — | — | SHS | H2906T109 |
| DNLI | DENALI THERAPEUTICS INC | 17,766 | $457K | 0.0% | — | — | COM | 24823R105 |
| GDX | VANECK ETF TRUST | 5,750 | $434K | 0.0% | — | — | GOLD MINERS ETF | 92189F106 |
| MANE | VERADERMICS INC | 3,468 | $426K | 0.0% | — | — | COMMON STOCK | 922967104 |
| GOOGL | ALPHABET INC | 907 | $396K | 0.0% | — | — | CAP STK CL A | 02079K305 |
| DFTX | DEFINIUM THERAPEUTICS INC | 8,391 | $395K | 0.0% | — | — | COM SHS | 24477V105 |
| TVTX | TRAVERE THERAPEUTICS INC | 6,908 | $392K | 0.0% | — | — | COM | 89422G107 |
| AMZN | AMAZON COM INC | 1,605 | $383K | 0.0% | — | — | COM | 023135106 |
| HALO | HALOZYME THERAPEUTICS INC | 4,348 | $340K | 0.0% | — | — | COM | 40637H109 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 1,092 | $329K | 0.0% | — | — | COM | 02043Q107 |
| CRSP | CRISPR THERAPEUTICS AG | 5,818 | $317K | 0.0% | — | — | NAMEN AKT | H17182108 |
| GPCR | STRUCTURE THERAPEUTICS INC | 4,762 | $256K | 0.0% | — | — | SPONSORED ADS | 86366E106 |
| VTRS | VIATRIS INC | 15,778 | $251K | 0.0% | — | — | COM | 92556V106 |
| MLYS | MINERALYS THERAPEUTICS INC | 8,753 | $236K | 0.0% | — | — | COM | 603170101 |
| SMMT | SUMMIT THERAPEUTICS INC | 15,279 | $223K | 0.0% | — | — | COM | 86627T108 |
| CAH | CARDINAL HEALTH INC | 852 | $202K | 0.0% | — | — | COM | 14149Y108 |
| COGT | COGENT BIOSCIENCES INC | 4,870 | $188K | 0.0% | — | — | COM | 19240Q201 |
| TEM | TEMPUS AI INC | 3,213 | $186K | 0.0% | — | — | CL A | 88023B103 |
| COR | CENCORA INC | 576 | $163K | 0.0% | — | — | COM | 03073E105 |
| PTCT | PTC THERAPEUTICS INC | 1,626 | $133K | 0.0% | — | — | COM | 69366J200 |
| CAI | CARIS LIFE SCIENCES INC | 6,418 | $114K | 0.0% | — | — | COM | 142152107 |
| RYTM | RHYTHM PHARMACEUTICALS INC | 1,016 | $113K | 0.0% | — | — | COM | 76243J105 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 1,191 | $97,078 | 0.0% | — | — | COM | 04280A100 |
| NVDA | NVIDIA CORPORATION | 408 | $81,637 | 0.0% | — | — | COM | 67066G104 |
| LH | LABCORP HOLDINGS INC | 280 | $78,400 | 0.0% | — | — | COM SHS | 504922105 |
| BIIB | BIOGEN INC | 338 | $73,028 | 0.0% | — | — | COM | 09062X103 |
| BMY | BRISTOL-MYERS SQUIBB CO | 1,216 | $70,066 | 0.0% | — | — | COM | 110122108 |
| WAT | WATERS CORP | 179 | $67,132 | 0.0% | — | — | COM | 941848103 |
| MSFT | MICROSOFT CORP | 172 | $64,159 | 0.0% | — | — | COM | 594918104 |
| IQV | IQVIA HLDGS INC | 293 | $56,613 | 0.0% | — | — | COM | 46266C105 |
| INCY | INCYTE CORP | 486 | $55,093 | 0.0% | — | — | COM | 45337C102 |
| MTD | METTLER TOLEDO INTERNATIONAL | 36 | $45,990 | 0.0% | — | — | COM | 592688105 |
| A | AGILENT TECHNOLOGIES INC | 330 | $43,834 | 0.0% | — | — | COM | 00846U101 |
| QCOM | QUALCOMM INC | 197 | $36,404 | 0.0% | — | — | COM | 747525103 |
| ZTS | ZOETIS INC | 390 | $28,025 | 0.0% | — | — | CL A | 98978V103 |
| ORCL | ORACLE CORP | 191 | $27,991 | 0.0% | — | — | COM | 68389X105 |
| DGX | QUEST DIAGNOSTICS INC | 131 | $27,765 | 0.0% | — | — | COM | 74834L100 |
| RXRX | RECURSION PHARMACEUTICALS IN | 4,627 | $16,981 | 0.0% | — | — | CL A | 75629V104 |