Location: Stockholm, Sweden
CIK: 0001599882 · Show all filings
Period: Q1 2026 (← Previous) (Next →)
Filing Date: May 14, 2026
Total Value: $810M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| BSX | BOSTON SCIENTIFIC CORP | 625,000 | $39.22M | 4.8% | $69.71 | +23.1% | COM | 101137107 |
| REGN | REGENERON PHARMACEUTICALS | 48,100 | $37.16M | 4.6% | $694.88 | +10.7% | COM | 75886F107 |
| LLY | LILLY ELI & CO | 33,715 | $31.01M | 3.8% | $528.85 | +98.0% | COM | 532457108 |
| INSM | INSMED INC | 159,760 | $26.12M | 3.2% | $93.37 | +70.3% | COM PAR $.01 | 457669307 |
| CVS | CVS HEALTH CORP | 336,500 | $24.17M | 3.0% | $60.44 | +29.0% | COM | 126650100 |
| GILD | GILEAD SCIENCES INC | 167,750 | $23.38M | 2.9% | $98.48 | +40.5% | COM | 375558103 |
| TMO | THERMO FISHER SCIENTIFIC INC | 41,340 | $20.32M | 2.5% | $510.10 | +12.6% | COM | 883556102 |
| BIIB | BIOGEN INC | 109,100 | $20M | 2.5% | $160.19 | +14.4% | COM | 09062X103 |
| VRTX | VERTEX PHARMACEUTICALS INC | 43,485 | $19.42M | 2.4% | $345.52 | +35.3% | COM | 92532F100 |
| ALHC | ALIGNMENT HEALTHCARE INC | 1,053,450 | $18.56M | 2.3% | $9.75 | +119.9% | COM | 01625V104 |
| ISRG | INTUITIVE SURGICAL INC | 36,846 | $16.99M | 2.1% | $338.40 | +54.0% | COM NEW | 46120E602 |
| COR | CENCORA INC | 52,375 | $16.45M | 2.0% | $221.18 | +59.7% | COM | 03073E105 |
| SYK | STRYKER CORPORATION | 47,800 | $15.71M | 1.9% | $364.67 | 0.0% | COM | 863667101 |
| ABBV | ABBVIE INC | 71,575 | $15.57M | 1.9% | $145.15 | +53.3% | COM | 00287Y109 |
| VEEV | VEEVA SYS INC | 85,300 | $14.98M | 1.8% | $203.93 | 0.0% | CL A COM | 922475108 |
| MCK | MCKESSON CORP | 16,850 | $14.58M | 1.8% | $389.11 | +125.0% | COM | 58155Q103 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 75,890 | $14.35M | 1.8% | $133.44 | +26.7% | SHS USD | G50871105 |
| GH | GUARDANT HEALTH INC | 145,000 | $13.39M | 1.7% | $85.43 | +25.8% | COM | 40131M109 |
| NBIX | NEUROCRINE BIOSCIENCES INC | 100,841 | $13.28M | 1.6% | $115.00 | +16.8% | COM | 64125C109 |
| EW | EDWARDS LIFESCIENCES CORP | 163,000 | $13.05M | 1.6% | $77.91 | +5.2% | COM | 28176E108 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | 24,050 | $12.59M | 1.6% | $402.86 | +22.2% | COM | 558868105 |
| UNH | UNITED HEALTH GROUP INC | 45,500 | $12.31M | 1.5% | $371.28 | -16.9% | COM | 91324P102 |
| PRCT | PROCEPT BIOROBOTICS CORP | 475,000 | $11.88M | 1.5% | $39.63 | -25.4% | COM | 74276L105 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 207,000 | $11.69M | 1.4% | $78.13 | -24.9% | COM | 09061G101 |
| ABT | ABBOTT LABORATORIES | 112,000 | $11.5M | 1.4% | $115.41 | 0.0% | COM | 002824100 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 34,465 | $11.4M | 1.4% | $290.57 | +21.6% | COM | 02043Q107 |
| RPRX | ROYALTY PHARMA PLC | 233,000 | $11.18M | 1.4% | $32.56 | +29.9% | SHS CLASS A | G7709Q104 |
| AXSM | AXSOME THERAPEUTICS INC | 63,800 | $10.78M | 1.3% | $93.19 | +93.4% | COM | 05464T104 |
| NTRA | NATERA INC | 51,600 | $10.32M | 1.3% | $134.17 | +68.3% | COM | 632307104 |
| THC | TENET HEALTHCARE CORP | 54,000 | $10.19M | 1.3% | $101.78 | +102.6% | COM NEW | 88033G407 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | 720,000 | $9.994M | 1.2% | $13.58 | +25.1% | COM | 00650F109 |
| LIVN | LIVANOVA PLC | 155,000 | $9.852M | 1.2% | $52.71 | +23.6% | SHS | G5509L101 |
| ELV | ELEVANCE HEALTH INC | 32,300 | $9.456M | 1.2% | $387.40 | -9.3% | COM | 036752103 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 144,500 | $9.06M | 1.1% | $49.01 | +34.1% | COM | 04280A100 |
| GKOS | GLAUKOS CORP | 84,000 | $9.043M | 1.1% | $129.46 | -10.3% | COM | 377322102 |
| IQV | IQVIA HLDGS INC | 53,000 | $9.039M | 1.1% | $208.61 | +0.7% | COM | 46266C105 |
| SNDX | SYNDAX PHARMACEUTICALS INC | 379,250 | $8.859M | 1.1% | $16.47 | +26.0% | COM | 87164F105 |
| MIRM | MIRUM PHARMACEUTICALS INC | 92,605 | $8.555M | 1.1% | $48.12 | +100.7% | COM | 604749101 |
| IDYA | IDEAYA Biosciences Inc | 255,500 | $8.513M | 1.1% | $31.93 | +6.1% | COM | 45166A102 |
| PNTG | PENNANT GROUP INC | 275,399 | $8.394M | 1.0% | $26.60 | +12.6% | COM | 70805E109 |
| NUVL | NUVALENT INC | 81,200 | $8.319M | 1.0% | $79.77 | +29.9% | COM | 670703107 |
| WAY | WAYSTAR HLDG CORP | 342,566 | $8.259M | 1.0% | $27.49 | 0.0% | COM | 946784105 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | 1,438,625 | $7.984M | 1.0% | $6.31 | -11.5% | COM | 03675P102 |
| MDT | MEDTRONIC PLC | 90,000 | $7.798M | 1.0% | $85.29 | +16.7% | SHS | G5960L103 |
| OSCR | OSCAR HEALTH INC | 660,000 | $7.57M | 0.9% | $15.74 | -6.4% | CL A | 687793109 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | 2,055,327 | $7.214M | 0.9% | $4.78 | -44.0% | COM | 462260100 |
| MLYS | MINERALYS THERAPEUTICS INC | 263,071 | $7.127M | 0.9% | $26.09 | +20.2% | COM | 603170101 |
| IONS | IONIS PHARMACEUTICALS INC | 92,900 | $6.976M | 0.9% | $41.90 | +95.2% | COM | 462222100 |
| DNTH | DIANTHUS THERAPEUTICS INC | 81,627 | $6.85M | 0.8% | $26.81 | +77.5% | COM | 252828108 |
| BBIO | BRIDGEBIO PHARMA INC | 90,600 | $6.728M | 0.8% | $66.52 | +12.0% | COM | 10806X102 |
| APGE | APOGEE THERAPEUTICS INC | 75,000 | $6.313M | 0.8% | $72.23 | 0.0% | COM | 03770N101 |
| GPCR | STRUCTURE THERAPEUTICS INC | 128,100 | $6.174M | 0.8% | $21.22 | — | SPONSORED ADS | 86366E106 |
| CAH | CARDINAL HEALTH INC | 27,000 | $5.705M | 0.7% | $215.31 | 0.0% | COM | 14149Y108 |
| EHC | ENCOMPASS HEALTH CORP | 56,263 | $5.442M | 0.7% | $106.05 | -3.0% | COM | 29261A100 |
| AMGN | AMGEN INC | 15,200 | $5.348M | 0.7% | $315.95 | +10.7% | COM | 031162100 |
| VKTX | VIKING THERAPEUTICS INC | 160,000 | $5.206M | 0.6% | $27.02 | +16.0% | COM | 92686J106 |
| NRIX | NURIX THERAPEUTICS INC | 313,500 | $4.859M | 0.6% | $14.60 | +18.8% | COM | 67080M103 |
| ALKS | ALKERMES PLC | 133,250 | $4.712M | 0.6% | $28.57 | +13.2% | SHS | G01767105 |
| CRL | CHARLES RIV LABS INTL INC | 26,000 | $4.485M | 0.6% | $183.87 | +7.4% | COM | 159864107 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | 239,500 | $4.464M | 0.6% | $33.61 | -52.2% | CLASS A ORD | 61559X104 |
| KRYS | KRYSTAL BIOTECH INC | 16,675 | $4.307M | 0.5% | $181.98 | +49.7% | COM | 501147102 |
| DOCS | DOXIMITY INC | 183,808 | $4.283M | 0.5% | $58.91 | -40.6% | CL A | 26622P107 |
| NKTR | NEKTAR THERAPEUTICS | 59,000 | $4.245M | 0.5% | $48.33 | 0.0% | COM NEW | 640268306 |
| DNLI | DENALI THERAPEUTICS INC | 199,000 | $3.821M | 0.5% | $19.39 | +1.2% | COM | 24823R105 |
| STVN | STEVANATO GROUP S P A | 274,676 | $3.777M | 0.5% | $20.87 | -15.8% | ORD SRS | T9224W109 |
| RLAY | RELAY THERAPEUTICS INC | 360,000 | $3.582M | 0.4% | $10.56 | -21.4% | COM | 75943R102 |
| COO | COOPER COS INC | 50,000 | $3.575M | 0.4% | $83.47 | -1.6% | COM | 216648501 |
| SION | SIONNA THERAPEUTICS INC | 87,500 | $3.508M | 0.4% | $39.25 | 0.0% | COM | 829401108 |
| ASND | ASCENDIS PHARMA A/S | 15,000 | $3.431M | 0.4% | $213.24 | — | SPONSORED ADR | 04351P101 |
| DHR | DANAHER CORPORATION | 18,052 | $3.423M | 0.4% | $212.32 | +5.8% | COM | 235851102 |
| PODD | INSULET CORP | 14,000 | $2.938M | 0.4% | $231.73 | +14.1% | COM | 45784P101 |
| A | AGILENT TECHNOLOGIES INC | 25,000 | $2.849M | 0.4% | $141.93 | -5.1% | COM | 00846U101 |
| STOK | STOKE THERAPEUTICS INC | 83,000 | $2.702M | 0.3% | $17.13 | +85.8% | COM | 86150R107 |
| ESPR | ESPERION THERAPEUTICS INC NE | 985,000 | $2.699M | 0.3% | $3.42 | 0.0% | COM | 29664W105 |
| IMCR | IMMUNOCORE HLDGS PLC | 85,724 | $2.585M | 0.3% | $34.99 | — | ADS | 45258D105 |
| OCUL | OCULAR THERAPEUTIX INC | 305,000 | $2.583M | 0.3% | $11.72 | -16.1% | COM | 67576A100 |
| STE | STERIS PLC | 11,500 | $2.543M | 0.3% | $253.19 | +0.9% | SHS USD | G8473T100 |
| VCEL | VERICEL CORP | 70,000 | $2.252M | 0.3% | $38.73 | -4.1% | COM | 92346J108 |
| KURA | KURA ONCOLOGY IN | 271,500 | $2.207M | 0.3% | $10.76 | -20.0% | COM | 50127T109 |
| CI | THE CIGNA GROUP | 8,000 | $2.134M | 0.3% | $297.62 | -5.7% | COM | 125523100 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | 50,000 | $2.131M | 0.3% | $30.42 | +29.6% | COM | 10950A106 |
| XENE | XENON PHARMACEUTICALS INC | 28,000 | $1.628M | 0.2% | $39.25 | +7.0% | COM | 98420N105 |
| ALGN | ALIGN TECHNOLOGY INC | 7,500 | $1.286M | 0.2% | $204.86 | -14.7% | COM | 016255101 |
| NVCR | NOVOCURE LTD | 70,000 | $763K | 0.1% | $12.57 | 0.0% | ORD SHS | G6674U108 |
| ATEC | ALPHATEC HLDGS INC | 70,000 | $762K | 0.1% | $15.50 | +2.9% | COM NEW | 02081G201 |
| CMPX | COMPASS THERAPEUTICS INC | 115,113 | $609K | 0.1% | $6.00 | 0.0% | COM | 20454B104 |