 PALANTIR TECHNOLOGIES INCPLTR |
| 13.91% | 17.78% | $283.4M | 2.4M | $340.6M | 2.3M | +100,000+4.29% | Add |
 ELI LILLY & COLLY |
| 9.07% | 7.15% | $184.7M | 154,000 | $137.0M | 149,000 | +5,000+3.36% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.48% | 4.15% | $91.2M | 456,000 | $79.5M | 456,000 | 00.00% | Unchanged |
| SSTATE STREET SPDR S&P BIOTECH ETFXBI |
| 4.2% | — | $85.5M | 540,000 | $0 | 0 | +540,000 | New Buy |
 CAPITAL ONE FINL CORPCOF |
| 3.6% | 3.57% | $73.2M | 365,000 | $68.4M | 375,000 | -10,000-2.67% | Reduce |
 ABBVIE INCABBV |
| 3.03% | — | $61.7M | 245,000 | $0 | 0 | +245,000 | New Buy |
| CCARVANA CO CL ACVNA |
| 2.42% | 2.54% | $49.4M | 750,000 | $48.7M | 155,000 | +595,000+383.87% | Add |
 MADRIGAL PHARMACEUTICALS INCMDGL |
| 2.37% | 2.46% | $48.3M | 90,000 | $47.1M | 90,000 | 00.00% | Unchanged |
| AANAPTYSBIO INCANAB |
| 2.19% | 1.81% | $44.6M | 660,000 | $34.7M | 625,000 | +35,000+5.60% | Add |
 ALNYLAM PHARMACEUTICALS INCALNY |
| 2.11% | 2.57% | $42.9M | 142,500 | $49.3M | 149,100 | -6,600-4.43% | Reduce |
 UNIQURE NVQURE |
| 2.02% | 1.5% | $41.0M | 891,200 | $28.7M | 1.8M | -862,400-49.18% | Reduce |
| KKASPI KZ JSCKSPI |
| 2% | 1.84% | $40.7M | 470,000 | $35.2M | 475,000 | -5,000-1.05% | Reduce |
| BBridgeBio Pharma, Inc.BBIO |
| 1.9% | 2.05% | $38.8M | 21.8M | $39.2M | 21.8M | 00.00% | Unchanged |
| BBECTON DICKINSON & CO COMBDX |
| 1.86% | 1.85% | $37.8M | 250,000 | $35.4M | 225,000 | +25,000+11.11% | Add |
 MOLINA HEALTHCARE INCMOH |
| 1.85% | 1.11% | $37.7M | 165,000 | $21.3M | 160,000 | +5,000+3.13% | Add |
 PRAXIS PRECISION MEDICINES IPRAX |
| 1.82% | 1.9% | $37.0M | 110,400 | $36.3M | 112,700 | -2,300-2.04% | Reduce |
| HHILTON GRAND VACATIONS INCHGV |
| 1.77% | 1.58% | $36.1M | 690,000 | $30.3M | 775,000 | -85,000-10.97% | Reduce |
| PPROTAGONIST THERAPEUTICS INCPTGX |
| 1.75% | 2.04% | $35.5M | 290,000 | $39.0M | 370,100 | -80,100-21.64% | Reduce |
| AARK ETF TRARKG |
| 1.55% | 0.48% | $31.5M | 750,000 | $9.2M | 350,000 | +400,000+114.29% | Add |
 MEIRAGTX HLDGS PLCMGTX |
| 1.53% | 1.11% | $31.1M | 2.3M | $21.2M | 2.5M | -150,000-6.12% | Reduce |
 WAVE LIFE SCIENCES LTDWVE |
| 1.41% | 1.85% | $28.8M | 5.0M | $35.5M | 4.9M | +50,000+1.02% | Add |
| IIONQ INCIONQ |
| 1.27% | 0.8% | $25.9M | 486,700 | $15.3M | 531,700 | -45,000-8.46% | Reduce |
| AAMYLYX PHARMACEUTICALS INCAMLX |
| 1.21% | 1.18% | $24.7M | 1.4M | $22.6M | 1.6M | -250,488-15.40% | Reduce |
| AAmentum Holdings Inc. Ordinary SharesAMTM |
| 1.12% | 1.05% | $22.7M | 1.1M | $20.2M | 775,000 | +325,000+41.94% | Add |
 TG THERAPEUTICS INCTGTX |
| 1.05% | 1.02% | $21.4M | 389,081 | $19.6M | 590,000 | -200,919-34.05% | Reduce |
| PPHATHOM PHARMACEUTICALS INCPHAT |
| 0.99% | 1.07% | $20.1M | 1.9M | $20.6M | 1.9M | 00.00% | Unchanged |
 LENNAR CORPLEN |
| 0.89% | 0.7% | $18.1M | 200,000 | $13.5M | 155,000 | +45,000+29.03% | Add |
| UUNITY SOFTWARE INCU |
| 0.86% | — | $17.6M | 615,000 | $0 | 0 | +615,000 | New Buy |
 WESTERN ALLIANCE BANCORPWAL |
| 0.81% | 0.83% | $16.4M | 200,000 | $15.9M | 225,000 | -25,000-11.11% | Reduce |
| IIAMGOLD CORPIAG |
| 0.79% | 1.03% | $16.0M | 1.0M | $19.8M | 1.1M | -40,000-3.81% | Reduce |
 ELEVANCE HEALTH INC FORMERLYELV |
| 0.76% | 0.61% | $15.5M | 40,000 | $11.7M | 40,000 | 00.00% | Unchanged |
| FFIRST TRACKS BIOTHERAPEUTICSTRAX |
| 0.74% | — | $15.1M | 750,000 | $0 | 0 | +750,000 | New Buy |
| KKNOT OFFSHORE PARTNERS LP COM UNITSKNOP |
| 0.74% | 0.78% | $15.0M | 1.5M | $14.9M | 1.5M | +25,000+1.69% | Add |
 SAREPTA THERAPEUTICS INCSRPT |
| 0.69% | 0.85% | $14.1M | 782,500 | $16.3M | 750,000 | +32,500+4.33% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.65% | 0.45% | $13.3M | 32,000 | $8.7M | 32,000 | 00.00% | Unchanged |
| SSEA LTD SPONSORD ADSSE |
| 0.64% | — | $12.9M | 135,000 | $0 | 0 | +135,000 | New Buy |
 ALPHABET INCGOOGL |
| 0.61% | 0.54% | $12.5M | 35,000 | $10.4M | 36,000 | -1,000-2.78% | Reduce |
| ZZEVRA THERAPEUTICS INCZVRA |
| 0.6% | 0.47% | $12.3M | 855,000 | $9.1M | 975,000 | -120,000-12.31% | Reduce |
 Genuine Parts Co ComGPC |
| 0.59% | 0.58% | $11.9M | 101,000 | $11.1M | 105,000 | -4,000-3.81% | Reduce |
| AARIS MNG CORPARIS |
| 0.56% | 0.78% | $11.5M | 770,000 | $14.9M | 800,000 | -30,000-3.75% | Reduce |
| IInflarx Nv |
| 0.56% | 0.15% | $11.3M | 5.1M | $3.0M | 3.3M | +1.8M+52.79% | Add |
 COUPANG INC CLASS ACPNG |
| 0.55% | 0.6% | $11.3M | 650,000 | $11.5M | 610,000 | +40,000+6.56% | Add |
 HARMONY BIOSCIENCES HLDGS INHRMY |
| 0.55% | 0.02% | $11.2M | 308,700 | $411,747 | 14,700 | +294,000+2,000.00% | Add |
 MODERNA INCMRNA |
| 0.54% | 0.41% | $10.9M | 156,000 | $7.9M | 156,000 | 00.00% | Unchanged |
 GXO LOGISTICS INCORPORATEDGXO |
| 0.54% | 1.35% | $10.9M | 215,000 | $25.9M | 500,000 | -285,000-57.00% | Reduce |
 NU HLDGS LTDNU |
| 0.49% | — | $10.0M | 750,000 | $0 | 0 | +750,000 | New Buy |
 HOWARD HUGHES HOLDINGS INCHHH |
| 0.49% | 0.12% | $10.0M | 140,000 | $2.2M | 35,500 | +104,500+294.37% | Add |
| AASTRANA HEALTH INCASTH |
| 0.48% | 0.9% | $9.7M | 210,000 | $17.2M | 700,000 | -490,000-70.00% | Reduce |
 ENOVA INTL INCENVA |
| 0.47% | 0.28% | $9.6M | 40,000 | $5.4M | 40,000 | 00.00% | Unchanged |
| SSEADRILL LTDSDRL |
| 0.45% | 0.59% | $9.1M | 240,000 | $11.4M | 250,000 | -10,000-4.00% | Reduce |
