| RREVOLUTION MEDICINES INC COMRVMD |
| 8.32% | 5.09% | $77.8M | 415,307 | $45.5M | 468,376 | -53,069-11.33% | Reduce |
 ABIVAX SAABVX |
| 6.98% | 5.8% | $65.3M | 489,889 | $51.9M | 465,869 | +24,020+5.16% | Add |
 AXSOME THERAPEUTICS INC.AXSM |
| 5.72% | 3.56% | $53.5M | 218,415 | $31.9M | 188,772 | +29,643+15.70% | Add |
| EENLIVEN THERAPEUTICS INCELVN |
| 5.18% | 2.73% | $48.4M | 954,360 | $24.5M | 623,839 | +330,521+52.98% | Add |
 BRIDGEBIO PHARMA INCBBIO |
| 5.05% | 5.77% | $47.2M | 633,364 | $51.7M | 695,718 | -62,354-8.96% | Reduce |
 ROIVANT SCIENCES LTDROIV |
| 5.04% | 3.68% | $47.1M | 1.3M | $33.0M | 1.2M | +140,948+11.84% | Add |
 UNITED THERAPEUTICS CORP DELUTHR |
| 4.92% | 6.94% | $46.0M | 84,932 | $62.1M | 104,726 | -19,794-18.90% | Reduce |
 CYTOKINETICS INCCYTK |
| 4.81% | 2.09% | $44.9M | 527,412 | $18.7M | 283,700 | +243,712+85.90% | Add |
 XENON PHARMACEUTICALS INCXENE |
| 3.88% | 5.11% | $36.2M | 600,200 | $45.8M | 786,844 | -186,644-23.72% | Reduce |
 CELCUITY INCCELC |
| 3.68% | 2.69% | $34.4M | 329,101 | $24.0M | 210,578 | +118,523+56.28% | Add |
| VVIRIDIAN THERAPEUTICS INCVRDN |
| 3.28% | 1.99% | $30.7M | 1.7M | $17.8M | 911,337 | +758,663+83.25% | Add |
 INSMED INCINSM |
| 3.01% | 4.54% | $28.1M | 263,851 | $40.6M | 248,475 | +15,376+6.19% | Add |
 UNIQURE NVQURE |
| 3% | 1.12% | $28.0M | 608,925 | $10.1M | 615,489 | -6,564-1.07% | Reduce |
| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 2.99% | 1.95% | $28.0M | 104,877 | $17.5M | 76,300 | +28,577+37.45% | Add |
 PRAXIS PRECISION MEDICINES IPRAX |
| 2.99% | 1.53% | $28.0M | 83,528 | $13.7M | 42,441 | +41,087+96.81% | Add |
| DDIANTHUS THERAPEUTICS INCDNTH |
| 2.98% | 2.07% | $27.9M | 285,771 | $18.5M | 220,921 | +64,850+29.35% | Add |
 VAXCYTE INCPCVX |
| 2.76% | — | $25.8M | 443,836 | $0 | 0 | +443,836 | New Buy |
| MMIRUM PHARMACEUTICALS INCMIRM |
| 2.73% | 4.13% | $25.5M | 218,051 | $37.0M | 400,464 | -182,413-45.55% | Reduce |
 PALVELLA THERAPEUTICS INC NEPVLA |
| 2.56% | 2.06% | $23.9M | 156,450 | $18.5M | 148,093 | +8,357+5.64% | Add |
 COGENT BIOSCIENCES INCCOGT |
| 2.49% | 4.07% | $23.3M | 602,281 | $36.5M | 947,339 | -345,058-36.42% | Reduce |
| EERASCA INCERAS |
| 2.39% | 1.57% | $22.4M | 1.2M | $14.0M | 867,639 | +354,082+40.81% | Add |
| OORIC PHARMACEUTICALS INCORIC |
| 2.34% | 2.86% | $21.8M | 2.0M | $25.6M | 2.0M | 00.00% | Unchanged |
| NNEWAMSTERDAM PHARMA COMPANYNAMS |
| 2.11% | 2% | $19.7M | 582,497 | $17.9M | 558,336 | +24,161+4.33% | Add |
 APOGEE THERAPEUTICS INCAPGE |
| 1.97% | 4.83% | $18.4M | 138,822 | $43.2M | 513,770 | -374,948-72.98% | Reduce |
 RHYTHM PHARMACEUTICALS INCRYTM |
| 1.83% | — | $17.1M | 154,018 | $0 | 0 | +154,018 | New Buy |
 INHIBRX BIOSCIENCES INCINBX |
| 1.67% | — | $15.6M | 164,783 | $0 | 0 | +164,783 | New Buy |
 SCHOLAR ROCK HLDG CORPSRRK |
| 1.6% | 2.45% | $14.9M | 271,227 | $21.9M | 446,390 | -175,163-39.24% | Reduce |
| OORUKA THERAPEUTICS INC COMORKA |
| 1.58% | — | $14.8M | 155,343 | $0 | 0 | +155,343 | New Buy |
 KYMERA THERAPEUTICS INCKYMR |
| 1.26% | 2.37% | $11.8M | 102,533 | $21.2M | 254,672 | -152,139-59.74% | Reduce |
| SSIONNA THERAPEUTICS INCSION |
| 0.52% | — | $4.9M | 110,493 | $0 | 0 | +110,493 | New Buy |
| NNUVALENT INCNUVL |
| 0.35% | 4.24% | $3.2M | 26,298 | $37.9M | 370,344 | -344,046-92.90% | Reduce |
