Hedge Fund - Sectoral Asset Management

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No. Security Ticker Shares Value Activity % Port History
1.
Evommune Inc
589,005 $13,541,225 11.22%
2. CTNM 727,587 $9,502,286 -10% 7.87%
3.
Shoulder Innovations
430,407 $6,253,814 -13% 5.18%
4. LLY 6,354 $5,844,219 -13% 4.84%
5. JNJ 18,218 $4,453,208 -11% 3.69%