Hedge Fund - Sectoral Asset Management

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No. Security Ticker Shares Value Activity % Port History
1.
Evommune Inc
589,005 $10,083,766 NEW 8.08%
2. CTNM 800,787 $9,152,995 7.34%
3. LLY 7,276 $7,819,372 -23% 6.27%
4.
Shoulder Innovations
492,435 $7,041,821 +15% 5.64%
5. UNH 13,595 $4,487,845 +1% 3.6%