May 1, 2026
Announcement
| AGILENT TECHNOLOGIES INC |
| ALIBABA HEALTH INFORMATION TECHNOLOGY LTD |
| AMN HEALTHCARE SERVICES INC |
| APOTEA SVERIGE AB |
| DEXCOM INC |
| DOCMORRIS AG |
| DOXIMITY INC-CLASS A |
| EVOLENT HEALTH INC |
| FULGENT GENETICS INC |
| GOODRX HOLDINGS INC-CLASS A |
| HIMS & HERS HEALTH INC |
| HINGE HEALTH INC CLASS A |
| ILLUMINA INC |
| INSULET CORP |
| IQVIA HOLDINGS INC |
| IRHYTHM HOLDINGS INC |
| JD HEALTH INTERNATIONAL INC |
| JMDC INC |
| KESTRA MEDICAL TECHNOLOGIES INC |
| LABCORP HOLDINGS INC |
| LIFEMD INC |
| LIFESTANCE HEALTH GROUP INC |
| MASIMO CORPORATION |
| MEDLEY INC |
| OMADA HEALTH INC |
| OMNICELL INC |
| OSCAR HEALTH INC |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC |
| PHREESIA INC |
| PING AN HEALTHCARE AND TECHNOL |
| PRO MEDICUS LTD |
| Privia Health Group Inc |
| QIAGEN NV |
| QUEST DIAGNOSTICS INC |
| RESMED INC |
| TALKSPACE INC |
| TANDEM DIABETES CARE INC |
| TELADOC HEALTH INC |
| TWIST BIOSCIENCE CORP |
| VERACYTE INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.