Q2 2019 Holdings
Filed 2019-08-14 | 56 holdings | $43.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $3.5M | 41,298 | 8.1% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $3.9M | 144,318 | 8.8% |
| Argenx SE(ARGX) | ADR | 04016X101 | $4.0M | 28,407 | 9.2% |
| Crown Holdings Inc(CCK) | COM | 228368106 | $8.7M | 143,102 | 19.9% |
| Altice USA Inc(OPTU) | SHS | 02156K103 | $8.8M | 360,675 | 20.0% |
| Adobe Inc(ADBE) | COM | 00724F101 | $9.2M | 31,296 | 21.0% |