Q4 2017 Holdings
Filed 2018-02-14 | 244 holdings | $4.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $973.0K | 10,910 | 20.7% |
| Biogen Inc(BIIB) | COM | 09062X103 | $953.0K | 2,990 | 20.3% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $379.0K | 6,624 | 8.1% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $365.0K | 3,733 | 7.8% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $353.0K | 2,775 | 7.5% |
| Akebia Therapeutics Inc(AKBA) | COM | 00972D105 | $349.0K | 23,459 | 7.4% |
| Biocryst Pharmaceuticals(BCRX) | COM | 09058V103 | $349.0K | 71,081 | 7.4% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $348.0K | 42,645 | 7.4% |
| Cytomx Therapeutics Inc(CTMX) | COM | 23284F105 | $339.0K | 16,059 | 7.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $132.0K | 764 | 2.8% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $56.0K | 1,456 | 1.2% |
| Conocophillips(COP) | COM | 20825C104 | $29.0K | 532 | 0.6% |
| Fidelity(FTEC) | MSCI INFO TECH I | 316092808 | $3.5K | 70,117 | 0.1% |
| Vanguard World FDS(VPU) | UTILITIES ETF | 92204A876 | $2.7K | 23,070 | 0.1% |
| Ishares TR(TLT) | 20 YR TR BD ETF | 464287432 | $2.0K | 15,689 | 0.0% |
| Vanguard World FDS(VDE) | ENERGY ETF | 92204A306 | $1.9K | 19,199 | 0.0% |
| Direxion SHS ETF TR(FAS) | DLY FIN BULL NEW | 25459Y694 | $1.6K | 23,453 | 0.0% |
| Proshares TR(UPW) | PSHS ULTRA UTIL | 74347R685 | $1.1K | 23,700 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $1.1K | 36,522 | 0.0% |
| Spark Therapeutics Inc | COM | 84652J103 | $1.1K | 21,196 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $1.1K | 13,652 | 0.0% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $1.1K | 7,098 | 0.0% |
| Radius Health Inc | COM NEW | 750469207 | $1.0K | 32,863 | 0.0% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $1.0K | 67,813 | 0.0% |
| Enanta Pharmaceuticals Inc(ENTA) | COM | 29251M106 | $1.0K | 17,531 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $1.0K | 6,818 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $1.0K | 14,929 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $1.0K | 72,547 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $1.0K | 16,891 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $996 | 17,897 | 0.0% |
| Tesaro Inc | COM | 881569107 | $996 | 12,023 | 0.0% |
| Acorda Therapeutics Inc | COM | 00484M106 | $991 | 46,214 | 0.0% |
| Seattle Genetics Inc | COM | 812578102 | $990 | 18,503 | 0.0% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $989 | 20,318 | 0.0% |
| Ligand Pharmaceuticals Inc(LGND) | COM NEW | 53220K504 | $981 | 7,161 | 0.0% |
| Halozyme Therapeutics Inc(HALO) | COM | 40637H109 | $981 | 48,401 | 0.0% |
| Keryx Biopharmaceuticals Inc | COM | 492515101 | $980 | 210,666 | 0.0% |
| Theravance Biopharma Inc(TBPH) | COM | G8807B106 | $974 | 34,929 | 0.0% |
| Omeros Corp(OMER) | COM | 682143102 | $973 | 50,065 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $967 | 10,205 | 0.0% |
| Medicines Co | COM | 584688105 | $963 | 35,217 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $955 | 9,661 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $952 | 13,288 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $950 | 2,526 | 0.0% |
| Dynavax Technologies Corp(DVAX) | COM NEW | 268158201 | $949 | 50,726 | 0.0% |
| Lexicon Pharmaceuticals Inc(LXRX) | COM NEW | 528872302 | $939 | 95,079 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $937 | 62,500 | 0.0% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $936 | 18,610 | 0.0% |
| Retrophin Inc | COM | 761299106 | $933 | 44,297 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $919 | 8,805 | 0.0% |