Q4 2017 Holdings
Filed 2018-02-14 | 134 holdings | $99.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Stryker Corp(SYK) | COM | 863667101 | $14.1K | 91,300 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $14.2K | 81,750 | 0.0% |
| Hill ROM Hldgs Inc(HRC) | COM | 431475102 | $14.3K | 169,939 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $14.4K | 96,210 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $15.3K | 266,740 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $15.6K | 130,770 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $17.5K | 217,000 | 0.0% |
| Danaher Corp del(DHR) | COM | 235851102 | $18.8K | 202,000 | 0.0% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $19.4K | 210,941 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $20.4K | 241,262 | 0.0% |
| Hologic Inc(HOLX) | COM | 436440101 | $20.7K | 483,894 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $20.9K | 155,582 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $21.2K | 188,200 | 0.0% |
| Walgreens Boots Alliance Inc(WBA) | COM | 931427108 | $21.5K | 296,560 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $21.9K | 231,576 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $30.2K | 530,000 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $31.5K | 142,910 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $32.7K | 149,873 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $35.1K | 96,131 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $40.8K | 181,243 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $42.2K | 404,265 | 0.0% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $326.0K | 10,000 | 0.3% |
| Cellectis S A(CLLS) | SPONSORED ADS | 15117K103 | $710.0K | 24,350 | 0.7% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $1.1M | 35,050 | 1.1% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $1.3M | 150,000 | 1.3% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $1.7M | 101,700 | 1.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.9M | 19,500 | 1.9% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $2.3M | 40,900 | 2.3% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $2.8M | 22,100 | 2.8% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $4.0M | 45,050 | 4.0% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $10.1M | 103,650 | 10.2% |
| Biogen Inc(BIIB) | COM | 09062X103 | $16.7M | 52,300 | 16.7% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $17.3M | 696,000 | 17.3% |
| Align Technology Inc(ALGN) | COM | 016255101 | $38.6M | 173,596 | 38.7% |