Q1 2018 Holdings
Filed 2018-05-09 | 124 holdings | $95.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Danaher Corp del(DHR) | COM | 235851102 | $19.8K | 202,000 | 0.0% |
| Teladoc Inc(TDOC) | COM | 87918A105 | $20.8K | 515,694 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $22.5K | 83,700 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $22.9K | 151,722 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $26.4K | 356,390 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $27.5K | 197,160 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $28.6K | 357,000 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $30.1K | 127,273 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $30.5K | 142,590 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $33.9K | 565,000 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $34.1K | 82,590 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $38.8K | 434,400 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $39.8K | 181,243 | 0.0% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $776.0K | 34,550 | 0.8% |
| Cellectis S A(CLLS) | SPONSORED ADS | 15117K103 | $1.6M | 52,100 | 1.7% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $1.7M | 150,000 | 1.7% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $1.8M | 101,700 | 1.8% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $2.6M | 21,750 | 2.7% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $3.3M | 40,300 | 3.5% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $3.6M | 44,350 | 3.8% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $6.8M | 40,650 | 7.2% |
| Biogen Inc(BIIB) | COM | 09062X103 | $12.7M | 46,200 | 13.3% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $19.0M | 696,000 | 20.0% |
| Align Technology Inc(ALGN) | COM | 016255101 | $40.5M | 161,388 | 42.6% |