Q4 2018 Holdings
Filed 2019-02-14 | 45 holdings | $161.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Incyte Corp(INCY) | COM | 45337C102 | $12.7K | 254,500 | 7.9% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $11.7K | 90,122 | 7.3% |
| Celgene Corp(CELG) | COM | 151020104 | $11.4K | 225,522 | 7.1% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $10.5K | 213,284 | 6.5% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $9.2K | 31,330 | 5.7% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $9.1K | 589,534 | 5.7% |
| Illumina Inc(ILMN) | COM | 452327109 | $7.9K | 33,600 | 4.9% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $7.1K | 125,800 | 4.4% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $6.2K | 92,284 | 3.8% |
| Ligand Pharmaceuticals Inc(LGND) | COM | 53220K504 | $6.0K | 56,300 | 3.7% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $5.6K | 73,641 | 3.5% |
| Kalvista Pharmaceuticals Inc(KALV) | COM | 483497103 | $5.0K | 319,444 | 3.1% |
| Halozyme Therapeutics Inc(HALO) | COM | 40637H109 | $4.6K | 398,633 | 2.8% |
| Stemline Therapeutics Inc | COM | 85858C107 | $4.4K | 585,930 | 2.7% |
| Biogen Inc(BIIB) | COM | 09062X103 | $4.1K | 17,200 | 2.5% |
| Amgen Inc(AMGN) | COM | 031162100 | $3.7K | 24,000 | 2.3% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $3.6K | 282,065 | 2.2% |
| Radius Health Inc | COM NEW | 750469207 | $3.4K | 264,211 | 2.1% |
| Shire plc | Sponsored ADR | 82481R106 | $3.4K | 25,000 | 2.1% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $3.0K | 11,700 | 1.9% |
| Zogenix Inc | COM | 98978L204 | $2.7K | 93,000 | 1.7% |
| Enanta Pharmaceuticals Inc(ENTA) | COM | 29251M106 | $2.4K | 43,000 | 1.5% |
| Intersect Ent Inc | COM | 46071F103 | $2.1K | 96,000 | 1.3% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $1.9K | 33,800 | 1.2% |
| Seattle Genetics Inc | COM | 812578102 | $1.9K | 42,500 | 1.2% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $1.7K | 40,000 | 1.1% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $1.5K | 60,000 | 1.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $1.5K | 17,000 | 0.9% |
| Bluebird Bio Inc | COM | 09609G100 | $1.3K | 17,000 | 0.8% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $1.3K | 36,500 | 0.8% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $1.2K | 15,996 | 0.7% |
| Horizon Pharma Plc | COM | G4617B105 | $1.1K | 69,000 | 0.7% |
| Sutro Biopharma Inc | COM | 869367102 | $1.1K | 146,653 | 0.7% |
| Amarin Corp Plc | SPONS ADR NEW | 023111206 | $854 | 80,000 | 0.5% |
| Globus Med Inc(GMED) | COM | 379577208 | $822 | 24,200 | 0.5% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $811 | 72,500 | 0.5% |
| GW Pharmaceuticals Plc | ADS | 36197T103 | $732 | 9,600 | 0.5% |
| FibroGen Inc(FGENEUR) | Com | 31572Q808 | $716 | 19,700 | 0.4% |
| Spring Bk Pharmaceuticals Inc | COM | 849431101 | $596 | 73,000 | 0.4% |
| Supernus Pharmaceuticals Inc(SUPN) | COM | 868459108 | $547 | 20,953 | 0.3% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $440 | 58,600 | 0.3% |
| Sangamo Therapeutics Inc(SGMO) | COM | 800677106 | $432 | 48,000 | 0.3% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $425 | 15,000 | 0.3% |
| Spark Therapeutics Inc | COM | 84652J103 | $369 | 12,000 | 0.2% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $367 | 24,000 | 0.2% |