Q2 2020 Holdings
Filed 2020-08-13 | 235 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Arvinas Inc(ARVN) | COM | 04335A105 | $53.1M | 1,581,703 | 4.6% |
| Black Diamond Therapeutics I(BDTX) | COM | 09203E105 | $59.2M | 1,403,000 | 5.2% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $60.8M | 1,730,620 | 5.3% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $63.8M | 365,833 | 5.6% |
| Centene Corp del(CNC) | COM | 15135B101 | $66.3M | 1,042,747 | 5.8% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $214.9M | 954,016 | 18.8% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $215.2M | 4,023,573 | 18.8% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $238.5M | 1,610,065 | 20.9% |