Q4 2021 Holdings
Filed 2022-02-10 | 235 holdings | $1.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hutchmed China LTD(HCM) | SPONSORED ADS | 44842L103 | $37.8K | 1,076,870 | 0.0% |
| Masimo Corp(MASI) | COM | 574795100 | $38.5K | 131,376 | 0.0% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $38.6K | 449,849 | 0.0% |
| Horizon Therapeutics PUB L | SHS | G46188101 | $39.7K | 368,600 | 0.0% |
| Silk RD MED Inc | COM | 82710M100 | $40.6K | 952,433 | 0.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $42.1K | 164,955 | 0.0% |
| Molecular Templates Inc | COM | 608550109 | $42.6K | 10,878,003 | 0.0% |
| Halozyme Therapeutics Inc(HALO) | COM | 40637H109 | $42.9K | 1,067,500 | 0.0% |
| Hologic Inc(HOLX) | COM | 436440101 | $44.4K | 579,424 | 0.0% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $46.1K | 163,520 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $50.0K | 642,582 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $52.3K | 2,859,000 | 0.0% |
| Radius Health Inc | COM NEW | 750469207 | $53.8K | 7,768,714 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $53.9K | 150,178 | 0.0% |
| Globus MED Inc(GMED) | CL A | 379577208 | $54.7K | 757,464 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $55.7K | 193,734 | 0.0% |
| Cigna Corp New(CI) | COM | 125523100 | $56.3K | 245,174 | 0.0% |
| Scholar Rock Hldg Corp(SRRK) | COM | 80706P103 | $57.0K | 2,294,425 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $58.8K | 93,060 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $60.1K | 4,451,693 | 0.0% |
| Omnicell Inc(OMCL) | COM | 68213N109 | $65.4K | 362,332 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $65.6K | 98,328 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $66.1K | 1,059,347 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $69.0K | 667,408 | 0.0% |
| Essa Pharma Inc(EPIEUR) | COM NEW | 29668H708 | $71.5K | 5,034,814 | 0.0% |
| Accolade Inc(ACCDEUR) | COM | 00437E102 | $71.7K | 2,721,375 | 0.0% |
| Evolent Health Inc(EVH) | CL A | 30050B101 | $72.2K | 2,609,293 | 0.0% |
| Crispr Therapeutics AG(CRSP) | NAMEN AKT | H17182108 | $73.9K | 974,684 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $74.4K | 826,741 | 0.0% |
| Vocera Communicatons Inc | COM | 92857F107 | $75.3K | 1,160,613 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $75.6K | 294,434 | 0.0% |
| Shockwave MED Inc(SWAVUSD) | COM | 82489T104 | $76.1K | 426,610 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $77.7K | 117,979 | 0.0% |
| Amedisys Inc(AMED) | COM | 023436108 | $79.3K | 490,012 | 0.0% |
| Kezar Life Sciences Inc | COM | 49372L100 | $82.2K | 4,918,148 | 0.0% |
| Option Care Health Inc(OPCH) | COM NEW | 68404L201 | $83.2K | 2,924,043 | 0.0% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $87.3K | 3,470,162 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $95.9K | 3,520,861 | 0.0% |
| Myovant Sciences LTD | COM | G637AM102 | $96.1K | 6,169,039 | 0.0% |
| Inspire MED SYS Inc(INSP) | COM | 457730109 | $96.8K | 420,780 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $100.1K | 314,582 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $101.8K | 382,723 | 0.0% |
| Axonics Inc(AXNX*) | COM | 05465P101 | $104.8K | 1,872,014 | 0.0% |
| Stryker Corporation(SYK) | COM | 863667101 | $112.8K | 421,884 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $113.0K | 886,854 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $114.5K | 455,412 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $119.3K | 921,185 | 0.0% |
| Relay Therapeutics Inc(RLAY) | COM | 75943R102 | $126.1K | 4,105,962 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $126.3K | 235,153 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $137.3K | 3,228,004 | 0.0% |