Q1 2022 Holdings
Filed 2022-05-13 | 220 holdings | $1.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Omnicell COM(OMCL) | COM | 68213N109 | $46.9K | 362,332 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $49.7K | 150,178 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $50.3K | 719,303 | 0.0% |
| Globus MED Inc(GMED) | CL A | 379577208 | $55.0K | 745,254 | 0.0% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $55.8K | 1,098,712 | 0.0% |
| Crispr Therapeutics AG(CRSP) | NAMEN AKT | H17182108 | $58.2K | 926,905 | 0.0% |
| Accolade Inc(ACCDEUR) | COM | 00437E102 | $59.4K | 3,381,507 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $61.6K | 2,719,000 | 0.0% |
| Cigna Corp New(CI) | COM | 125523100 | $62.1K | 259,146 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $63.1K | 90,280 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $64.2K | 147,442 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $64.4K | 117,810 | 0.0% |
| Macrogenics Inc(MGNX) | COM | 556099109 | $64.5K | 7,325,514 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $72.8K | 656,030 | 0.0% |
| Radius Health Inc | COM NEW | 750469207 | $73.5K | 8,318,714 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $75.2K | 300,197 | 0.0% |
| Kezar Life Sciences Inc | COM | 49372L100 | $77.6K | 4,668,148 | 0.0% |
| Myovant Sciences LTD | COM | G637AM102 | $78.0K | 5,859,039 | 0.0% |
| Shockwave MED Inc(SWAVUSD) | COM | 82489T104 | $82.6K | 398,577 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $83.5K | 3,551,776 | 0.0% |
| Evolent Health Inc(EVH) | CL A | 30050B101 | $84.4K | 2,612,263 | 0.0% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $84.5K | 3,310,662 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $89.9K | 1,151,159 | 0.0% |
| Outset MED Inc(OMGBP) | COM | 690145107 | $91.6K | 2,017,159 | 0.0% |
| Option Care Health Inc(OPCH) | COM NEW | 68404L201 | $92.3K | 3,232,787 | 0.0% |
| Amedisys Inc(AMED) | COM | 023436108 | $99.3K | 576,131 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $101.0K | 302,797 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $101.0K | 3,052,404 | 0.0% |
| Inspire MED SYS Inc(INSP) | COM | 457730109 | $102.0K | 397,506 | 0.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $104.7K | 357,062 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $105.4K | 396,405 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $106.1K | 398,189 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $107.5K | 912,785 | 0.0% |
| Relay Therapeutics Inc(RLAY) | COM | 75943R102 | $117.3K | 3,918,962 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $117.5K | 754,981 | 0.0% |
| Stryker Corporation(SYK) | COM | 863667101 | $117.7K | 440,225 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $120.2K | 234,900 | 0.0% |
| Axonics Inc(AXNX*) | COM | 05465P101 | $128.3K | 2,049,205 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | COM NEW | 875372203 | $129.8K | 1,116,508 | 0.0% |
| Fate Therapeutics Inc(FATE) | COM | 31189P102 | $138.7K | 3,576,486 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $155.9K | 305,701 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $187.1K | 620,068 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $192.1K | 1,622,927 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $202.2K | 411,637 | 0.0% |
| Intra-Cellular Therapies Inc(ITCIEUR) | COM | 46116X101 | $209.9K | 3,429,619 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $226.1K | 2,847,400 | 0.0% |
| Moderna Inc(MRNA) | COM | 60770K107 | $282.4K | 1,639,349 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $283.4K | 3,023,451 | 0.0% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $367.4K | 9,918,073 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $386.3K | 1,480,253 | 0.0% |