Q2 2022 Holdings
Filed 2022-08-11 | 214 holdings | $971.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $42.0K | 169,509 | 0.0% |
| Halozyme Therapeutics Inc(HALO) | COM | 40637H109 | $42.7K | 971,300 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $43.8K | 835,684 | 0.0% |
| Omnicell COM(OMCL) | COM | 68213N109 | $48.4K | 425,823 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $49.2K | 292,771 | 0.0% |
| Cigna Corp New(CI) | COM | 125523100 | $51.0K | 193,657 | 0.0% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $54.6K | 1,206,422 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $55.8K | 2,678,500 | 0.0% |
| Crispr Therapeutics AG(CRSP) | NAMEN AKT | H17182108 | $56.0K | 922,005 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $57.9K | 645,506 | 0.0% |
| Amedisys Inc(AMED) | COM | 023436108 | $61.5K | 585,154 | 0.0% |
| Evolent Health Inc(EVH) | CL A | 30050B101 | $62.0K | 2,018,521 | 0.0% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $65.9K | 3,383,262 | 0.0% |
| Relay Therapeutics Inc(RLAY) | COM | 75943R102 | $67.5K | 4,032,262 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $68.0K | 145,309 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $69.2K | 928,508 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $69.4K | 248,313 | 0.0% |
| Shockwave MED Inc(SWAVUSD) | COM | 82489T104 | $70.9K | 370,699 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $71.4K | 3,621,562 | 0.0% |
| Myovant Sciences LTD | COM | G637AM102 | $73.6K | 5,919,639 | 0.0% |
| Inspire MED SYS Inc(INSP) | COM | 457730109 | $74.4K | 407,057 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | COM NEW | 875372203 | $77.9K | 1,315,873 | 0.0% |
| Option Care Health Inc(OPCH) | COM NEW | 68404L201 | $80.2K | 2,887,259 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $84.2K | 386,335 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $84.6K | 342,982 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $85.4K | 1,139,455 | 0.0% |
| Fate Therapeutics Inc(FATE) | COM | 31189P102 | $88.0K | 3,550,086 | 0.0% |
| Radius Health Inc | COM NEW | 750469207 | $91.2K | 8,796,538 | 0.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $92.3K | 364,036 | 0.0% |
| Stryker Corporation(SYK) | COM | 863667101 | $95.0K | 477,634 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $96.0K | 2,973,178 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $96.1K | 1,010,627 | 0.0% |
| Elevance Health Inc(ELV) | COM | 036752103 | $100.6K | 208,500 | 0.0% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $124.0K | 808 | 0.0% |
| Axonics Inc(AXNX*) | COM | 05465P101 | $131.1K | 2,313,852 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $143.2K | 917,907 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $155.1K | 302,044 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $171.0K | 1,573,807 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $182.5K | 909,348 | 0.0% |
| Intra-Cellular Therapies Inc(ITCIEUR) | COM | 46116X101 | $191.2K | 3,349,379 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $210.7K | 2,773,377 | 0.0% |
| Moderna Inc(MRNA) | COM | 60770K107 | $225.3K | 1,577,351 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $277.3K | 2,844,305 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $331.4K | 1,176,136 | 0.0% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $361.9K | 9,776,528 | 0.0% |
| Caribou Biosciences Inc(CRBU) | COM | 142038108 | $382.0K | 70,300 | 0.0% |
| Arcturus Therapeutics Hldgs(ARCT) | COM | 03969T109 | $623.0K | 39,550 | 0.1% |
| Bicycle Therapeutics PLC(BCYC) | SPONSORED ADS | 088786108 | $1.4M | 84,400 | 0.1% |
| Arcus Biosciences Inc(RCUS) | COM | 03969F109 | $2.3M | 90,100 | 0.2% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $2.6M | 66,400 | 0.3% |