Q4 2022 Holdings
Filed 2023-02-14 | 215 holdings | $7.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $368.0M | 9,743,900 | 4.9% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $345.2M | 911,100 | 4.6% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $331.2M | 2,773,294 | 4.4% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $316.5M | 1,096,028 | 4.2% |
| Moderna Inc(MRNA) | COM | 60770K107 | $284.2M | 1,582,328 | 3.8% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $254.0M | 957,086 | 3.4% |
| Incyte Corp(INCY) | COM | 45337C102 | $237.5M | 2,956,977 | 3.2% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $218.9M | 921,213 | 2.9% |
| Abbott Labs(ABT) | COM | 002824100 | $184.9M | 1,684,479 | 2.5% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $180.6M | 3,902,924 | 2.4% |
| Intra-Cellular Therapies Inc(ITCIEUR) | COM | 46116X101 | $176.9M | 3,342,236 | 2.3% |
| Myovant Sciences LTD | COM | G637AM102 | $159.4M | 5,910,639 | 2.1% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $120.5M | 756,636 | 1.6% |
| Stryker Corporation(SYK) | COM | 863667101 | $120.3M | 492,234 | 1.6% |
| Axonics Inc(AXNX*) | COM | 05465P101 | $119.2M | 1,906,461 | 1.6% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $118.9M | 224,294 | 1.6% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $115.6M | 4,855,162 | 1.5% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $113.9M | 4,056,792 | 1.5% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $113.2M | 2,969,278 | 1.5% |
| Dexcom Inc(DXCM) | COM | 252131107 | $111.9M | 988,476 | 1.5% |
| Insulet Corp(PODD) | COM | 45784P101 | $101.8M | 345,780 | 1.4% |
| Inspire MED SYS Inc(INSP) | COM | 457730109 | $101.2M | 401,742 | 1.3% |
| Danaher Corporation(DHR) | COM | 235851102 | $97.2M | 366,350 | 1.3% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $89.8M | 693,209 | 1.2% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $84.3M | 331,560 | 1.1% |
| Tandem Diabetes Care Inc(TNDM) | COM NEW | 875372203 | $80.5M | 1,791,450 | 1.1% |
| Celldex Therapeutics Inc(CLDX) | COM NEW | 15117B202 | $80.2M | 1,800,000 | 1.1% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $79.5M | 331,306 | 1.1% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $79.4M | 1,064,131 | 1.1% |
| Elevance Health Inc(ELV) | COM | 036752103 | $76.6M | 149,421 | 1.0% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $73.6M | 2,150,412 | 1.0% |
| Outset MED Inc(OMGBP) | COM | 690145107 | $73.4M | 2,843,679 | 1.0% |
| Option Care Health Inc(OPCH) | COM NEW | 68404L201 | $73.1M | 2,430,422 | 1.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $65.5M | 3,277,207 | 0.9% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $65.0M | 1,312,015 | 0.9% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $63.2M | 289,977 | 0.8% |
| Relay Therapeutics Inc(RLAY) | COM | 75943R102 | $62.8M | 4,204,820 | 0.8% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $61.4M | 186,014 | 0.8% |
| Macrogenics Inc(MGNX) | COM | 556099109 | $60.3M | 8,979,913 | 0.8% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $57.1M | 1,104,217 | 0.8% |
| Centene Corp del(CNC) | COM | 15135B101 | $56.9M | 693,558 | 0.8% |
| Humana Inc(HUM) | COM | 444859102 | $56.6M | 110,539 | 0.8% |
| Evolent Health Inc(EVH) | CL A | 30050B101 | $55.7M | 1,983,653 | 0.7% |
| Silk RD MED Inc | COM | 82710M100 | $53.5M | 1,012,523 | 0.7% |
| Pacific Biosciences Calif in(PACB) | COM | 69404D108 | $53.0M | 6,478,925 | 0.7% |
| Cigna Corp New(CI) | COM | 125523100 | $52.6M | 158,621 | 0.7% |
| Amedisys Inc(AMED) | COM | 023436108 | $51.3M | 613,512 | 0.7% |
| Shockwave MED Inc(SWAVUSD) | COM | 82489T104 | $50.9M | 247,616 | 0.7% |
| Globus MED Inc(GMED) | CL A | 379577208 | $50.5M | 680,180 | 0.7% |
| Penumbra Inc(PEN) | COM | 70975L107 | $50.2M | 225,817 | 0.7% |