Q4 2018 Holdings
Filed 2019-02-11 | 108 holdings | $264.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $84.2M | 600,000 | 31.8% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $56.5M | 412,000 | 21.4% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $36.5M | 500,000 | 13.8% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $25.9M | 270,000 | 9.8% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $18.4M | 400,000 | 7.0% |
| Autolus Therapeutics PLC(AUTL) | SPONSORED ADS | 05280R100 | $15.6M | 475,000 | 5.9% |
| Allogene Therapeutics Inc(ALLO) | COM | 019770106 | $10.8M | 400,000 | 4.1% |
| Crinetics Pharmaceuticals in(CRNX) | COM | 22663K107 | $6.0M | 200,000 | 2.3% |
| Arcus Biosciences Inc(RCUS) | COM | 03969F109 | $3.2M | 300,000 | 1.2% |
| Akebia Therapeutics Inc(AKBA) | COM | 00972D105 | $2.6M | 475,000 | 1.0% |
| Cytomx Therapeutics Inc(CTMX) | COM | 23284F105 | $2.3M | 150,000 | 0.9% |
| Weight Watchers Intl Inc New | COM | 948626106 | $571.2K | 14,818,300 | 0.2% |
| Lexicon Pharmaceuticals Inc(LXRX) | COM NEW | 528872302 | $400.0K | 60,240,864 | 0.2% |
| General Mtrs Co(GM)Call | COM | 37045V100 | $117.1K | 3,500,000 | 0.0% |
| Bank Amer Corp(BAC)Call | COM | 060505104 | $110.9K | 4,500,000 | 0.0% |
| Moderna Inc(MRNA) | COM | 60770K107 | $80.3K | 5,256,298 | 0.0% |
| Wells Fargo Co New(WFC)Call | COM | 949746101 | $69.1K | 1,500,000 | 0.0% |
| Celgene Corp(CELG)Call | COM | 151020104 | $64.1K | 1,000,000 | 0.0% |
| Morgan Stanley(MS)Call | COM NEW | 617446448 | $59.5K | 1,500,000 | 0.0% |
| Scholar Rock Hldg Corp(SRRK) | COM | 80706P103 | $52.7K | 2,296,040 | 0.0% |
| Rubius Therapeutics Inc | COM | 78116T103 | $46.8K | 2,908,791 | 0.0% |
| Acceleron Pharma Inc(XLRN) | COM | 00434H108 | $45.7K | 1,050,000 | 0.0% |
| Goldman Sachs Group Inc(GS)Call | COM | 38141G104 | $41.8K | 250,000 | 0.0% |
| NIO Inc(NIO) | SPONSORED ADS | 62914V106 | $35.7K | 5,600,000 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $35.6K | 2,500,000 | 0.0% |
| Atara Biotherapeutics Inc(ATRAGBX) | COM | 046513107 | $34.7K | 1,000,000 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $32.3K | 600,000 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $28.7K | 3,000,000 | 0.0% |
| Bristol Myers Squibb Co(BMY)Call | COM | 110122108 | $28.6K | 550,000 | 0.0% |
| Beigene LTD(ONC)Call | SPONSORED ADR | 07725L102 | $28.1K | 200,000 | 0.0% |
| Fate Therapeutics Inc(FATE) | COM | 31189P102 | $27.6K | 2,150,000 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $26.3K | 800,000 | 0.0% |
| Proqr Thrapeutics N V | SHS EURO | N71542109 | $22.1K | 1,400,000 | 0.0% |
| Alnylam Pharmaceuticals Inc(ALNY)Call | COM | 02043Q107 | $21.9K | 300,000 | 0.0% |
| Freeport-Mcmoran Inc(FCX)Call | CL B | 35671D857 | $20.6K | 2,000,000 | 0.0% |
| Inflarx NV(IFRX) | COM | N44821101 | $18.2K | 500,000 | 0.0% |
| Xencor Inc(XNCR) | COM | 98401F105 | $18.1K | 500,000 | 0.0% |
| Bluebird BIO Inc | COM | 09609G100 | $17.4K | 175,000 | 0.0% |
| Biomarin Pharmaceutical Inc(BMRN)Call | COM | 09061G101 | $17.0K | 200,000 | 0.0% |
| Fibrogen Inc(FGENEUR) | COM | 31572Q808 | $13.9K | 300,000 | 0.0% |
| Solid Biosciences Inc | COM | 83422E105 | $13.4K | 500,000 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $12.8K | 600,000 | 0.0% |
| Micron Technology Inc(MU)Call | COM | 595112103 | $12.7K | 400,000 | 0.0% |
| Albireo Pharma Inc(BDQM) | COM | 01345P106 | $12.3K | 500,000 | 0.0% |
| Medicines CoCall | COM | 584688105 | $11.5K | 600,000 | 0.0% |
| Denali Therapeutics Inc(DNLI) | COM | 24823R105 | $10.3K | 500,000 | 0.0% |
| Clementia Pharmaceuticals in | COM | 185575107 | $10.0K | 850,000 | 0.0% |
| Bluebird BIO IncCall | COM | 09609G100 | $9.9K | 100,000 | 0.0% |
| Wynn Resorts LTD(WYNN)Call | COM | 983134107 | $9.9K | 100,000 | 0.0% |
| American Airls Group Inc(AAL)Call | COM | 02376R102 | $9.6K | 300,000 | 0.0% |