Q4 2014 Holdings
Filed 2015-02-13 | 64 holdings | $291.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Idec Inc(BIIB) | COMMON | 09062X103 | $149.2M | 439,428 | 51.3% |
| Biomarin Pharmaceutical Inc(BMRN) | COMMON | 09061G101 | $113.3M | 1,253,243 | 38.9% |
| Align Tech Inc(ALGN) | COMMON | 016255101 | $17.3M | 309,031 | 5.9% |
| Amphastar Pharmaceuticals(AMPH) | SHARES | 03209R103 | $7.7M | 660,232 | 2.6% |
| Accuray Inc(ARAY) | COMMON | 004397105 | $1.7M | 226,300 | 0.6% |
| Amgen Inc(AMGN) | COMMON | 031162100 | $142.5K | 894,473 | 0.0% |
| Celgene Corp(CELG) | COMMON | 151020104 | $126.9K | 1,134,258 | 0.0% |
| Incyte Corporation(INCY) | COMMON | 45337C102 | $97.4K | 1,332,814 | 0.0% |
| Mylan Inc | COMMON | 628530107 | $85.6K | 1,519,368 | 0.0% |
| Teva Pharmaceutical(TEVA) | ADR | 881624209 | $79.4K | 1,380,888 | 0.0% |
| Regeneron Pharmceuticals(REGN) | COMMON | 75886F107 | $76.2K | 185,685 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COMMON | 015351109 | $71.4K | 385,624 | 0.0% |
| Actavis PLC | SHARES | G0083B108 | $66.1K | 256,850 | 0.0% |
| Thermo Fisher Scientific(TMO) | COMMON | 883556102 | $65.2K | 520,686 | 0.0% |
| Gilead Sciences Inc(GILD) | COMMON | 375558103 | $64.5K | 684,307 | 0.0% |
| PTC Therapeutics I(PTCT) | COMMON | 69366J200 | $58.8K | 1,135,130 | 0.0% |
| NPS Pharmaceuticals | COMMON | 62936P103 | $58.1K | 1,623,073 | 0.0% |
| Shire PLC | SP ADR | 82481R106 | $50.2K | 236,124 | 0.0% |
| Keryx Biopharmaceuticals | COMMON | 492515101 | $46.1K | 3,257,358 | 0.0% |
| Mallinckrodt PLC | SHARES | G5785G107 | $39.7K | 400,664 | 0.0% |
| Amicus Therapeutics(FOLD) | COMMON | 03152W109 | $39.6K | 4,765,498 | 0.0% |
| Perrigo Co(PRGO) | SHARES | G97822103 | $38.8K | 232,068 | 0.0% |
| DR Reddys Labs LTD(RDY) | ADR | 256135203 | $38.5K | 762,969 | 0.0% |
| Pfizer Inc(PFE) | COMMON | 717081103 | $37.7K | 1,209,914 | 0.0% |
| Halozyme Therapeutics(HALO) | COMMON | 40637H109 | $35.9K | 3,724,351 | 0.0% |
| Medivation Inc | COMMON | 58501N101 | $35.5K | 356,806 | 0.0% |
| Seattle Genetics Inc | COMMON | 812578102 | $35.5K | 1,104,075 | 0.0% |
| Oncomed Pharmaceuticals | COMMON | 68234X102 | $34.8K | 1,598,293 | 0.0% |
| Allergan Inc | COMMON | 018490102 | $34.6K | 162,750 | 0.0% |
| Synageva Biopharma | COMMON | 87159A103 | $33.8K | 363,884 | 0.0% |
| Portola Pharmaceuticals | COMMON | 737010108 | $31.7K | 1,120,379 | 0.0% |
| Achillion Pharmaceuticals(ACHNEUR) | COMMON | 00448Q201 | $29.1K | 2,373,810 | 0.0% |
| Intercept Pharmaceuticals(ICPTUSD) | COMMON | 45845P108 | $28.4K | 181,847 | 0.0% |
| Acceleron Pharma(XLRN) | COMMON | 00434H108 | $27.8K | 713,995 | 0.0% |
| Vertex Pharmaceuticals(VRTX) | COMMON | 92532F100 | $25.2K | 212,250 | 0.0% |
| Relypsa Inc | COMMON | 759531106 | $25.0K | 811,330 | 0.0% |
| Clovis Oncology(CLVSEUR) | COMMON | 189464100 | $23.7K | 423,452 | 0.0% |
| Medtronic Inc | COMMON | 585055106 | $22.4K | 310,025 | 0.0% |
| United Therapeutics(UTHR) | COMMON | 91307C102 | $21.1K | 162,880 | 0.0% |
| Sagent Pharmaceuticals | COMMON | 786692103 | $20.9K | 833,861 | 0.0% |
| Karyopharm Therapeutics(KPTIEUR) | COMMON | 48576U106 | $19.8K | 529,920 | 0.0% |
| Abbott Labs(ABT) | COMMON | 002824100 | $18.3K | 405,410 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COMMON | 46120E602 | $18.2K | 34,416 | 0.0% |
| Momenta Pharmaceuticals(MNTA) | COMMON | 60877T100 | $17.6K | 1,459,603 | 0.0% |
| Dexcom Inc(DXCM) | COMMON | 252131107 | $15.7K | 286,065 | 0.0% |
| Akorn Inc(AKRXEUR) | COMMON | 009728106 | $15.7K | 434,343 | 0.0% |
| Nxstage Medical | COMMON | 67072V103 | $14.5K | 807,012 | 0.0% |
| Heartware Intl Inc | COMMON | 422368100 | $12.4K | 168,525 | 0.0% |
| HCA Hldgs Inc(HCA) | COMMON | 40412C101 | $10.6K | 144,002 | 0.0% |
| Novo-Nordisk AS(NVO) | ADR | 670100205 | $7.8K | 185,285 | 0.0% |