Q1 2015 Holdings
Filed 2015-05-14 | 77 holdings | $437.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COMMON | 09062X103 | $210.4M | 498,212 | 48.1% |
| Biomarin Pharmaceutical Inc(BMRN) | COMMON | 09061G101 | $175.6M | 1,409,031 | 40.1% |
| Align Tech Inc(ALGN) | COMMON | 016255101 | $23.3M | 433,140 | 5.3% |
| Ascendis Pharma A S(ASND) | SP ADR | 04351P101 | $12.7M | 731,660 | 2.9% |
| Amphastar Pharmaceuticals(AMPH) | COMMON | 03209R103 | $11.0M | 733,932 | 2.5% |
| Accuray Inc(ARAY) | COMMON | 004397105 | $2.1M | 227,195 | 0.5% |
| Coherus Biosciences(CHRS) | COMMON | 19249H103 | $387.0K | 12,656 | 0.1% |
| Celgene Corp(CELG) | COMMON | 151020104 | $139.4K | 1,208,858 | 0.0% |
| Gilead Sciences Inc(GILD) | COMMON | 375558103 | $129.6K | 1,320,507 | 0.0% |
| Incyte Corporation(INCY) | COMMON | 45337C102 | $122.5K | 1,336,144 | 0.0% |
| Actavis PLC | SHARES | G0083B108 | $111.4K | 374,407 | 0.0% |
| Amgen Inc(AMGN) | COMMON | 031162100 | $106.1K | 663,575 | 0.0% |
| Teva Pharmaceutical(TEVA) | ADR | 881624209 | $103.5K | 1,660,583 | 0.0% |
| Thermo Fisher Scientific(TMO) | COMMON | 883556102 | $78.9K | 587,136 | 0.0% |
| Mylan N V | SHS EURO | N59465109 | $71.6K | 1,206,838 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COMMON | 015351109 | $68.7K | 396,324 | 0.0% |
| Vertex Pharmaceuticals(VRTX) | COMMON | 92532F100 | $60.1K | 509,600 | 0.0% |
| Shire PLC | SP ADR | 82481R106 | $59.5K | 248,859 | 0.0% |
| Amicus Therapeutics(FOLD) | COMMON | 03152W109 | $54.2K | 4,986,138 | 0.0% |
| Halozyme Therapeutics(HALO) | COMMON | 40637H109 | $53.2K | 3,727,551 | 0.0% |
| DR Reddys Labs LTD(RDY) | ADR | 256135203 | $53.0K | 928,962 | 0.0% |
| Pfizer Inc(PFE) | COMMON | 717081103 | $51.9K | 1,492,057 | 0.0% |
| Keryx Biopharmaceuticals | COMMON | 492515101 | $48.7K | 3,825,256 | 0.0% |
| Intercept Pharmaceuticals(ICPTUSD) | COMMON | 45845P108 | $46.5K | 164,947 | 0.0% |
| PTC Therapeutics I(PTCT) | COMMON | 69366J200 | $45.8K | 753,141 | 0.0% |
| Seattle Genetics Inc | COMMON | 812578102 | $44.6K | 1,260,275 | 0.0% |
| Perrigo Co(PRGO) | SHARES | G97822103 | $44.5K | 268,624 | 0.0% |
| Portola Pharmaceuticals | COMMON | 737010108 | $44.1K | 1,162,730 | 0.0% |
| Mallinckrodt PLC | SHARES | G5785G107 | $43.5K | 343,370 | 0.0% |
| Oncomed Pharmaceuticals | COMMON | 68234X102 | $39.5K | 1,533,578 | 0.0% |
| Synageva Biopharma | COMMON | 87159A103 | $35.7K | 365,684 | 0.0% |
| Medtronic PLC(MDT) | SHARES | G5960L103 | $31.8K | 408,126 | 0.0% |
| Achillion Pharmaceuticals(ACHNEUR) | COMMON | 00448Q201 | $31.5K | 3,190,572 | 0.0% |
| Alder Biopharmaceuticals(ALDR1EUR) | COMMON | 014339105 | $31.0K | 1,072,437 | 0.0% |
| Relypsa Inc | COMMON | 759531106 | $30.2K | 837,830 | 0.0% |
| United Therapeutics(UTHR) | COMMON | 91307C102 | $30.2K | 175,080 | 0.0% |
| Sagent Pharmaceuticals | COMMON | 786692103 | $27.2K | 1,170,083 | 0.0% |
| Medivation Inc | COMMON | 58501N101 | $27.0K | 208,889 | 0.0% |
| Dexcom Inc(DXCM) | COMMON | 252131107 | $24.9K | 399,558 | 0.0% |
| Momenta Pharmaceuticals(MNTA) | COMMON | 60877T100 | $24.1K | 1,584,010 | 0.0% |
| Acceleron Pharma(XLRN) | COMMON | 00434H108 | $22.8K | 599,184 | 0.0% |
| Abbott Labs(ABT) | COMMON | 002824100 | $22.4K | 484,376 | 0.0% |
| Tetraphase Pharmac | COMMON | 88165N105 | $22.2K | 605,393 | 0.0% |
| Akorn Inc(AKRXEUR) | COMMON | 009728106 | $22.2K | 466,668 | 0.0% |
| Karyopharm Therapeutics(KPTIEUR) | COMMON | 48576U106 | $21.6K | 707,268 | 0.0% |
| Clovis Oncology(CLVSEUR) | COMMON | 189464100 | $18.5K | 249,152 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COMMON | 46120E602 | $15.2K | 30,191 | 0.0% |
| Nxstage Medical | COMMON | 67072V103 | $15.2K | 876,042 | 0.0% |
| Invitae Corp(NVTA1EUR) | COMMON | 46185L103 | $14.7K | 874,391 | 0.0% |
| Heartware Intl Inc | COMMON | 422368100 | $13.5K | 153,815 | 0.0% |