Q3 2019 Holdings
Filed 2019-11-14 | 72 holdings | $201.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Novartis A G(NVSN) | SPONSORED ADR | 66987V109 | $59.7K | 689,600 | 0.0% |
| Cigna Corp New(CI) | COM | 125523100 | $60.4K | 397,684 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $63.9K | 428,242 | 0.0% |
| Myokardia Inc | COM | 62857M105 | $64.0K | 1,227,371 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $65.1K | 2,315,938 | 0.0% |
| Wellcare Health Plans Inc | COM | 94946T106 | $68.3K | 263,626 | 0.0% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $71.3K | 477,002 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $76.7K | 455,598 | 0.0% |
| Microchip Technology Inc(MCHP) | COM | 595017104 | $77.2K | 830,494 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $77.5K | 709,930 | 0.0% |
| Irhythm Technologies Inc(IRTC) | COM | 450056106 | $80.1K | 1,081,059 | 0.0% |
| Spdr Series Trust(XBI)Put | S&P BIOTECH | 78464A870 | $87.2K | 1,143,600 | 0.0% |
| Arena Pharmaceuticals Inc(ARNAEUR) | COM NEW | 040047607 | $104.0K | 2,271,536 | 0.1% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $116.9K | 1,843,860 | 0.1% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $135.6K | 987,842 | 0.1% |
| Penumbra Inc(PEN) | COM | 70975L107 | $138.5K | 1,029,564 | 0.1% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $141.7K | 1,446,612 | 0.1% |
| Novo-Nordisk A S | ADR | K72807132 | $399.2K | 1,133,574 | 0.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $13.6M | 81,204 | 6.7% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $14.0M | 689,825 | 6.9% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $25.8M | 890,079 | 12.8% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $144.8M | 2,149,051 | 71.9% |