Q4 2019 Holdings
Filed 2020-02-14 | 64 holdings | $578.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $185.1M | 1,153,232 | 32.0% |
| Biogen Inc(BIIB) | COM | 09062X103 | $135.8M | 457,500 | 23.5% |
| Centene Corp del(CNC) | COM | 15135B101 | $97.6M | 1,552,598 | 16.9% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $73.8M | 1,631,200 | 12.8% |
| Ardelyx Inc(ARDX) | COM | 039697107 | $30.0M | 4,000,000 | 5.2% |
| Cabaletta BIO Inc(CABA) | COM | 12674W109 | $20.0M | 1,431,696 | 3.5% |
| Cryoport Inc(CYRX) | COM PAR $0.001 | 229050307 | $13.9M | 842,363 | 2.4% |
| Adaptive Biotechnologies COR(ADPT) | COM | 00650F109 | $12.7M | 425,700 | 2.2% |
| Biontech SE(BNTX) | SPONSORED ADS | 09075V102 | $5.9M | 173,500 | 1.0% |
| Deciphera Pharmaceuticals in(DCPHEUR) | COM | 24344T101 | $293.1K | 4,709,498 | 0.1% |
| Allakos Inc(ALLKGUSD) | COM | 01671P100 | $289.3K | 3,033,526 | 0.1% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $245.5K | 25,209,964 | 0.0% |
| Fate Therapeutics Inc(FATE) | COM | 31189P102 | $219.5K | 11,216,809 | 0.0% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $215.2K | 8,746,033 | 0.0% |
| Uniqure NV(QURE) | SHS | N90064101 | $183.0K | 2,553,325 | 0.0% |
| Principia Biopharma Inc(PRNB) | COM | 74257L108 | $149.1K | 2,722,388 | 0.0% |
| IGM Biosciences Inc(1K0) | COM | 449585108 | $120.0K | 3,144,000 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $115.6K | 1,800,800 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $110.4K | 939,164 | 0.0% |
| Forty Seven Inc(FTSVEUR) | COM | 34983P104 | $109.1K | 2,770,842 | 0.0% |
| Aprea Therapeutics Inc | COM | 03836J102 | $104.1K | 2,268,718 | 0.0% |
| Regenxbio Inc(RGNX) | COM | 75901B107 | $102.8K | 2,508,386 | 0.0% |
| Tricida Inc(1T7) | COM | 89610F101 | $80.4K | 2,129,100 | 0.0% |
| Atara Biotherapeutics Inc(ATRAGBX) | COM | 046513107 | $76.6K | 4,648,570 | 0.0% |
| Immunogen Inc(IMGNEUR) | COM | 45253H101 | $74.7K | 14,639,960 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | COM NEW | 875372203 | $69.9K | 1,172,232 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $63.9K | 3,237,700 | 0.0% |
| Krystal Biotech Inc(KRYS) | COM | 501147102 | $60.4K | 1,090,200 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $59.7K | 203,100 | 0.0% |
| Novartis A G(NVSN) | SPONSORED ADR | 66987V109 | $54.3K | 573,100 | 0.0% |
| PRA Health Sciences Inc(PRAH) | COM | 69354M108 | $50.0K | 449,800 | 0.0% |
| Axonics Modulation Tech Inc(AXNX*) | COM | 05465P101 | $42.5K | 1,532,000 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $42.2K | 285,200 | 0.0% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $41.3K | 859,526 | 0.0% |
| Eidos Therapeutics Inc(EIDXGBP) | COM | 28249H104 | $40.2K | 701,178 | 0.0% |
| Replimune Group Inc(REPL) | COM | 76029N106 | $39.7K | 2,766,407 | 0.0% |
| Scholar Rock Hldg Corp(SRRK) | COM | 80706P103 | $38.8K | 2,940,889 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $38.2K | 639,095 | 0.0% |
| Guardant Health Inc(GH) | COM | 40131M109 | $30.5K | 389,700 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $30.4K | 100,800 | 0.0% |
| Amedisys Inc(AMED) | COM | 023436108 | $30.2K | 181,065 | 0.0% |
| Cigna Corp New(CI) | COM | 125523100 | $30.2K | 147,500 | 0.0% |
| Stoke Therapeutics Inc(STOK) | COM | 86150R107 | $28.9K | 1,020,778 | 0.0% |
| Gritstone Oncology Inc(2JQ) | COM | 39868T105 | $28.0K | 3,116,594 | 0.0% |
| Wave Life Sciences LTD(WVE) | SHS | Y95308105 | $26.7K | 3,326,493 | 0.0% |
| Akero Therapeutics Inc(AKRO) | COM | 00973Y108 | $25.8K | 1,164,002 | 0.0% |
| Tcr2 Therapeutics Inc | COM | 87808K106 | $25.7K | 1,799,188 | 0.0% |
| Odonate Therapeutics Inc | COM | 676079106 | $25.6K | 790,071 | 0.0% |
| Shockwave MED Inc(SWAVUSD) | COM | 82489T104 | $24.9K | 567,900 | 0.0% |
| Neoleukin Therapeutics Inc | COM | 64049K104 | $23.7K | 1,920,831 | 0.0% |