Q4 2019 Holdings
Filed 2020-02-14 | 41 holdings | $1.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COM | 09062X103 | $546.0K | 1,839 | 33.7% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $451.0K | 5,329 | 27.9% |
| Centene Corp del(CNC) | COM | 15135B101 | $430.0K | 6,838 | 26.6% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $112.0K | 1,269 | 6.9% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $68.0K | 3,771 | 4.2% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $1.1K | 17,795 | 0.1% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $911 | 8,421 | 0.1% |
| Allena Pharmaceuticals Inc(ALNAEUR) | COM | 018119107 | $776 | 284,285 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $708 | 10,898 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $608 | 3,699 | 0.0% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $552 | 3,689 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $531 | 4,515 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $504 | 1,669 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $494 | 1,347 | 0.0% |
| Cigna Corp New(CI) | COM | 125523100 | $453 | 2,216 | 0.0% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $452 | 2,926 | 0.0% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $436 | 18,035 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $436 | 2,282 | 0.0% |
| Arena Pharmaceuticals Inc(ARNAEUR) | COM NEW | 040047607 | $431 | 9,484 | 0.0% |
| Novartis A G(NVSN) | SPONSORED ADR | 66987V109 | $392 | 4,270 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $345 | 2,335 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $294 | 7,492 | 0.0% |
| ICU MED Inc(ICUI) | COM | 44930G107 | $258 | 1,381 | 0.0% |
| Dermira Inc(DERMEUR) | COM | 24983L104 | $256 | 16,892 | 0.0% |
| Icon PLC(ICLR) | SHS | G4705A100 | $241 | 1,402 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $233 | 791 | 0.0% |
| Irhythm Technologies Inc(IRTC) | COM | 450056106 | $231 | 3,389 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $230 | 10,880 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $223 | 2,565 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $188 | 1,387 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $184 | 788 | 0.0% |
| Fluidigm Corp del(LAB) | COM | 34385P108 | $132 | 37,856 | 0.0% |
| Morphosys AG | SPONSORED ADS | D55040105 | $126 | 994 | 0.0% |
| Catalent Inc(CTLTEUR) | COM | 148806102 | $126 | 2,231 | 0.0% |
| Axonics Modulation Tech Inc(AXNX*) | COM | 05465P101 | $110 | 3,978 | 0.0% |
| Cardiovascular SYS Inc del(CSIIEUR) | COM | 141619106 | $96 | 1,985 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $95 | 434 | 0.0% |
| Halozyme Therapeutics Inc(HALO) | COM | 40637H109 | $82 | 4,650 | 0.0% |
| Amarin Corp PLC | SPONS ADR NEW | 023111206 | $81 | 3,757 | 0.0% |
| Acorda Therapeutics Inc | COM | 00484M106 | $37 | 18,342 | 0.0% |
| Endologix Inc(ELGXEUR) | COM NEW | 29266S304 | $4 | 2,440 | 0.0% |