Q1 2022 Holdings
Filed 2022-05-16 | 68 holdings | $472.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Universal Hlth Svcs Inc(UHS) | CL B | 913903100 | $64.0K | 441,336 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $69.5K | 1,343,384 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $72.3K | 166,066 | 0.0% |
| Irhythm Technologies Inc(IRTC) | COM | 450056106 | $77.7K | 493,721 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $80.4K | 516,406 | 0.0% |
| Gilead Sciences IncCall | CALL | 375558903 | $84.0K | 1,412,500 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $85.5K | 298,643 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $103.7K | 584,883 | 0.0% |
| Horizon Therapeutics PUB L | SHS | G46188101 | $114.9K | 1,091,840 | 0.0% |
| Outset MED Inc(OMGBP) | COM | 690145107 | $127.6K | 2,810,686 | 0.0% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $4.9M | 2,374,674 | 1.0% |
| C4 Therapeutics Inc(CCCC) | COM STK | 12529R107 | $6.9M | 284,772 | 1.5% |
| Caribou Biosciences Inc(CRBU) | COM | 142038108 | $40.1M | 4,370,545 | 8.5% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $55.4M | 718,495 | 11.7% |
| Avantor Inc(AVTR) | COM | 05352A100 | $70.3M | 2,079,657 | 14.9% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $90.7M | 2,465,016 | 19.2% |
| Centene Corp del(CNC) | COM | 15135B101 | $93.7M | 1,112,480 | 19.8% |
| Arcus Biosciences Inc(RCUS) | COM | 03969F109 | $108.3M | 3,431,010 | 22.9% |