Q2 2019 Holdings
Filed 2019-08-14 | 85 holdings | $373.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $178.1M | 2,079,388 | 47.7% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $96.8M | 571,376 | 25.9% |
| Align Technology Inc(ALGN) | COM | 016255101 | $42.5M | 155,459 | 11.4% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $32.2M | 1,457,985 | 8.6% |
| Avantor Inc(AVTR) | COM | 05352A100 | $19.1M | 999,873 | 5.1% |
| Invesco QQQ TRPut | PUT | 46090E953 | $707.3K | 3,787,600 | 0.2% |
| Allergan PLC | SHS | G0177J108 | $299.0K | 1,785,597 | 0.1% |
| Amgen IncPut | PUT | 031162950 | $153.3K | 831,900 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $149.1K | 562,177 | 0.0% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $137.2K | 1,165,494 | 0.0% |
| Wellcare Health Plans Inc | COM | 94946T106 | $136.9K | 480,244 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $123.5K | 771,799 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $122.2K | 3,228,679 | 0.0% |
| Qualcomm IncCall | CALL | 747525903 | $117.1K | 1,538,900 | 0.0% |
| Arena Pharmaceuticals Inc(ARNAEUR) | COM NEW | 040047607 | $107.2K | 1,828,378 | 0.0% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $102.7K | 638,326 | 0.0% |
| ICU MED Inc(ICUI) | COM | 44930G107 | $97.4K | 386,592 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $92.2K | 1,364,288 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $90.9K | 598,759 | 0.0% |
| Myokardia Inc | COM | 62857M105 | $89.1K | 1,777,409 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $88.2K | 428,849 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $85.1K | 629,767 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $84.3K | 456,359 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $83.1K | 546,786 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $77.4K | 540,898 | 0.0% |
| Esperion Therapeutics Inc NE(ESPR) | COM | 29664W105 | $72.3K | 1,555,112 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $70.7K | 1,632,685 | 0.0% |
| Microchip Technology Inc(MCHP) | COM | 595017104 | $65.3K | 753,529 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $61.7K | 411,696 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $59.8K | 522,446 | 0.0% |
| Voyager Therapeutics Inc(VYGR) | COM | 92915B106 | $57.6K | 2,117,388 | 0.0% |
| Pfizer IncCall | CALL | 717081903 | $57.3K | 1,322,600 | 0.0% |
| Intuit(INTU) | COM | 461202103 | $56.9K | 217,747 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $55.7K | 398,702 | 0.0% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $54.9K | 782,442 | 0.0% |
| Irhythm Technologies Inc(IRTC) | COM | 450056106 | $54.0K | 682,963 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $53.9K | 402,579 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $53.9K | 830,834 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $53.4K | 189,219 | 0.0% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $52.2K | 653,485 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $49.4K | 418,329 | 0.0% |
| Ishares TRPut | PUT | 464287954 | $47.9K | 1,115,500 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $47.2K | 160,666 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $45.0K | 1,288,027 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $43.1K | 316,142 | 0.0% |
| New York Times Co(NYT) | CL A | 650111107 | $42.5K | 1,301,486 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $38.8K | 105,639 | 0.0% |
| Dermira Inc(DERMEUR) | COM | 24983L104 | $38.7K | 4,044,542 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $38.4K | 1,155,123 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $36.1K | 2,838,376 | 0.0% |