Q4 2014 Holdings
Filed 2015-02-13 | 131 holdings | $913.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $507.4M | 1,494,700 | 55.5% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $348.9M | 5,331,100 | 38.2% |
| Cerus Corp(CERS) | COM | 157085101 | $43.9M | 7,035,000 | 4.8% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $4.2M | 320,000 | 0.5% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $453.9K | 7,688,700 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $431.4K | 2,708,000 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $409.1K | 3,657,600 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $400.6K | 4,249,500 | 0.0% |
| Actavis PLC | SHS | G0083B108 | $383.1K | 1,488,200 | 0.0% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $316.2K | 4,308,000 | 0.0% |
| Relypsa Inc | COM | 759531106 | $272.8K | 8,857,551 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $272.6K | 1,476,600 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $248.7K | 1,170,000 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $232.7K | 440,000 | 0.0% |
| Intercept Pharmaceuticals in(ICPTUSD) | COM | 45845P108 | $231.7K | 1,485,000 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $230.2K | 3,149,300 | 0.0% |
| Medivation Inc | COM | 58501N101 | $226.0K | 2,268,900 | 0.0% |
| Impax Laboratories Inc | COM | 45256B101 | $211.6K | 6,678,000 | 0.0% |
| Perrigo Co PLC(PRGO) | SHS | G97822103 | $208.6K | 1,247,800 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $205.7K | 1,731,200 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $199.9K | 1,595,700 | 0.0% |
| Health NET Inc | COM | 42222G108 | $198.7K | 3,711,400 | 0.0% |
| Cooper COS Inc | COM NEW | 216648402 | $197.8K | 1,220,600 | 0.0% |
| Express Scripts Hldg Co | COM | 30219G108 | $195.3K | 2,307,000 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $191.7K | 3,581,900 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $184.0K | 12,012,100 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $165.8K | 4,051,000 | 0.0% |
| Merck & Co Inc New(MRK) | COM | 58933Y105 | $165.6K | 2,915,300 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $160.1K | 390,200 | 0.0% |
| Allergan Inc | COM | 018490102 | $157.6K | 741,300 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $154.0K | 742,000 | 0.0% |
| Zimmer Hldgs Inc(ZBH) | COM | 98956P102 | $145.5K | 1,282,700 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $133.3K | 5,968,600 | 0.0% |
| Tornier N V | SHS | N87237108 | $122.5K | 4,805,000 | 0.0% |
| NPS Pharmaceuticals Inc | COM | 62936P103 | $105.7K | 2,954,900 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $97.3K | 1,031,600 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $92.0K | 1,997,000 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $85.9K | 2,759,000 | 0.0% |
| Infinity Pharmaceuticals Inc(INFIQ) | COM | 45665G303 | $80.0K | 4,736,900 | 0.0% |
| Otonomy Inc | COM | 68906L105 | $75.2K | 2,256,398 | 0.0% |
| Magellan Health Inc | COM NEW | 559079207 | $72.5K | 1,208,000 | 0.0% |
| Fluidigm Corp del(LAB) | COM | 34385P108 | $72.1K | 2,136,200 | 0.0% |
| Wright MED Group Inc | COM | 98235T107 | $67.9K | 2,527,000 | 0.0% |
| Affymetrix Inc | COM | 00826T108 | $64.8K | 6,568,000 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $61.4K | 332,000 | 0.0% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $56.2K | 567,001 | 0.0% |
| Sientra Inc | COM | 82621J105 | $53.5K | 3,185,308 | 0.0% |
| Allergan IncCall | COM | 018490102 | $53.1K | 250,000 | 0.0% |
| Insys Therapeutics Inc New | COM NEW | 45824V209 | $52.4K | 1,243,200 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $51.8K | 495,000 | 0.0% |