Q1 2015 Holdings
Filed 2015-05-15 | 135 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COM | 09062X103 | $509.6M | 1,206,800 | 45.8% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $281.9M | 4,814,900 | 25.3% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $239.8M | 13,511,000 | 21.6% |
| Cerus Corp(CERS) | COM | 157085101 | $34.6M | 8,307,727 | 3.1% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $25.1M | 1,448,991 | 2.3% |
| Cellectis S A(CLLS) | SPONSORED ADS | 15117K103 | $10.4M | 300,000 | 0.9% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $572.9K | 8,882,800 | 0.1% |
| Amgen Inc(AMGN) | COM | 031162100 | $487.4K | 3,049,000 | 0.0% |
| Actavis PLC | SHS | G0083B108 | $469.7K | 1,578,187 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $365.7K | 3,172,000 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $334.8K | 3,411,400 | 0.0% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $331.6K | 4,408,000 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $331.4K | 1,385,000 | 0.0% |
| Relypsa Inc | COM | 759531106 | $319.5K | 8,857,551 | 0.0% |
| Intercept Pharmaceuticals in(ICPTUSD) | COM | 45845P108 | $315.9K | 1,120,000 | 0.0% |
| Impax Laboratories Inc | COM | 45256B101 | $313.0K | 6,678,000 | 0.0% |
| Medivation Inc | COM | 58501N101 | $303.2K | 2,348,900 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $243.4K | 1,811,700 | 0.0% |
| Cooper COS Inc | COM NEW | 216648402 | $241.9K | 1,290,500 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $240.4K | 2,622,500 | 0.0% |
| Health NET Inc | COM | 42222G108 | $233.6K | 3,861,400 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $232.8K | 3,459,100 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $231.7K | 5,833,600 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $223.3K | 1,203,000 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $206.9K | 409,700 | 0.0% |
| Perrigo Co PLC(PRGO) | SHS | G97822103 | $206.6K | 1,247,800 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $192.2K | 12,012,100 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $190.4K | 421,800 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $168.3K | 4,051,000 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $161.3K | 713,000 | 0.0% |
| Actavis PLCCall | SHS | G0083B108 | $148.8K | 500,000 | 0.0% |
| Zimmer Hldgs Inc(ZBH) | COM | 98956P102 | $144.3K | 1,228,000 | 0.0% |
| Tornier N V | SHS | N87237108 | $126.0K | 4,805,000 | 0.0% |
| Tesaro Inc | COM | 881569107 | $118.1K | 2,057,700 | 0.0% |
| Express Scripts Hldg Co | COM | 30219G108 | $115.7K | 1,333,000 | 0.0% |
| Actavis PLC | PFD CONV SER A | G0083B116 | $105.5K | 104,200 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $103.8K | 2,984,000 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $102.7K | 1,113,000 | 0.0% |
| Magellan Health Inc | COM NEW | 559079207 | $100.2K | 1,414,800 | 0.0% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $100.2K | 791,001 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $98.0K | 565,700 | 0.0% |
| Affymetrix Inc | COM | 00826T108 | $92.3K | 7,351,000 | 0.0% |
| Fluidigm Corp del(LAB) | COM | 34385P108 | $89.9K | 2,136,200 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $87.4K | 370,200 | 0.0% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $86.7K | 960,000 | 0.0% |
| Otonomy Inc | COM | 68906L105 | $79.8K | 2,256,398 | 0.0% |
| Ophthotech Corp | COM | 683745103 | $77.6K | 1,668,600 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $74.3K | 1,000,400 | 0.0% |
| Insys Therapeutics Inc New | COM NEW | 45824V209 | $72.3K | 1,243,200 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $68.0K | 9,232,310 | 0.0% |