Q4 2015 Holdings
Filed 2016-02-16 | 130 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $450.5M | 24,430,900 | 31.7% |
| Biogen Inc(BIIB) | COM | 09062X103 | $441.9M | 1,442,500 | 31.1% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $441.2M | 7,448,500 | 31.1% |
| Cerus Corp(CERS) | COM | 157085101 | $41.1M | 6,504,400 | 2.9% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $15.6M | 149,000 | 1.1% |
| Cellectis S A(CLLS) | SPONSORED ADS | 15117K103 | $10.9M | 350,000 | 0.8% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $5.3M | 438,784 | 0.4% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $4.1M | 222,223 | 0.3% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $577.5K | 8,395,000 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $474.2K | 2,921,000 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $445.2K | 1,424,715 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $439.0K | 3,665,450 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $434.0K | 2,275,100 | 0.0% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $402.8K | 5,955,600 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $346.2K | 3,421,400 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $307.2K | 2,832,978 | 0.0% |
| Impax Laboratories Inc | COM | 45256B101 | $285.0K | 6,664,100 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $262.2K | 483,000 | 0.0% |
| Relypsa Inc | COM | 759531106 | $209.7K | 7,400,000 | 0.0% |
| Health NET Inc | COM | 42222G108 | $204.6K | 2,988,800 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $199.4K | 8,245,111 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $195.8K | 1,380,000 | 0.0% |
| Express Scripts Hldg Co | COM | 30219G108 | $190.7K | 2,182,000 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $175.5K | 2,238,825 | 0.0% |
| Mylan N V | SHS EURO | N59465109 | $170.7K | 3,157,000 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $168.3K | 877,000 | 0.0% |
| Intercept Pharmaceuticals in(ICPTUSD) | COM | 45845P108 | $167.3K | 1,120,000 | 0.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $160.6K | 2,446,000 | 0.0% |
| Ophthotech Corp | COM | 683745103 | $158.0K | 2,011,500 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $142.3K | 2,514,974 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $139.1K | 3,326,000 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $135.9K | 1,613,000 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $133.1K | 4,124,000 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $130.5K | 239,000 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $130.1K | 11,226,400 | 0.0% |
| Insys Therapeutics Inc New | COM NEW | 45824V209 | $125.0K | 4,366,740 | 0.0% |
| Cooper COS Inc | COM NEW | 216648402 | $122.8K | 914,900 | 0.0% |
| Magellan Health Inc | COM NEW | 559079207 | $113.0K | 1,833,000 | 0.0% |
| Allergan PLC | PFD CONV SER A | G0177J116 | $107.2K | 104,200 | 0.0% |
| Wellcare Health Plans Inc | COM | 94946T106 | $105.3K | 1,346,200 | 0.0% |
| Achillion Pharmaceuticals in(ACHNEUR) | COM | 00448Q201 | $104.1K | 9,649,900 | 0.0% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $94.2K | 1,262,000 | 0.0% |
| Tesaro Inc | COM | 881569107 | $92.3K | 1,764,700 | 0.0% |
| Community Health SYS Inc New(CYH) | COM | 203668108 | $89.7K | 3,382,200 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $84.7K | 673,000 | 0.0% |
| Immunogen Inc(IMGNEUR) | COM | 45253H101 | $82.7K | 6,095,647 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $80.5K | 1,487,000 | 0.0% |
| Affymetrix Inc | COM | 00826T108 | $75.8K | 7,511,000 | 0.0% |
| Glaukos Corp(GKOS) | COM | 377322102 | $71.6K | 2,897,937 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $68.9K | 349,372 | 0.0% |