Q1 2016 Holdings
Filed 2016-05-16 | 141 holdings | $1.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $422.8M | 22,479,700 | 28.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $422.4M | 7,395,700 | 28.7% |
| Biogen Inc(BIIB) | COM | 09062X103 | $397.3M | 1,526,300 | 27.0% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $84.4M | 1,023,200 | 5.7% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $76.2M | 5,258,450 | 5.2% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $39.2M | 1,401,600 | 2.7% |
| Cellectis S A(CLLS) | SPONSORED ADS | 15117K103 | $9.6M | 350,000 | 0.7% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $4.1M | 222,223 | 0.3% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $3.6M | 438,784 | 0.2% |
| Cerus Corp(CERS) | COM | 157085101 | $3.4M | 578,300 | 0.2% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $487.1K | 7,624,900 | 0.0% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $447.8K | 5,737,100 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $431.2K | 2,876,000 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $421.5K | 1,572,715 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $377.7K | 3,774,077 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $277.3K | 3,019,200 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $260.4K | 1,870,600 | 0.0% |
| Impax Laboratories Inc | COM | 45256B101 | $217.0K | 6,776,100 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $203.2K | 1,435,000 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $199.7K | 2,755,078 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $192.1K | 533,000 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $183.0K | 2,541,300 | 0.0% |
| Wellcare Health Plans Inc | COM | 94946T106 | $176.5K | 1,903,300 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $166.4K | 276,800 | 0.0% |
| Express Scripts Hldg Co | COM | 30219G108 | $166.3K | 2,421,000 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $148.6K | 1,869,400 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $145.9K | 900,000 | 0.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $144.3K | 2,696,000 | 0.0% |
| Intercept Pharmaceuticals in(ICPTUSD) | COM | 45845P108 | $143.9K | 1,120,000 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $139.3K | 3,495,000 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $138.5K | 8,345,110 | 0.0% |
| Magellan Health Inc | COM NEW | 559079207 | $129.7K | 1,909,000 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $126.4K | 11,550,400 | 0.0% |
| Cooper COS Inc | COM NEW | 216648402 | $122.5K | 795,900 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $122.2K | 4,122,000 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $105.0K | 2,653,874 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $104.7K | 812,000 | 0.0% |
| Relypsa Inc | COM | 759531106 | $100.3K | 7,400,000 | 0.0% |
| Allergan PLC | PFD CONV SER A | G0177J116 | $95.8K | 104,200 | 0.0% |
| Achillion Pharmaceuticals in(ACHNEUR) | COM | 00448Q201 | $88.9K | 11,519,700 | 0.0% |
| Ophthotech Corp | COM | 683745103 | $88.5K | 2,094,500 | 0.0% |
| Tesaro Inc | COM | 881569107 | $84.2K | 1,912,000 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $80.9K | 2,753,425 | 0.0% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $80.2K | 1,309,000 | 0.0% |
| Insys Therapeutics Inc New | COM NEW | 45824V209 | $72.9K | 4,557,740 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $72.3K | 1,487,000 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $62.1K | 339,700 | 0.0% |
| Loxo Oncology Inc | COM | 548862101 | $59.5K | 2,175,857 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $57.5K | 531,800 | 0.0% |
| Immunogen Inc(IMGNEUR) | COM | 45253H101 | $51.9K | 6,095,647 | 0.0% |