Q3 2016 Holdings
Filed 2016-11-14 | 140 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COM | 09062X103 | $417.6M | 1,333,900 | 30.1% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $409.6M | 17,211,700 | 29.5% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $266.8M | 4,229,900 | 19.2% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $106.6M | 1,151,900 | 7.7% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $88.5M | 5,379,349 | 6.4% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $44.0M | 2,191,000 | 3.2% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $18.0M | 671,600 | 1.3% |
| Arrowhead Pharmaceuticals in(ARWR) | COM | 04280A100 | $15.9M | 2,159,973 | 1.1% |
| Cellectis S A(CLLS) | SPONSORED ADS | 15117K103 | $8.4M | 350,000 | 0.6% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $5.1M | 724,184 | 0.4% |
| Amgen Inc(AMGN) | COM | 031162100 | $406.5K | 2,436,700 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $323.3K | 2,638,011 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $308.2K | 2,948,577 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $218.9K | 3,506,800 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $206.1K | 1,063,351 | 0.0% |
| Intercept Pharmaceuticals in(ICPTUSD) | COM | 45845P108 | $184.3K | 1,120,000 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $180.4K | 7,356,233 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $179.3K | 778,690 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $174.9K | 3,714,800 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $174.5K | 1,850,178 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $165.6K | 1,373,200 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $163.8K | 2,040,500 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $159.8K | 2,383,525 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $159.1K | 2,010,700 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $158.0K | 9,949,000 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $153.7K | 2,634,700 | 0.0% |
| Wellcare Health Plans Inc | COM | 94946T106 | $146.1K | 1,248,000 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $142.8K | 355,300 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $140.6K | 1,612,000 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $136.1K | 187,800 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $129.9K | 816,500 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $119.6K | 3,532,200 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $117.9K | 2,187,400 | 0.0% |
| Achillion Pharmaceuticals in(ACHNEUR) | COM | 00448Q201 | $106.2K | 13,107,200 | 0.0% |
| Express Scripts Hldg Co | COM | 30219G108 | $102.4K | 1,451,900 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $101.4K | 858,000 | 0.0% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $99.2K | 1,312,200 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $95.7K | 14,179,900 | 0.0% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $93.3K | 717,500 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $91.9K | 1,815,474 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $90.0K | 495,500 | 0.0% |
| Impax Laboratories Inc | COM | 45256B101 | $89.8K | 3,787,500 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $85.7K | 611,800 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $85.5K | 4,801,638 | 0.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $84.3K | 1,831,400 | 0.0% |
| Glaukos Corp(GKOS) | COM | 377322102 | $82.3K | 2,180,000 | 0.0% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $81.7K | 1,170,200 | 0.0% |
| Bluebird BIO Inc | COM | 09609G100 | $80.4K | 1,185,800 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $79.4K | 6,206,300 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $76.2K | 5,251,100 | 0.0% |