Q4 2016 Holdings
Filed 2017-02-14 | 132 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COM | 09062X103 | $363.3M | 1,281,200 | 30.1% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $357.0M | 16,506,900 | 29.6% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $183.2M | 2,925,000 | 15.2% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $105.5M | 1,274,100 | 8.7% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $76.9M | 5,379,349 | 6.4% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $55.0M | 2,717,315 | 4.6% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $27.4M | 903,700 | 2.3% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $23.9M | 850,100 | 2.0% |
| Cellectis S A(CLLS) | SPONSORED ADS | 15117K103 | $5.9M | 350,000 | 0.5% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $2.9M | 724,184 | 0.2% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $414.6K | 3,388,386 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $359.6K | 3,106,777 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $340.9K | 2,331,800 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $271.7K | 4,615,200 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $208.8K | 2,082,800 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $205.0K | 1,203,351 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $201.5K | 2,739,000 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $174.3K | 7,584,334 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $170.7K | 836,400 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $167.9K | 5,167,900 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $165.4K | 3,629,900 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $161.6K | 769,690 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $159.1K | 2,159,400 | 0.0% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $148.2K | 2,002,200 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $146.9K | 1,021,600 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $141.4K | 16,088,800 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $130.4K | 355,300 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $126.6K | 1,351,400 | 0.0% |
| Intercept Pharmaceuticals in(ICPTUSD) | COM | 45845P108 | $121.7K | 1,120,000 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $112.8K | 799,500 | 0.0% |
| Synergy Pharmaceuticals del | COM NEW | 871639308 | $111.1K | 18,241,398 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $110.7K | 7,241,300 | 0.0% |
| Aetna Inc New | COM | 00817Y108 | $99.9K | 805,900 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $98.9K | 858,000 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $92.3K | 145,500 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $87.7K | 4,801,638 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $87.3K | 1,493,500 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $82.4K | 2,128,774 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $75.6K | 1,055,100 | 0.0% |
| Glaukos Corp(GKOS) | COM | 377322102 | $74.8K | 2,180,000 | 0.0% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $73.4K | 1,472,700 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $70.1K | 5,301,805 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $69.9K | 2,275,825 | 0.0% |
| Allergan PLC | PFD CONV SER A | G0177J116 | $67.2K | $88,200 | 0.0% |
| Magellan Health Inc | COM NEW | 559079207 | $60.3K | 801,600 | 0.0% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $56.6K | 1,496,000 | 0.0% |
| Insys Therapeutics Inc New | COM NEW | 45824V209 | $55.9K | 6,071,440 | 0.0% |
| Loxo Oncology Inc | COM | 548862101 | $55.5K | 1,728,000 | 0.0% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $55.2K | 3,716,700 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $54.6K | 766,600 | 0.0% |