Q1 2017 Holdings
Filed 2017-05-15 | 136 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COM | 09062X103 | $392.9M | 1,436,900 | 29.1% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $380.8M | 15,311,400 | 28.2% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $135.5M | 2,080,000 | 10.0% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $111.8M | 1,274,100 | 8.3% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $111.7M | 5,379,349 | 8.3% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $76.1M | 2,717,315 | 5.6% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $40.2M | 1,169,000 | 3.0% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $33.1M | 903,700 | 2.5% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $22.9M | 1,084,400 | 1.7% |
| Aurinia Pharmaceuticals Inc(AUPH) | COM | 05156V102 | $13.2M | 1,797,400 | 1.0% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $10.6M | 1,914,660 | 0.8% |
| Cellectis S A(CLLS) | SPONSORED ADS | 15117K103 | $8.4M | 350,000 | 0.6% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $4.2M | 82,200 | 0.3% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $449.9K | 3,710,986 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $389.7K | 3,132,177 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $363.1K | 5,714,900 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $280.1K | 3,330,200 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $278.4K | 8,946,234 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $263.8K | 1,973,597 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $237.2K | 2,169,200 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $236.0K | 1,438,300 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $191.9K | 3,629,900 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $184.9K | 5,406,100 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $173.0K | 1,839,300 | 0.0% |
| Aetna Inc New | COM | 00817Y108 | $167.4K | 1,312,400 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $156.4K | 897,451 | 0.0% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $155.3K | 1,745,000 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $153.0K | 742,300 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $146.5K | 378,170 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $142.7K | 862,600 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $126.8K | 14,182,900 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $123.5K | 7,241,300 | 0.0% |
| Centene Corp del(CNC) | COM | 15135B101 | $118.0K | 1,655,700 | 0.0% |
| Intercept Pharmaceuticals in(ICPTUSD) | COM | 45845P108 | $117.3K | 1,037,000 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $114.1K | 477,390 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $110.2K | 884,600 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $103.9K | 1,911,000 | 0.0% |
| Synergy Pharmaceuticals del | COM NEW | 871639308 | $98.6K | 21,153,343 | 0.0% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $94.8K | 5,352,000 | 0.0% |
| Glaukos Corp(GKOS) | COM | 377322102 | $89.3K | 1,741,700 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $84.2K | 4,810,905 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $83.5K | 2,245,925 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $82.1K | 534,200 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $81.8K | 4,801,638 | 0.0% |
| Viewray Inc(VRAYQ) | COM | 92672L107 | $80.5K | 9,458,567 | 0.0% |
| Magellan Health Inc | COM NEW | 559079207 | $75.2K | 1,088,727 | 0.0% |
| Allergan PLC | PFD CONV SER A | G0177J116 | $74.8K | 88,200 | 0.0% |
| Loxo Oncology Inc | COM | 548862101 | $72.7K | 1,728,000 | 0.0% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $67.8K | 1,496,000 | 0.0% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $65.6K | 1,472,700 | 0.0% |