Q3 2017 Holdings
Filed 2017-11-14 | 143 holdings | $1.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COM | 09062X103 | $510.4M | 1,630,000 | 30.4% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $390.8M | 13,397,000 | 23.3% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $174.6M | 1,965,000 | 10.4% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $135.9M | 1,313,788 | 8.1% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $127.5M | 1,084,800 | 7.6% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $122.1M | 3,367,315 | 7.3% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $85.7M | 5,379,349 | 5.1% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $69.2M | 743,900 | 4.1% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $15.7M | 1,914,660 | 0.9% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $14.4M | 1,079,700 | 0.9% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $11.3M | 500,000 | 0.7% |
| Aurinia Pharmaceuticals Inc(AUPH) | COM | 05156V102 | $11.3M | 1,797,400 | 0.7% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $511.4K | 3,645,486 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $488.8K | 3,351,977 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $351.3K | 5,487,000 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $315.4K | 2,074,302 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $290.5K | 2,425,735 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $263.0K | 3,075,000 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $256.1K | 572,770 | 0.0% |
| Cigna Corporation | COM | 125509109 | $236.7K | 1,266,100 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $233.6K | 1,253,100 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $233.6K | 3,638,900 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $231.4K | 8,946,234 | 0.0% |
| Aetna Inc New | COM | 00817Y108 | $222.1K | 1,396,500 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $196.8K | 2,388,670 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $176.1K | 927,618 | 0.0% |
| Clementia Pharmaceuticals in | COM | 185575107 | $176.1K | 10,425,225 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $174.5K | 14,182,900 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $172.3K | 1,476,000 | 0.0% |
| Loxo Oncology Inc | COM | 548862101 | $159.2K | 1,728,000 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $156.2K | 1,928,000 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $152.0K | 1,390,700 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $146.2K | 1,124,400 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $139.8K | 9,996,816 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $115.7K | 4,129,638 | 0.0% |
| Mylan N V | SHS EURO | N59465109 | $113.0K | 3,601,100 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $109.6K | 749,200 | 0.0% |
| Select MED Hldgs Corp(SEM) | COM | 81619Q105 | $107.1K | 5,578,500 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $101.1K | 534,200 | 0.0% |
| Juno Therapeutics Inc | COM | 48205A109 | $91.6K | 2,041,608 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $90.8K | 5,759,200 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $87.8K | 2,458,800 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $79.4K | 398,500 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $76.6K | 373,590 | 0.0% |
| Magellan Health Inc | COM NEW | 559079207 | $76.2K | 882,600 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $74.4K | 380,000 | 0.0% |
| Global Blood Therapeutics in | COM | 37890U108 | $74.3K | 2,393,635 | 0.0% |
| Universal Hlth Svcs Inc(UHS) | CL B | 913903100 | $74.2K | 669,000 | 0.0% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $69.9K | 1,438,182 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $68.4K | 879,000 | 0.0% |