Q4 2017 Holdings
Filed 2018-02-14 | 133 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 | $392.1M | 1,230,700 | 30.9% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $257.5M | 10,386,600 | 20.3% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $134.9M | 3,367,315 | 10.6% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $119.6M | 941,600 | 9.4% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $101.8M | 1,041,488 | 8.0% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $101.6M | 1,050,600 | 8.0% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $55.7M | 5,379,349 | 4.4% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $31.6M | 500,000 | 2.5% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $25.6M | 849,100 | 2.0% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $12.9M | 1,471,500 | 1.0% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $12.8M | 1,914,660 | 1.0% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $9.0M | 100,600 | 0.7% |
| Aurinia Pharmaceuticals Inc(AUPH) | COM | 05156V102 | $8.1M | 1,797,400 | 0.6% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $344.4K | 2,879,575 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $321.3K | 854,600 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $319.6K | 3,062,850 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $261.0K | 1,741,300 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $225.6K | 1,297,100 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $215.9K | 2,184,535 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $204.0K | 3,625,400 | 0.0% |
| Clementia Pharmaceuticals in | COM | 185575107 | $197.9K | 10,425,225 | 0.0% |
| Cigna Corporation | COM | 125509109 | $196.9K | 969,300 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $193.2K | 2,288,000 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $173.5K | 2,590,700 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $152.1K | 6,852,068 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $148.2K | 658,718 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $136.7K | 8,461,727 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $134.1K | 1,971,670 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $129.1K | 4,129,638 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $126.7K | 1,124,100 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $97.6K | 7,621,400 | 0.0% |
| Select MED Hldgs Corp(SEM) | COM | 81619Q105 | $89.6K | 5,074,200 | 0.0% |
| Viewray Inc(VRAYQ) | COM | 92672L107 | $87.6K | 9,458,567 | 0.0% |
| Global Blood Therapeutics in | COM | 37890U108 | $84.9K | 2,157,730 | 0.0% |
| Juno Therapeutics Inc | COM | 48205A109 | $83.9K | 1,835,188 | 0.0% |
| Magellan Health Inc | COM NEW | 559079207 | $82.6K | 855,843 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $81.9K | 607,900 | 0.0% |
| Aetna Inc New | COM | 00817Y108 | $80.7K | 447,552 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $80.2K | 5,572,500 | 0.0% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $79.4K | 1,329,600 | 0.0% |
| Loxo Oncology Inc | COM | 548862101 | $79.2K | 94,100,036 | 0.0% |
| Mylan N V | SHS EURO | N59465109 | $77.6K | 1,834,300 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $73.9K | 389,400 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $71.8K | 328,500 | 0.0% |
| Bluebird BIO Inc | COM | 09609G100 | $68.4K | 384,046 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $67.8K | 4,525,200 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $65.0K | 465,300 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $62.0K | 897,791 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $56.1K | 153,600 | 0.0% |
| Pieris Pharmaceuticals Inc | COM | 720795103 | $54.8K | 7,259,620 | 0.0% |