Q1 2018 Holdings
Filed 2018-05-15 | 141 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 | $284.9M | 1,040,400 | 20.7% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $283.5M | 10,377,795 | 20.6% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $220.2M | 3,367,315 | 16.0% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $150.8M | 1,265,966 | 11.0% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $144.6M | 1,527,500 | 10.5% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $75.1M | 3,340,700 | 5.5% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $68.8M | 5,967,584 | 5.0% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $59.6M | 354,900 | 4.3% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $40.2M | 500,000 | 2.9% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $16.2M | 1,466,800 | 1.2% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $11.8M | 145,500 | 0.9% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $9.7M | 866,593 | 0.7% |
| Aurinia Pharmaceuticals Inc(AUPH) | COM | 05156V102 | $3.3M | 626,275 | 0.2% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $364.3K | 3,268,275 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $331.6K | 962,900 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $302.3K | 1,854,600 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $288.0K | 5,288,200 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $235.0K | 2,634,250 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $232.5K | 3,675,300 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $189.8K | 2,836,900 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $179.8K | 2,641,661 | 0.0% |
| Clementia Pharmaceuticals in | COM | 185575107 | $157.9K | 10,425,225 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $157.0K | 1,040,100 | 0.0% |
| Armo Biosciences Inc | COM | 04225U104 | $154.1K | 4,118,903 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $143.0K | 1,024,600 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $135.9K | 6,852,068 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $123.1K | 2,330,870 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $116.7K | 693,605 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $109.2K | 1,260,091 | 0.0% |
| Loxo Oncology Inc | COM | 548862101 | $108.6K | 941,000 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $106.4K | 7,072,500 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $105.8K | 3,522,100 | 0.0% |
| Davita Inc(DVA) | COM | 23918K108 | $102.8K | 1,559,600 | 0.0% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $102.2K | 1,884,100 | 0.0% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $101.6K | 4,189,300 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $97.2K | 650,308 | 0.0% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $93.8K | 5,548,326 | 0.0% |
| Universal Hlth Svcs Inc(UHS) | CL B | 913903100 | $91.5K | 772,900 | 0.0% |
| Select MED Hldgs Corp(SEM) | COM | 81619Q105 | $87.5K | 5,074,200 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $83.4K | 5,710,774 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $80.4K | 389,400 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $80.0K | 4,900,900 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $75.9K | 445,310 | 0.0% |
| Mylan N V | SHS EURO | N59465109 | $75.5K | 1,834,300 | 0.0% |
| Xtant MED Hldgs Inc(XTNT) | COM NEW | 98420P308 | $72.6K | 9,207,012 | 0.0% |
| Global Blood Therapeutics in | COM | 37890U108 | $70.8K | 1,466,530 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $67.3K | 284,500 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $65.9K | 2,927,891 | 0.0% |
| Viewray Inc(VRAYQ) | COM | 92672L107 | $60.8K | 9,458,567 | 0.0% |
| Magellan Health Inc | COM NEW | 559079207 | $60.4K | 563,843 | 0.0% |