Q2 2018 Holdings
Filed 2018-08-14 | 147 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 | $339.0M | 1,167,900 | 25.4% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $313.1M | 9,574,695 | 23.5% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $293.6M | 4,413,291 | 22.0% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $124.7M | 1,265,966 | 9.3% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $65.5M | 5,967,584 | 4.9% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $65.4M | 4,282,400 | 4.9% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $49.7M | 599,300 | 3.7% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $40.2M | 261,400 | 3.0% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $20.7M | 1,480,482 | 1.6% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $7.9M | 666,593 | 0.6% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $7.2M | 76,500 | 0.5% |
| Aurinia Pharmaceuticals Inc(AUPH) | COM | 05156V102 | $943.0K | 167,419 | 0.1% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $387.9K | 3,124,603 | 0.0% |
| Tricida Inc(1T7) | COM | 89610F101 | $325.6K | 10,889,280 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $304.7K | 1,792,600 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $284.1K | 4,680,000 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $214.4K | 1,286,205 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $204.2K | 2,570,650 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $179.2K | 1,040,100 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $164.1K | 6,322,668 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $161.7K | 2,732,881 | 0.0% |
| Clementia Pharmaceuticals in | COM | 185575107 | $137.2K | 10,425,225 | 0.0% |
| Mylan N V | SHS EURO | N59465109 | $133.8K | 3,702,800 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $131.7K | 2,380,300 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $128.5K | 372,500 | 0.0% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $127.3K | 1,884,100 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $126.8K | 870,900 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $126.6K | 531,800 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $120.9K | 583,500 | 0.0% |
| Davita Inc(DVA) | COM | 23918K108 | $117.3K | 1,689,400 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $117.0K | 4,944,573 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $116.6K | 1,885,100 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $110.5K | 7,072,500 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $106.0K | 2,330,870 | 0.0% |
| Dentsply Sirona Inc(XRAY) | COM | 24906P109 | $104.8K | 2,393,500 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $100.6K | 1,260,091 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $99.9K | 2,615,000 | 0.0% |
| Loxo Oncology Inc | COM | 548862101 | $93.3K | 538,000 | 0.0% |
| Select MED Hldgs Corp(SEM) | COM | 81619Q105 | $92.1K | 5,074,200 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $91.7K | 756,000 | 0.0% |
| Inspire MED SYS Inc(INSP) | COM | 457730109 | $87.2K | 2,444,221 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $82.2K | 4,900,900 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $79.5K | 284,500 | 0.0% |
| Deciphera Pharmaceuticals in(DCPHEUR) | COM | 24344T101 | $78.9K | 2,005,700 | 0.0% |
| Bluebird BIO Inc | COM | 09609G100 | $76.6K | 488,200 | 0.0% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $71.0K | 5,548,326 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $69.2K | 2,927,891 | 0.0% |
| Viewray Inc(VRAYQ) | COM | 92672L107 | $65.5K | 9,458,567 | 0.0% |
| Rhythm Pharmaceuticals Inc(RYTM) | COM | 76243J105 | $64.6K | 2,065,000 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $60.2K | 356,608 | 0.0% |