Q3 2018 Holdings
Filed 2018-11-14 | 150 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 | $321.6M | 910,300 | 25.2% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $302.8M | 7,863,995 | 23.7% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $294.5M | 4,155,891 | 23.0% |
| Crinetics Pharmaceuticals in(CRNX) | COM | 22663K107 | $54.8M | 1,914,282 | 4.3% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $54.5M | 718,800 | 4.3% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $51.2M | 5,967,584 | 4.0% |
| Bausch Health COS Inc(BHC) | COM | 071734107 | $48.9M | 1,903,900 | 3.8% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $48.7M | 282,500 | 3.8% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $44.6M | 2,645,865 | 3.5% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $28.4M | 1,722,400 | 2.2% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $9.0M | 666,593 | 0.7% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $7.4M | 76,500 | 0.6% |
| Catalyst Pharmaceuticals Inc(CPRX) | COM | 14888U101 | $4.2M | 1,102,000 | 0.3% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $400.5K | 2,881,103 | 0.0% |
| Tricida Inc(1T7) | COM | 89610F101 | $332.7K | 10,889,280 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $308.5K | 1,600,500 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $251.4K | 3,544,400 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $220.5K | 2,463,850 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $219.1K | 1,150,405 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $186.9K | 6,439,568 | 0.0% |
| Mylan N V | SHS EURO | N59465109 | $174.9K | 4,779,600 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $172.5K | 990,600 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $163.0K | 668,000 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $159.4K | 394,400 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $148.6K | 884,000 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $138.0K | 854,400 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $133.0K | 393,000 | 0.0% |
| Cigna Corporation | COM | 125509109 | $132.0K | 633,900 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $129.9K | 474,000 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $125.8K | 2,025,800 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $124.0K | 2,705,181 | 0.0% |
| Clementia Pharmaceuticals in | COM | 185575107 | $116.2K | 10,425,225 | 0.0% |
| Davita Inc(DVA) | COM | 23918K108 | $103.6K | 1,445,700 | 0.0% |
| Inspire MED SYS Inc(INSP) | COM | 457730109 | $102.9K | 2,444,221 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $98.2K | 267,500 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $90.2K | 4,328,573 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $86.3K | 2,180,000 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $77.4K | 1,357,691 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $76.5K | 1,085,100 | 0.0% |
| Principia Biopharma Inc(PRNB) | COM | 74257L108 | $76.1K | 2,605,713 | 0.0% |
| Deciphera Pharmaceuticals in(DCPHEUR) | COM | 24344T101 | $75.6K | 1,953,500 | 0.0% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $75.1K | 1,219,830 | 0.0% |
| Restorbio Inc | COM | 76133L103 | $73.1K | 4,830,387 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $73.1K | 4,806,900 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $72.7K | 488,781 | 0.0% |
| Dentsply Sirona Inc(XRAY) | COM | 24906P109 | $71.3K | 1,889,200 | 0.0% |
| Mednax Inc(MD) | COM | 58502B106 | $68.6K | 1,469,300 | 0.0% |
| Bluebird BIO Inc | COM | 09609G100 | $67.0K | 459,200 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $65.6K | 2,234,570 | 0.0% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $62.4K | 5,548,326 | 0.0% |