Q4 2018 Holdings
Filed 2019-02-14 | 131 holdings | $1.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $256.1M | 4,087,373 | 25.3% |
| Biogen Inc(BIIB) | COM | 09062X103 | $251.3M | 835,249 | 24.8% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $204.6M | 5,790,400 | 20.2% |
| Bausch Health COS Inc(BHC) | COM | 071734107 | $66.5M | 3,600,300 | 6.6% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $62.2M | 647,600 | 6.1% |
| Crinetics Pharmaceuticals in(CRNX) | COM | 22663K107 | $57.4M | 1,914,282 | 5.7% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $39.6M | 282,500 | 3.9% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $34.4M | 2,678,810 | 3.4% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $21.9M | 5,967,584 | 2.2% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $7.8M | 1,350,655 | 0.8% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $6.5M | 76,500 | 0.6% |
| Tricida Inc(1T7) | COM | 89610F101 | $256.8K | 10,889,280 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $208.7K | 3,256,700 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $199.3K | 2,047,400 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $190.6K | 2,495,000 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $187.8K | 1,133,200 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $133.5K | 4,905,899 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $127.9K | 957,000 | 0.0% |
| Clementia Pharmaceuticals in | COM | 185575107 | $122.6K | 10,425,225 | 0.0% |
| Mylan N V | SHS EURO | N59465109 | $109.2K | 3,986,200 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $97.9K | 437,500 | 0.0% |
| Synthorx Inc | COM | 87167A103 | $92.4K | 5,316,355 | 0.0% |
| Cigna Corp New(CI) | COM | 125523100 | $91.7K | 482,700 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $85.2K | 781,000 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $83.0K | 222,100 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $81.7K | 170,500 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $80.2K | 305,400 | 0.0% |
| Inspire MED SYS Inc(INSP) | COM | 457730109 | $77.3K | 1,829,449 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $73.8K | 245,900 | 0.0% |
| Principia Biopharma Inc(PRNB) | COM | 74257L108 | $71.4K | 2,605,713 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $71.3K | 465,600 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $70.9K | 4,967,403 | 0.0% |
| Logicbio Therapeutics Inc | COM | 54142F102 | $67.3K | 6,466,783 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $59.2K | 206,500 | 0.0% |
| Guardant Health Inc(GH) | COM | 40131M109 | $57.7K | 1,534,464 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $55.1K | 2,801,900 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $52.9K | 2,598,883 | 0.0% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $52.2K | 1,519,700 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $52.0K | 793,800 | 0.0% |
| Deciphera Pharmaceuticals in(DCPHEUR) | COM | 24344T101 | $51.3K | 2,442,200 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $50.8K | 753,000 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $49.4K | 2,752,200 | 0.0% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $49.1K | 5,548,326 | 0.0% |
| Centene Corp del(CNC) | COM | 15135B101 | $48.1K | 417,400 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $46.5K | 186,500 | 0.0% |
| Ehealth Inc(EHTH) | COM | 28238P109 | $42.3K | 1,100,000 | 0.0% |
| Restorbio Inc | COM | 76133L103 | $41.6K | 4,830,387 | 0.0% |
| ZAI LAB LTD(ZLAB) | ADR | 98887Q104 | $40.7K | 1,753,538 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $40.4K | 1,893,500 | 0.0% |
| Bluebird BIO Inc | COM | 09609G100 | $38.4K | 387,200 | 0.0% |