Q1 2019 Holdings
Filed 2019-05-15 | 124 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $467.3M | 3,970,673 | 35.9% |
| Alector Inc(ALEC) | COM | 014442107 | $246.8M | 13,182,329 | 18.9% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $222.2M | 5,790,400 | 17.1% |
| Bausch Health COS Inc(BHC) | COM | 071734107 | $92.4M | 3,740,700 | 7.1% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $45.1M | 361,300 | 3.5% |
| Crinetics Pharmaceuticals in(CRNX) | COM | 22663K107 | $43.6M | 1,914,282 | 3.3% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $39.5M | 2,678,810 | 3.0% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $37.3M | 282,500 | 2.9% |
| Caredx Inc(CDNA) | COM | 14167L103 | $26.1M | 827,600 | 2.0% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $24.0M | 5,967,584 | 1.8% |
| Biogen Inc(BIIB) | COM | 09062X103 | $20.7M | 87,700 | 1.6% |
| Aurinia Pharmaceuticals Inc(AUPH) | COM | 05156V102 | $20.5M | 3,149,810 | 1.6% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $6.8M | 76,500 | 0.5% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $5.8M | 1,350,655 | 0.4% |
| Tricida Inc(1T7) | COM | 89610F101 | $420.5K | 10,889,280 | 0.0% |
| Clementia Pharmaceuticals in | COM | 185575107 | $272.1K | 10,425,225 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $264.6K | 1,957,200 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $213.8K | 2,570,100 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $175.7K | 955,300 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $161.5K | 1,833,200 | 0.0% |
| Mylan N V | SHS EURO | N59465109 | $137.8K | 4,861,800 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $136.8K | 715,000 | 0.0% |
| Wright MED Group N V | ORD SHS | N96617118 | $131.7K | 4,187,799 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $122.4K | 447,300 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $120.0K | 210,300 | 0.0% |
| Guardant Health Inc(GH) | COM | 40131M109 | $117.7K | 1,534,464 | 0.0% |
| Synthorx Inc | COM | 87167A103 | $108.3K | 5,316,355 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $98.7K | 828,400 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $93.3K | 325,200 | 0.0% |
| Principia Biopharma Inc(PRNB) | COM | 74257L108 | $88.6K | 2,605,713 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $88.2K | 214,800 | 0.0% |
| Deciphera Pharmaceuticals in(DCPHEUR) | COM | 24344T101 | $84.0K | 3,618,171 | 0.0% |
| Inspire MED SYS Inc(INSP) | COM | 457730109 | $83.5K | 1,471,000 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $82.0K | 4,270,403 | 0.0% |
| Ehealth Inc(EHTH) | COM | 28238P109 | $73.6K | 1,181,214 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $72.9K | 1,880,000 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $70.8K | 1,815,000 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $70.6K | 227,300 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $70.3K | 2,832,300 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $66.7K | 2,801,900 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $64.2K | 798,700 | 0.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | SPONSORED ADS | 881624209 | $64.0K | 4,079,000 | 0.0% |
| Logicbio Therapeutics Inc | COM | 54142F102 | $63.9K | 6,466,783 | 0.0% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $57.2K | 1,519,700 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $57.0K | 1,195,000 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $55.9K | 210,300 | 0.0% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $52.8K | 5,548,326 | 0.0% |
| Avedro Inc(219) | COM | 05355N109 | $52.0K | 4,240,128 | 0.0% |
| Endo Intl PLC | SHS | G30401106 | $49.5K | 6,165,464 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $49.2K | 615,400 | 0.0% |