Q2 2019 Holdings
Filed 2019-08-14 | 128 holdings | $1.4B | 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 | $442.9M | 3,846,673 | 32.7% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $290.2M | 6,752,500 | 21.4% |
| Alector Inc(ALEC) | COM | 014442107 | $250.5M | 13,182,329 | 18.5% |
| Bausch Health COS Inc(BHC) | COM | 071734107 | $94.3M | 3,740,700 | 7.0% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $58.9M | 2,678,810 | 4.3% |
| Crinetics Pharmaceuticals in(CRNX) | COM | 22663K107 | $51.0M | 2,039,282 | 3.8% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $43.9M | 310,400 | 3.2% |
| Caredx Inc(CDNA) | COM | 14167L103 | $29.8M | 827,600 | 2.2% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $24.6M | 6,565,685 | 1.8% |
| Aurinia Pharmaceuticals Inc(AUPH) | COM | 05156V102 | $23.2M | 3,531,002 | 1.7% |
| Biogen Inc(BIIB) | COM | 09062X103 | $20.5M | 87,700 | 1.5% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $6.4M | 75,000 | 0.5% |
| Adaptive Biotechnologies COR(ADPT) | COM | 00650F109 | $5.8M | 120,000 | 0.4% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $5.4M | 1,350,655 | 0.4% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $2.7M | 101,900 | 0.2% |
| Tricida Inc(1T7) | COM | 89610F101 | $438.6K | 11,114,280 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $252.3K | 1,926,085 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $215.5K | 2,570,100 | 0.0% |
| Prevail Therapeutics Inc | COM | 74140Y101 | $182.5K | 13,822,463 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $178.5K | 973,300 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $154.8K | 1,833,200 | 0.0% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $136.0K | 5,548,326 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $135.9K | 462,800 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $132.1K | 715,000 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $125.9K | 828,400 | 0.0% |
| Wright MED Group N V | ORD SHS | N96617118 | $124.9K | 4,187,799 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $110.3K | 210,300 | 0.0% |
| Turning Point Therapeutics I | COM | 90041T108 | $104.5K | 2,567,550 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $102.0K | 361,600 | 0.0% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $94.0K | 2,089,700 | 0.0% |
| Inspire MED SYS Inc(INSP) | COM | 457730109 | $89.2K | 1,471,000 | 0.0% |
| Natera Inc(NTRA) | COM | 632307104 | $88.9K | 3,224,328 | 0.0% |
| Logicbio Therapeutics Inc | COM | 54142F102 | $84.1K | 6,466,783 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $83.6K | 3,912,900 | 0.0% |
| Avedro Inc(219) | COM | 05355N109 | $83.3K | 4,240,128 | 0.0% |
| Deciphera Pharmaceuticals in(DCPHEUR) | COM | 24344T101 | $81.6K | 3,618,171 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $78.9K | 938,000 | 0.0% |
| Ehealth Inc(EHTH) | COM | 28238P109 | $78.3K | 909,814 | 0.0% |
| Athenex Inc(ATNXEUR) | COM | 04685N103 | $76.0K | 3,840,130 | 0.0% |
| Synthorx Inc | COM | 87167A103 | $71.8K | 5,316,355 | 0.0% |
| Uniqure NV(QURE) | SHS | N90064101 | $70.2K | 897,800 | 0.0% |
| Meiragtx Holdings PLC(MGTX) | COM | G59665102 | $69.5K | 2,586,951 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $67.5K | 215,800 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $66.7K | 893,200 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $64.9K | 1,713,069 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $61.0K | 1,345,200 | 0.0% |
| Principia Biopharma Inc(PRNB) | COM | 74257L108 | $53.3K | 1,605,713 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $51.6K | 140,200 | 0.0% |
| Restorbio Inc | COM | 76133L103 | $49.3K | 4,830,387 | 0.0% |
| Myokardia Inc | COM | 62857M105 | $47.9K | 955,300 | 0.0% |