Q3 2019 Holdings
Filed 2019-11-14 | 116 holdings | $994.3M | 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 | $358.2M | 3,719,173 | 36.0% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $214.4M | 5,268,700 | 21.6% |
| Alector Inc(ALEC) | COM | 014442107 | $180.7M | 12,532,329 | 18.2% |
| Bausch Health COS Inc(BHC) | COM | 071734107 | $72.4M | 3,312,300 | 7.3% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $45.2M | 2,095,283 | 4.5% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $35.4M | 310,400 | 3.6% |
| Crinetics Pharmaceuticals in(CRNX) | COM | 22663K107 | $30.7M | 2,039,282 | 3.1% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $20.4M | 6,767,584 | 2.0% |
| Aurinia Pharmaceuticals Inc(AUPH) | COM | 05156V102 | $18.9M | 3,531,002 | 1.9% |
| Biogen Inc(BIIB) | COM | 09062X103 | $8.4M | 36,200 | 0.8% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $3.5M | 96,143 | 0.3% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $2.0M | 1,350,655 | 0.2% |
| Tricida Inc(1T7) | COM | 89610F101 | $343.1K | 11,114,280 | 0.0% |
| Prevail Therapeutics Inc | COM | 74140Y101 | $169.7K | 13,822,463 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $164.5K | 1,954,100 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $162.9K | 1,663,285 | 0.0% |
| Springworks Therapeutics Inc | COM | 85205L107 | $160.6K | 7,406,307 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $143.4K | 846,400 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $141.9K | 1,575,170 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $111.7K | 507,800 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $111.0K | 205,600 | 0.0% |
| Turning Point Therapeutics I | COM | 90041T108 | $103.2K | 2,745,327 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $102.5K | 351,900 | 0.0% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $101.0K | 5,548,326 | 0.0% |
| Natera Inc(NTRA) | COM | 632307104 | $98.4K | 3,000,128 | 0.0% |
| Avedro Inc(219) | COM | 05355N109 | $96.3K | 4,240,128 | 0.0% |
| Inspire MED SYS Inc(INSP) | COM | 457730109 | $89.8K | 1,471,000 | 0.0% |
| Synthorx Inc | COM | 87167A103 | $86.5K | 5,316,355 | 0.0% |
| Nextcure Inc | COM | 65343E108 | $83.6K | 2,711,013 | 0.0% |
| Deciphera Pharmaceuticals in(DCPHEUR) | COM | 24344T101 | $83.5K | 2,460,571 | 0.0% |
| Wright MED Group N V | ORD SHS | N96617118 | $79.2K | 3,837,250 | 0.0% |
| Ehealth Inc(EHTH) | COM | 28238P109 | $74.6K | 1,117,414 | 0.0% |
| Logicbio Therapeutics Inc | COM | 54142F102 | $69.9K | 6,466,783 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $69.2K | 3,912,900 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $68.8K | 822,400 | 0.0% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $66.3K | 1,958,900 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $63.3K | 228,100 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $63.1K | 837,349 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $61.1K | 254,600 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $57.3K | 384,000 | 0.0% |
| Meiragtx Holdings PLC(MGTX) | COM | G59665102 | $53.4K | 3,349,060 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $46.5K | 181,800 | 0.0% |
| Principia Biopharma Inc(PRNB) | COM | 74257L108 | $45.3K | 1,605,713 | 0.0% |
| Bellus Health Inc New(BLU) | COM NEW | 07987C204 | $45.1K | 7,025,832 | 0.0% |
| Audentes Therapeutics Inc(BOLDEUR) | COM | 05070R104 | $44.6K | 1,588,069 | 0.0% |
| Cigna Corp New(CI) | COM | 125523100 | $44.3K | 291,600 | 0.0% |
| Restorbio Inc | COM | 76133L103 | $42.7K | 4,830,387 | 0.0% |
| Mirati Therapeutics Inc(MRTXEUR) | COM | 60468T105 | $41.7K | 535,143 | 0.0% |
| Myokardia Inc | COM | 62857M105 | $40.8K | 783,032 | 0.0% |
| Athenex Inc(ATNXEUR) | COM | 04685N103 | $40.3K | 3,308,920 | 0.0% |