Q4 2019 Holdings
Filed 2020-02-14 | 136 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 | $465.1M | 3,343,100 | 36.5% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $211.4M | 4,674,800 | 16.6% |
| Alector Inc(ALEC) | COM | 014442107 | $189.3M | 10,987,944 | 14.9% |
| Bausch Health COS Inc(BHC) | COM | 071734107 | $95.2M | 3,183,100 | 7.5% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $78.0M | 1,898,800 | 6.1% |
| Crinetics Pharmaceuticals in(CRNX) | COM | 22663K107 | $51.2M | 2,039,282 | 4.0% |
| Aurinia Pharmaceuticals Inc(AUPH) | COM | 05156V102 | $47.5M | 2,345,447 | 3.7% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $41.1M | 256,300 | 3.2% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $36.8M | 6,767,584 | 2.9% |
| Biogen Inc(BIIB) | COM | 09062X103 | $19.1M | 64,500 | 1.5% |
| Avantor Inc(AVTR) | COM | 05352A100 | $18.4M | 1,012,800 | 1.4% |
| Atricure Inc(ATRC) | COM | 04963C209 | $5.5M | 168,621 | 0.4% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $4.1M | 96,143 | 0.3% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $2.9M | 34,700 | 0.2% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $1.6M | 1,350,655 | 0.1% |
| Synthorx Inc | COM | 87167A103 | $371.6K | 5,316,355 | 0.0% |
| Tricida Inc(1T7) | COM | 89610F101 | $362.8K | 9,614,280 | 0.0% |
| Springworks Therapeutics Inc | COM | 85205L107 | $285.1K | 7,406,307 | 0.0% |
| Prevail Therapeutics Inc | COM | 74140Y101 | $218.8K | 13,822,463 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $179.8K | 1,662,585 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $177.7K | 1,954,100 | 0.0% |
| Mirati Therapeutics Inc(MRTXEUR) | COM | 60468T105 | $172.8K | 1,340,600 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $171.5K | 783,100 | 0.0% |
| Turning Point Therapeutics I | COM | 90041T108 | $171.0K | 2,745,327 | 0.0% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $153.6K | 5,548,326 | 0.0% |
| Nextcure Inc | COM | 65343E108 | $152.7K | 2,711,013 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $143.6K | 391,900 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $109.1K | 1,700,000 | 0.0% |
| Ehealth Inc(EHTH) | COM | 28238P109 | $106.8K | 1,111,914 | 0.0% |
| 89Bio Inc(ETNBGBP) | COM | 282559103 | $105.3K | 4,004,442 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $101.5K | 434,900 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $100.6K | 935,970 | 0.0% |
| Cigna Corp New(CI) | COM | 125523100 | $100.1K | 489,700 | 0.0% |
| Inspire MED SYS Inc(INSP) | COM | 457730109 | $100.0K | 1,347,000 | 0.0% |
| Arqule Inc(ARQLUSD) | COM | 04269E107 | $99.8K | 5,000,000 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $99.2K | 167,800 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $98.9K | 766,049 | 0.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $98.1K | 638,900 | 0.0% |
| Deciphera Pharmaceuticals in(DCPHEUR) | COM | 24344T101 | $94.2K | 1,514,171 | 0.0% |
| Glaukos Corp(GKOS) | COM | 377322102 | $84.3K | 1,547,646 | 0.0% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $83.1K | 1,729,200 | 0.0% |
| Natera Inc(NTRA) | COM | 632307104 | $82.2K | 2,440,613 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $78.6K | 209,300 | 0.0% |
| Uniqure NV(QURE) | SHS | N90064101 | $77.5K | 1,081,765 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $71.6K | 220,500 | 0.0% |
| Meiragtx Holdings PLC(MGTX) | COM | G59665102 | $69.1K | 3,453,020 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | COM NEW | 875372203 | $68.0K | 1,141,390 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $66.1K | 3,753,700 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $62.1K | 715,100 | 0.0% |
| Horizon Therapeutics PUB LTD | SHS | G46188101 | $57.3K | 1,582,300 | 0.0% |