Q4 2024 Holdings
Filed 2025-02-14 | 83 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $107.0M | 1,550,000 | 9.1% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $50.5M | 400,000 | 4.3% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $49.1M | 550,000 | 4.2% |
| Vera Therapeutics Inc(VERA) | CL A | 92337R101 | $48.6M | 1,150,000 | 4.1% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $47.0M | 1,000,000 | 4.0% |
| Insmed Inc(INSM)Call | COM PAR $.01 | 457669307 | $34.5M | 500,000 | 2.9% |
| Centene Corp del(CNC) | COM | 15135B101 | $30.3M | 500,000 | 2.6% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $29.6M | 250,000 | 2.5% |
| ELI Lilly & Co(LLY) | COM | 532457108 | $29.3M | 38,000 | 2.5% |
| Encompass Health Corp(EHC) | COM | 29261A100 | $27.7M | 300,000 | 2.4% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $24.1M | 550,000 | 2.1% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $24.0M | 275,000 | 2.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $22.4M | 500,000 | 1.9% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $21.8M | 160,000 | 1.9% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $20.9M | 40,000 | 1.8% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $19.9M | 35,000 | 1.7% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $19.9M | 200,000 | 1.7% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $19.8M | 350,000 | 1.7% |
| Quest Diagnostics Inc(DGX) | COM | 74834L100 | $19.6M | 130,000 | 1.7% |
| Uniqure NV(QURE) | SHS | N90064101 | $19.4M | 1,100,000 | 1.7% |
| Tarsus Pharmaceuticals Inc(TARS) | COM | 87650L103 | $19.4M | 350,000 | 1.7% |
| Inspire MED SYS Inc(INSP) | COM | 457730109 | $18.5M | 100,000 | 1.6% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $18.5M | 200,000 | 1.6% |
| Inari MED Inc(NARIUSD) | COM | 45332Y109 | $17.9M | 350,000 | 1.5% |
| Scholar Rock Hldg Corp(SRRK) | COM | 80706P103 | $16.2M | 375,000 | 1.4% |
| Brightspring Health Svcs Inc(BTSG) | COM | 10950A106 | $16.2M | 950,000 | 1.4% |
| Crinetics Pharmaceuticals in(CRNX) | COM | 22663K107 | $15.3M | 300,000 | 1.3% |
| Astrazeneca PLC(AZN) | SPONSORED ADR | 046353108 | $14.7M | 225,000 | 1.3% |
| Edgewise Therapeutics Inc(EWTX) | COM | 28036F105 | $14.7M | 550,000 | 1.3% |
| Jasper Therapeutics Inc(JSPR) | COM NEW | 471871202 | $13.9M | 650,000 | 1.2% |
| Fresenius Medical Care AG(FMS) | SPONSORED ADR | 358029106 | $13.6M | 600,000 | 1.2% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $13.4M | 420,000 | 1.1% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $12.0M | 150,000 | 1.0% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $11.9M | 300,000 | 1.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $11.7M | 150,000 | 1.0% |
| Biontech SE(BNTX) | SPONSORED ADS | 09075V102 | $11.4M | 100,000 | 1.0% |
| Waters Corp(WAT) | COM | 941848103 | $11.1M | 30,000 | 0.9% |
| Teva Pharmaceutical Inds LTD(TEVA) | SPONSORED ADS | 881624209 | $11.0M | 500,000 | 0.9% |
| Moonlake Immunotherapeutics(MLTX) | CLASS A ORD | 61559X104 | $10.8M | 200,000 | 0.9% |
| Mineralys Therapeutics Inc(MLYS) | COM | 603170101 | $10.8M | 875,000 | 0.9% |
| Janux Therapeutics Inc(JANX) | COM | 47103J105 | $10.7M | 200,000 | 0.9% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $10.6M | 45,000 | 0.9% |
| Humana Inc(HUM) | COM | 444859102 | $10.1M | 40,000 | 0.9% |
| Oscar Health Inc(OSCR) | CL A | 687793109 | $9.4M | 700,000 | 0.8% |
| Cooper COS Inc(COO) | COM | 216648501 | $9.2M | 100,000 | 0.8% |
| Krystal Biotech Inc(KRYS) | COM | 501147102 | $8.6M | 55,000 | 0.7% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $8.4M | 150,000 | 0.7% |
| Rhythm Pharmaceuticals Inc(RYTM) | COM | 76243J105 | $8.4M | 150,000 | 0.7% |
| Edgewise Therapeutics Inc(EWTX)Call | COM | 28036F105 | $8.0M | 300,000 | 0.7% |
| 89Bio Inc(ETNBGBP) | COM | 282559103 | $7.8M | 1,000,000 | 0.7% |