Q4 2018 Holdings
Filed 2019-02-05 | 89 holdings | $79.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COM | 09062X103 | $18.1M | 60,000 | 22.8% |
| BioMarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $15.0M | 176,549 | 19.0% |
| AbbVie Inc(ABBV) | COM | 00287Y109 | $15.0M | 162,415 | 18.9% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $13.4M | 377,908 | 16.9% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $8.1M | 111,550 | 10.3% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $5.9M | 127,012 | 7.4% |
| Coherus BioSciences Inc(CHRS) | COM | 19249H103 | $2.9M | 321,131 | 3.7% |
| United Health Group Inc(UNH) | COM | 91324P102 | $31.5K | 126,396 | 0.0% |
| Cigna Corp Reg(CI) | COM | 125523100 | $30.3K | 159,691 | 0.0% |
| Medtronic Plc Reg(MDT) | SHS | G5960L103 | $27.3K | 300,403 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $26.8K | 408,868 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $25.9K | 115,000 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $23.6K | 82,400 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $22.4K | 230,429 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $21.9K | 132,425 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $21.2K | 65,310 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $20.7K | 78,645 | 0.0% |
| Jazz Pharmaceuticals Plc(JAZZ) | SHS USD | G50871105 | $20.6K | 165,818 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $19.2K | 370,000 | 0.0% |
| Abbott Laboratories(ABT) | COM | 002824100 | $19.1K | 264,552 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $18.9K | 958,994 | 0.0% |
| Horizon Pharma Plc | SHS | G4617B105 | $18.5K | 946,060 | 0.0% |
| NovoCure Ltd Reg(NVCR) | ORD SHS | G6674U108 | $18.2K | 545,000 | 0.0% |
| Incyte Corp Ltd(INCY) | COM | 45337C102 | $16.9K | 266,416 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $16.9K | 515,000 | 0.0% |
| Esperion Therapeutics Inc(ESPR) | COM | 29664W105 | $16.3K | 353,961 | 0.0% |
| Diplomat Pharmacy Inc Reg(DPLOEUR) | COM | 25456K101 | $16.2K | 1,203,405 | 0.0% |
| Arena Pharmaceuticals Inc Reg(ARNAEUR) | COM NEW | 040047607 | $14.5K | 371,858 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $14.4K | 201,091 | 0.0% |
| Eli Lilly & Co(LLY) | COM | 532457108 | $14.3K | 123,695 | 0.0% |
| FibroGen Inc(FGENEUR) | COM | 31572Q808 | $14.0K | 301,727 | 0.0% |
| Centene Corp(CNC) | COM | 15135B101 | $13.8K | 120,000 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $13.8K | 215,698 | 0.0% |
| Seattle Genetics Inc Reg | COM | 812578102 | $13.7K | 242,198 | 0.0% |
| Glaukos Corp(GKOS) | COM | 377322102 | $13.5K | 240,579 | 0.0% |
| Allergan Plc | SHS | G0177J108 | $13.2K | 98,600 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $13.2K | 137,339 | 0.0% |
| Sangamo Therapeutics Inc Reg(SGMO) | COM | 800677106 | $12.7K | 1,103,957 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $11.8K | 188,200 | 0.0% |
| Bluebird Bio Inc | COM | 09609G100 | $11.7K | 117,850 | 0.0% |
| Livanova Plc(LIVN) | SHS | G5509L101 | $11.0K | 120,600 | 0.0% |
| Iovance Biotherapeutics Inc Reg(IOVA) | COM | 462260100 | $10.7K | 1,205,495 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $10.2K | 66,585 | 0.0% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $10.1K | 280,000 | 0.0% |
| Array BioPharma Inc(ARRYEUR) | COM | 04269X105 | $9.9K | 697,370 | 0.0% |
| Walgreens Boots Alliance Inc(WBA) | COM | 931427108 | $9.9K | 145,000 | 0.0% |
| MyoKardia Inc Reg | COM | 62857M105 | $9.3K | 189,322 | 0.0% |
| Xencor Inc(XNCR) | COM | 98401F105 | $7.9K | 218,537 | 0.0% |
| AmerisourceBergen Corp(COR) | COM | 03073E105 | $7.6K | 101,520 | 0.0% |
| Intra-Cellular Therapies Inc(ITCIEUR) | COM | 46116X101 | $7.5K | 659,982 | 0.0% |