Q1 2020 Holdings
Filed 2020-04-16 | 85 holdings | $94.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | COM | 00287Y109 | $25.1M | 330,000 | 26.6% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $18.4M | 565,000 | 19.5% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $15.6M | 184,845 | 16.5% |
| Centene Corp del(CNC) | COM | 15135B101 | $10.4M | 175,000 | 11.0% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $8.7M | 80,000 | 9.2% |
| Biogen Inc(BIIB) | COM | 09062X103 | $7.9M | 25,000 | 8.4% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $3.9M | 110,000 | 4.1% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $2.5M | 20,000 | 2.6% |
| Cellectis S A(CLLS) | SPONSORED ADS | 15117K103 | $1.3M | 144,604 | 1.4% |
| Horizon Therapeutics PUB LTD | SHS | G46188101 | $29.6K | 1,000,000 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $27.4K | 115,000 | 0.0% |
| Novocure LTD(NVCR) | ORD SHS | G6674U108 | $24.2K | 360,000 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $20.0K | 80,000 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $19.5K | 350,000 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $19.2K | 1,075,000 | 0.0% |
| Esperion Therapeutics Inc NE(ESPR) | COM | 29664W105 | $18.7K | 592,798 | 0.0% |
| Cigna Corp New(CI) | COM | 125523100 | $18.6K | 105,000 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $15.4K | 260,000 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $14.8K | 65,000 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $14.4K | 160,000 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $14.1K | 45,000 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $13.9K | 100,000 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $13.4K | 170,000 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $12.8K | 88,000 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $12.7K | 165,000 | 0.0% |
| Guardant Health Inc(GH) | COM | 40131M109 | $12.2K | 175,000 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $12.0K | 120,000 | 0.0% |
| Axonics Modulation Tech Inc(AXNX*) | COM | 05465P101 | $11.8K | 465,000 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $11.8K | 130,780 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $11.4K | 23,000 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $11.3K | 130,000 | 0.0% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $10.9K | 365,000 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $10.8K | 57,000 | 0.0% |
| Arena Pharmaceuticals Inc(ARNAEUR) | COM NEW | 040047607 | $10.1K | 240,000 | 0.0% |
| Mirati Therapeutics Inc(MRTXEUR) | COM | 60468T105 | $10.0K | 130,000 | 0.0% |
| Seattle Genetics Inc | COM | 812578102 | $9.8K | 85,000 | 0.0% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $9.7K | 720,000 | 0.0% |
| Xencor Inc(XNCR) | COM | 98401F105 | $9.0K | 300,325 | 0.0% |
| Intra Cellular Therapies Inc(ITCIEUR) | COM | 46116X101 | $8.7K | 567,534 | 0.0% |
| Fibrogen Inc(FGENEUR) | COM | 31572Q808 | $8.7K | 250,000 | 0.0% |
| Livanova PLC(LIVN) | SHS | G5509L101 | $8.6K | 190,000 | 0.0% |
| Myokardia Inc | COM | 62857M105 | $8.4K | 180,000 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $8.1K | 90,000 | 0.0% |
| Zimmer Biomet Holdings Inc(ZBH) | COM | 98956P102 | $8.1K | 80,000 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $8.0K | 590,000 | 0.0% |
| Cooper COS Inc | COM NEW | 216648402 | $6.6K | 24,000 | 0.0% |
| Acceleron Pharma Inc(XLRN) | COM | 00434H108 | $6.3K | 70,000 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $6.0K | 104,300 | 0.0% |
| Macrogenics Inc(MGNX) | COM | 556099109 | $5.8K | 1,000,000 | 0.0% |
| Alkermes PLC(ALKS) | SHS | G01767105 | $5.8K | 399,000 | 0.0% |