Q1 2015 Holdings
Filed 2015-05-15 | 46 holdings | $223.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $205.6M | 1,649,792 | 92.0% |
| Align Technology Inc(ALGN) | COM | 016255101 | $15.2M | 282,057 | 6.8% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $839.0K | 123,686 | 0.4% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $246.6K | 1,429,928 | 0.1% |
| Anacor Pharmaceuticals Inc | COM | 032420101 | $188.5K | 3,259,045 | 0.1% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $177.1K | 2,473,624 | 0.1% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $157.5K | 2,121,857 | 0.1% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $119.5K | 2,187,041 | 0.1% |
| Thoratec Corp | COM NEW | 885175307 | $106.3K | 2,538,203 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $96.7K | 4,649,448 | 0.0% |
| Endo Intl PLC | SHS | G30401106 | $77.2K | 860,204 | 0.0% |
| Kythera Biopharmaceuticals I | COM | 501570105 | $69.3K | 1,382,722 | 0.0% |
| Wright MED Group Inc | COM | 98235T107 | $52.9K | 2,049,251 | 0.0% |
| Sequenom Inc | COM NEW | 817337405 | $39.4K | 9,977,642 | 0.0% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $35.4K | 3,803,408 | 0.0% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $29.1K | 951,032 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $28.8K | 249,400 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $28.6K | 291,000 | 0.0% |
| Celladon Corp | COM | 15117E107 | $27.4K | 1,445,100 | 0.0% |
| Cyberonics Inc | COM | 23251P102 | $26.7K | 412,000 | 0.0% |
| Prothena Corp PLC(PRTA) | SHS | G72800108 | $26.5K | 695,918 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $22.7K | 95,000 | 0.0% |
| Medivation Inc | COM | 58501N101 | $22.2K | 171,700 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $22.1K | 1,455,176 | 0.0% |
| Heartware Intl Inc | COM | 422368100 | $21.4K | 243,868 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $21.3K | 1,956,376 | 0.0% |
| Staar Surgical Co(STAA) | COM PAR $0.01 | 852312305 | $19.6K | 2,642,922 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $18.5K | 5,176,319 | 0.0% |
| Ariad Pharmaceuticals Inc | COM | 04033A100 | $18.4K | 2,231,717 | 0.0% |
| Zeltiq Aesthetics Inc | COM | 98933Q108 | $17.5K | 568,436 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $16.3K | 32,350 | 0.0% |
| Orexigen Therapeutics Inc | COM | 686164104 | $15.1K | 1,931,324 | 0.0% |
| Alimera Sciences Inc | COM | 016259103 | $15.1K | 3,013,793 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $8.6K | 392,676 | 0.0% |
| Acelrx Pharmaceuticals Inc(ACRXUSD) | COM | 00444T100 | $8.2K | 2,135,739 | 0.0% |
| Histogenics Corp | COM | 43358V109 | $4.5K | 454,545 | 0.0% |
| Idera Pharmaceuticals Inc | COM NEW | 45168K306 | $4.3K | 1,170,248 | 0.0% |
| Xoma Corp del | COM | 98419J107 | $2.9K | 794,500 | 0.0% |
| Intrexon Corp | COM | 46122T102 | $2.1K | 47,100 | 0.0% |
| Biospecifics Technologies Co(BSTC) | COM | 090931106 | $2.0K | 50,436 | 0.0% |
| Sunesis Pharmaceuticals Inc | COM NEW | 867328601 | $1.5K | 603,400 | 0.0% |
| QLT Inc | COM | 746927102 | $1.2K | 315,906 | 0.0% |
| Salix Pharmaceuticals Inc | COM | 795435106 | $916 | 5,300 | 0.0% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $454 | 3,588 | 0.0% |
| Alcobra LTD | SHS | M2239P109 | $412 | 73,188 | 0.0% |
| Sophiris BIO Inc | COM NEW | 83578Q209 | $111 | 191,600 | 0.0% |