Q2 2018 Holdings
Filed 2018-08-14 | 36 holdings | $331.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $240.2M | 2,549,431 | 72.4% |
| Align Technology Inc(ALGN) | COM | 016255101 | $63.2M | 184,607 | 19.0% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $25.2M | 1,650,780 | 7.6% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $1.0M | 123,686 | 0.3% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $364.2K | 890,309 | 0.1% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $226.2K | 4,974,007 | 0.1% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $183.9K | 1,625,234 | 0.1% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $171.1K | 7,236,583 | 0.1% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $147.3K | 1,186,427 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $130.3K | 832,536 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $113.7K | 4,803,364 | 0.0% |
| Staar Surgical Co(STAA) | COM PAR $0.01 | 852312305 | $109.2K | 3,521,565 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $96.4K | 6,168,347 | 0.0% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $93.6K | 6,906,158 | 0.0% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $79.2K | 4,663,324 | 0.0% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $79.2K | 4,155,670 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $71.6K | 2,757,587 | 0.0% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $65.1K | 3,340,806 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $37.5K | 1,833,532 | 0.0% |
| Aimmune Therapeutics Inc(AIMT) | COM | 00900T107 | $37.2K | 1,381,759 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $32.3K | 191,200 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $31.4K | 394,840 | 0.0% |
| Alder Biopharmaceuticals Inc(ALDR1EUR) | COM | 014339105 | $29.3K | 1,853,101 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $18.7K | 313,320 | 0.0% |
| Prothena Corp PLC(PRTA) | SHS | G72800108 | $16.1K | 1,103,325 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $12.5K | 175,900 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $11.2K | 3,966,087 | 0.0% |
| Dicerna Pharmaceuticals Inc(DRNAUSD) | COM | 253031108 | $6.1K | 500,913 | 0.0% |
| Alimera Sciences Inc | COM | 016259103 | $2.9K | 3,013,793 | 0.0% |
| Sunesis Pharmaceuticals Inc | COM PAR | 867328700 | $2.5K | 1,162,473 | 0.0% |
| Zogenix Inc | COM NEW | 98978L204 | $1.3K | 29,500 | 0.0% |
| Idera Pharmaceuticals Inc | COM NEW | 45168K306 | $814 | 616,355 | 0.0% |
| Histogenics Corp | COM | 43358V109 | $757 | 302,922 | 0.0% |
| Sophiris BIO Inc | COM NEW | 83578Q209 | $694 | 247,000 | 0.0% |
| Trevena Inc | COM | 89532E109 | $491 | 341,300 | 0.0% |
| Melinta Therapeutics Inc | COM | 58549G100 | $322 | 50,689 | 0.0% |