Q4 2018 Holdings
Filed 2019-02-14 | 36 holdings | $285.9M | 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 | $218.0M | 2,559,733 | 76.2% |
| Align Technology Inc(ALGN) | COM | 016255101 | $32.8M | 156,823 | 11.5% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $32.8M | 2,026,063 | 11.5% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $782.0K | 123,686 | 0.3% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $224.1K | 689,550 | 0.1% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $177.7K | 1,632,025 | 0.1% |
| Staar Surgical Co(STAA) | COM PAR $0.01 | 852312305 | $132.4K | 4,147,988 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $117.3K | 1,204,328 | 0.0% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $108.6K | 4,155,670 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $100.4K | 7,653,617 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $94.1K | 5,239,304 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $81.5K | 850,977 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $75.4K | 2,771,394 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $74.0K | 5,186,255 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $70.9K | 7,401,321 | 0.0% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $51.4K | 3,380,506 | 0.0% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $43.9K | 4,685,352 | 0.0% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $42.7K | 6,935,074 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $34.1K | 532,667 | 0.0% |
| Aimmune Therapeutics Inc(AIMT) | COM | 00900T107 | $33.2K | 1,387,589 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $23.6K | 1,159,900 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $20.3K | 1,841,613 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $19.9K | 314,889 | 0.0% |
| Alder Biopharmaceuticals Inc(ALDR1EUR) | COM | 014339105 | $19.1K | 1,861,630 | 0.0% |
| Prothena Corp PLC(PRTA) | SHS | G72800108 | $11.4K | 1,108,510 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $11.0K | 175,900 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $9.2K | 3,985,945 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $8.3K | 47,938 | 0.0% |
| Dicerna Pharmaceuticals Inc(DRNAUSD) | COM | 253031108 | $5.4K | 500,913 | 0.0% |
| Alimera Sciences Inc | COM | 016259103 | $2.2K | 3,013,793 | 0.0% |
| Zogenix Inc | COM NEW | 98978L204 | $1.1K | 29,500 | 0.0% |
| Sunesis Pharmaceuticals Inc | COM PAR | 867328700 | $483 | 1,162,473 | 0.0% |
| Idera Pharmaceuticals Inc | COM PAR | 45168K405 | $213 | 77,044 | 0.0% |
| Sophiris BIO Inc | COM NEW | 83578Q209 | $205 | 247,000 | 0.0% |
| Melinta Therapeutics Inc | COM | 58549G100 | $40 | 50,689 | 0.0% |
| Histogenics Corp | COM | 43358V109 | $27 | 302,922 | 0.0% |