Q2 2018 Holdings
Filed 2018-07-20 | 89 holdings | $78.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| BioMarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $22.6M | 239,849 | 28.9% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $13.5M | 160,428 | 17.3% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $11.4M | 347,968 | 14.6% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $11.2M | 113,967 | 14.4% |
| AbbVie Inc(ABBV) | COM | 00287Y109 | $6.5M | 70,000 | 8.3% |
| Coherus BioSciences Inc(CHRS) | COM | 19249H103 | $4.9M | 350,000 | 6.3% |
| Biogen Inc(BIIB) | COM | 09062X103 | $3.8M | 13,000 | 4.8% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $3.4M | 220,000 | 4.3% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $30.2K | 617,652 | 0.0% |
| Horizon Pharma Plc | SHS | G4617B105 | $27.0K | 1,632,212 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $26.3K | 155,000 | 0.0% |
| Incyte Corp Ltd(INCY) | COM | 45337C102 | $25.7K | 383,763 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $24.7K | 60,400 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $24.4K | 440,000 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $24.1K | 373,868 | 0.0% |
| Medtronic Plc Reg(MDT) | SHS | G5960L103 | $24.0K | 279,874 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $23.8K | 191,863 | 0.0% |
| United Health Group Inc(UNH) | COM | 91324P102 | $23.6K | 96,000 | 0.0% |
| Express Scripts Hg Co | COM | 30219G108 | $22.8K | 295,000 | 0.0% |
| Cigna Corp | COM | 125509109 | $22.2K | 130,400 | 0.0% |
| Jazz Pharmaceuticals Plc(JAZZ) | SHS USD | G50871105 | $22.1K | 128,436 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $21.7K | 73,000 | 0.0% |
| Loxo Oncology Inc | COM | 548862101 | $21.3K | 122,961 | 0.0% |
| Allergan Plc | SHS | G0177J108 | $20.8K | 125,045 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $20.4K | 85,000 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $20.3K | 129,679 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $20.3K | 941,214 | 0.0% |
| Walgreens Boots Alliance Inc(WBA) | COM | 931427108 | $19.8K | 330,000 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $18.6K | 262,027 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $18.1K | 76,000 | 0.0% |
| Eli Lilly & Co(LLY) | COM | 532457108 | $17.1K | 200,000 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $16.7K | 210,698 | 0.0% |
| Esperion Therapeutics Inc(ESPR) | COM | 29664W105 | $15.9K | 406,361 | 0.0% |
| Seattle Genetics Inc Reg | COM | 812578102 | $15.3K | 230,000 | 0.0% |
| FibroGen Inc(FGENEUR) | COM | 31572Q808 | $15.0K | 239,547 | 0.0% |
| Sangamo Therapeutics Inc Reg(SGMO) | COM | 800677106 | $14.9K | 1,051,933 | 0.0% |
| Spark Therapeutics Inc | COM | 84652J103 | $14.7K | 177,600 | 0.0% |
| Glaukos Corp(GKOS) | COM | 377322102 | $14.6K | 360,000 | 0.0% |
| NovoCure Ltd Reg(NVCR) | ORD SHS | G6674U108 | $14.1K | 450,000 | 0.0% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $13.3K | 352,302 | 0.0% |
| Abbott Laboratories(ABT) | COM | 002824100 | $12.9K | 212,000 | 0.0% |
| Aetna Inc | COM | 00817Y108 | $12.8K | 70,000 | 0.0% |
| Arena Pharmaceuticals Inc Reg(ARNAEUR) | COM NEW | 040047607 | $12.4K | 284,621 | 0.0% |
| Intra-Cellular Therapies Inc(ITCIEUR) | COM | 46116X101 | $12.3K | 696,957 | 0.0% |
| Array BioPharma Inc(ARRYEUR) | COM | 04269X105 | $12.1K | 723,370 | 0.0% |
| Alkermes Plc(ALKS) | SHS | G01767105 | $11.9K | 290,000 | 0.0% |
| Iovance Biotherapeutics Inc Reg(IOVA) | COM | 462260100 | $10.8K | 847,476 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $10.8K | 110,377 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $10.8K | 455,330 | 0.0% |
| AmerisourceBergen Corp(COR) | COM | 03073E105 | $10.6K | 124,261 | 0.0% |