Q3 2018 Holdings
Filed 2018-10-03 | 88 holdings | $94.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| BioMarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $25.7M | 264,849 | 27.3% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $15.0M | 171,950 | 16.0% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $13.0M | 337,968 | 13.8% |
| AbbVie Inc(ABBV) | COM | 00287Y109 | $12.3M | 130,000 | 13.0% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $11.2M | 145,428 | 11.9% |
| Biogen Inc(BIIB) | COM | 09062X103 | $10.6M | 30,000 | 11.2% |
| Coherus BioSciences Inc(CHRS) | COM | 19249H103 | $5.5M | 331,131 | 5.8% |
| Cigna Corp | COM | 125509109 | $36.4K | 174,691 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $34.5K | 438,868 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $33.8K | 243,329 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $27.5K | 142,465 | 0.0% |
| Incyte Corp Ltd(INCY) | COM | 45337C102 | $26.0K | 376,916 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $25.1K | 55,701 | 0.0% |
| Medtronic Plc Reg(MDT) | SHS | G5960L103 | $24.6K | 249,874 | 0.0% |
| United Health Group Inc(UNH) | COM | 91324P102 | $24.2K | 91,000 | 0.0% |
| Diplomat Pharmacy Inc Reg(DPLOEUR) | COM | 25456K101 | $22.8K | 1,174,411 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $22.4K | 1,261,414 | 0.0% |
| Jazz Pharmaceuticals Plc(JAZZ) | SHS USD | G50871105 | $21.2K | 126,322 | 0.0% |
| NovoCure Ltd Reg(NVCR) | ORD SHS | G6674U108 | $21.0K | 400,000 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $20.9K | 80,000 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $20.5K | 330,000 | 0.0% |
| Sangamo Therapeutics Inc Reg(SGMO) | COM | 800677106 | $20.3K | 1,197,357 | 0.0% |
| Abbott Laboratories(ABT) | COM | 002824100 | $19.4K | 264,552 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $19.2K | 70,000 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $18.6K | 305,393 | 0.0% |
| Glaukos Corp(GKOS) | COM | 377322102 | $18.3K | 281,279 | 0.0% |
| Eli Lilly & Co(LLY) | COM | 532457108 | $18.2K | 170,000 | 0.0% |
| Horizon Pharma Plc | SHS | G4617B105 | $18.0K | 917,051 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $17.9K | 53,000 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $17.6K | 124,739 | 0.0% |
| Arena Pharmaceuticals Inc Reg(ARNAEUR) | COM NEW | 040047607 | $16.9K | 366,387 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $16.8K | 96,585 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $16.2K | 180,698 | 0.0% |
| Esperion Therapeutics Inc(ESPR) | COM | 29664W105 | $15.7K | 353,961 | 0.0% |
| FibroGen Inc(FGENEUR) | COM | 31572Q808 | $15.3K | 251,190 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $14.6K | 189,647 | 0.0% |
| Iovance Biotherapeutics Inc Reg(IOVA) | COM | 462260100 | $14.5K | 1,290,495 | 0.0% |
| Intra-Cellular Therapies Inc(ITCIEUR) | COM | 46116X101 | $14.2K | 654,982 | 0.0% |
| Seattle Genetics Inc Reg | COM | 812578102 | $13.9K | 180,000 | 0.0% |
| Allergan Plc | SHS | G0177J108 | $13.3K | 70,045 | 0.0% |
| Alkermes Plc(ALKS) | SHS | G01767105 | $12.8K | 301,610 | 0.0% |
| MyoKardia Inc Reg | COM | 62857M105 | $12.3K | 188,272 | 0.0% |
| Livanova Plc(LIVN) | SHS | G5509L101 | $11.8K | 95,000 | 0.0% |
| Array BioPharma Inc(ARRYEUR) | COM | 04269X105 | $11.7K | 768,370 | 0.0% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $11.1K | 180,000 | 0.0% |
| Walgreens Boots Alliance Inc(WBA) | COM | 931427108 | $10.6K | 145,000 | 0.0% |
| Aetna Inc | COM | 00817Y108 | $10.1K | 50,000 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $10.0K | 81,677 | 0.0% |
| Flexion Therapeutics Inc | COM | 33938J106 | $10.0K | 532,812 | 0.0% |
| AmerisourceBergen Corp(COR) | COM | 03073E105 | $9.4K | 101,520 | 0.0% |