Q4 2019 Holdings
Filed 2020-02-13 | 50 holdings | $46.9M | 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 | $9.3M | 110,000 | 19.8% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $9.1M | 190,000 | 19.3% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $9.0M | 200,000 | 19.3% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $8.4M | 95,000 | 17.9% |
| Centene Corp del(CNC) | COM | 15135B101 | $7.9M | 125,000 | 16.8% |
| Bausch Health COS Inc(BHC) | COM | 071734107 | $3.0M | 100,000 | 6.4% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $14.5K | 170,000 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $13.1K | 60,000 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $12.2K | 190,000 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $11.9K | 105,000 | 0.0% |
| Amedisys Inc(AMED) | COM | 023436108 | $10.9K | 65,000 | 0.0% |
| Sanofi(SNY) | SPONSORED ADR | 80105N105 | $9.5K | 190,000 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $8.7K | 120,000 | 0.0% |
| Quest Diagnostics Inc(DGX) | COM | 74834L100 | $8.5K | 80,000 | 0.0% |
| Varian MED SYS Inc(VAREUR) | COM | 92220P105 | $8.5K | 60,000 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $8.4K | 23,000 | 0.0% |
| Teleflex Inc(TFX) | COM | 879369106 | $7.9K | 21,000 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $7.4K | 100,000 | 0.0% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $6.6K | 345,000 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $6.6K | 50,000 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $6.2K | 80,000 | 0.0% |
| Guardant Health Inc(GH) | COM | 40131M109 | $5.5K | 70,000 | 0.0% |
| Dicerna Pharmaceuticals Inc(DRNAUSD) | COM | 253031108 | $4.4K | 200,000 | 0.0% |
| Shockwave MED Inc(SWAVUSD) | COM | 82489T104 | $4.0K | 90,000 | 0.0% |
| Uniqure NV(QURE) | SHS | N90064101 | $3.9K | 55,000 | 0.0% |
| Amarin Corp PLC | SPONS ADR NEW | 023111206 | $3.8K | 175,000 | 0.0% |
| Seattle Genetics Inc | COM | 812578102 | $3.4K | 30,000 | 0.0% |
| Arena Pharmaceuticals Inc(ARNAEUR) | COM NEW | 040047607 | $3.2K | 70,000 | 0.0% |
| Bluebird BIO Inc | COM | 09609G100 | $3.1K | 35,000 | 0.0% |
| Zymeworks Inc | COM | 98985W102 | $3.0K | 65,000 | 0.0% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $2.9K | 75,000 | 0.0% |
| Mylan N V | SHS EURO | N59465109 | $2.6K | 130,000 | 0.0% |
| Novo-Nordisk A S(NVO) | ADR | 670100205 | $2.3K | 40,000 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $2.2K | 25,000 | 0.0% |
| GW Pharmaceuticals PLC | ADS | 36197T103 | $2.1K | 20,000 | 0.0% |
| Cigna Corp New(CI) | COM | 125523100 | $2.0K | 10,000 | 0.0% |
| Chemocentryx Inc(CCXIEUR) | COM | 16383L106 | $2.0K | 50,000 | 0.0% |
| Mirati Therapeutics Inc(MRTXEUR) | COM | 60468T105 | $1.9K | 15,000 | 0.0% |
| 10X Genomics Inc(TXG) | CL A COM | 88025U109 | $1.9K | 25,000 | 0.0% |
| Aimmune Therapeutics Inc(AIMT) | COM | 00900T107 | $1.7K | 50,000 | 0.0% |
| Bristol Myers Squibb Co(BMY-R) | RIGHT 99/99/9999 | 110122157 | $1.7K | 550,000 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $1.6K | 75,000 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $1.6K | 15,000 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $1.6K | 20,000 | 0.0% |
| Hologic Inc(HOLX) | COM | 436440101 | $1.6K | 30,000 | 0.0% |
| Irhythm Technologies Inc(IRTC) | COM | 450056106 | $1.4K | 20,000 | 0.0% |
| Minerva Neurosciences Inc(NERVGBP) | COM | 603380106 | $1.3K | 180,000 | 0.0% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $1.1K | 35,000 | 0.0% |
| Gossamer BIO Inc(GOSS) | COM | 38341P102 | $938 | 60,000 | 0.0% |
| Precision Biosciences Inc | COM | 74019P108 | $695 | 50,000 | 0.0% |