Q4 2019 Holdings
Filed 2020-02-12 | 37 holdings | $103.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $46.9M | 1,037,023 | 45.2% |
| Biogen Inc(BIIB) | COM | 09062X103 | $30.3M | 102,219 | 29.2% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $16.6M | 44,870 | 16.0% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $6.3M | 74,903 | 6.1% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $3.1M | 63,913 | 2.9% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $62.0K | 965,433 | 0.1% |
| Abbott Labs(ABT) | COM | 002824100 | $49.2K | 565,997 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $32.3K | 354,795 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $30.0K | 387,580 | 0.0% |
| Perkinelmer Inc(RVTY) | COM | 714046109 | $29.9K | 308,099 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $27.0K | 415,605 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $24.7K | 282,542 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $23.8K | 278,427 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $23.1K | 76,508 | 0.0% |
| Bruker Corp(BRKR) | COM | 116794108 | $17.4K | 341,750 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $17.1K | 117,229 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $16.6K | 45,261 | 0.0% |
| Qiagen NV(QGEN) | SHS NEW | N72482123 | $14.7K | 434,111 | 0.0% |
| Perrigo Co PLC(PRGO) | SHS | G97822103 | $14.1K | 272,644 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $13.6K | 126,164 | 0.0% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $13.3K | 150,615 | 0.0% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $13.1K | 217,635 | 0.0% |
| Elanco Animal Health Inc(ELAN) | COM | 28414H103 | $12.8K | 433,477 | 0.0% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $10.8K | 212,563 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $10.7K | 28,458 | 0.0% |
| Patterson Companies Inc(PDCOEUR) | COM | 703395103 | $9.8K | 477,355 | 0.0% |
| Universal Hlth Svcs Inc(UHS) | CL B | 913903100 | $9.4K | 65,864 | 0.0% |
| Ultragenyx Pharmaceutical in(RARE) | COM | 90400D108 | $9.2K | 215,196 | 0.0% |
| Quest Diagnostics Inc(DGX) | COM | 74834L100 | $8.2K | 76,976 | 0.0% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $6.5K | 170,896 | 0.0% |
| Bluebird BIO Inc | COM | 09609G100 | $5.5K | 62,400 | 0.0% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $4.8K | 100,202 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $4.3K | 408,625 | 0.0% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $3.1K | 130,625 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $2.0K | 15,524 | 0.0% |
| Sangamo Therapeutics Inc(SGMO) | COM | 800677106 | $1.8K | 211,698 | 0.0% |
| Takeda Pharmaceutical Co LTD(TAK) | SPONSORED ADS | 874060205 | $609 | 30,873 | 0.0% |