Q1 2020 Holdings
Filed 2020-05-11 | 31 holdings | $84.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $31.7M | 970,982 | 37.3% |
| Biogen Inc(BIIB) | COM | 09062X103 | $23.8M | 75,120 | 28.0% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $11.8M | 139,582 | 13.9% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $11.4M | 32,470 | 13.4% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $5.9M | 54,384 | 7.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $37.8K | 677,433 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $33.1K | 452,583 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $29.2K | 370,334 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $28.7K | 372,695 | 0.0% |
| Perkinelmer Inc(RVTY) | COM | 714046109 | $21.0K | 278,522 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $20.3K | 89,602 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $18.4K | 256,716 | 0.0% |
| Perrigo Co PLC(PRGO) | SHS | G97822103 | $17.1K | 356,240 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $15.9K | 314,828 | 0.0% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $15.4K | 162,554 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $15.4K | 117,532 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $15.1K | 168,503 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $14.9K | 199,419 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $14.0K | 44,657 | 0.0% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $13.0K | 275,481 | 0.0% |
| Bruker Corp(BRKR) | COM | 116794108 | $11.7K | 326,846 | 0.0% |
| Elanco Animal Health Inc(ELAN) | COM | 28414H103 | $11.2K | 501,762 | 0.0% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $10.0K | 208,192 | 0.0% |
| Quest Diagnostics Inc(DGX) | COM | 74834L100 | $9.1K | 113,042 | 0.0% |
| Patterson COS Inc(PDCOEUR) | COM | 703395103 | $8.1K | 530,217 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $7.2K | 120,860 | 0.0% |
| Ultragenyx Pharmaceutical in(RARE) | COM | 90400D108 | $6.4K | 145,072 | 0.0% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $3.4K | 75,996 | 0.0% |
| Livanova PLC(LIVN) | SHS | G5509L101 | $3.2K | 71,400 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $2.4K | 376,085 | 0.0% |
| Bluebird BIO Inc | COM | 09609G100 | $2.2K | 48,490 | 0.0% |