Q4 2020 Holdings
Filed 2021-02-10 | 29 holdings | $69.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $24.8M | 690,282 | 35.8% |
| Biogen Inc(BIIB) | COM | 09062X103 | $16.1M | 65,585 | 23.2% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $12.5M | 21,417 | 18.0% |
| Centene Corp del(CNC) | COM | 15135B101 | $11.6M | 194,012 | 16.8% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $3.8M | 29,615 | 5.6% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $48.8K | 838,140 | 0.1% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $47.3K | 578,211 | 0.1% |
| Incyte Corp(INCY) | COM | 45337C102 | $30.6K | 351,629 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $30.5K | 121,845 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $27.8K | 237,523 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $23.1K | 147,827 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $22.4K | 361,343 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $21.8K | 593,250 | 0.0% |
| Perkinelmer Inc(RVTY) | COM | 714046109 | $20.7K | 143,931 | 0.0% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $18.1K | 320,992 | 0.0% |
| Bruker Corp(BRKR) | COM | 116794108 | $17.7K | 327,477 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $16.7K | 152,640 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $16.1K | 235,818 | 0.0% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $15.6K | 290,850 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $15.2K | 47,360 | 0.0% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $14.7K | 72,064 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $14.4K | 255,360 | 0.0% |
| Livanova PLC(LIVN) | SHS | G5509L101 | $13.3K | 201,230 | 0.0% |
| Elanco Animal Health Inc(ELAN) | COM | 28414H103 | $11.3K | 368,291 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $10.6K | 64,210 | 0.0% |
| Perrigo Co PLC(PRGO) | SHS | G97822103 | $7.5K | 167,922 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $5.6K | 1,598,649 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $5.5K | 35,000 | 0.0% |
| Novavax Inc(NVAX) | COM NEW | 670002401 | $1.3K | 11,500 | 0.0% |