Q1 2023 Holdings
Filed 2023-05-16 | 12 holdings | $49.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COM | 09062X103 | $49.2M | 177,126 | 99.4% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $48.9K | 59,488 | 0.1% |
| United Therapeutics Corp(UTHR) | COM | 91307C102 | $45.3K | 202,110 | 0.1% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $41.5K | 2,135,868 | 0.1% |
| Alkermes PLC(ALKS) | COM | G01767105 | $39.3K | 1,395,797 | 0.1% |
| Embecta Corp(EMBC) | COM | 29082K105 | $29.9K | 1,062,123 | 0.1% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $26.7K | 353,278 | 0.1% |
| Enanta Pharmaceuticals Inc(ENTA) | COM | 29251M106 | $24.4K | 603,301 | 0.0% |
| Taro Pharmaceutical Indus | COM | M8737E108 | $15.6K | 641,910 | 0.0% |
| Eagle Pharmaceuticals Inc(EGRX) | COM | 269796108 | $3.2K | 113,737 | 0.0% |
| Kodiak Sciences Inc(KOD) | COM | 50015M109 | $2.8K | 459,489 | 0.0% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $2.5K | 361,560 | 0.0% |