Q4 2019 Holdings
Filed 2020-02-14 | 29 holdings | $288.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COM | 09062X103 | $103.9M | 350,000 | 36.0% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $92.2M | 663,000 | 32.0% |
| Brookdale Senior Living(BKD) | COM | 112463104 | $90.9M | 12,500,000 | 31.5% |
| Allergan PLC | SHS | G0177J108 | $191.2K | 1,000,000 | 0.1% |
| Mylan N V | SHS EURO | N59465109 | $175.9K | 8,750,000 | 0.1% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $97.5K | 1,500,000 | 0.0% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $95.1K | 2,500,000 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $94.6K | 875,000 | 0.0% |
| Perrigo Co PLC(PRGO) | SHS | G97822103 | $87.8K | 1,700,000 | 0.0% |
| Alkermes PLC(ALKS) | SHS | G01767105 | $84.2K | 4,125,000 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $80.9K | 3,750,000 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $77.4K | 600,000 | 0.0% |
| Davita Inc(DVA) | COM | 23918K108 | $75.0K | 1,000,000 | 0.0% |
| Universal Hlth Svcs Inc(UHS) | CL B | 913903100 | $71.7K | 500,000 | 0.0% |
| Synthorx Inc | COM | 87167A103 | $69.9K | 1,000,000 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $64.1K | 3,250,000 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $59.1K | 400,000 | 0.0% |
| Global Blood Therapeutics in | COM | 37890U108 | $58.0K | 730,000 | 0.0% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $53.4K | 4,390,000 | 0.0% |
| Atara Biotherapeutics Inc(ATRAGBX) | COM | 046513107 | $48.6K | 2,950,000 | 0.0% |
| Ventas Inc(VTR) | COM | 92276F100 | $43.3K | 750,000 | 0.0% |
| Mylan N VCall | SHS EURO | N59465109 | $32.2K | 1,600,000 | 0.0% |
| Myriad Genetics Inc(MYGN) | COM | 62855J104 | $27.2K | 1,000,000 | 0.0% |
| Mednax Inc(MD) | COM | 58502B106 | $22.0K | 790,000 | 0.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | SPONSORED ADS | 881624209 | $19.6K | 2,000,000 | 0.0% |
| Glycomimetics Inc(GLYCEUR) | COM | 38000Q102 | $18.5K | 3,500,000 | 0.0% |
| Translate BIO Inc | COM | 89374L104 | $12.2K | 1,500,000 | 0.0% |
| Avrobio Inc | COM | 05455M100 | $12.1K | 600,000 | 0.0% |
| Sutro Biopharma Inc | COM | 869367102 | $6.6K | 600,000 | 0.0% |