Q4 2019 Holdings
Filed 2020-02-12 | 33 holdings | $11.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $2.9M | 33,781 | 24.8% |
| Centene Corp(CNC) | COM | 15135B101 | $2.8M | 44,426 | 24.2% |
| Bio-Rad Laboratories(BIO) | COM | 090572207 | $2.4M | 6,351 | 20.4% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.7M | 18,921 | 14.5% |
| Ascendis Pharma A/S(ASND) | ADR | 04351P101 | $911.0K | 6,547 | 7.9% |
| Cytokinetics Inc(CYTK) | COM | 23282W605 | $904.0K | 85,172 | 7.8% |
| Baxter International Inc(BAX) | COM | 071813109 | $4.4K | 52,192 | 0.0% |
| Guardant Health Inc(GH) | COM | 40131M109 | $2.8K | 35,236 | 0.0% |
| Insmed Inc(INSM) | COM | 457669307 | $2.7K | 113,875 | 0.0% |
| Mylan NV | COM | N59465109 | $2.7K | 132,855 | 0.0% |
| PTC Therapeutics(PTCT) | COM | 69366J200 | $2.7K | 55,408 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | COM | 875372203 | $2.6K | 43,559 | 0.0% |
| Arena Pharmaceuticals Inc(ARNAEUR) | COM | 040047607 | $1.9K | 42,688 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $1.9K | 6,414 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $1.7K | 4,584 | 0.0% |
| Myokardia Inc | COM | 62857M105 | $1.7K | 23,023 | 0.0% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $1.5K | 62,507 | 0.0% |
| Dermira Inc(DERMEUR) | COM | 24983L104 | $1.4K | 81,127 | 0.0% |
| Exicure Inc(XCUR) | COM | 30205M101 | $1.4K | 500,000 | 0.0% |
| Esperion Therapeutics Inc(ESPR) | COM | 29664W105 | $1.4K | 22,872 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $1.4K | 20,791 | 0.0% |
| Bristol-Myers Squibb-Cvr(BMY-R) | RTS | 110122157 | $1.3K | 415,931 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $1.2K | 62,585 | 0.0% |
| Ehealth Inc(EHTH) | COM | 28238P109 | $1.2K | 15,004 | 0.0% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $1.2K | 49,431 | 0.0% |
| Twist Bioscience Corp(TWST) | COM | 90184D100 | $1.1K | 54,334 | 0.0% |
| Viewray Inc(VRAYQ) | COM | 92672L107 | $1.1K | 256,205 | 0.0% |
| Nucana PLC | ADR | 67022C106 | $975 | 159,898 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $962 | 98,718 | 0.0% |
| Mirati Therapeutics Inc(MRTXEUR) | COM | 60468T105 | $896 | 6,950 | 0.0% |
| Varian Medical Systems Inc(VAREUR) | COM | 92220P105 | $843 | 5,934 | 0.0% |
| Marinus Pharmaceuticals Inc | COM | 56854Q101 | $766 | 354,853 | 0.0% |
| Apellis Pharmaceuticals(APLS) | COM | 03753U106 | $655 | 21,380 | 0.0% |