Q1 2020 Holdings
Filed 2020-05-13 | 29 holdings | $15.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $4.6M | 54,676 | 29.4% |
| Bio-Rad Laboratories(BIO) | COM | 090572207 | $4.4M | 12,676 | 28.3% |
| Ascendis Pharma A/S(ASND) | ADR | 04351P101 | $3.2M | 28,157 | 20.2% |
| Cytokinetics Inc(CYTK) | COM | 23282W605 | $2.4M | 204,251 | 15.3% |
| Centene Corp(CNC) | COM | 15135B101 | $969.0K | 16,318 | 6.2% |
| Arena Pharmaceuticals Inc(ARNAEUR) | COM | 040047607 | $10.5K | 249,866 | 0.1% |
| Bristol-Myers Squibb-Cvr(BMY-R) | RTS | 110122157 | $9.1K | 2,384,487 | 0.1% |
| Baxter International Inc(BAX) | COM | 071813109 | $6.1K | 75,737 | 0.0% |
| Guardant Health Inc(GH) | COM | 40131M109 | $5.3K | 76,438 | 0.0% |
| PTC Therapeutics(PTCT) | COM | 69366J200 | $4.5K | 100,470 | 0.0% |
| Global Blood Therapeutics in | COM | 37890U108 | $4.4K | 86,577 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $3.9K | 15,811 | 0.0% |
| Twist Bioscience Corp(TWST) | COM | 90184D100 | $3.8K | 124,120 | 0.0% |
| Myokardia Inc | COM | 62857M105 | $3.4K | 72,712 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $2.9K | 318,152 | 0.0% |
| Fate Therapeutics Inc(FATE) | COM | 31189P102 | $2.7K | 120,103 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $2.3K | 83,087 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | COM | 875372203 | $2.1K | 32,292 | 0.0% |
| Varian Medical Systems Inc(VAREUR) | COM | 92220P105 | $1.8K | 17,484 | 0.0% |
| Nanostring Technologies Inc(NSTGEUR) | COM | 63009R109 | $1.8K | 74,501 | 0.0% |
| Marinus Pharmaceuticals Inc | COM | 56854Q101 | $1.7K | 855,318 | 0.0% |
| Uniqure NV(QURE) | COM | N90064101 | $1.5K | 32,331 | 0.0% |
| 10X Genomics Inc(TXG) | COM | 88025U109 | $1.5K | 24,603 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $1.5K | 15,016 | 0.0% |
| Avrobio Inc | COM | 05455M100 | $1.3K | 85,554 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $1.2K | 92,147 | 0.0% |
| Cymabay Therapeutics Inc(CBAYUSD) | COM | 23257D103 | $1.1K | 762,219 | 0.0% |
| Nucana PLC | ADR | 67022C106 | $1.1K | 186,187 | 0.0% |
| Exicure Inc(XCUR) | COM | 30205M101 | $157 | 106,096 | 0.0% |