Q2 2019 Holdings
Filed 2019-08-14 | 15 holdings | $4.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Caredx Inc(CDNA) | COM | 14167L103 | $4.7M | 129,855 | 97.7% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $13.0K | 70,849 | 0.3% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $11.8K | 141,000 | 0.2% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $11.0K | 242,937 | 0.2% |
| Humana Inc(HUM) | COM | 444859102 | $10.9K | 41,000 | 0.2% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $10.6K | 35,976 | 0.2% |
| Illumina Inc(ILMN) | COM | 452327109 | $10.1K | 27,316 | 0.2% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $10.0K | 147,916 | 0.2% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $5.9K | 11,201 | 0.1% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $5.7K | 50,375 | 0.1% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $4.6K | 30,000 | 0.1% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $4.2K | 25,986 | 0.1% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $4.1K | 325,000 | 0.1% |
| Stryker Corp(SYK) | COM | 863667101 | $3.8K | 18,597 | 0.1% |
| Sientra Inc | COM | 82621J105 | $2.2K | 360,000 | 0.0% |