Q3 2019 Holdings
Filed 2019-11-13 | 57 holdings | $322.4M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2023-11-08) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Audentes Therapeutics Inc(BOLDEUR)A | COM | 05070R104 | $7.1M | 253,726 | 2.2% |
| Alnylam Pharmaceuticals Inc(ALNY)A | COM | 02043Q107 | $7.4M | 92,040 | 2.3% |
| Illumina Inc(ILMN)A | COM | 452327109 | $8.1M | 26,750 | 2.5% |
| Vertex Pharmaceuticals Inc(VRTX)A | COM | 92532F100 | $8.6M | 50,909 | 2.7% |
| Envista Hldgs Corp(NVST)A | COM | 29415F104 | $8.9M | 318,000 | 2.8% |
| Radius Health IncA | COM NEW | 750469207 | $8.9M | 344,698 | 2.8% |
| Sanofi(SNY)A | SPONSORED ADR | 80105N105 | $11.1M | 240,000 | 3.4% |
| Amarin Corp PLCA | SPONS ADR NEW | 023111206 | $20.2M | 1,329,695 | 6.3% |
| Ascendis Pharma A S(ASND)A | SPONSORED ADR | 04351P101 | $22.8M | 236,392 | 7.1% |
| Zogenix IncA | COM NEW | 98978L204 | $25.8M | 643,818 | 8.0% |
| Danaher Corporation(DHR)A | COM | 235851102 | $25.8M | 178,704 | 8.0% |
| Ensign Group Inc(ENSG)A | COM | 29358P101 | $27.8M | 586,674 | 8.6% |
| Glaxosmithkline PLCA | SPONSORED ADR | 37733W105 | $42.3M | 983,085 | 13.1% |