Q4 2022 |
21 |
$109M |
+$18.7M |
-$112M |
-$93.8M |
BMRN, DXCM, CYTK, ACRV, HYPR
|
13F-HR |
2/14/2023, 04:44 PM |
Q3 2022 |
57 |
$800M |
+$247M |
-$334M |
-$87.3M |
BMRN, ABBV, A, BSX, LLY
|
13F-HR |
11/14/2022, 11:55 AM |
Q2 2022 |
55 |
$995M |
+$224M |
-$269M |
-$45.5M |
BIIB, HZNP, BSX, BMRN, CNC
|
13F-HR |
8/15/2022, 12:14 PM |
Q1 2022 |
64 |
$1.5B |
+$541M |
-$485M |
+$55.9M |
BIIB, BSX, HZNP, BMRN, NTRA
|
13F-HR |
5/16/2022, 12:35 PM |
Q4 2021 |
67 |
$1.83B |
+$587M |
-$641M |
-$53.3M |
MDT, BMY, BIIB, HZNP, NVST
|
13F-HR |
2/14/2022, 11:24 AM |
Q3 2021 |
72 |
$2.3B |
+$841M |
-$946M |
-$105M |
BMY, HZNP, BIIB, COR, WOOF
|
13F-HR |
11/15/2021, 01:16 PM |
Q2 2021 |
69 |
$2.44B |
+$1.08B |
-$1.45B |
-$376M |
ZBH, BIIB, HZNP, WOOF, REGN
|
13F-HR |
8/16/2021, 12:21 PM |
Q1 2021 |
78 |
$2.69B |
+$1.39B |
-$1.29B |
+$99M |
HZNP, VRTX, ZBH, DHR, HUM
|
13F-HR |
5/17/2021, 12:37 PM |
Q4 2020 |
54 |
$2.59B |
+$1.17B |
-$806M |
+$359M |
HZNP, IQV, VRTX, COO, HCA
|
13F-HR |
2/16/2021, 01:12 PM |
Q3 2020 |
40 |
$2.5B |
+$1.16B |
-$189M |
+$975M |
ZBH, UNH, MDT, HZNP, MDGL
|
13F-HR |
11/16/2020, 01:12 PM |
Q2 2020 |
50 |
$2.39B |
+$1.09B |
-$755M |
+$336M |
AUPH, BDX, MDGL, ABBV, NVRO
|
13F-HR |
8/14/2020, 12:47 PM |
Q1 2020 |
46 |
$2.34B |
+$1.29B |
-$295M |
+$997M |
NVRO, HAE, AUPH, LH, NBIX
|
13F-HR |
5/15/2020, 12:28 PM |
Q4 2019 |
56 |
$2.8B |
+$1.38B |
-$742M |
+$634M |
LH, REGN, NVRO, HOLX, TFX
|
13F-HR |
2/14/2020, 12:03 PM |
Q3 2019 |
52 |
$2.65B |
+$936M |
-$420M |
+$516M |
EW, NBIX, MRK, BIIB, ISRG
|
13F-HR |
11/14/2019, 12:42 PM |
Q2 2019 |
52 |
$2.58B |
+$1.31B |
-$513M |
+$798M |
NBIX, HUM, EW, MRK, MDGL
|
13F-HR |
8/14/2019, 01:16 PM |
Q1 2019 |
49 |
$2.48B |
+$1.18B |
-$499M |
+$682M |
DHR, UNH, ZBH, MDT, NBIX
|
13F-HR |
5/15/2019, 01:01 PM |
Q4 2018 |
40 |
$3.2B |
+$1.82B |
-$400M |
+$1.42B |
SPY, ISRG, DXCM, REGN, DHR
|
Restatement |
2/14/2019, 02:22 PM |
Q3 2018 |
41 |
$3.02B |
+$952M |
-$670M |
+$282M |
ZBH, MRK, MDT, REGN, SYK
|
13F-HR |
11/15/2018, 11:49 AM |
Q2 2018 |
49 |
$3.15B |
+$1.17B |
-$296M |
+$878M |
MRK, REGN, ZBH, LH, ELV
|
13F-HR |
8/14/2018, 01:11 PM |
Q1 2018 |
46 |
$2.94B |
+$1.33B |
-$751M |
+$583M |
ZBH, REGN, MRK, LH, XRAY
|
13F-HR |
5/15/2018, 01:04 PM |
Q4 2017 |
37 |
$3.07B |
+$1.38B |
-$532M |
+$845M |
MRK, BIVV, ZBH, CELG, LH
|
13F-HR |
2/14/2018, 01:32 PM |
Q3 2017 |
40 |
$2.98B |
+$1.31B |
-$744M |
+$569M |
SPY, LH, BIVV, ZBH, AET
|
13F-HR |
11/14/2017, 12:55 PM |
Q2 2017 |
39 |
$2.77B |
+$1.28B |
-$304M |
+$981M |
BIVV, CELG, LH, EW, AET
|
13F-HR |
8/14/2017, 11:53 AM |
Q1 2017 |
36 |
$2.18B |
+$1.17B |
-$377M |
+$788M |
BIVV, AET, CELG, LH, EW
|
13F-HR |
5/15/2017, 11:56 AM |
Q4 2016 |
39 |
$1.77B |
+$1.06B |
-$306M |
+$753M |
CELG, LH, ISRG, AET, DGX
|
13F-HR |
2/14/2017, 10:46 AM |
Q3 2016 |
36 |
$1.64B |
+$770M |
-$407M |
+$362M |
ZBH, CIXXXX, BIIB, EW, LH
|
13F-HR |
11/14/2016, 11:19 AM |
Q2 2016 |
43 |
$1.83B |
+$891M |
-$412M |
+$479M |
EW, LH, HOLX, AET, ZBH
|
13F-HR |
8/15/2016, 12:01 PM |
Q1 2016 |
38 |
$1.76B |
+$1.01B |
-$169M |
+$837M |
ZBH, DGX, DXCM, LH, MNKKQ
|
13F-HR |
5/16/2016, 12:14 PM |
Q4 2015 |
41 |
$1.64B |
+$781M |
-$280M |
+$501M |
BCR, LLY, MDVN, BXLT, LH
|
13F-HR |
2/16/2016, 12:26 PM |
Q3 2015 |
45 |
$1.78B |
+$996M |
-$205M |
+$791M |
AGN, EW, SRCL, BCR, ABT
|
13F-HR |
11/16/2015, 11:32 AM |
Q2 2015 |
53 |
$1.99B |
+$1.14B |
-$322M |
+$820M |
EW, HCA, THC, MNKKQ, HZNPXXXX
|
13F-HR |
8/14/2015, 04:04 PM |
Q1 2015 |
65 |
$2.1B |
+$1.26B |
-$497M |
+$759M |
HZNPXXXX, MNKKQ, GILD, LH, BIIB
|
13F-HR |
5/15/2015, 01:33 PM |
Q4 2014 |
52 |
$1.79B |
+$1B |
-$436M |
+$564M |
MNKKQ, GILD, PFE, VRX, A
|
13F-HR |
2/17/2015, 01:53 PM |
Q3 2014 |
49 |
$1.95B |
+$731M |
-$325M |
+$406M |
MNKKQ, SLXP, ISRG, MDRX, T107PS
|
13F-HR |
11/14/2014, 01:40 PM |
Q2 2014 |
51 |
$1.99B |
+$898M |
-$176M |
+$722M |
MDRX, B108PS, MNKKQ, T107PS, A
|
13F-HR |
8/14/2014, 03:05 PM |
Q1 2014 |
57 |
$1.66B |
+$925M |
-$387M |
+$538M |
MDRX, MYLXXXX, T107PS, EHTH, SLXP
|
13F-HR |
5/15/2014, 11:40 AM |
Q4 2013 |
49 |
$1.65B |
|
|
|
MDRX, MCK, CBST, ARTC, T107PS
|
13F-HR |
2/14/2014, 03:02 PM |