| Q3 2020 |
|
|
|
|
|
|
13F-NT |
11/16/2020, 03:03 PM |
| Q2 2020 |
|
|
|
|
|
|
13F-NT |
8/14/2020, 04:08 PM |
| Q1 2020 |
|
|
|
|
|
|
13F-NT |
5/15/2020, 04:14 PM |
| Q4 2019 |
41 |
$13.9M |
+$3.8M |
-$17.4M |
-$13.6M |
BOLD, ALXN, ALNAQ, GILD, PEN
|
13F-HR |
2/14/2020, 04:05 PM |
| Q3 2019 |
69 |
$58.4M |
+$26.8M |
-$12.9M |
+$13.8M |
ZBH, NXPI, MCHP, ALXN, BMRN
|
13F-HR |
11/14/2019, 03:11 PM |
| Q2 2019 |
80 |
$94.2M |
+$39.1M |
-$18.5M |
+$20.5M |
AGN, BABA, HUM, CRM, ZBH
|
13F-HR |
8/14/2019, 04:04 PM |
| Q1 2019 |
89 |
$86.5M |
+$40.2M |
-$22M |
+$18.3M |
MCHP, GDDY, ZBH, NTGN, SYK
|
13F-HR |
5/15/2019, 04:06 PM |
| Q4 2018 |
88 |
$80.1M |
+$24M |
-$8.7M |
+$15.3M |
UBXXXXX, ALLK, NTGN, GDDY, ELV
|
13F-HR |
2/14/2019, 03:59 PM |
| Q3 2018 |
113 |
$131M |
+$41.4M |
-$12M |
+$29.4M |
NTGN, CIXXXX, UBXXXXX, ALLK, IHI
|
13F-HR |
11/13/2018, 03:00 PM |
| Q2 2018 |
110 |
$124M |
+$52.5M |
-$17.2M |
+$35.3M |
QQQ, IWM, UBXXXXX, ALNAQ, ELV
|
13F-HR |
8/14/2018, 04:04 PM |
| Q1 2018 |
87 |
$92.6M |
+$35.6M |
-$15.1M |
+$20.5M |
ALNAQ, BMY, MYL, ELV, BAX
|
13F-HR |
5/15/2018, 04:09 PM |
| Q4 2017 |
74 |
$86.8M |
+$28.7M |
-$18.8M |
+$9.92M |
SNNAQ, ALNAQ, PTLA, PBYI, GDDY
|
13F-HR |
2/14/2018, 03:21 PM |
| Q3 2017 |
83 |
$105M |
+$53.1M |
-$11.5M |
+$41.5M |
QQQXXXX, SNNAQ, PTLA, PFE, XBI
|
13F-HR |
11/14/2017, 03:04 PM |
| Q2 2017 |
86 |
$74.4M |
+$32M |
-$13.6M |
+$18.4M |
KITE, PTLA, XLV, PBYI, ELV
|
13F-HR |
8/14/2017, 04:18 PM |
| Q1 2017 |
94 |
$82.1M |
+$42.6M |
-$13.7M |
+$29M |
MRVLXXXX, LBTYA, JAZZ, BIIB, WFTIQ
|
13F-HR |
5/15/2017, 04:16 PM |
| Q4 2016 |
90 |
$75.5M |
+$39.1M |
-$8.62M |
+$30.5M |
BIIB, CIXXXX, MDCO, UNH, BMRN
|
13F-HR |
2/14/2017, 03:29 PM |
| Q3 2016 |
83 |
$67.5M |
+$33M |
-$7.64M |
+$25.4M |
BIIB, JAZZ, EW, WBA, META
|
13F-HR |
11/14/2016, 03:42 PM |
| Q2 2016 |
76 |
$61.1M |
+$33.2M |
-$12.1M |
+$21.2M |
AET, EW, ALDR, BIIB, MDCO
|
13F-HR |
8/15/2016, 04:17 PM |
| Q1 2016 |
78 |
$61.4M |
+$29.8M |
-$10.1M |
+$19.7M |
HCA, ABBV, BMY, WBA, AAPL
|
13F-HR |
5/16/2016, 04:04 PM |
| Q4 2015 |
64 |
$61M |
+$22.5M |
-$14.2M |
+$8.25M |
WBA, BMY, AGN, TEVA, PANW
|
13F-HR |
2/16/2016, 03:25 PM |
| Q3 2015 |
70 |
$66.2M |
+$25.4M |
-$6.75M |
+$18.6M |
CLVSQ, HCA, WBA, UNH, AGN
|
13F-HR |
11/16/2015, 03:22 PM |
| Q2 2015 |
83 |
$71M |
+$29.1M |
-$9.17M |
+$19.9M |
CLVSQ, HCA, WBA, BMY, EW
|
13F-HR |
8/14/2015, 04:22 PM |
| Q1 2015 |
81 |
$66.4M |
+$19.5M |
-$138M |
-$119M |
CLVSQ, VMC, VRX, WBA, HOLX
|
13F-HR |
5/15/2015, 04:21 PM |
| Q4 2014 |
85 |
$245M |
+$120M |
-$74.9M |
+$44.7M |
VMC, MSFT, VRX, MIC, HCA
|
13F-HR |
2/17/2015, 03:07 PM |
| Q3 2014 |
62 |
$274M |
+$31.3M |
-$187M |
-$156M |
VMC, HOT, NFLX, VRX, HCA
|
13F-HR |
11/14/2014, 03:32 PM |
| Q2 2014 |
64 |
$499M |
+$227M |
-$85M |
+$142M |
AGN, VMC, HOT, MLM, RADXXXX
|
13F-HR |
8/14/2014, 04:23 PM |
| Q1 2014 |
71 |
$542M |
+$341M |
-$57.5M |
+$283M |
EEM, BMY, GOOGLXXXX, HOT, HCA
|
13F-HR |
5/15/2014, 04:33 PM |
| Q4 2013 |
59 |
$440M |
+$217M |
-$105M |
+$112M |
BMY, GOOGLXXXX, HOT, GILD, AMZN
|
Restatement |
2/21/2014, 03:06 PM |
| Q3 2013 |
68 |
$374M |
+$121M |
-$101M |
+$20.1M |
GILD, HOT, TMO, WYND, ETN
|
Restatement |
2/21/2014, 03:05 PM |
| Q2 2013 |
70 |
$441M |
|
|
|
GILD, ETN, PFE, GOOGLXXXX, CMI
|
Restatement |
2/21/2014, 03:05 PM |