Q4 2024 |
51 |
$355M |
+$233M |
-$84.2M |
+$149M |
ICLR, MMS, CI, LH, SNY
|
13F-HR |
2/14/2025, 11:00 AM |
Q3 2024 |
38 |
$223M |
+$71.6M |
-$136M |
-$64.4M |
LH, TEVA, MMS, ZBH, VXRT
|
13F-HR |
11/14/2024, 02:00 PM |
Q2 2024 |
46 |
$265M |
+$168M |
-$170M |
-$1.39M |
LH, TFX, ZBH, SNN, OGN
|
13F-HR |
8/14/2024, 02:00 PM |
Q1 2024 |
44 |
$282M |
+$116M |
-$250M |
-$134M |
LH, CI, GMED, MDGL, GSK
|
13F-HR |
5/15/2024, 01:00 PM |
Q4 2023 |
42 |
$439M |
+$167M |
-$141M |
+$25.4M |
MRTX, GRCL, LH, CI, GMED
|
13F-HR |
2/13/2024, 02:00 PM |
Q3 2023 |
63 |
$323M |
+$151M |
-$185M |
-$33.5M |
LH, GMED, GSK, UTHR, CI
|
13F-HR |
11/14/2023, 02:00 PM |
Q2 2023 |
62 |
$393M |
+$267M |
-$83M |
+$184M |
GEHC, SWAV, LH, CI, BCYC
|
13F-HR |
8/14/2023, 04:36 PM |
Q1 2023 |
44 |
$202M |
+$104M |
-$16.9M |
+$87.6M |
CNC, CI, BCYC, COR, UTHR
|
13F-HR |
5/12/2023, 04:00 PM |
Q4 2022 |
44 |
$270M |
+$99.3M |
-$43.2M |
+$56.1M |
RXDX, MSAC, BCYC, CI, OGN
|
13F-HR |
2/13/2023, 03:00 PM |
Q3 2022 |
49 |
$315M |
+$135M |
-$10M |
+$125M |
COR, APLS, GSK, MSAC, RLMD
|
13F-HR |
11/14/2022, 11:49 AM |
Q2 2022 |
61 |
$266M |
+$146M |
-$12M |
+$134M |
COR, MSAC, OGN, CI, INGN
|
13F-HR |
8/15/2022, 01:34 PM |
Q1 2022 |
64 |
$302M |
+$124M |
-$57.3M |
+$67.2M |
VRTX, MSAC, CI, MRK, SNY
|
13F-HR |
5/16/2022, 02:00 PM |
Q4 2021 |
69 |
$331M |
+$133M |
-$31.2M |
+$102M |
CI, MSAC, CRIS, MRK, CAH
|
13F-HR |
2/14/2022, 01:03 PM |
Q3 2021 |
59 |
$310M |
+$68.9M |
-$101M |
-$32.2M |
CI, CRIS, GLD, SOLY, UHS
|
13F-HR |
11/15/2021, 03:00 PM |
Q2 2021 |
70 |
$368M |
+$72.9M |
-$166M |
-$92.9M |
CRIS, CI, SOLY, GLD, AVAH
|
13F-HR |
8/16/2021, 04:00 PM |
Q1 2021 |
85 |
$478M |
+$144M |
-$157M |
-$13.6M |
CRIS, CI, CAH, GLD, SOLY
|
13F-HR |
5/14/2021, 04:00 PM |
Q4 2020 |
89 |
$489M |
+$148M |
-$146M |
+$1.67M |
CRIS, CVM, GLD, SPRB, CHRS
|
13F-HR |
2/16/2021, 12:03 PM |
Q3 2020 |
88 |
$504M |
+$259M |
-$28.7M |
+$231M |
MESO, GLD, CHRS, MCK, JNJ
|
13F-HR |
11/16/2020, 01:00 PM |
Q2 2020 |
78 |
$343M |
+$157M |
-$98.5M |
+$58.6M |
CHRS, GLD, MCK, TEVA, GWPH
|
13F-HR |
8/14/2020, 02:00 PM |
Q1 2020 |
69 |
$298M |
+$159M |
-$56.7M |
+$103M |
AMGN, MCK, CHRS, CVM, GWPH
|
13F-HR |
5/15/2020, 03:40 PM |
Q4 2019 |
67 |
$414M |
+$207M |
-$31.1M |
+$176M |
ITCI, GWPH, AGN, CHRS, MDT
|
13F-HR |
2/14/2020, 03:00 PM |
Q3 2019 |
61 |
$309M |
+$143M |
-$46M |
+$97M |
GWPH, JNJ, AGN, HCA, WCG
|
13F-HR |
11/14/2019, 03:00 PM |
Q2 2019 |
68 |
$411M |
+$229M |
-$41.3M |
+$188M |
ACAD, GWPH, HCA, WCG, GSKXXXX
|
13F-HR |
8/14/2019, 04:00 PM |
Q1 2019 |
68 |
$366M |
+$194M |
-$34.8M |
+$160M |
CVS, BIIB, GILD, HCA, MDT
|
13F-HR |
5/15/2019, 04:00 PM |
Q4 2018 |
67 |
$270M |
+$161M |
-$19.1M |
+$142M |
MDT, SNY, ALNY, COR, CI
|
13F-HR |
2/14/2019, 03:00 PM |
Q3 2018 |
62 |
$284M |
+$162M |
-$23.1M |
+$139M |
GSKXXXX, CIXXXX, PCRX, KURA, AET
|
13F-HR |
11/14/2018, 03:00 PM |
Q2 2018 |
49 |
$181M |
+$102M |
-$45.5M |
+$56.8M |
KURA, ELV, HCA, MEIPXXXX, ICLR
|
13F-HR |
8/14/2018, 04:02 PM |
Q1 2018 |
31 |
$166M |
+$110M |
-$4.47M |
+$106M |
CBIO, SNY, KURA, ELV, BIIB
|
13F-HR |
5/15/2018, 04:00 PM |
Q4 2017 |
45 |
$177M |
+$88.9M |
-$15.2M |
+$73.7M |
SAGE, GSKXXXX, AET, ELV, QTNT
|
13F-HR |
2/14/2018, 03:01 PM |
Q3 2017 |
53 |
$192M |
+$100M |
-$34.1M |
+$66.4M |
AXGTXXXX, SAGE, QTNT, ADMP, INSM
|
13F-HR |
11/14/2017, 03:00 PM |
Q2 2017 |
58 |
$210M |
+$102M |
-$46.5M |
+$55.6M |
QTNT, JNJ, SNY, ISRG, AET
|
13F-HR |
8/14/2017, 04:00 PM |
Q1 2017 |
45 |
$178M |
+$109M |
-$13.1M |
+$95.7M |
ACOR, QTNT, SNY, GSKXXXX, PHG
|
13F-HR |
5/15/2017, 04:00 PM |
Q4 2016 |
43 |
$171M |
+$113M |
-$29.5M |
+$83.9M |
ACAD, QTNT, SNY, CERN, GSKXXXX
|
13F-HR |
2/14/2017, 03:00 PM |
Q3 2016 |
31 |
$143M |
+$54.3M |
-$28.1M |
+$26.1M |
QTNT, AMGN, PHG, CAH, SNY
|
13F-HR |
11/15/2016, 08:38 AM |
Q2 2016 |
42 |
$195M |
+$101M |
-$49.9M |
+$51.1M |
QTNT, BIIB, CERN, CAH, ATHN
|
13F-HR |
8/15/2016, 04:31 PM |
Q1 2016 |
42 |
$273M |
+$181M |
-$15M |
+$166M |
JAZZ, QTNT, NEOS, MCK, AMGN
|
13F-HR |
5/16/2016, 04:01 PM |
Q4 2015 |
42 |
$226M |
+$123M |
-$14.3M |
+$108M |
QTNT, DYAX, SNY, NEOS, MCK
|
13F-HR |
2/16/2016, 03:01 PM |
Q3 2015 |
33 |
$129M |
+$73.9M |
-$7.5M |
+$66.4M |
NEOS, JNJ, MDT, CAH, UNH
|
13F-HR |
11/13/2015, 03:15 PM |
Q2 2015 |
39 |
$202M |
+$147M |
-$18.5M |
+$128M |
GILD, QTNT, GSKXXXX, RXDX, FLML
|
13F-HR |
8/14/2015, 04:06 PM |
Q1 2015 |
30 |
$176M |
+$124M |
-$12.4M |
+$111M |
CELG, QTNT, PFNX, MRK, LLY
|
13F-HR |
5/15/2015, 04:01 PM |
Q4 2014 |
29 |
$127M |
|
|
|
QTNT, SNY, GSKXXXX, F113PS, ADMP
|
13F-HR |
2/17/2015, 03:14 PM |