Q4 2024 |
8 |
$323M |
+$3.31M |
-$78.6M |
-$75.3M |
INVA, IRWD, NBIX, CYTK, GILD
|
13F-HR |
2/14/2025, 04:18 PM |
Q3 2024 |
10 |
$402M |
+$2.85M |
-$155M |
-$152M |
INVA, IRWD, GILD, CYTK, NBIX
|
13F-HR |
11/14/2024, 04:06 PM |
Q2 2024 |
10 |
$592M |
+$52.7M |
$0 |
+$52.7M |
BIIB, INVA, IRWD, GILD, CYTK
|
13F-HR |
8/14/2024, 04:30 PM |
Q1 2024 |
10 |
$572M |
+$23.6M |
-$17M |
+$6.51M |
IRWD, BIIB, INVA, GILD, NBIX
|
13F-HR |
5/15/2024, 04:43 PM |
Q4 2023 |
9 |
$649M |
+$40.1M |
-$198M |
-$158M |
IRWD, BIIB, INVA, GILD, NBIX
|
13F-HR |
2/14/2024, 04:31 PM |
Q3 2023 |
11 |
$742M |
+$20.2M |
-$199M |
-$178M |
ALKS, BIIB, IRWD, INVA, GILD
|
13F-HR |
11/14/2023, 04:30 PM |
Q2 2023 |
12 |
$1B |
+$195M |
-$3.97M |
+$191M |
ALKS, BIIB, IRWD, INVA, GILD
|
13F-HR |
8/14/2023, 05:30 PM |
Q1 2023 |
11 |
$782M |
+$155K |
-$20.7M |
-$20.5M |
ALKS, BIIB, IRWD, INVA, GILD
|
13F-HR |
5/15/2023, 04:49 PM |
Q4 2022 |
11 |
$840M |
|
-$178M |
-$178M |
ALKS, IRWD, BIIB, GILD, INVA
|
13F-HR |
2/14/2023, 03:29 PM |
Q3 2022 |
11 |
$885M |
|
-$6.29M |
-$6.29M |
ALKS, BIIB, IRWD, GILD, INVA
|
13F-HR |
11/14/2022, 03:33 PM |
Q2 2022 |
11 |
$993M |
+$383K |
-$14.1M |
-$13.7M |
ALKS, IRWD, BIIB, INVA, GILD
|
13F-HR |
8/15/2022, 05:26 PM |
Q1 2022 |
11 |
$1.06B |
+$15.6M |
-$122M |
-$106M |
ALKS, IRWD, BIIB, INVA, GILD
|
13F-HR |
5/16/2022, 04:48 PM |
Q4 2021 |
11 |
$1.16B |
+$60.1M |
-$5.66M |
+$54.5M |
ALKS, GILD, IRWD, BIIB, INVA
|
13F-HR |
2/14/2022, 03:55 PM |
Q3 2021 |
10 |
$1.27B |
+$110M |
-$130M |
-$19.9M |
ALKS, IRWD, GILD, BIIB, INVA
|
13F-HR |
11/15/2021, 05:00 PM |
Q2 2021 |
14 |
$1.26B |
+$96.1M |
-$53.4M |
+$42.7M |
ALKS, BIIB, IRWD, GILD, ALXN
|
13F-HR |
8/16/2021, 05:00 PM |
Q1 2021 |
14 |
$1.04B |
+$249M |
-$180M |
+$68.5M |
IRWD, BIIB, GILD, ALKS, ALXN
|
13F-HR |
5/17/2021, 05:04 PM |
Q4 2020 |
11 |
$975M |
+$29.6M |
-$29.1M |
+$524K |
IRWD, ALKS, BIIB, JAZZ, ALXN
|
13F-HR |
2/16/2021, 03:05 PM |
Q3 2020 |
11 |
$849M |
+$24.2M |
|
+$24.2M |
BIIB, JAZZ, ALKS, IRWD, ALXN
|
13F-HR |
11/16/2020, 03:05 PM |
Q2 2020 |
12 |
$899M |
+$144M |
-$27.6M |
+$116M |
BIIB, ALKS, IRWD, JAZZ, INVA
|
13F-HR |
8/14/2020, 04:11 PM |
Q1 2020 |
12 |
$784M |
+$144M |
|
+$144M |
BIIB, IRWD, ALKS, AGN, JAZZ
|
13F-HR |
5/15/2020, 04:03 PM |
Q4 2019 |
13 |
$1.2B |
+$180M |
-$110M |
+$70M |
MDCO, BIIB, IRWD, ICPT, AGN
|
13F-HR |
2/14/2020, 03:15 PM |
Q3 2019 |
12 |
$798M |
+$15.4M |
|
+$15.4M |
MDCO, AGN, BIIB, IRWD, INVA
|
13F-HR |
11/14/2019, 03:25 PM |
Q2 2019 |
13 |
$802M |
+$158M |
|
+$158M |
AGN, MDCO, BIIB, IRWD, INVA
|
13F-HR |
8/14/2019, 04:26 PM |
Q1 2019 |
11 |
$664M |
+$184M |
|
+$184M |
AGN, BIIB, IRWD, MDCO, INVA
|
13F-HR |
5/15/2019, 04:02 PM |
Q4 2018 |
10 |
$451M |
+$110M |
-$20.5M |
+$89.3M |
BIIB, INVA, AGN, IRWD, MDCO
|
13F-HR |
2/14/2019, 03:14 PM |
Q3 2018 |
9 |
$453M |
|
-$103M |
-$103M |
BIIB, INVA, AGN, IRWD, MDCO
|
13F-HR |
11/14/2018, 03:29 PM |
Q2 2018 |
10 |
$499M |
+$33.6M |
|
+$33.6M |
BIIB, MDCO, IRWD, INVA, AGN
|
13F-HR |
8/14/2018, 04:43 PM |
Q1 2018 |
11 |
$432M |
+$108M |
-$8.27M |
+$100M |
BIIB, MDCO, INVA, AGN, IRWD
|
13F-HR |
5/15/2018, 04:42 PM |
Q4 2017 |
11 |
$391M |
+$156M |
|
+$156M |
BIIB, BIVV, MDCO, INVA, AGN
|
Restatement |
2/23/2018, 03:30 PM |
Q3 2017 |
9 |
$324M |
+$11.1M |
|
+$11.1M |
BIIB, MDCO, INVA, ACHN, NVLNF
|
13F-HR |
11/14/2017, 04:22 PM |
Q2 2017 |
8 |
$300M |
+$91M |
|
+$91M |
BIIB, MDCO, INVA, NVLNF, ADXSXXXX
|
13F-HR |
8/14/2017, 04:19 PM |
Q1 2017 |
11 |
$253M |
+$14.7M |
-$1.72M |
+$12.9M |
MDCO, BIIB, INVA, NVLNF, BIVV
|
13F-HR |
5/15/2017, 04:37 PM |
Q4 2016 |
11 |
$363M |
+$31.6M |
-$7.01M |
+$24.6M |
ARIA, BIIB, MDCO, INVA, NVLNF
|
13F-HR |
2/14/2017, 03:18 PM |
Q3 2016 |
14 |
$434M |
+$11M |
-$18M |
-$7M |
ARIA, BIIB, MDCO, ARRY, PCRX
|
13F-HR |
11/14/2016, 03:36 PM |
Q2 2016 |
15 |
$352M |
+$24M |
-$129M |
-$105M |
ARIA, BIIB, MDCO, ITCI, PCRX
|
13F-HR |
8/15/2016, 04:46 PM |
Q1 2016 |
16 |
$454M |
+$32.6M |
|
+$32.6M |
ABBV, ARIA, BIIB, MDCO, DGX
|
13F-HR |
5/16/2016, 04:13 PM |
Q4 2015 |
17 |
$514M |
+$112M |
-$159K |
+$112M |
BIIB, ABBV, ARIA, MDCO, DGX
|
13F-HR |
2/16/2016, 03:06 PM |
Q3 2015 |
18 |
$405M |
+$52.6M |
-$15.2M |
+$37.4M |
ABBV, ARIA, MDCO, DGX, AEGR
|
13F-HR |
11/16/2015, 03:25 PM |
Q2 2015 |
16 |
$435M |
+$11.8M |
-$33.1M |
-$21.3M |
ARIA, ABBV, DGX, MDCO, AEGR
|
13F-HR |
8/14/2015, 05:20 PM |
Q1 2015 |
17 |
$474M |
+$195M |
|
+$195M |
ARIA, ABBV, DGX, AMGN, AEGR
|
13F-HR |
5/14/2015, 06:07 PM |
Q4 2014 |
16 |
$283M |
+$37.3M |
-$28.6M |
+$8.68M |
ARIA, DGX, AMGN, MRK, A
|
13F-HR |
2/17/2015, 10:02 AM |
Q3 2014 |
14 |
$259M |
+$46.1M |
|
+$46.1M |
ARIA, DGX, BRLI, A, MRK
|
13F-HR |
11/13/2014, 06:50 PM |
Q2 2014 |
15 |
$294M |
+$20.6M |
-$73.5M |
-$53M |
ARIA, IDIX, DGX, BRLI, MRK
|
13F-HR |
8/14/2014, 03:47 PM |
Q1 2014 |
15 |
$290M |
+$47.4M |
-$324K |
+$47.1M |
ARIA, DGX, BRLI, IDIX, MRK
|
13F-HR |
5/15/2014, 11:29 AM |
Q4 2013 |
12 |
$267M |
|
|
|
ARIA, DGX, IDIX, VVUS, MRK
|
13F-HR |
2/14/2014, 08:45 AM |