Q2 2025 |
93 |
$1.6B |
+$152M |
-$390M |
-$238M |
ARGX, LLY, MRUS, RYTM, INSM
|
13F-HR |
8/14/2025, 08:55 AM |
Q1 2025 |
96 |
$1.75B |
+$68.3M |
-$792M |
-$724M |
ARGX, LLY, BPMC, MDGL, UNH
|
13F-HR |
5/15/2025, 08:16 AM |
Q4 2024 |
107 |
$2.63B |
+$185M |
-$461M |
-$276M |
ARGX, ISRG, LLY, NBIX, BPMC
|
13F-HR |
2/14/2025, 08:27 AM |
Q3 2024 |
109 |
$3.07B |
+$174M |
-$559M |
-$386M |
UNH, ISRG, ARGX, LLY, RARE
|
13F-HR |
11/14/2024, 09:07 AM |
Q2 2024 |
110 |
$3.31B |
+$231M |
-$618M |
-$387M |
BPMC, UNH, ISRG, NBIX, LLY
|
13F-HR |
8/14/2024, 10:48 AM |
Q1 2024 |
109 |
$3.91B |
+$401M |
-$552M |
-$151M |
BPMC, IMCR, NBIX, EVH, ISRG
|
13F-HR |
5/15/2024, 10:09 AM |
Q4 2023 |
103 |
$4.05B |
+$257M |
-$438M |
-$181M |
BPMC, IMCR, KRTX, NBIX, HUM
|
13F-HR |
2/14/2024, 11:13 AM |
Q3 2023 |
127 |
$3.73B |
+$268M |
-$302M |
-$34.4M |
HUM, IMCR, AGL, NBIX, BPMC
|
13F-HR |
11/14/2023, 12:58 PM |
Q2 2023 |
128 |
$4.2B |
+$145M |
-$297M |
-$153M |
HUM, IMCR, PODD, AGL, BPMC
|
13F-HR |
8/14/2023, 10:21 AM |
Q1 2023 |
120 |
$4.19B |
+$180M |
-$69.4M |
+$111M |
HUM, AGL, PODD, IMCR, ARGX
|
13F-HR |
5/15/2023, 09:58 AM |
Q4 2022 |
119 |
$4.16B |
+$244M |
-$69.7M |
+$174M |
HUM, IMCR, PODD, UNH, NBIX
|
13F-HR |
2/14/2023, 10:12 AM |
Q3 2022 |
127 |
$3.87B |
+$301M |
-$49.5M |
+$251M |
HUM, AGL, IMCR, UNH, ARGX
|
13F-HR |
11/14/2022, 11:57 AM |
Q2 2022 |
130 |
$3.44B |
+$376M |
-$43.3M |
+$333M |
HUM, AGL, UNH, ARGX, NBIX
|
13F-HR |
8/15/2022, 11:24 AM |
Q1 2022 |
134 |
$3.97B |
+$283M |
-$64.7M |
+$218M |
AGL, HUM, PODD, UNH, IDXX
|
13F-HR |
5/16/2022, 10:02 AM |
Q4 2021 |
135 |
$4.33B |
+$337M |
-$77.6M |
+$259M |
AGL, HUM, ALGN, ISRG, PODD
|
13F-HR |
2/14/2022, 12:35 PM |
Q3 2021 |
153 |
$4.76B |
+$464M |
-$382M |
+$81.9M |
AGL, HUM, ALGN, PODD, ISRG
|
13F-HR |
11/15/2021, 04:40 PM |
Q2 2021 |
155 |
$5.05B |
+$722M |
-$249M |
+$474M |
AGL, ZLAB, AGIO, HUM, ALGN
|
13F-HR |
8/16/2021, 04:10 PM |
Q1 2021 |
151 |
$4.58B |
+$673M |
-$636M |
+$36.4M |
AGIO, HUM, ZLAB, AVIR, UNH
|
13F-HR |
5/17/2021, 01:30 PM |
Q4 2020 |
155 |
$4.72B |
+$678M |
-$269M |
+$410M |
NBIX, IRTC, UNH, HUM, ZLAB
|
13F-HR |
2/16/2021, 12:41 PM |
Q3 2020 |
148 |
$3.94B |
+$449M |
-$124M |
+$326M |
IRTC, NBIX, IMMU, UNH, HUM
|
13F-HR |
11/16/2020, 01:09 PM |
Q2 2020 |
143 |
$3.65B |
+$566M |
-$51M |
+$515M |
NBIX, UNH, CNC, IRTC, BPMC
|
13F-HR |
8/14/2020, 01:35 PM |
Q1 2020 |
131 |
$2.42B |
+$364M |
-$256M |
+$108M |
NBIX, ISRG, UNH, BIIB, IRTC
|
13F-HR |
5/15/2020, 09:19 AM |
Q4 2019 |
130 |
$3.16B |
+$489M |
-$159M |
+$330M |
UNH, NBIX, WCG, AMRN, ISRG
|
13F-HR |
2/14/2020, 08:18 AM |
Q3 2019 |
138 |
$2.51B |
+$249M |
-$86.1M |
+$163M |
UNH, NBIX, WCG, ISRG, AMRN
|
13F-HR |
11/14/2019, 08:44 AM |
Q2 2019 |
135 |
$2.76B |
+$285M |
-$47.8M |
+$237M |
UNH, GWPH, WCG, AMRN, NBIX
|
13F-HR |
8/14/2019, 09:35 AM |
Q1 2019 |
131 |
$2.59B |
+$211M |
-$71.8M |
+$139M |
UNH, GWPH, AMRN, ISRG, WCG
|
13F-HR |
5/15/2019, 10:32 AM |
Q4 2018 |
133 |
$2.12B |
+$185M |
-$124M |
+$61.4M |
UNH, WCG, ISRG, AMRN, GWPH
|
13F-HR |
2/14/2019, 01:48 PM |
Q3 2018 |
144 |
$2.76B |
+$198M |
-$111M |
+$87.1M |
UNH, ISRG, MOH, NBIX, WCG
|
13F-HR |
11/14/2018, 09:31 AM |
Q2 2018 |
147 |
$2.6B |
+$256M |
-$75.1M |
+$181M |
UNH, MDGL, ISRG, NBIX, GWPH
|
13F-HR |
8/14/2018, 09:47 AM |
Q1 2018 |
149 |
$2.34B |
+$449M |
-$36.8M |
+$413M |
UNH, ISRG, ABBV, ALXN, NBIX
|
13F-HR |
5/15/2018, 09:43 AM |
Q4 2017 |
145 |
$2.2B |
+$274M |
-$68.6M |
+$205M |
UNH, AAAP, CIXXXX, ALXN, ISRG
|
13F-HR |
2/14/2018, 08:33 AM |
Q3 2017 |
147 |
$2.17B |
+$206M |
-$52.8M |
+$153M |
UNH, ALXN, TSRO, AET, ACHC
|
13F-HR |
11/14/2017, 08:17 AM |
Q2 2017 |
149 |
$1.98B |
+$361M |
-$60.9M |
+$301M |
TSRO, ACHC, AET, UNH, ALXN
|
13F-HR |
8/14/2017, 06:52 AM |
Q1 2017 |
140 |
$1.73B |
+$143M |
-$80.3M |
+$62.9M |
TSRO, ACHC, ALXN, MRK, PCRX
|
13F-HR |
5/15/2017, 01:37 PM |
Q4 2016 |
133 |
$1.49B |
+$172M |
-$32.2M |
+$140M |
TSRO, ALXN, AET, MRK, GWPH
|
13F-HR |
2/14/2017, 12:02 PM |
Q3 2016 |
137 |
$1.6B |
+$206M |
-$21M |
+$185M |
TSRO, AET, RDUS, ACHC, GWPH
|
13F-HR |
11/14/2016, 12:57 PM |
Q2 2016 |
137 |
$1.35B |
+$196M |
-$7.27M |
+$188M |
AET, ACHC, AGN, TSRO, PFE
|
13F-HR |
8/15/2016, 01:04 PM |
Q1 2016 |
127 |
$1.19B |
+$156M |
-$3.74M |
+$152M |
AET, AGN, ACHC, HCA, BXLT
|
13F-HR |
5/16/2016, 12:54 PM |
Q4 2015 |
120 |
$1.32B |
+$261M |
-$96.1M |
+$165M |
AGN, AET, ACHC, ALXN, RDUS
|
13F-HR |
2/16/2016, 12:06 PM |
Q3 2015 |
121 |
$1.23B |
+$273M |
-$83.5M |
+$189M |
ACHC, AET, ABBV, RDUS, HCA
|
13F-HR |
11/16/2015, 12:41 PM |
Q2 2015 |
117 |
$1.37B |
+$360M |
-$19.1M |
+$341M |
ABBV, MDT, VRX, ACHC, HCA
|
13F-HR |
8/14/2015, 01:40 PM |
Q1 2015 |
105 |
$1.07B |
+$352M |
-$22.1M |
+$330M |
MDT, ABBV, MCK, B108PS, HCA
|
13F-HR |
5/15/2015, 01:05 PM |
Q4 2014 |
93 |
$855M |
+$231M |
-$27.7M |
+$203M |
MDTXXXX, ABBV, F113PS, HCA, MCK
|
13F-HR |
2/17/2015, 01:01 PM |
Q3 2014 |
82 |
$644M |
+$140M |
-$5.95M |
+$134M |
GILD, MDTXXXX, ABBV, MRK, MCK
|
13F-HR |
11/14/2014, 03:10 PM |
Q2 2014 |
78 |
$558M |
+$207M |
-$9.19M |
+$198M |
GILD, MRK, MDTXXXX, ITMN, MCK
|
13F-HR |
8/14/2014, 03:11 PM |
Q1 2014 |
75 |
$434M |
+$180M |
-$16.5M |
+$163M |
JNJ, GILD, ABBV, BIIB, MCK
|
13F-HR |
5/15/2014, 03:05 PM |
Q4 2013 |
69 |
$280M |
|
|
|
GILD, XLV, BIIB, ABBV, CELG
|
13F-HR |
2/14/2014, 03:32 PM |