Q4 2024 |
35 |
$357M |
+$94.3M |
-$106M |
-$12M |
GLPG, ACHC, BBIO, MGTX, ABCL
|
13F-HR |
2/14/2025, 09:06 AM |
Q3 2024 |
41 |
$394M |
+$125M |
-$76.8M |
+$48.3M |
ADCT, GLPG, BBIO, ABCL, MGTX
|
13F-HR |
11/14/2024, 09:25 AM |
Q2 2024 |
46 |
$335M |
+$113M |
-$76M |
+$37.5M |
GLPG, ADCT, ROIV, BBIO, ZBH
|
13F-HR |
8/14/2024, 08:34 AM |
Q1 2024 |
43 |
$352M |
+$156M |
-$67.3M |
+$88.6M |
STTK, ADCT, GLPG, MGTX, KURA
|
13F-HR |
5/15/2024, 04:06 PM |
Q4 2023 |
34 |
$249M |
+$46M |
-$167M |
-$121M |
GLPG, MGTX, STTK, MDT, ORIC
|
13F-HR |
2/14/2024, 09:07 AM |
Q3 2023 |
48 |
$316M |
+$80M |
-$55.7M |
+$24.3M |
PCRX, HUM, GLPG, MGTX, KURA
|
13F-HR |
11/14/2023, 08:22 AM |
Q2 2023 |
50 |
$342M |
+$176M |
-$59.3M |
+$116M |
PCRX, MGTX, HUM, ORIC, BCRX
|
Restatement |
8/14/2023, 04:29 PM |
Q1 2023 |
41 |
$211M |
+$90.6M |
-$21.2M |
+$69.3M |
PRTA, GLPG, MIRM, HUM, CNC
|
13F-HR |
5/12/2023, 04:54 PM |
Q4 2022 |
40 |
$183M |
+$54.9M |
-$36.1M |
+$18.8M |
GLPG, PRTA, KZR, MGTX, ALBO
|
13F-HR |
2/14/2023, 08:12 AM |
Q3 2022 |
38 |
$187M |
+$78M |
-$37.1M |
+$40.9M |
PRTA, HZNP, GLPG, KZR, ALKS
|
13F-HR |
11/14/2022, 08:18 AM |
Q2 2022 |
24 |
$127M |
+$45.1M |
-$2.19M |
+$42.9M |
GLPG, PRTA, KZR, ALBO, KALV
|
13F-HR |
8/12/2022, 04:44 PM |
Q1 2022 |
32 |
$155M |
+$40.2M |
-$18.5M |
+$21.8M |
GLPG, PRTA, ALBO, CRL, KALV
|
13F-HR |
5/16/2022, 04:02 PM |
Q4 2021 |
36 |
$167M |
+$63.7M |
-$22.7M |
+$41.1M |
PRTA, GLPG, ALBO, CUE, EHC
|
13F-HR |
2/14/2022, 07:52 AM |
Q3 2021 |
40 |
$171M |
+$59.1M |
-$46.7M |
+$12.3M |
PRTA, ALBO, GLPG, CUE, ARNA
|
13F-HR |
11/12/2021, 04:15 PM |
Q2 2021 |
44 |
$158M |
+$61.6M |
-$36.6M |
+$25M |
PRTA, ALBO, ARNA, HAE, CUE
|
13F-HR |
8/13/2021, 04:15 PM |
Q1 2021 |
37 |
$122M |
+$32.2M |
-$151M |
-$119M |
PRTA, VRTX, EHC, ARNA, CUE
|
13F-HR |
5/14/2021, 04:40 PM |
Q4 2020 |
42 |
$216M |
+$64.2M |
-$41.3M |
+$22.9M |
ALXN, ORGO, PRTA, CUE, ARNA
|
13F-HR |
2/12/2021, 07:42 AM |
Q3 2020 |
46 |
$209M |
+$70.9M |
-$74.5M |
-$3.6M |
ALXN, ARNA, BMY, RETA, CUE
|
13F-HR |
11/13/2020, 03:08 PM |
Q2 2020 |
52 |
$233M |
+$78.2M |
-$85.3M |
-$7.1M |
ARNA, RETA, KURA, CNC, ALXN
|
13F-HR |
8/14/2020, 08:39 AM |
Q1 2020 |
44 |
$214M |
+$86.9M |
-$23.8M |
+$63.1M |
ARNA, IOVA, KURA, ALXN, QURE
|
13F-HR |
5/15/2020, 08:08 AM |
Q4 2019 |
38 |
$228M |
+$63.7M |
-$38.5M |
+$25.2M |
ZBH, QURE, ARNA, KURA, UTHR
|
13F-HR |
2/14/2020, 08:07 AM |
Q3 2019 |
34 |
$180M |
+$52.1M |
-$26.6M |
+$25.5M |
ZBH, BMY, KURA, QURE, UTHR
|
13F-HR |
11/14/2019, 08:07 AM |
Q2 2019 |
39 |
$198M |
+$64M |
-$83.7M |
-$19.7M |
ZBH, BMY, KURA, RETA, IOVA
|
13F-HR |
8/14/2019, 08:38 AM |
Q1 2019 |
38 |
$229M |
+$74.9M |
-$29.3M |
+$45.6M |
CI, HNGR, ZBH, RETA, BMY
|
13F-HR |
5/15/2019, 07:50 AM |
Q4 2018 |
35 |
$194M |
+$88.5M |
-$12.9M |
+$75.6M |
HNGR, RETA, CI, WCG, ARNA
|
13F-HR |
2/14/2019, 07:22 AM |
Q3 2018 |
32 |
$179M |
+$84.2M |
-$29.7M |
+$54.5M |
HNGR, TLGT, ARNA, MGNX, BMRN
|
13F-HR |
11/14/2018, 05:21 PM |
Q2 2018 |
30 |
$131M |
+$44.3M |
-$53.4M |
-$9.05M |
CIXXXX, MGNX, AGN, TLGT, PIRS
|
13F-HR |
8/14/2018, 04:59 PM |
Q1 2018 |
31 |
$159M |
+$77M |
-$28.3M |
+$48.7M |
SHPG, AGN, MGNX, SBRA, AKAOQ
|
13F-HR |
5/14/2018, 05:21 PM |
Q4 2017 |
29 |
$136M |
|
|
|
AGN, MGNX, CDTX, EIGR, SBRA
|
13F-HR |
2/13/2018, 04:03 PM |