Q4 2023 |
1 |
$2.12M |
|
-$45.4M |
-$45.4M |
STRM
|
13F-HR |
2/8/2024, 05:42 PM |
Q3 2023 |
40 |
$154M |
+$106M |
-$261M |
-$156M |
VTRS, BDX, MDRX, MCK, STRM
|
13F-HR |
11/15/2023, 09:55 PM |
Q2 2023 |
34 |
$324M |
+$223M |
-$19.3M |
+$203M |
SPY, TLT, VTRS, MDRX, PHR
|
13F-HR |
8/9/2023, 06:28 PM |
Q1 2023 |
38 |
$274M |
+$116M |
-$19.2M |
+$96.7M |
VTRS, MDRX, PHR, STRM, COLL
|
13F-HR |
5/10/2023, 06:06 PM |
Q4 2022 |
36 |
$194M |
+$87.1M |
-$23.5M |
+$63.6M |
MDRX, VTRS, PHR, CERS, COLL
|
13F-HR |
2/10/2023, 06:09 PM |
Q3 2022 |
46 |
$170M |
+$47.8M |
-$26.2M |
+$21.6M |
LNTH, MDRX, PCRX, PRGO, THC
|
13F-HR |
11/14/2022, 06:12 PM |
Q2 2022 |
41 |
$173M |
+$62.9M |
-$18.8M |
+$44M |
CI, LNTH, CERS, PCRX, THC
|
13F-HR |
8/15/2022, 06:39 PM |
Q1 2022 |
45 |
$204M |
+$67M |
-$49.9M |
+$17.2M |
CI, PCRX, LNTH, MRK, BVS
|
13F-HR |
5/11/2022, 03:28 PM |
Q4 2021 |
48 |
$243M |
+$90.5M |
-$115M |
-$24.4M |
THC, PCRX, MDTXXXX, BVS, SIBN
|
13F-HR |
2/11/2022, 06:04 PM |
Q3 2021 |
36 |
$312M |
+$58.4M |
-$83.4M |
-$25M |
HSIC, RIGL, MDTXXXX, PCRX, PDCO
|
13F-HR |
11/10/2021, 06:30 PM |
Q2 2021 |
40 |
$349M |
+$68.2M |
-$235M |
-$167M |
MDTXXXX, RIGL, HSIC, PCRX, TPB
|
13F-HR |
8/12/2021, 08:08 PM |
Q1 2021 |
54 |
$482M |
+$128M |
-$161M |
-$33.3M |
PCRX, MDTXXXX, RIGL, PDCO, TPB
|
13F-HR |
5/11/2021, 08:31 PM |
Q4 2020 |
45 |
$480M |
+$142M |
-$20.7M |
+$121M |
PCRX, MDTXXXX, UTHR, RIGL, NUAN
|
13F-HR |
2/9/2021, 04:32 PM |
Q3 2020 |
35 |
$324M |
+$62.5M |
-$56.7M |
+$5.83M |
PCRX, MDTXXXX, HOLX, PRGO, RIGL
|
13F-HR |
11/10/2020, 07:19 PM |
Q2 2020 |
33 |
$359M |
+$110M |
-$56.8M |
+$53.5M |
PCRX, DGX, PRGO, UTHR, HOLX
|
13F-HR |
8/10/2020, 06:07 PM |
Q1 2020 |
31 |
$264M |
+$83M |
-$98.9M |
-$15.9M |
DGX, MDTXXXX, ATRC, MDRX, PRGO
|
13F-HR |
5/14/2020, 01:48 PM |
Q4 2019 |
29 |
$438M |
+$88.1M |
-$44.7M |
+$43.5M |
MDTXXXX, BIO, MDRX, ATRC, PCRX
|
13F-HR |
2/10/2020, 07:48 PM |
Q3 2019 |
31 |
$384M |
+$91.2M |
-$10M |
+$81.2M |
MDRX, MDTXXXX, BIO, PCRX, PTLA
|
13F-HR |
11/5/2019, 02:42 PM |
Q2 2019 |
20 |
$319M |
+$101M |
-$19.1M |
+$81.9M |
MDRX, MDTXXXX, BIO, PCRX, SRCL
|
13F-HR |
8/12/2019, 04:58 PM |
Q1 2019 |
22 |
$252M |
+$66.4M |
-$16.3M |
+$50.2M |
MDRX, MDTXXXX, SRCL, PTLA, LNTH
|
13F-HR |
5/13/2019, 03:29 PM |
Q4 2018 |
20 |
$223M |
+$43.1M |
-$12M |
+$31M |
MDRX, MDTXXXX, NUVA, ATRC, NXTM
|
13F-HR |
2/11/2019, 04:25 PM |
Q3 2018 |
29 |
$317M |
+$63.7M |
-$14.3M |
+$49.3M |
NUVA, LH, MDRX, MDTXXXX, SRCL
|
13F-HR |
11/13/2018, 12:26 PM |
Q2 2018 |
28 |
$264M |
+$119M |
-$1.81M |
+$117M |
MDTXXXX, NUVA, MDRX, LH, OPTN
|
13F-HR |
8/14/2018, 12:53 PM |
Q1 2018 |
27 |
$210M |
+$105M |
-$17.5M |
+$87.1M |
NVCR, NUVA, MDRX, MDT, CORI
|
13F-HR |
5/7/2018, 08:11 PM |
Q4 2017 |
32 |
$162M |
+$47.7M |
-$33.6M |
+$14.1M |
MDRX, PCRX, LH, NUVA, MDTXXXX
|
13F-HR |
2/13/2018, 05:52 PM |
Q3 2017 |
32 |
$149M |
+$47.3M |
-$11M |
+$36.4M |
MDRX, NKTR, MDTXXXX, CORI, GILD
|
13F-HR |
11/13/2017, 12:33 PM |
Q2 2017 |
34 |
$156M |
+$31.7M |
-$18.6M |
+$13.1M |
MDRX, NKTR, LH, PCRX, SPNC
|
13F-HR |
8/7/2017, 06:30 PM |
Q1 2017 |
28 |
$145M |
+$53.7M |
-$15.8M |
+$37.9M |
MDRX, PCRX, NKTR, GILD, SPNC
|
13F-HR |
5/12/2017, 03:55 PM |
Q4 2016 |
25 |
$134M |
+$36M |
-$95.1M |
-$59.1M |
ARIA, NXTM, HOLX, BIO, PCRX
|
Restatement |
2/16/2017, 02:04 PM |
Q3 2016 |
37 |
$315M |
|
|
|
ELGX, NXTM, PDCO, ARIA, BIO
|
New Holdings |
11/9/2016, 05:44 PM |
Q3 2016 |
37 |
$315M |
+$116M |
-$36.3M |
+$79.9M |
ELGX, NXTM, PDCO, ARIA, BIO
|
13F-HR |
11/8/2016, 06:01 PM |
Q2 2016 |
26 |
$255M |
+$62.2M |
-$89.6M |
-$27.4M |
ELGX, NXTM, IMPR, ARIA, DGX
|
13F-HR |
8/12/2016, 05:49 PM |
Q1 2016 |
21 |
$286M |
+$35.4M |
-$92M |
-$56.6M |
ELGX, DGX, PDCO, NXTM, MDRX
|
13F-HR |
5/13/2016, 08:04 PM |
Q4 2015 |
31 |
$760M |
|
|
|
SPY, TLT, PDCO, DGX, ELGX
|
13F-HR |
2/8/2016, 02:20 PM |