Q4 2024 |
81 |
$1.13B |
+$516M |
-$194M |
+$321M |
INSM, THC, BSX, VERA, CYTK
|
13F-HR |
2/14/2025, 09:41 AM |
Q3 2024 |
63 |
$849M |
+$221M |
-$431M |
-$210M |
INSM, THC, BSX, CYTK, LBPH
|
13F-HR |
11/14/2024, 11:30 AM |
Q2 2024 |
69 |
$1B |
+$319M |
-$344M |
-$25.5M |
INSM, THC, CYTK, BSX, ELV
|
13F-HR |
8/14/2024, 08:04 AM |
Q1 2024 |
75 |
$1.01B |
+$437M |
-$223M |
+$214M |
THC, BSX, VKTX, INSM, CYTK
|
13F-HR |
5/15/2024, 11:14 AM |
Q4 2023 |
67 |
$693M |
+$346M |
-$435M |
-$88.6M |
WBA, THC, ABBV, NVS, REGN
|
13F-HR |
2/14/2024, 10:28 AM |
Q3 2023 |
96 |
$720M |
+$333M |
-$367M |
-$34M |
THC, ARGX, BSX, MLTX, CYTK
|
13F-HR |
11/14/2023, 08:57 AM |
Q2 2023 |
73 |
$808M |
+$496M |
-$41.2M |
+$455M |
CI, ZBH, INSP, MCK, BSX
|
13F-HR |
8/11/2023, 10:55 AM |
Q1 2023 |
71 |
$496M |
+$240M |
-$54.5M |
+$185M |
ELV, CYTK, INSP, COO, SYK
|
13F-HR |
5/9/2023, 12:47 PM |
Q4 2022 |
61 |
$476M |
+$242M |
-$72.6M |
+$169M |
CYTK, MRNA, BMRN, MRK, DGX
|
13F-HR |
2/13/2023, 09:53 AM |
Q3 2022 |
64 |
$511M |
+$219M |
-$84.6M |
+$134M |
GH, ELV, CNC, CYTK, BAX
|
13F-HR |
11/14/2022, 09:55 AM |
Q2 2022 |
65 |
$486M |
+$240M |
-$13M |
+$227M |
ELV, CNC, LLY, CYTK, SNY
|
13F-HR |
8/3/2022, 02:13 PM |
Q1 2022 |
71 |
$384M |
+$158M |
-$28.3M |
+$130M |
ELV, CYTK, PFE, GMED, RVTY
|
13F-HR |
5/12/2022, 04:26 PM |
Q4 2021 |
71 |
$361M |
+$142M |
-$41.1M |
+$101M |
CNC, SAGE, CYTK, RVTY, MCK
|
13F-HR |
2/2/2022, 09:17 AM |
Q3 2021 |
70 |
$348M |
+$140M |
-$150M |
-$9.88M |
ARNA, ACHC, SAGE, CVS, CYTK
|
13F-HR |
11/12/2021, 10:26 AM |
Q2 2021 |
71 |
$363M |
+$154M |
-$161M |
-$7.09M |
ELV, ACHC, ARNA, CYTK, SAGE
|
Restatement |
8/30/2021, 12:05 PM |
Q1 2021 |
69 |
$350M |
+$148M |
-$130M |
+$18M |
ACHC, CYTK, ARNA, NVST, NTLA
|
13F-HR |
5/10/2021, 09:54 AM |
Q4 2020 |
57 |
$336M |
+$126M |
-$48.1M |
+$78.4M |
SAGE, ACHC, ARNA, NVRO, LHCG
|
13F-HR |
2/16/2021, 03:13 PM |
Q3 2020 |
72 |
$327M |
+$130M |
-$62.9M |
+$66.9M |
LHCG, SAGE, RVTY, ABT, ARNA
|
13F-HR |
11/16/2020, 10:43 AM |
Q2 2020 |
60 |
$334M |
+$166M |
-$27.9M |
+$138M |
LHCG, DGX, BMY, ARNA, BMRN
|
13F-HR |
8/14/2020, 09:30 AM |
Q1 2020 |
50 |
$225M |
+$147M |
-$15.7M |
+$131M |
MDT, CNC, MRK, BMY, DGX
|
13F-HR |
5/15/2020, 01:24 PM |
Q4 2019 |
50 |
$257M |
|
|
|
A, DXCM, BMY, MDT, AMED
|
13F-HR |
2/13/2020, 10:21 AM |