Q2 2025 |
103 |
$301M |
+$101M |
-$116M |
-$15.1M |
CDTX, ALNY, INSM, VRNA, CRNX
|
13F-HR |
8/14/2025, 04:26 PM |
Q1 2025 |
116 |
$307M |
+$114M |
-$94.4M |
+$19.5M |
TARS, CRNX, SPY, SRPT, BPMC
|
13F-HR |
5/15/2025, 04:11 PM |
Q4 2024 |
122 |
$350M |
+$130M |
-$100M |
+$29.7M |
TARS, CRNX, SRRK, BPMC, FBRX
|
13F-HR |
2/14/2025, 04:13 PM |
Q3 2024 |
96 |
$317M |
+$114M |
-$125M |
-$10.9M |
TARS, CRNX, ELVN, RCUS, VRDN
|
13F-HR |
11/14/2024, 04:14 PM |
Q2 2024 |
85 |
$317M |
+$89.4M |
-$75.2M |
+$14.2M |
SRPT, CRNX, TARS, SLNO, CRBP
|
13F-HR |
8/14/2024, 04:13 PM |
Q1 2024 |
80 |
$367M |
+$129M |
-$203M |
-$73.7M |
CRNX, TARS, SLNO, CRBP, SRPT
|
Restatement |
5/16/2024, 07:00 PM |
Q4 2023 |
76 |
$365M |
+$163M |
-$109M |
+$54M |
ARGX, CRNX, SLNO, XHB, BBIO
|
13F-HR |
2/14/2024, 04:28 PM |
Q3 2023 |
113 |
$651M |
|
|
|
SPY, SRPT, QQQ, XBI, SLRN
|
13F-HR |
11/14/2023, 04:19 PM |
Q2 2023 |
164 |
$627M |
+$433M |
-$234M |
+$200M |
SLRN, ARGX, BBIO, BMEA, TGTX
|
13F-HR |
8/14/2023, 09:46 AM |
Q1 2023 |
114 |
$439M |
+$296M |
-$76.8M |
+$219M |
SRPT, SRPT, ITCI, RXDX, IMVT
|
13F-HR |
5/15/2023, 09:57 AM |
Q4 2022 |
84 |
$414M |
+$194M |
-$88.2M |
+$105M |
MDGL, RXDX, IMVT, KRYS, PCVX
|
13F-HR |
2/14/2023, 03:26 PM |
Q3 2022 |
99 |
$501M |
+$281M |
-$104M |
+$176M |
RLMD, RLMD, SPY, SGEN, BIIB
|
13F-HR |
11/14/2022, 03:05 PM |
Q2 2022 |
130 |
$546M |
+$251M |
-$74.5M |
+$177M |
ALNY, XBI, AMGN, BIIB, AXSM
|
13F-HR |
8/12/2022, 04:24 PM |
Q1 2022 |
185 |
$757M |
+$402M |
-$73.2M |
+$329M |
XBI, NBIX, BMRN, AMGN, BIIB
|
13F-HR |
5/13/2022, 04:05 PM |
Q4 2021 |
180 |
$669M |
+$142M |
-$152M |
-$10.6M |
XBI, BCYC, SRPT, ALNY, HZNP
|
13F-HR |
2/14/2022, 08:46 AM |
Q3 2021 |
140 |
$433M |
+$125M |
-$203M |
-$77.4M |
BCYC, GOSS, CLDX, CABA, XFOR
|
13F-HR |
11/15/2021, 08:41 AM |
Q2 2021 |
150 |
$556M |
+$155M |
-$247M |
-$92.3M |
BIIB, CRSP, XFOR, TCON, ALEC
|
Restatement |
8/18/2021, 01:39 PM |
Q1 2021 |
175 |
$668M |
+$308M |
-$224M |
+$84.1M |
LLY, XFOR, TCON, MGNX, GLPG
|
Restatement |
8/18/2021, 01:35 PM |
Q4 2020 |
226 |
$2.27B |
+$1.2B |
-$195M |
+$1B |
MRNA, SRPT, XBI, BIIB, SPY
|
13F-HR |
2/12/2021, 02:57 PM |
Q3 2020 |
166 |
$1.37B |
+$861M |
-$322M |
+$540M |
XBI, MRTX, MRNA, SRPT, SPY
|
13F-HR |
11/16/2020, 08:26 AM |
Q2 2020 |
164 |
$1.26B |
+$603M |
-$350M |
+$253M |
SPY, BPMC, QQQ, CCXI, ARGX
|
13F-HR |
8/14/2020, 09:20 AM |
Q1 2020 |
150 |
$1.33B |
+$1.14B |
-$99.2M |
+$1.04B |
SPY, TLT, SPY, REGN, BIIB
|
13F-HR |
5/15/2020, 08:22 AM |
Q4 2019 |
112 |
$617M |
|
|
|
ICPT, XBI, GILD, ITCI, IBB
|
13F-HR |
1/31/2020, 09:13 AM |