Q4 2024 |
28 |
$483M |
+$210M |
-$170M |
+$40.1M |
TEVA, ZBH, ARGX, NTRA, INSP
|
13F-HR |
2/14/2025, 01:44 PM |
Q3 2024 |
20 |
$417M |
+$154M |
-$164M |
-$10.2M |
PFE, TEVA, NTRA, STVN, ARGX
|
13F-HR |
11/14/2024, 10:01 AM |
Q2 2024 |
25 |
$395M |
+$220M |
-$113M |
+$107M |
TEVA, ARGX, ASND, AMGN, NTRA
|
13F-HR |
8/14/2024, 03:19 PM |
Q1 2024 |
27 |
$288M |
+$158M |
-$104M |
+$54.3M |
TEVA, AVDL, SILK, NTRA, ASND
|
13F-HR |
5/15/2024, 12:33 PM |
Q4 2023 |
23 |
$204M |
+$53.9M |
-$181M |
-$127M |
ABBV, TEVA, REGN, GEHC, ASND
|
13F-HR |
2/14/2024, 01:40 PM |
Q3 2023 |
91 |
$313M |
+$201M |
-$144M |
+$56.5M |
AMGN, TEVA, DXCM, ABBV, SPY
|
13F-HR |
11/14/2023, 12:49 PM |
Q2 2023 |
84 |
$269M |
+$127M |
-$200M |
-$73.5M |
LLY, JNJ, AVDL, WST, REGN
|
13F-HR |
8/14/2023, 02:07 PM |
Q1 2023 |
47 |
$328M |
+$197M |
-$64.3M |
+$133M |
REGN, WST, ABT, TNDM, LLY
|
13F-HR |
5/15/2023, 09:35 AM |
Q4 2022 |
73 |
$247M |
+$143M |
-$67.5M |
+$75.9M |
WST, LLY, SRPT, AXSM, MRK
|
13F-HR |
2/14/2023, 09:26 AM |
Q3 2022 |
41 |
$364M |
+$217M |
-$39.7M |
+$177M |
LLY, BIIB, ARGX, NBIX, REGN
|
13F-HR |
11/14/2022, 11:12 AM |
Q2 2022 |
50 |
$237M |
+$125M |
-$30.5M |
+$94.1M |
ARGX, LLY, EW, STVN, CCXI
|
13F-HR |
8/15/2022, 11:16 AM |
Q1 2022 |
37 |
$256M |
+$138M |
-$24.4M |
+$114M |
JAZZ, PTGX, REGN, HZNP, CLDX
|
13F-HR |
5/16/2022, 11:35 AM |
Q4 2021 |
41 |
$254M |
+$194M |
-$18.2M |
+$176M |
ABBV, LLY, EW, ARGX, CCXI
|
13F-HR |
2/14/2022, 10:44 AM |
Q3 2021 |
24 |
$215M |
+$129M |
-$163M |
-$33.6M |
HZNP, BAX, SGEN, WBA, EW
|
13F-HR |
11/15/2021, 03:30 PM |
Q2 2021 |
25 |
$239M |
+$74.7M |
-$165M |
-$89.9M |
REGN, HZNP, MDT, WBA, JAZZ
|
13F-HR |
8/16/2021, 12:43 PM |
Q1 2021 |
30 |
$314M |
+$180M |
-$152M |
+$28.3M |
REGN, MDT, JNJ, HZNP, BAX
|
13F-HR |
5/17/2021, 12:14 PM |
Q4 2020 |
65 |
$275M |
|
|
|
JNJ, BAX, MDT, ABBV, VTRS
|
13F-HR |
2/16/2021, 04:01 PM |