| Q4 2024 |
18 |
$408M |
+$22.8M |
-$128M |
-$105M |
NTRA, ARGX, ILMN, ICLR, INSM
|
13F-HR |
2/12/2025, 08:42 AM |
| Q3 2024 |
24 |
$519M |
+$50.8M |
-$154M |
-$103M |
NTRA, ILMN, ARGX, ICLR, INSM
|
13F-HR |
11/12/2024, 03:13 PM |
| Q2 2024 |
25 |
$560M |
+$136M |
-$122M |
+$13.8M |
UTHR, NTRA, ICLR, UNH, ARGX
|
13F-HR |
8/13/2024, 10:44 AM |
| Q1 2024 |
26 |
$525M |
+$55.3M |
-$74.1M |
-$18.8M |
NTRA, ICLR, ILMN, UTHR, DXCM
|
13F-HR |
5/14/2024, 10:01 AM |
| Q4 2023 |
22 |
$492M |
+$70.8M |
-$70.6M |
+$217K |
ICLR, ILMN, NTRA, IQV, DXCM
|
13F-HR |
2/12/2024, 11:18 AM |
| Q3 2023 |
27 |
$454M |
+$49.3M |
-$66M |
-$16.8M |
ICLR, DHR, IQV, UTHR, ARGX
|
13F-HR |
10/27/2023, 09:02 AM |
| Q2 2023 |
32 |
$535M |
+$105M |
-$109M |
-$4.43M |
IQV, ICLR, DHR, UTHR, ILMN
|
13F-HR |
8/14/2023, 11:53 AM |
| Q1 2023 |
27 |
$514M |
+$112M |
-$12.5M |
+$99.2M |
ILMN, IQV, NTRA, ISRG, SGEN
|
13F-HR |
5/12/2023, 11:37 AM |
| Q4 2022 |
27 |
$433M |
+$67.9M |
-$47.2M |
+$20.7M |
IQV, ALNY, UTHR, NTRA, OM
|
13F-HR |
2/13/2023, 03:25 PM |
| Q3 2022 |
28 |
$436M |
+$62.6M |
-$58.6M |
+$3.98M |
ILMN, IQV, ALNY, UTHR, HUM
|
13F-HR |
11/14/2022, 10:23 AM |
| Q2 2022 |
28 |
$429M |
+$102M |
-$8.07M |
+$93.9M |
SGEN, HUM, UTHR, IQV, AZN
|
13F-HR |
8/11/2022, 03:23 PM |
| Q1 2022 |
28 |
$406M |
+$65.4M |
-$12.7M |
+$52.7M |
HUM, SGEN, AZN, UTHR, IQV
|
13F-HR |
5/12/2022, 08:55 AM |
| Q4 2021 |
28 |
$410M |
+$116M |
-$1.68M |
+$114M |
HUM, AZN, UTHR, IQV, ARGX
|
13F-HR |
2/10/2022, 02:02 PM |
| Q3 2021 |
27 |
$315M |
+$51M |
-$25.2M |
+$25.7M |
AZN, HUM, IQV, NTRA, BPMC
|
13F-HR |
10/20/2021, 05:02 PM |
| Q2 2021 |
29 |
$291M |
+$65M |
-$34.7M |
+$30.3M |
AZN, HUM, IQV, NTRA, ALNY
|
13F-HR |
7/19/2021, 01:20 PM |
| Q1 2021 |
24 |
$246M |
+$105M |
-$17.2M |
+$87.9M |
IQV, VRTX, HUM, AGIO, AZN
|
13F-HR |
4/23/2021, 04:19 PM |
| Q4 2020 |
24 |
$156M |
|
|
|
IQV, HUM, VRTX, TMO, AZN
|
13F-HR |
2/4/2021, 09:24 AM |