Q3 2023 |
65 |
$297M |
+$76.1M |
-$91.5M |
-$15.4M |
AMGN, INCY, GILD, ITCI, BMRN
|
13F-HR |
11/14/2023, 06:16 AM |
Q2 2023 |
61 |
$329M |
+$109M |
-$140M |
-$30.4M |
AMGN, INCY, HRMY, REGN, SUPN
|
13F-HR |
8/8/2023, 06:30 AM |
Q1 2023 |
64 |
$358M |
+$90.3M |
-$59.7M |
+$30.7M |
SGEN, AMGN, INCY, HRMY, ALKS
|
13F-HR |
5/18/2023, 07:12 AM |
Q4 2022 |
63 |
$324M |
+$35.6M |
-$60.6M |
-$25M |
HZNP, SGEN, INCY, ALKS, HRMY
|
13F-HR |
2/1/2023, 06:16 AM |
Q3 2022 |
66 |
$312M |
+$64.2M |
-$57.2K |
+$64.2M |
HZNP, SGEN, INCY, ALKS, GILD
|
13F-HR |
11/8/2022, 09:53 AM |
Q2 2022 |
78 |
$879K |
$0 |
$0 |
|
SUPN, HZNP, ZLAB, GMAB, ALKS
|
13F-HR |
8/16/2022, 09:56 AM |
Q1 2022 |
70 |
$20.3M |
$0 |
$0 |
|
HZNP, KDNY, UTHR, APLS, ORIC
|
13F-HR |
5/20/2022, 09:37 AM |
Q4 2021 |
73 |
$439M |
+$96.1M |
-$55.1M |
+$41M |
AMGN, NBIX, ALNY, INCY, GILD
|
13F-HR |
2/15/2022, 06:30 AM |
Q3 2021 |
69 |
$408M |
+$122M |
-$91.8M |
+$30.7M |
GILD, NBIX, HZNP, AMGN, BHVN
|
13F-HR |
11/12/2021, 09:47 AM |
Q2 2021 |
67 |
$375M |
+$89.2M |
-$90.4M |
-$1.25M |
GILD, ALNY, SGEN, HZNP, REGN
|
13F-HR |
8/11/2021, 06:54 AM |
Q1 2021 |
56 |
$378M |
+$120M |
-$77.9M |
+$42.3M |
HZNP, GILD, REGN, NBIX, EXEL
|
13F-HR |
5/17/2021, 09:46 AM |
Q4 2020 |
52 |
$366M |
+$86M |
-$56.2M |
+$29.8M |
HZNP, ACAD, VRTX, BMRN, PTCT
|
13F-HR |
2/19/2021, 10:31 AM |
Q3 2020 |
53 |
$310M |
+$54.3M |
-$67.3M |
-$13M |
HZNP, NBIX, GILD, ACAD, BMRN
|
13F-HR |
12/1/2020, 08:37 AM |
Q2 2020 |
53 |
$301M |
+$53.1M |
-$27.6M |
+$25.5M |
HZNP, BMRN, GILD, VRTX, IMMU
|
13F-HR |
7/14/2020, 03:47 PM |
Q1 2020 |
56 |
$219M |
+$39.3M |
-$68.5M |
-$29.2M |
VRTX, GILD, BIIB, BMRN, ACAD
|
13F-HR |
5/18/2020, 06:07 AM |
Q4 2019 |
63 |
$278M |
+$69.2M |
-$49.1M |
+$20M |
VRTX, GILD, AMGN, ACAD, NBIX
|
13F-HR |
5/18/2020, 06:05 AM |
Q3 2019 |
58 |
$216M |
+$21.1M |
-$39.4M |
-$18.3M |
GILD, CELG, VRTX, NBIX, AMGN
|
13F-HR |
11/14/2019, 06:10 AM |
Q2 2019 |
64 |
$270M |
+$70.8M |
-$64.4M |
+$6.4M |
GILD, VRTX, NBIX, CELG, ALXN
|
13F-HR |
8/14/2019, 06:30 AM |
Q1 2019 |
62 |
$271M |
+$50.5M |
$0 |
+$50.5M |
CELG, GILD, REGN, STML, ALXN
|
13F-HR |
5/14/2019, 11:22 AM |
Q4 2018 |
45 |
$0 |
$0 |
$0 |
|
|
13F-HR |
2/14/2019, 10:00 AM |
Q3 2018 |
51 |
$2K |
$0 |
$0 |
|
RSLS
|
Restatement |
11/14/2018, 03:15 PM |
Q2 2018 |
54 |
$260M |
+$46.6M |
-$56.3M |
-$9.69M |
NBIX, CELG, VRTX, ILMN, ARRY
|
13F-HR |
8/13/2018, 06:07 AM |
Q1 2018 |
63 |
$256M |
+$60.4M |
-$68.9M |
-$8.53M |
CELG, SHPG, ARRY, NBIX, BIIB
|
13F-HR |
5/15/2018, 08:00 AM |
Q4 2017 |
65 |
$284M |
+$68.2M |
-$34M |
+$34.2M |
BIIB, CELG, REGN, NKTR, EXEL
|
13F-HR |
3/2/2018, 04:05 PM |
Q3 2017 |
56 |
$257M |
+$57.3M |
-$78.3M |
-$21M |
CELG, BIIB, REGN, VRTX, ALXN
|
13F-HR |
3/2/2018, 04:11 PM |
Q2 2017 |
60 |
$263M |
+$55M |
-$64.6M |
-$9.6M |
REGN, CELG, VRTX, BIIB, ALXN
|
13F-HR |
3/2/2018, 04:06 PM |
Q1 2017 |
60 |
$261M |
+$73.1M |
-$52M |
+$21.1M |
CELG, BIIB, REGN, INCY, ALXN
|
13F-HR |
3/2/2018, 04:05 PM |
Q4 2016 |
49 |
$222M |
$0 |
$0 |
|
CELG, BIIB, ALXN, SHPG, TSRO
|
13F-HR |
3/2/2018, 04:06 PM |