Q3 2024 |
90 |
$167M |
+$12.9M |
-$108M |
-$94.6M |
LENZ, CTNM, LLY, UNH, GILD
|
13F-HR |
11/14/2024, 10:16 AM |
Q2 2024 |
97 |
$246M |
+$42.7M |
-$38M |
+$4.73M |
LLY, LENZ, CTNM, UNH, MRK
|
13F-HR |
8/13/2024, 09:43 AM |
Q1 2024 |
92 |
$254M |
+$77.2M |
-$71.5M |
+$5.64M |
LENZ, LLY, BOLD, UNH, MRK
|
13F-HR |
5/14/2024, 02:11 PM |
Q4 2023 |
104 |
$232M |
+$41.7M |
-$385M |
-$344M |
LLY, UNH, MRK, JNJ, AMGN
|
13F-HR |
2/14/2024, 06:00 AM |
Q3 2023 |
123 |
$514M |
+$86.9M |
-$114M |
-$27.3M |
BMRN, LLY, OPCH, CNMD, PRVA
|
13F-HR |
11/14/2023, 06:00 AM |
Q2 2023 |
121 |
$600M |
+$122M |
-$102M |
+$19.9M |
RCM, EVH, PRVA, APLS, RDNT
|
13F-HR |
8/11/2023, 03:53 PM |
Q1 2023 |
118 |
$520M |
+$77.7M |
-$64M |
+$13.7M |
EVH, RCM, SWAV, UNH, BMRN
|
13F-HR |
5/12/2023, 01:52 PM |
Q4 2022 |
120 |
$517M |
+$94.7M |
-$84.6M |
+$10M |
EVH, HQY, RCM, BMRN, UNH
|
13F-HR |
2/10/2023, 10:00 AM |
Q3 2022 |
109 |
$508M |
+$75.8M |
-$75.3M |
+$482K |
UNH, HQY, BMRN, EVH, NARI
|
13F-HR |
11/10/2022, 09:35 AM |
Q2 2022 |
112 |
$496M |
+$99.8M |
-$125M |
-$24.8M |
UNH, HQY, RCM, NARI, JNJ
|
13F-HR |
8/15/2022, 10:25 AM |
Q1 2022 |
106 |
$563M |
+$111M |
-$136M |
-$25M |
UNH, HQY, NARI, ATRC, SYNH
|
13F-HR |
5/10/2022, 03:58 PM |
Q4 2021 |
108 |
$664M |
+$118M |
-$612M |
-$494M |
ARNA, EFTR, OCDX, SYNH, ATRC
|
13F-HR |
2/11/2022, 09:13 AM |
Q3 2021 |
127 |
$1.2B |
+$285M |
-$274M |
+$10.6M |
EFTR, EVH, SYNH, RCUS, ARVN
|
13F-HR |
11/15/2021, 09:26 AM |
Q2 2021 |
127 |
$1.24B |
+$338M |
-$366M |
-$27.3M |
TFX, EVH, ATRC, OCDX, INSM
|
13F-HR |
8/16/2021, 08:48 AM |
Q1 2021 |
113 |
$1.32B |
+$448M |
-$576M |
-$128M |
AVIR, EVH, NVAX, OCDX, TFX
|
13F-HR |
5/14/2021, 07:45 AM |
Q4 2020 |
97 |
$1.42B |
+$437M |
-$338M |
+$98.7M |
AVIR, ARVN, TNDM, TDOC, LH
|
13F-HR |
2/12/2021, 11:48 AM |
Q3 2020 |
88 |
$1.16B |
+$372M |
-$365M |
+$6.56M |
IMMU, PPD, LH, PTCT, ARNA
|
13F-HR |
11/13/2020, 04:04 PM |
Q2 2020 |
191 |
$1.09B |
+$564M |
-$128M |
+$435M |
APRE, HRC, PTCT, FOLD, CNC
|
13F-HR |
8/13/2020, 09:31 AM |
Q1 2020 |
65 |
$521M |
+$89.7M |
-$161M |
-$71.1M |
APRE, TDOC, BMRN, BSX, FOLD
|
13F-HR |
5/13/2020, 10:13 AM |
Q4 2019 |
65 |
$670M |
+$233M |
-$246M |
-$13.5M |
APRE, TDOC, BSX, TNDM, FOLD
|
13F-HR |
2/12/2020, 09:55 AM |
Q3 2019 |
63 |
$580M |
+$75.6M |
-$203M |
-$128M |
TDOC, FOLD, TNDM, APLS, WMGI
|
13F-HR |
11/14/2019, 10:31 AM |
Q2 2019 |
92 |
$836M |
+$87M |
-$111M |
-$23.7M |
SWAV, FOLD, APLS, ARRY, TDOC
|
13F-HR |
8/14/2019, 02:45 PM |
Q1 2019 |
106 |
$831M |
+$165M |
-$197M |
-$31.8M |
FOLD, AERI, ALNY, APLS, TDOC
|
13F-HR |
5/14/2019, 12:53 PM |
Q4 2018 |
104 |
$735M |
+$151M |
-$182M |
-$30.8M |
FOLD, AERI, ALNY, TDOC, ARRY
|
13F-HR |
2/12/2019, 03:49 PM |
Q3 2018 |
168 |
$942M |
+$220M |
-$175M |
+$44.5M |
FOLD, AERI, APLS, ALNY, LJPC
|
13F-HR |
11/14/2018, 04:30 PM |
Q2 2018 |
67 |
$894M |
+$158M |
-$263M |
-$105M |
FOLD, AERI, APLS, LJPC, PTLA
|
13F-HR |
8/13/2018, 04:17 PM |
Q1 2018 |
68 |
$912M |
+$247M |
-$149M |
+$98.3M |
FOLD, APLS, LJPC, BMRN, COLL
|
13F-HR |
5/15/2018, 09:09 AM |
Q4 2017 |
67 |
$800M |
+$204M |
-$159M |
+$45.3M |
FOLD, APLS, ACAD, NVS, PFE
|
13F-HR |
2/13/2018, 05:19 PM |
Q3 2017 |
62 |
$776M |
+$151M |
-$323M |
-$173M |
FOLD, PFE, NVS, ACAD, JNJ
|
13F-HR |
11/14/2017, 12:42 PM |
Q2 2017 |
61 |
$913M |
+$203M |
-$218M |
-$14.4M |
PFE, JNJ, MRK, NVS, MDT
|
13F-HR |
8/14/2017, 02:40 PM |
Q1 2017 |
65 |
$856M |
+$224M |
-$415M |
-$192M |
MRK, JNJ, PFE, NBIX, NVS
|
13F-HR |
5/15/2017, 03:15 PM |
Q4 2016 |
55 |
$903M |
+$233M |
-$251M |
-$18.7M |
MRK, PFE, LLY, CELG, BMRN
|
13F-HR |
2/10/2017, 10:07 AM |
Q3 2016 |
56 |
$1.02B |
+$171M |
-$199M |
-$27.6M |
MRK, PFE, CELG, LLY, MDT
|
13F-HR |
11/10/2016, 04:28 PM |
Q2 2016 |
64 |
$966M |
+$135M |
-$1.26B |
-$1.12B |
NBIX, MRK, PFE, LLY, CELG
|
13F-HR |
8/12/2016, 10:57 AM |
Q1 2016 |
81 |
$2.07B |
+$498M |
-$325M |
+$173M |
CELG, GILD, BMRN, AMGN, ALXN
|
13F-HR |
5/13/2016, 12:34 PM |
Q4 2015 |
75 |
$2.35B |
+$379M |
-$347M |
+$32.4M |
GILD, ALXN, BMRN, CELG, REGN
|
13F-HR |
2/12/2016, 10:10 AM |
Q3 2015 |
77 |
$2.18B |
+$380M |
-$198M |
+$182M |
BIIB, GILD, CELG, REGN, ALXN
|
13F-HR |
11/13/2015, 01:23 PM |
Q2 2015 |
91 |
$2.4B |
+$403M |
-$794M |
-$391M |
BIIB, GILD, CELG, BMRN, ALXN
|
13F-HR |
8/13/2015, 09:52 AM |
Q1 2015 |
77 |
$2.63B |
+$540M |
-$409M |
+$132M |
BIIB, BMRN, CELG, GILD, INCY
|
13F-HR |
5/14/2015, 02:09 PM |
Q4 2014 |
64 |
$2.23B |
+$252M |
-$652M |
-$399M |
BIIB, AMGN, CELG, BMRN, INCY
|
13F-HR |
2/13/2015, 01:54 PM |
Q3 2014 |
66 |
$2.38B |
+$264M |
-$334M |
-$69.7M |
BIIB, AMGN, GILD, CELG, BMRN
|
13F-HR |
11/13/2014, 10:21 AM |
Q2 2014 |
64 |
$2.36B |
+$338M |
-$483M |
-$145M |
BIIB, AMGN, GILD, CELG, VRTX
|
13F-HR |
8/14/2014, 04:37 PM |
Q1 2014 |
64 |
$2.43B |
+$355M |
-$327M |
+$27.8M |
AMGN, BIIB, GILD, TMO, REGN
|
13F-HR |
5/14/2014, 10:35 AM |
Q4 2013 |
59 |
$2.32B |
$0 |
$0 |
|
BIIB, GILD, AMGN, CELG, VRTX
|
13F-HR |
2/11/2014, 06:15 PM |