Q4 2022 |
22 |
$109M |
+$18.7M |
-$738M |
-$719M |
BMRN, DXCM, CYTK, ACRV, HYPR
|
13F-HR |
2/14/2023, 05:44 PM |
Q3 2022 |
58 |
$800M |
+$247M |
-$437M |
-$190M |
BMRN, ABBV, A, BSX, LLY
|
13F-HR |
11/14/2022, 12:55 PM |
Q2 2022 |
55 |
$972M |
+$200M |
-$567M |
-$367M |
BIIB, HZNP, BSX, BMRN, CNC
|
13F-HR |
8/15/2022, 12:14 PM |
Q1 2022 |
63 |
$1.45B |
+$487M |
-$830M |
-$343M |
BIIB, BSX, HZNP, BMRN, NTRA
|
13F-HR |
5/16/2022, 12:35 PM |
Q4 2021 |
66 |
$1.81B |
+$564M |
-$1.06B |
-$493M |
MDT, BMY, BIIB, HZNP, NVST
|
13F-HR |
2/14/2022, 12:24 PM |
Q3 2021 |
72 |
$2.3B |
+$841M |
-$946M |
-$105M |
BMY, HZNP, BIIB, COR, WOOF
|
13F-HR |
11/15/2021, 01:16 PM |
Q2 2021 |
69 |
$2.44B |
+$1.08B |
-$1.45B |
-$376M |
ZBH, BIIB, HZNP, WOOF, REGN
|
13F-HR |
8/16/2021, 12:21 PM |
Q1 2021 |
78 |
$2.69B |
+$1.39B |
-$1.29B |
+$99M |
HZNP, VRTX, ZBH, DHR, HUM
|
13F-HR |
5/17/2021, 12:37 PM |
Q4 2020 |
49 |
$2.47B |
+$1.04B |
-$1.24B |
-$200M |
HZNP, IQV, VRTX, COO, HCA
|
13F-HR |
2/16/2021, 02:12 PM |
Q3 2020 |
38 |
$2.47B |
+$1.13B |
-$1.15B |
-$13.7M |
ZBH, UNH, MDT, HZNP, MDGL
|
13F-HR |
11/16/2020, 02:12 PM |
Q2 2020 |
50 |
$2.39B |
+$1.09B |
-$1.46B |
-$369M |
AUPH, BDX, MDGL, ABBV, NVRO
|
13F-HR |
8/14/2020, 12:47 PM |
Q1 2020 |
45 |
$2.33B |
+$1.28B |
-$1.2B |
+$76.2M |
NVRO, HAE, AUPH, LH, NBIX
|
13F-HR |
5/15/2020, 12:28 PM |
Q4 2019 |
52 |
$2.77B |
+$1.34B |
-$1.36B |
-$19.9M |
LH, REGN, NVRO, HOLX, TFX
|
13F-HR |
2/14/2020, 01:03 PM |
Q3 2019 |
50 |
$2.5B |
+$807M |
-$798M |
+$9.85M |
EW, NBIX, MRK, ISRG, VRTX
|
13F-HR |
11/14/2019, 01:42 PM |
Q2 2019 |
50 |
$2.53B |
+$1.26B |
-$1.15B |
+$110M |
NBIX, HUM, EW, MRK, MDGL
|
13F-HR |
8/14/2019, 01:16 PM |
Q1 2019 |
45 |
$2.37B |
+$1.07B |
-$1.61B |
-$536M |
DHR, UNH, ZBH, MDT, NBIX
|
13F-HR |
5/15/2019, 01:01 PM |
Q4 2018 |
36 |
$2.72B |
+$1.34B |
-$1.31B |
+$23.4M |
ISRG, DXCM, REGN, DHR, CVS
|
Restatement |
2/14/2019, 03:22 PM |
Q3 2018 |
41 |
$3.02B |
+$952M |
-$1.28B |
-$333M |
ZBH, MRK, MDT, REGN, SYK
|
13F-HR |
11/15/2018, 12:49 PM |
Q2 2018 |
44 |
$3.04B |
+$1.09B |
-$1B |
+$88M |
MRK, REGN, ZBH, LH, ELV
|
13F-HR |
8/14/2018, 01:11 PM |
Q1 2018 |
43 |
$2.83B |
+$1.22B |
-$1.41B |
-$186M |
ZBH, REGN, MRK, LH, XRAY
|
13F-HR |
5/15/2018, 01:04 PM |
Q4 2017 |
36 |
$3.06B |
+$1.38B |
-$861M |
+$516M |
MRK, BIVV, ZBH, CELG, LH
|
13F-HR |
2/14/2018, 02:32 PM |
Q3 2017 |
34 |
$2.58B |
+$921M |
-$1.07B |
-$153M |
LH, BIVV, ZBH, AET, NBIX
|
13F-HR |
11/14/2017, 01:55 PM |
Q2 2017 |
35 |
$2.67B |
+$1.18B |
-$907M |
+$275M |
BIVV, CELG, LH, EW, AET
|
13F-HR |
8/14/2017, 11:53 AM |
Q1 2017 |
36 |
$2.18B |
+$1.17B |
-$868M |
+$297M |
BIVV, AET, CELG, LH, EW
|
13F-HR |
5/15/2017, 11:56 AM |
Q4 2016 |
37 |
$1.74B |
+$1.03B |
-$864M |
+$167M |
CELG, LH, ISRG, AET, DGX
|
13F-HR |
2/14/2017, 11:46 AM |
Q3 2016 |
34 |
$1.6B |
+$728M |
-$1.06B |
-$336M |
ZBH, CI, BIIB, EW, LH
|
13F-HR |
11/14/2016, 12:19 PM |
Q2 2016 |
40 |
$1.75B |
+$803M |
-$846M |
-$43.2M |
EW, LH, HOLX, AET, ZBH
|
13F-HR |
8/15/2016, 12:01 PM |
Q1 2016 |
37 |
$1.69B |
+$928M |
-$737M |
+$191M |
ZBH, DGX, DXCM, LH, MNKKQ
|
13F-HR |
5/16/2016, 12:14 PM |
Q4 2015 |
42 |
$1.65B |
+$781M |
-$878M |
-$96.8M |
BCR, LLY, MDVN, BXLT, LH
|
13F-HR |
2/16/2016, 01:26 PM |
Q3 2015 |
43 |
$1.71B |
+$930M |
-$741M |
+$189M |
AGN, EW, SRCL, BCR, ABT
|
13F-HR |
11/16/2015, 12:32 PM |
Q2 2015 |
48 |
$1.76B |
+$955M |
-$848M |
+$107M |
EW, HCA, MNKKQ, HZNP, AET
|
13F-HR |
8/14/2015, 04:04 PM |
Q1 2015 |
53 |
$1.62B |
+$902M |
-$1.07B |
-$173M |
HZNP, MNKKQ, LH, BIIB, AET
|
13F-HR |
5/15/2015, 01:33 PM |
Q4 2014 |
45 |
$1.58B |
+$843M |
-$966M |
-$124M |
MNKKQ, GILD, PFE, VRX, HZNP
|
13F-HR |
2/17/2015, 02:53 PM |
Q3 2014 |
41 |
$1.67B |
+$492M |
-$722M |
-$229M |
MNKKQ, SLXP, ISRG, MDRX, T107PS
|
13F-HR |
11/14/2014, 02:40 PM |
Q2 2014 |
47 |
$1.88B |
+$786M |
-$405M |
+$381M |
MDRX, B108PS, MNKKQ, T107PS, A
|
13F-HR |
8/14/2014, 03:05 PM |
Q1 2014 |
48 |
$1.46B |
+$727M |
-$874M |
-$147M |
MDRX, MYL, T107PS, EHTH, SLXP
|
13F-HR |
5/15/2014, 11:40 AM |
Q4 2013 |
44 |
$1.54B |
$0 |
$0 |
|
MDRX, MCK, CBST, ARTC, T107PS
|
13F-HR |
2/14/2014, 04:02 PM |