| Q3 2020 |
0 |
|
|
|
|
|
13F-NT |
11/16/2020, 03:03 PM |
| Q2 2020 |
0 |
|
|
|
|
|
13F-NT |
8/14/2020, 04:08 PM |
| Q1 2020 |
0 |
|
|
|
|
|
13F-NT |
5/15/2020, 04:14 PM |
| Q4 2019 |
41 |
$13.9M |
+$3.8M |
-$50.1M |
-$46.3M |
BOLD, ALXN, ALNAQ, GILD, PEN
|
13F-HR |
2/14/2020, 05:05 PM |
| Q3 2019 |
67 |
$56.8M |
+$25.1M |
-$38.8M |
-$13.7M |
ZBH, NXPI, MCHP, ALXN, BMRN
|
13F-HR |
11/14/2019, 04:11 PM |
| Q2 2019 |
74 |
$72M |
+$24.9M |
-$24.2M |
+$679K |
AGN, BABA, HUM, CRM, ZBH
|
13F-HR |
8/14/2019, 04:04 PM |
| Q1 2019 |
83 |
$71.3M |
+$25M |
-$37.2M |
-$12.2M |
MCHP, GDDY, ZBH, NTGN, SYK
|
13F-HR |
5/15/2019, 04:06 PM |
| Q4 2018 |
85 |
$75M |
+$18.9M |
-$48.7M |
-$29.8M |
UBX, ALLK, NTGN, GDDY, ELV
|
13F-HR |
2/14/2019, 04:59 PM |
| Q3 2018 |
106 |
$117M |
+$30.6M |
-$23.1M |
+$7.49M |
NTGN, UBX, ALLK, ALNAQ, ELV
|
13F-HR |
11/13/2018, 04:00 PM |
| Q2 2018 |
100 |
$104M |
+$32.8M |
-$26M |
+$6.88M |
UBX, ALNAQ, ELV, JAZZ, GOOGL
|
13F-HR |
8/14/2018, 04:04 PM |
| Q1 2018 |
83 |
$88.5M |
+$31.5M |
-$28.7M |
+$2.78M |
ALNAQ, BMY, MYL, ELV, BAX
|
13F-HR |
5/15/2018, 04:09 PM |
| Q4 2017 |
69 |
$82.8M |
+$26.2M |
-$29.2M |
-$2.99M |
SNNAQ, ALNAQ, PTLA, PBYI, GDDY
|
13F-HR |
2/14/2018, 04:21 PM |
| Q3 2017 |
74 |
$84M |
+$33.6M |
-$24.9M |
+$8.74M |
SNNAQ, PTLA, ELV, PBYI, GDDY
|
13F-HR |
11/14/2017, 04:04 PM |
| Q2 2017 |
82 |
$68.6M |
+$26.2M |
-$38.9M |
-$12.8M |
KITE, PTLA, PBYI, ELV, BABA
|
13F-HR |
8/14/2017, 04:18 PM |
| Q1 2017 |
89 |
$76.1M |
+$36.7M |
-$30.1M |
+$6.59M |
MRVL, LBTYA, JAZZ, BIIB, WFTIQ
|
13F-HR |
5/15/2017, 04:16 PM |
| Q4 2016 |
82 |
$63.9M |
+$27.6M |
-$26.4M |
+$1.2M |
BIIB, CI, MDCO, UNH, BMRN
|
13F-HR |
2/14/2017, 04:29 PM |
| Q3 2016 |
78 |
$64.5M |
+$30.3M |
-$20.2M |
+$10.1M |
BIIB, JAZZ, EW, WBA, META
|
13F-HR |
11/14/2016, 04:42 PM |
| Q2 2016 |
64 |
$48.2M |
+$23.2M |
-$29.9M |
-$6.68M |
AET, EW, ALDR, BIIB, MDCO
|
13F-HR |
8/15/2016, 04:17 PM |
| Q1 2016 |
70 |
$54M |
+$23.5M |
-$24.4M |
-$861K |
HCA, ABBV, BMY, WBA, AAPL
|
13F-HR |
5/16/2016, 04:04 PM |
| Q4 2015 |
62 |
$59.7M |
+$22.3M |
-$27.8M |
-$5.57M |
WBA, BMY, AGN, TEVA, PANW
|
13F-HR |
2/16/2016, 04:25 PM |
| Q3 2015 |
62 |
$66M |
+$25.2M |
-$26.2M |
-$1M |
CLVSQ, HCA, WBA, UNH, AGN
|
13F-HR |
11/16/2015, 04:22 PM |
| Q2 2015 |
82 |
$71M |
+$29.1M |
-$28.5M |
+$565K |
CLVSQ, HCA, WBA, BMY, EW
|
13F-HR |
8/14/2015, 04:22 PM |
| Q1 2015 |
80 |
$66.4M |
+$19.5M |
-$221M |
-$202M |
CLVSQ, VMC, VRX, WBA, HOLX
|
13F-HR |
5/15/2015, 04:21 PM |
| Q4 2014 |
84 |
$245M |
+$120M |
-$160M |
-$40.5M |
VMC, MSFT, VRX, MIC, HCA
|
13F-HR |
2/17/2015, 04:07 PM |
| Q3 2014 |
60 |
$273M |
+$31.3M |
-$270M |
-$238M |
VMC, HOT, NFLX, VRX, HCA
|
13F-HR |
11/14/2014, 04:32 PM |
| Q2 2014 |
64 |
$499M |
+$227M |
-$272M |
-$45.2M |
AGN, VMC, HOT, MLM, RAD
|
13F-HR |
8/14/2014, 04:23 PM |
| Q1 2014 |
71 |
$542M |
+$341M |
-$248M |
+$92.5M |
EEM, BMY, GOOGL, HOT, HCA
|
13F-HR |
5/15/2014, 04:33 PM |
| Q4 2013 |
59 |
$440M |
+$217M |
-$188M |
+$28.7M |
BMY, GOOGL, HOT, GILD, AMZN
|
Restatement |
2/21/2014, 04:06 PM |
| Q3 2013 |
68 |
$375M |
+$123M |
-$228M |
-$106M |
GILD, HOT, TMO, WYND, ETN
|
Restatement |
2/21/2014, 04:05 PM |
| Q2 2013 |
70 |
$442M |
$0 |
$0 |
|
GILD, ETN, PFE, GOOGL, CMI
|
Restatement |
2/21/2014, 04:05 PM |