Q3 2024 |
74 |
$1.74B |
+$128M |
-$287M |
-$160M |
LLY, THC, CYTK, ABBV, VRTX
|
13F-HR |
11/14/2024, 05:03 PM |
Q2 2024 |
74 |
$1.83B |
+$222M |
-$296M |
-$74.2M |
LLY, CYTK, THC, MRK, VRTX
|
13F-HR |
8/14/2024, 04:01 PM |
Q1 2024 |
83 |
$2.01B |
+$312M |
-$156M |
+$156M |
LLY, CYTK, MRK, ABBV, EW
|
13F-HR |
5/14/2024, 04:12 PM |
Q4 2023 |
63 |
$1.67B |
+$229M |
-$916M |
-$688M |
LLY, CYTK, MRK, ABBV, VRTX
|
13F-HR |
2/14/2024, 04:03 PM |
Q3 2023 |
70 |
$2.09B |
+$199M |
-$459M |
-$260M |
LLY, HUM, ABBV, CYTK, MRK
|
13F-HR |
11/14/2023, 04:15 PM |
Q2 2023 |
79 |
$2.49B |
+$457M |
-$298M |
+$158M |
LLY, PEN, HZNP, CYTK, CNC
|
13F-HR |
8/14/2023, 04:03 PM |
Q1 2023 |
74 |
$2.17B |
+$309M |
-$403M |
-$94.3M |
HZNP, LLY, PEN, CYTK, HUM
|
13F-HR |
5/15/2023, 04:04 PM |
Q4 2022 |
78 |
$2.37B |
+$243M |
-$599M |
-$356M |
HZNP, CYTK, LLY, CNC, HUM
|
13F-HR |
2/14/2023, 04:06 PM |
Q3 2022 |
80 |
$2.61B |
+$415M |
-$382M |
+$33.5M |
CYTK, LLY, BMRN, RCUS, CNC
|
13F-HR |
11/14/2022, 04:03 PM |
Q2 2022 |
75 |
$2.56B |
+$580M |
-$342M |
+$238M |
JNJ, CYTK, LLY, CNC, JAZZ
|
13F-HR |
8/15/2022, 05:23 PM |
Q1 2022 |
67 |
$2.59B |
+$384M |
-$413M |
-$29.5M |
OM, HZNP, RCUS, JNJ, CNC
|
13F-HR |
5/16/2022, 04:03 PM |
Q4 2021 |
69 |
$2.87B |
+$386M |
-$636M |
-$250M |
RCUS, OM, ABBV, HZNP, CYTK
|
13F-HR |
2/14/2022, 04:37 PM |
Q3 2021 |
75 |
$3.08B |
+$486M |
-$586M |
-$99.4M |
HZNP, OM, LLY, RCUS, CYTK
|
13F-HR |
11/15/2021, 04:05 PM |
Q2 2021 |
79 |
$3.11B |
+$419M |
-$330M |
+$88.9M |
ALXN, HZNP, OM, LLY, NBIX
|
13F-HR |
8/16/2021, 04:03 PM |
Q1 2021 |
76 |
$2.87B |
+$826M |
-$460M |
+$367M |
OM, ALXN, HZNP, NBIX, ABBV
|
13F-HR |
5/17/2021, 04:02 PM |
Q4 2020 |
70 |
$2.42B |
+$820M |
-$512M |
+$308M |
ALXN, OM, ABBV, HZNP, RCUS
|
Restatement |
2/19/2021, 04:02 PM |
Q3 2020 |
66 |
$1.89B |
+$665M |
-$629M |
+$36.5M |
OM, IMMU, HZNP, ALXN, GILD
|
13F-HR |
11/16/2020, 04:02 PM |
Q2 2020 |
64 |
$1.63B |
+$632M |
-$437M |
+$195M |
IMMU, ALXN, HZNP, ABBV, BMRN
|
13F-HR |
8/14/2020, 04:06 PM |
Q1 2020 |
60 |
$1.21B |
+$510M |
-$900M |
-$390M |
ALXN, ABBV, ELV, MCK, CAH
|
13F-HR |
5/15/2020, 04:10 PM |
Q4 2019 |
56 |
$1.73B |
+$565M |
-$2.47B |
-$1.9B |
ALXN, GILD, BOLD, PEN, NVRO
|
13F-HR |
2/14/2020, 05:05 PM |
Q3 2019 |
70 |
$3.28B |
+$1.42B |
-$2.07B |
-$651M |
BMRN, ALXN, PEN, ZBH, GILD
|
13F-HR |
11/14/2019, 04:11 PM |
Q2 2019 |
78 |
$4.12B |
+$1.55B |
-$1.17B |
+$376M |
AGN, BMRN, HUM, ZBH, WCG
|
13F-HR |
8/14/2019, 04:04 PM |
Q1 2019 |
84 |
$3.67B |
+$1.38B |
-$1.76B |
-$386M |
ARNA, ZBH, PFE, SYK, UNH
|
13F-HR |
5/15/2019, 04:06 PM |
Q4 2018 |
91 |
$3.46B |
+$1.04B |
-$2.75B |
-$1.72B |
GDDY, ELV, ARNA, HUM, PEN
|
13F-HR |
2/14/2019, 04:59 PM |
Q3 2018 |
110 |
$5.85B |
+$1.41B |
-$1.19B |
+$224M |
MYL, JAZZ, ELV, AERI, PCRX
|
13F-HR |
11/13/2018, 04:01 PM |
Q2 2018 |
105 |
$5.39B |
+$1.49B |
-$1.12B |
+$373M |
JAZZ, PTLA, AERI, ELV, MYL
|
13F-HR |
8/14/2018, 04:03 PM |
Q1 2018 |
89 |
$4.65B |
+$1.78B |
-$1.13B |
+$646M |
BMY, MYL, PTLA, JAZZ, AERI
|
13F-HR |
5/15/2018, 04:08 PM |
Q4 2017 |
74 |
$3.94B |
+$1.21B |
-$1.44B |
-$230M |
PTLA, PBYI, AERI, EW, ABT
|
13F-HR |
2/14/2018, 04:19 PM |
Q3 2017 |
79 |
$4.03B |
+$1.51B |
-$1.26B |
+$246M |
PTLA, PBYI, ELV, AERI, BPMC
|
13F-HR |
11/14/2017, 04:09 PM |
Q2 2017 |
84 |
$3.41B |
+$1.31B |
-$1.87B |
-$560M |
KITE, PTLA, PBYI, ELV, BABA
|
13F-HR |
8/14/2017, 04:19 PM |
Q1 2017 |
92 |
$3.71B |
+$1.8B |
-$1.38B |
+$423M |
MRVL, JAZZ, LBTYA, BIIB, WFTIQ
|
13F-HR |
5/15/2017, 04:10 PM |
Q4 2016 |
85 |
$3B |
+$1.27B |
-$1.44B |
-$168M |
BIIB, CI, JAZZ, MDCO, BMRN
|
13F-HR |
2/14/2017, 04:28 PM |
Q3 2016 |
79 |
$3.28B |
+$1.51B |
-$1.19B |
+$318M |
BIIB, JAZZ, META, EW, UNP
|
13F-HR |
11/14/2016, 04:36 PM |
Q2 2016 |
66 |
$2.62B |
+$1.3B |
-$1.57B |
-$274M |
AET, EW, ALDR, META, AMAT
|
13F-HR |
8/15/2016, 04:20 PM |
Q1 2016 |
73 |
$2.85B |
+$1.26B |
-$1.38B |
-$122M |
HCA, ABBV, AAPL, BMY, WBA
|
13F-HR |
5/16/2016, 04:04 PM |
Q4 2015 |
65 |
$3.22B |
+$1.23B |
-$1.53B |
-$300M |
BMY, WBA, AGN, PANW, AER
|
13F-HR |
2/16/2016, 04:25 PM |
Q3 2015 |
66 |
$3.55B |
+$1.32B |
-$1.48B |
-$158M |
CLVSQ, HCA, WBA, UNH, PFE
|
13F-HR |
11/16/2015, 04:22 PM |
Q2 2015 |
83 |
$3.94B |
+$1.66B |
-$1.55B |
+$104M |
CLVSQ, HCA, AER, BRCM, BMY
|
13F-HR |
8/14/2015, 04:21 PM |
Q1 2015 |
81 |
$3.63B |
+$1.3B |
-$2.38B |
-$1.08B |
CLVSQ, VMC, VRX, WBA, MIC
|
13F-HR |
5/15/2015, 04:19 PM |
Q4 2014 |
87 |
$4.28B |
+$2.01B |
-$2.34B |
-$321M |
VMC, MSFT, VRX, HCA, WBA
|
13F-HR |
2/17/2015, 04:06 PM |
Q3 2014 |
62 |
$4.34B |
+$1B |
-$1.77B |
-$768M |
VMC, VRX, HOT, NFLX, HCA
|
13F-HR |
11/14/2014, 04:29 PM |
Q2 2014 |
64 |
$5B |
+$2.11B |
-$2.68B |
-$573M |
AGN, RAD, VMC, HOT, MLM
|
13F-HR |
8/14/2014, 04:21 PM |
Q1 2014 |
71 |
$5.52B |
+$3.17B |
-$2.76B |
+$412M |
EEM, BMY, GOOGL, HCA, HOT
|
13F-HR |
5/15/2014, 04:34 PM |
Q4 2013 |
60 |
$4.97B |
+$2.42B |
-$1.97B |
+$450M |
BMY, GILD, GOOGL, HOT, A
|
Restatement |
2/21/2014, 04:05 PM |
Q3 2013 |
68 |
$4.15B |
+$1.33B |
-$2.44B |
-$1.11B |
GILD, TMO, HOT, A, WYND
|
Restatement |
2/21/2014, 04:04 PM |
Q2 2013 |
70 |
$4.81B |
+$2.67B |
-$873M |
+$1.8B |
GILD, ETN, PFE, GOOGL, TMO
|
Restatement |
2/21/2014, 04:04 PM |
Q1 2013 |
58 |
$3.02B |
$0 |
$0 |
|
CTXS, GILD, PFE, ETN, CBRE
|
Restatement |
2/21/2014, 04:04 PM |