| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|
Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 73 | $1.31B | +$249M | -$545M | -$296M | LLY, THC, ABBV, MCK, VRTX | 13F-HR | 2/14/2025, 04:25 PM |
| 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 |