Q3 2024 |
38 |
$223M |
+$71.6M |
-$136M |
-$64.4M |
LH, TEVA, MMS, ZBH, VXRT
|
13F-HR |
11/14/2024, 02:00 PM |
Q2 2024 |
46 |
$265M |
+$170M |
-$170M |
+$433K |
LH, TFX, ZBH, SNN, OGN
|
13F-HR |
8/14/2024, 02:00 PM |
Q1 2024 |
48 |
$287M |
+$121M |
-$250M |
-$129M |
LH, CI, GMED, MDGL, GSK
|
13F-HR |
5/15/2024, 01:00 PM |
Q4 2023 |
39 |
$388M |
+$167M |
-$142M |
+$25.3M |
MRTX, GRCL, LH, CI, GMED
|
13F-HR |
2/13/2024, 02:00 PM |
Q3 2023 |
52 |
$323M |
+$151M |
-$74.4M |
+$76.9M |
LH, GMED, GSK, UTHR, CI
|
13F-HR |
11/14/2023, 02:00 PM |
Q2 2023 |
41 |
$283M |
+$156M |
-$83M |
+$73.4M |
GEHC, LH, CI, BCYC, UTHR
|
13F-HR |
8/14/2023, 03:36 PM |
Q1 2023 |
44 |
$202M |
+$105M |
-$74M |
+$30.5M |
CNC, CI, BCYC, COR, UTHR
|
13F-HR |
5/12/2023, 04:00 PM |
Q4 2022 |
42 |
$188M |
+$55.8M |
-$119M |
-$63M |
MSAC, BCYC, CI, OGN, UTHR
|
13F-HR |
2/13/2023, 04:00 PM |
Q3 2022 |
43 |
$234M |
+$64.7M |
-$79.3M |
-$14.7M |
COR, GSK, MSAC, BCYC, OGN
|
13F-HR |
11/14/2022, 12:49 PM |
Q2 2022 |
59 |
$254M |
+$134M |
-$111M |
+$23M |
COR, MSAC, OGN, CI, INGN
|
13F-HR |
8/15/2022, 01:34 PM |
Q1 2022 |
61 |
$248M |
+$70.3M |
-$134M |
-$63.4M |
MSAC, CI, MRK, SNY, LH
|
13F-HR |
5/16/2022, 02:00 PM |
Q4 2021 |
67 |
$328M |
+$130M |
-$95M |
+$35M |
CI, MSAC, CRIS, MRK, CAH
|
13F-HR |
2/14/2022, 02:03 PM |
Q3 2021 |
59 |
$310M |
+$68.9M |
-$101M |
-$32.2M |
CI, CRIS, GLD, SOLY, UHS
|
13F-HR |
11/15/2021, 03:00 PM |
Q2 2021 |
72 |
$369M |
+$73.3M |
-$166M |
-$92.5M |
CRIS, CI, SOLY, GLD, AVAH
|
13F-HR |
8/16/2021, 04:00 PM |
Q1 2021 |
85 |
$478M |
+$144M |
-$157M |
-$13.6M |
CRIS, CI, CAH, GLD, SOLY
|
13F-HR |
5/14/2021, 04:00 PM |
Q4 2020 |
86 |
$457M |
+$134M |
-$217M |
-$83.6M |
CRIS, GLD, SPRB, CHRS, ALBO
|
13F-HR |
2/16/2021, 01:03 PM |
Q3 2020 |
85 |
$451M |
+$223M |
-$94.4M |
+$128M |
GLD, CHRS, MCK, JNJ, HRC
|
13F-HR |
11/16/2020, 02:00 PM |
Q2 2020 |
72 |
$323M |
+$143M |
-$158M |
-$15.5M |
CHRS, GLD, MCK, TEVA, GWPH
|
13F-HR |
8/14/2020, 02:00 PM |
Q1 2020 |
66 |
$280M |
+$156M |
-$181M |
-$25.2M |
AMGN, MCK, CHRS, GWPH, BIIB
|
13F-HR |
5/15/2020, 03:40 PM |
Q4 2019 |
60 |
$329M |
+$129M |
-$108M |
+$20.9M |
GWPH, AGN, CHRS, MDT, HCA
|
13F-HR |
2/14/2020, 04:00 PM |
Q3 2019 |
52 |
$281M |
+$119M |
-$141M |
-$21.6M |
GWPH, JNJ, AGN, HCA, WCG
|
13F-HR |
11/14/2019, 04:00 PM |
Q2 2019 |
60 |
$325M |
+$145M |
-$140M |
+$5.43M |
GWPH, HCA, WCG, GSK, MRTX
|
13F-HR |
8/14/2019, 04:00 PM |
Q1 2019 |
60 |
$327M |
+$156M |
-$112M |
+$43.8M |
CVS, BIIB, GILD, HCA, MDT
|
13F-HR |
5/15/2019, 04:00 PM |
Q4 2018 |
66 |
$259M |
+$157M |
-$94.5M |
+$62.5M |
MDT, SNY, ALNY, COR, CI
|
13F-HR |
2/14/2019, 04:00 PM |
Q3 2018 |
51 |
$233M |
+$114M |
-$55.3M |
+$58.4M |
GSK, CI, KURA, AET, SNY
|
13F-HR |
11/14/2018, 04:00 PM |
Q2 2018 |
40 |
$161M |
+$82.8M |
-$79.4M |
+$3.37M |
KURA, ELV, HCA, MEIP, ICLR
|
13F-HR |
8/14/2018, 04:02 PM |
Q1 2018 |
28 |
$160M |
+$104M |
-$53.1M |
+$50.9M |
CBIO, SNY, KURA, ELV, BIIB
|
13F-HR |
5/15/2018, 04:00 PM |
Q4 2017 |
33 |
$106M |
+$48.2M |
-$74M |
-$25.8M |
GSK, AET, ELV, QTNT, KURA
|
13F-HR |
2/14/2018, 04:01 PM |
Q3 2017 |
43 |
$125M |
+$59.4M |
-$67.7M |
-$8.27M |
QTNT, ADMP, AET, AXGT, GSK
|
13F-HR |
11/14/2017, 04:00 PM |
Q2 2017 |
40 |
$132M |
+$41.2M |
-$52.9M |
-$11.7M |
QTNT, SNY, AET, PHG, PBYI
|
13F-HR |
8/14/2017, 04:00 PM |
Q1 2017 |
36 |
$130M |
+$61.2M |
-$39.5M |
+$21.7M |
QTNT, SNY, GSK, PHG, BIIB
|
13F-HR |
5/15/2017, 04:00 PM |
Q4 2016 |
28 |
$95.9M |
+$44.7M |
-$42.1M |
+$2.62M |
QTNT, GSK, PHG, HRC, TRHC
|
13F-HR |
2/14/2017, 04:00 PM |
Q3 2016 |
26 |
$104M |
+$30.5M |
-$67.3M |
-$36.8M |
QTNT, PHG, CAH, SNY, TRHC
|
13F-HR |
11/15/2016, 09:38 AM |
Q2 2016 |
32 |
$132M |
+$45.6M |
-$133M |
-$87.3M |
QTNT, BIIB, CAH, PHG, SNY
|
13F-HR |
8/15/2016, 04:31 PM |
Q1 2016 |
38 |
$228M |
+$136M |
-$104M |
+$31.9M |
QTNT, NEOS, MCK, AMGN, ANTH
|
13F-HR |
5/16/2016, 04:01 PM |
Q4 2015 |
41 |
$224M |
+$128M |
-$54.7M |
+$73.1M |
QTNT, DYAX, SNY, NEOS, MCK
|
13F-HR |
2/16/2016, 04:01 PM |
Q3 2015 |
35 |
$144M |
+$74.5M |
-$35.3M |
+$39.2M |
QTNT, NEOS, JNJ, MDT, CAH
|
13F-HR |
11/13/2015, 04:15 PM |
Q2 2015 |
31 |
$124M |
+$73.7M |
-$38.9M |
+$34.7M |
QTNT, GSK, RXDX, FLML, PFNX
|
13F-HR |
8/14/2015, 04:06 PM |
Q1 2015 |
23 |
$89.3M |
+$37.4M |
-$79.2M |
-$41.8M |
QTNT, PFNX, MRK, UTHR, CAH
|
13F-HR |
5/15/2015, 04:01 PM |
Q4 2014 |
30 |
$127M |
$0 |
$0 |
|
QTNT, SNY, GSK, F113PS, ADMP
|
13F-HR |
2/17/2015, 04:14 PM |