| Q3 2016 |
11 |
$16M |
+$4.99M |
-$3.09M |
+$1.9M |
EW, ACAD, PETX, JNJ, DXCM
|
13F-HR |
11/7/2016, 04:29 PM |
| Q2 2016 |
8 |
$12.9M |
+$4.64M |
-$2.09M |
+$2.55M |
ACAD, LLY, EW, JNJ, ALGN
|
13F-HR |
7/27/2016, 12:24 PM |
| Q1 2016 |
9 |
$9.67M |
+$1.68M |
-$2.42M |
-$740K |
LLY, EW, DXCM, PETX, ALXN
|
13F-HR |
5/12/2016, 01:10 PM |
| Q4 2015 |
10 |
$10.6M |
+$5.22M |
-$6.89M |
-$1.67M |
ALXN, INCY, REGN, DXCM, PETX
|
13F-HR |
2/16/2016, 07:45 AM |
| Q3 2015 |
14 |
$17M |
+$12.8M |
-$12.1M |
+$720K |
EW, GILD, ACAD, LLY, PETX
|
13F-HR |
11/16/2015, 08:37 AM |
| Q2 2015 |
20 |
$17.2M |
+$3.96M |
-$4.07M |
-$104K |
UHS, UTHR, LLY, DXCM, REGN
|
13F-HR |
8/14/2015, 07:37 AM |
| Q1 2015 |
15 |
$15.9M |
+$2.52M |
-$218M |
-$216M |
UTHR, UHS, CYNO, HUM, MNKKQ
|
13F-HR |
5/15/2015, 07:11 AM |
| Q4 2014 |
22 |
$214M |
+$92.8M |
-$147M |
-$54.1M |
UTHR, DXCM, MNKKQ, UHS, AMGN
|
13F-HR |
2/17/2015, 07:46 AM |
| Q3 2014 |
24 |
$247M |
+$57.4M |
-$97.2M |
-$39.8M |
UTHR, MNKKQ, DXCM, AEGR, LLY
|
13F-HR |
11/14/2014, 07:44 AM |
| Q2 2014 |
30 |
$261M |
+$118M |
-$171M |
-$52.9M |
UTHR, LLY, MNKKQ, DXCM, COR
|
13F-HR |
8/14/2014, 08:39 AM |
| Q1 2014 |
28 |
$311M |
+$95.8M |
-$128M |
-$32.3M |
DXCM, ALKS, MON, LLY, UTHR
|
13F-HR |
5/15/2014, 08:33 AM |
| Q4 2013 |
28 |
$330M |
$0 |
$0 |
|
DXCM, MON, ALKS, HCA, WST
|
13F-HR |
2/14/2014, 07:41 AM |