Q3 2024 |
63 |
$2.92B |
+$255M |
-$670M |
-$415M |
APLS, ANAB, CRNX, PRTA, JAZZ
|
13F-HR |
11/14/2024, 11:16 AM |
Q2 2024 |
55 |
$3.27B |
+$258M |
-$257M |
+$1.14M |
APLS, PRTA, SRPT, ANAB, CRNX
|
13F-HR |
8/14/2024, 11:37 AM |
Q1 2024 |
57 |
$3.93B |
+$679M |
-$647M |
+$32.1M |
APLS, PRTA, ARVN, SRPT, CRNX
|
13F-HR |
5/15/2024, 11:45 AM |
Q4 2023 |
51 |
$3.85B |
+$651M |
-$367M |
+$284M |
APLS, MRTX, PRTA, ARVN, GLPG
|
13F-HR |
2/14/2024, 11:30 AM |
Q3 2023 |
49 |
$2.93B |
+$648M |
-$660M |
-$11.7M |
PRTA, APLS, MRTX, GLPG, RVMD
|
13F-HR |
11/14/2023, 12:16 PM |
Q2 2023 |
51 |
$3.79B |
+$432M |
-$152M |
+$280M |
PRTA, APLS, SRPT, GLPG, MORF
|
13F-HR |
8/14/2023, 11:42 AM |
Q1 2023 |
58 |
$3.1B |
+$163M |
-$192M |
-$28.2M |
PRTA, SRPT, APLS, GLPG, ANAB
|
13F-HR |
5/15/2023, 12:19 PM |
Q4 2022 |
66 |
$3.28B |
+$298M |
-$280M |
+$18.3M |
PRTA, SRPT, APLS, ANAB, GLPG
|
13F-HR |
2/14/2023, 12:00 PM |
Q3 2022 |
75 |
$3.39B |
+$314M |
-$411M |
-$97.3M |
PRTA, APLS, SRPT, ANAB, ARVN
|
13F-HR |
11/14/2022, 11:07 AM |
Q2 2022 |
78 |
$2.87B |
+$542M |
-$313M |
+$229M |
PRTA, APLS, SRPT, SGEN, GLPG
|
13F-HR |
8/15/2022, 11:14 AM |
Q1 2022 |
86 |
$3.19B |
+$1.13B |
-$459M |
+$674M |
PRTA, APLS, GLPG, ANAB, SRPT
|
13F-HR |
5/16/2022, 09:42 AM |
Q4 2021 |
75 |
$3.12B |
+$756M |
-$260M |
+$496M |
PRTA, ANAB, RCUS, XNCR, APLS
|
13F-HR |
2/14/2022, 09:56 AM |
Q3 2021 |
69 |
$2.83B |
+$362M |
-$330M |
+$32.9M |
PRTA, MORF, ANAB, RCUS, XNCR
|
Restatement |
11/22/2021, 01:52 PM |
Q2 2021 |
72 |
$2.66B |
+$402M |
-$61.5M |
+$340M |
PRTA, MORF, ANAB, XNCR, RLAY
|
13F-HR |
8/16/2021, 11:11 AM |
Q1 2021 |
70 |
$2.23B |
+$556M |
-$153M |
+$403M |
PRTA, XNCR, MORF, ANAB, NUVB
|
13F-HR |
5/17/2021, 10:53 AM |
Q4 2020 |
63 |
$1.79B |
+$515M |
-$312M |
+$203M |
XNCR, RLAY, STTK, SPRY, PRTA
|
13F-HR |
2/16/2021, 10:30 AM |
Q3 2020 |
44 |
$1.39B |
+$338M |
-$291M |
+$47.1M |
XNCR, KURA, RLAY, PRTA, MORF
|
13F-HR |
11/16/2020, 10:47 AM |
Q2 2020 |
46 |
$1.34B |
+$557M |
-$427M |
+$130M |
XNCR, PRTA, ORIC, MORF, KURA
|
13F-HR |
8/14/2020, 10:59 AM |
Q1 2020 |
51 |
$957M |
+$244M |
-$169M |
+$74.6M |
PRTA, XNCR, ARVN, DRNA, FATE
|
13F-HR |
5/15/2020, 04:07 PM |
Q4 2019 |
42 |
$1.05B |
+$335M |
-$227M |
+$108M |
PRTA, XNCR, DRNA, FGEN, KURA
|
Restatement |
2/18/2020, 04:31 PM |
Q3 2019 |
35 |
$749M |
+$172M |
-$250M |
-$78.2M |
XNCR, PRTA, ONCE, KURA, ARGX
|
13F-HR |
11/14/2019, 04:15 PM |
Q2 2019 |
37 |
$970M |
+$231M |
-$244M |
-$13.8M |
KURA, XNCR, ARGX, CRSP, FGEN
|
13F-HR |
8/14/2019, 04:49 PM |
Q1 2019 |
36 |
$924M |
+$234M |
-$409M |
-$175M |
ARGX, KURA, MRTX, CRSP, XNCR
|
13F-HR |
5/15/2019, 04:21 PM |
Q4 2018 |
46 |
$869M |
+$344M |
-$207M |
+$137M |
ARGX, KURA, FGEN, IRWD, ASMB
|
13F-HR |
2/14/2019, 04:15 PM |
Q3 2018 |
41 |
$966M |
+$206M |
-$190M |
+$15.8M |
FGEN, ASMB, IRWD, ASND, KURA
|
13F-HR |
11/14/2018, 04:53 PM |
Q2 2018 |
27 |
$915M |
+$245M |
-$286M |
-$40.9M |
FGEN, IRWD, ASMB, ASND, KURA
|
13F-HR |
8/14/2018, 12:11 PM |
Q1 2018 |
27 |
$933M |
+$187M |
-$94.1M |
+$92.4M |
ASMB, ASND, FGEN, IRWD, KURA
|
13F-HR |
5/15/2018, 04:07 PM |
Q4 2017 |
24 |
$746M |
+$191M |
-$199M |
-$7.76M |
ASMB, FGEN, IRWD, ASND, KURA
|
13F-HR |
2/14/2018, 01:50 PM |
Q3 2017 |
37 |
$730M |
+$267M |
-$105M |
+$162M |
ASMB, FGEN, IRWD, ASND, KURA
|
13F-HR |
11/14/2017, 04:25 PM |
Q2 2017 |
32 |
$434M |
+$164M |
-$69.5M |
+$94.7M |
IRWD, ASMB, FGEN, GLPG, ASND
|
13F-HR |
8/14/2017, 04:25 PM |
Q1 2017 |
31 |
$361M |
+$78.6M |
-$89.2M |
-$10.6M |
ASMB, IRWD, GLPG, ASND, KURA
|
Restatement |
5/19/2017, 12:39 PM |
Q4 2016 |
1 |
$0 |
$0 |
$0 |
|
|
New Holdings |
2/15/2017, 04:59 PM |
Q4 2016 |
29 |
$288M |
+$109M |
-$87.2M |
+$21.7M |
IRWD, GLPG, ASMB, ALXN, ASND
|
Restatement |
2/15/2017, 04:56 PM |
Q3 2016 |
25 |
$262M |
+$94.4M |
-$84.5M |
+$9.89M |
IRWD, GLPG, ASMB, DERM, ARDX
|
13F-HR |
11/14/2016, 04:34 PM |
Q2 2016 |
27 |
$219M |
+$64M |
-$95.1M |
-$31.1M |
IRWD, GLPG, RTRX, CYTK, ASMB
|
13F-HR |
8/15/2016, 12:02 PM |
Q1 2016 |
30 |
$247M |
+$101M |
-$42.1M |
+$59.2M |
IRWD, FPRX, EPZM, FGEN, RTRX
|
13F-HR |
5/16/2016, 04:14 PM |
Q4 2015 |
25 |
$248M |
+$92.7M |
-$75.8M |
+$16.9M |
FGEN, FPRX, RTRX, KURA, ASMB
|
13F-HR |
2/16/2016, 10:48 AM |
Q3 2015 |
22 |
$216M |
+$38.9M |
-$21.1M |
+$17.8M |
FGEN, ATRA, RTRX, EPZM, ASMB
|
13F-HR |
11/16/2015, 11:51 AM |
Q2 2015 |
21 |
$284M |
+$61.8M |
-$70.7M |
-$8.87M |
ATRA, EPZM, ASMB, FGEN, KITE
|
13F-HR |
8/14/2015, 10:30 AM |
Q1 2015 |
19 |
$268M |
+$98.7M |
-$47.2M |
+$51.6M |
ATRA, EPZM, RCPT, ASMB, CLVSQ
|
Restatement |
5/15/2015, 06:27 PM |
Q4 2014 |
19 |
$178M |
$0 |
$0 |
|
KITE, CLVSQ, RCPT, MGNX, IRWD
|
13F-HR |
2/17/2015, 04:13 PM |