Q2 2024 |
110 |
$3.31B |
+$231M |
-$619M |
-$388M |
BPMC, UNH, ISRG, NBIX, LLY
|
13F-HR |
8/14/2024, 10:48 AM |
Q1 2024 |
113 |
$3.93B |
+$401M |
-$552M |
-$151M |
BPMC, IMCR, NBIX, EVH, ISRG
|
13F-HR |
5/15/2024, 10:09 AM |
Q4 2023 |
103 |
$4.05B |
+$248M |
-$438M |
-$190M |
BPMC, IMCR, KRTX, NBIX, HUM
|
13F-HR |
2/14/2024, 11:13 AM |
Q3 2023 |
120 |
$3.73B |
+$268M |
-$302M |
-$34.4M |
HUM, IMCR, AGL, NBIX, BPMC
|
13F-HR |
11/14/2023, 12:58 PM |
Q2 2023 |
123 |
$4.2B |
+$145M |
-$295M |
-$150M |
HUM, IMCR, PODD, AGL, BPMC
|
13F-HR |
8/14/2023, 09:21 AM |
Q1 2023 |
120 |
$4.19B |
+$178M |
-$146M |
+$31.2M |
HUM, AGL, PODD, IMCR, ARGX
|
13F-HR |
5/15/2023, 09:58 AM |
Q4 2022 |
120 |
$4.16B |
+$237M |
-$141M |
+$95.8M |
HUM, IMCR, PODD, UNH, NBIX
|
13F-HR |
2/14/2023, 11:12 AM |
Q3 2022 |
127 |
$3.87B |
+$300M |
-$152M |
+$148M |
HUM, AGL, IMCR, UNH, ARGX
|
13F-HR |
11/14/2022, 12:57 PM |
Q2 2022 |
131 |
$3.44B |
+$376M |
-$273M |
+$103M |
HUM, AGL, UNH, ARGX, NBIX
|
13F-HR |
8/15/2022, 11:24 AM |
Q1 2022 |
135 |
$3.97B |
+$283M |
-$123M |
+$160M |
AGL, HUM, PODD, UNH, IDXX
|
13F-HR |
5/16/2022, 10:02 AM |
Q4 2021 |
136 |
$4.33B |
+$337M |
-$315M |
+$21.8M |
AGL, HUM, ALGN, ISRG, PODD
|
13F-HR |
2/14/2022, 01:35 PM |
Q3 2021 |
153 |
$4.76B |
+$464M |
-$382M |
+$81.9M |
AGL, HUM, ALGN, PODD, ISRG
|
13F-HR |
11/15/2021, 04:40 PM |
Q2 2021 |
155 |
$5.05B |
+$722M |
-$249M |
+$474M |
AGL, ZLAB, AGIO, HUM, ALGN
|
13F-HR |
8/16/2021, 04:10 PM |
Q1 2021 |
151 |
$4.58B |
+$673M |
-$636M |
+$36.4M |
AGIO, HUM, ZLAB, AVIR, UNH
|
13F-HR |
5/17/2021, 01:30 PM |
Q4 2020 |
154 |
$4.68B |
+$646M |
-$567M |
+$79.6M |
NBIX, IRTC, UNH, HUM, ZLAB
|
13F-HR |
2/16/2021, 01:41 PM |
Q3 2020 |
148 |
$3.94B |
+$449M |
-$359M |
+$90.3M |
IRTC, NBIX, IMMU, UNH, HUM
|
13F-HR |
11/16/2020, 02:09 PM |
Q2 2020 |
143 |
$3.65B |
+$566M |
-$103M |
+$463M |
NBIX, UNH, CNC, IRTC, BPMC
|
13F-HR |
8/14/2020, 01:35 PM |
Q1 2020 |
131 |
$2.42B |
+$364M |
-$535M |
-$171M |
NBIX, ISRG, UNH, BIIB, IRTC
|
13F-HR |
5/15/2020, 09:19 AM |
Q4 2019 |
130 |
$3.16B |
+$489M |
-$422M |
+$67.2M |
UNH, NBIX, WCG, AMRN, ISRG
|
13F-HR |
2/14/2020, 09:18 AM |
Q3 2019 |
138 |
$2.51B |
+$249M |
-$220M |
+$28.7M |
UNH, NBIX, WCG, ISRG, AMRN
|
13F-HR |
11/14/2019, 09:44 AM |
Q2 2019 |
134 |
$2.74B |
+$285M |
-$100M |
+$184M |
UNH, GWPH, WCG, AMRN, NBIX
|
13F-HR |
8/14/2019, 09:35 AM |
Q1 2019 |
130 |
$2.57B |
+$188M |
-$222M |
-$34.8M |
UNH, GWPH, AMRN, ISRG, WCG
|
13F-HR |
5/15/2019, 10:32 AM |
Q4 2018 |
133 |
$2.12B |
+$185M |
-$246M |
-$60.6M |
UNH, WCG, ISRG, AMRN, GWPH
|
13F-HR |
2/14/2019, 02:48 PM |
Q3 2018 |
143 |
$2.76B |
+$198M |
-$224M |
-$26.4M |
UNH, ISRG, MOH, NBIX, WCG
|
13F-HR |
11/14/2018, 10:31 AM |
Q2 2018 |
146 |
$2.6B |
+$256M |
-$225M |
+$30.9M |
UNH, MDGL, ISRG, NBIX, GWPH
|
13F-HR |
8/14/2018, 09:47 AM |
Q1 2018 |
148 |
$2.34B |
+$445M |
-$352M |
+$93.6M |
UNH, ISRG, ABBV, ALXN, NBIX
|
13F-HR |
5/15/2018, 09:43 AM |
Q4 2017 |
144 |
$2.2B |
+$273M |
-$166M |
+$106M |
UNH, AAAP, CI, ALXN, ISRG
|
13F-HR |
2/14/2018, 09:33 AM |
Q3 2017 |
147 |
$2.17B |
+$206M |
-$176M |
+$29.5M |
UNH, ALXN, TSRO, AET, ACHC
|
13F-HR |
11/14/2017, 09:17 AM |
Q2 2017 |
147 |
$1.97B |
+$347M |
-$172M |
+$175M |
TSRO, ACHC, AET, UNH, ALXN
|
13F-HR |
8/14/2017, 06:52 AM |
Q1 2017 |
140 |
$1.73B |
+$143M |
-$88.3M |
+$54.9M |
TSRO, ACHC, ALXN, MRK, PCRX
|
13F-HR |
5/15/2017, 01:37 PM |
Q4 2016 |
133 |
$1.49B |
+$172M |
-$145M |
+$26.3M |
TSRO, ALXN, AET, MRK, GWPH
|
13F-HR |
2/14/2017, 01:02 PM |
Q3 2016 |
137 |
$1.6B |
+$206M |
-$111M |
+$94.3M |
TSRO, AET, RDUS, ACHC, GWPH
|
13F-HR |
11/14/2016, 01:57 PM |
Q2 2016 |
136 |
$1.35B |
+$192M |
-$73.6M |
+$119M |
AET, ACHC, AGN, TSRO, PFE
|
13F-HR |
8/15/2016, 01:04 PM |
Q1 2016 |
127 |
$1.19B |
+$155M |
-$30.3M |
+$125M |
AET, AGN, ACHC, HCA, BXLT
|
13F-HR |
5/16/2016, 12:54 PM |
Q4 2015 |
119 |
$1.32B |
+$259M |
-$236M |
+$23.1M |
AGN, AET, ACHC, ALXN, RDUS
|
13F-HR |
2/16/2016, 01:06 PM |
Q3 2015 |
120 |
$1.23B |
+$271M |
-$212M |
+$59M |
ACHC, AET, ABBV, RDUS, HCA
|
13F-HR |
11/16/2015, 01:41 PM |
Q2 2015 |
117 |
$1.37B |
+$360M |
-$130M |
+$230M |
ABBV, MDT, VRX, ACHC, HCA
|
13F-HR |
8/14/2015, 01:40 PM |
Q1 2015 |
105 |
$1.07B |
+$352M |
-$222M |
+$129M |
MDT, ABBV, MCK, B108PS, HCA
|
13F-HR |
5/15/2015, 01:05 PM |
Q4 2014 |
93 |
$855M |
+$231M |
-$85.5M |
+$145M |
MDT, ABBV, F113PS, HCA, MCK
|
13F-HR |
2/17/2015, 02:01 PM |
Q3 2014 |
83 |
$646M |
+$143M |
-$63.4M |
+$79.4M |
GILD, MDT, ABBV, MRK, MCK
|
13F-HR |
11/14/2014, 04:10 PM |
Q2 2014 |
78 |
$558M |
+$207M |
-$92.7M |
+$115M |
GILD, MRK, MDT, ITMN, MCK
|
13F-HR |
8/14/2014, 03:11 PM |
Q1 2014 |
75 |
$434M |
+$180M |
-$44.3M |
+$135M |
JNJ, GILD, ABBV, BIIB, MCK
|
13F-HR |
5/15/2014, 03:05 PM |
Q4 2013 |
69 |
$280M |
$0 |
$0 |
|
GILD, XLV, BIIB, ABBV, CELG
|
13F-HR |
2/14/2014, 04:32 PM |