Q3 2024 |
254 |
$3.82B |
+$715M |
-$902M |
-$187M |
PTCT, SUPN, INCY, TVTX, IMVT
|
13F-HR |
11/14/2024, 11:13 AM |
Q2 2024 |
250 |
$3.82B |
+$1.03B |
-$729M |
+$301M |
PTCT, SUPN, NBIX, CYTK, INCY
|
13F-HR |
8/14/2024, 02:38 PM |
Q1 2024 |
333 |
$3.75B |
+$1.12B |
-$1.39B |
-$269M |
PTCT, NBIX, INCY, SUPN, CYTK
|
13F-HR |
5/15/2024, 02:21 PM |
Q4 2023 |
290 |
$3.77B |
+$987M |
-$1.02B |
-$33.1M |
PTCT, NBIX, SUPN, ARGX, AUPH
|
13F-HR |
2/13/2024, 04:57 PM |
Q3 2023 |
250 |
$3.36B |
+$631M |
-$887M |
-$256M |
SUPN, PTCT, NBIX, ARGX, AGIO
|
13F-HR |
11/14/2023, 01:07 PM |
Q2 2023 |
218 |
$3.98B |
+$929M |
-$1.26B |
-$330M |
NBIX, SUPN, MRTX, PTCT, TVTX
|
13F-HR |
8/14/2023, 02:12 PM |
Q1 2023 |
223 |
$4.3B |
+$1.16B |
-$745M |
+$419M |
NBIX, TVTX, SUPN, PTCT, MRTX
|
13F-HR |
5/15/2023, 01:21 PM |
Q4 2022 |
191 |
$3.72B |
+$958M |
-$1.71B |
-$756M |
MRTX, SUPN, TVTX, PTCT, INCY
|
13F-HR |
2/14/2023, 02:06 PM |
Q3 2022 |
195 |
$3.97B |
+$1.23B |
-$1.17B |
+$55.7M |
INCY, SUPN, PTCT, TVTX, NBIX
|
13F-HR |
11/14/2022, 05:15 PM |
Q2 2022 |
176 |
$3.9B |
+$1.62B |
-$895M |
+$725M |
INCY, MRTX, SUPN, PTCT, NBIX
|
13F-HR |
8/15/2022, 03:34 PM |
Q1 2022 |
139 |
$3.51B |
+$1.27B |
-$1.71B |
-$433M |
TVTX, INCY, BIIB, PTCT, MRTX
|
13F-HR |
5/16/2022, 03:20 PM |
Q4 2021 |
143 |
$4.11B |
+$1.31B |
-$1.2B |
+$106M |
INCY, BMY, TVTX, MRTX, SUPN
|
13F-HR |
2/14/2022, 04:33 PM |
Q3 2021 |
135 |
$4.05B |
+$1.35B |
-$928M |
+$424M |
INCY, BMY, MRTX, VRTX, TVTX
|
13F-HR |
11/15/2021, 02:44 PM |
Q2 2021 |
114 |
$3.77B |
+$1.24B |
-$788M |
+$456M |
CERC, BIIB, VRTX, BMY, MRTX
|
13F-HR |
8/16/2021, 03:51 PM |
Q1 2021 |
109 |
$3.12B |
+$1.42B |
-$601M |
+$814M |
CERC, BMY, MRTX, SUPN, VRTX
|
13F-HR |
5/17/2021, 01:38 PM |
Q4 2020 |
0 |
$0 |
$0 |
$0 |
|
|
New Holdings |
3/4/2021, 03:15 PM |
Q4 2020 |
104 |
$2.23B |
+$696M |
-$797M |
-$100M |
CERC, SUPN, VNDA, LNTH, BMY
|
13F-HR |
2/16/2021, 03:14 PM |
Q3 2020 |
98 |
$2.14B |
+$787M |
-$536M |
+$250M |
CERC, SUPN, ENR, LNTH, AZO
|
13F-HR |
11/16/2020, 03:21 PM |
Q2 2020 |
76 |
$1.9B |
+$629M |
-$584M |
+$44.9M |
CERC, UNH, BMY, BIIB, ALXN
|
13F-HR |
8/14/2020, 03:27 PM |
Q1 2020 |
75 |
$1.36B |
+$732M |
-$427M |
+$305M |
CERC, SUPN, VNDA, AMZN, VXRT
|
13F-HR |
5/15/2020, 02:19 PM |
Q4 2019 |
67 |
$1.25B |
+$576M |
-$549M |
+$27.2M |
CERC, AMAG, VNDA, SUPN, BIIB
|
13F-HR |
2/14/2020, 02:55 PM |
Q3 2019 |
60 |
$1.06B |
+$500M |
-$445M |
+$55M |
CERC, CELG, VNDA, AMAG, KHC
|
13F-HR |
11/14/2019, 02:33 PM |
Q2 2019 |
57 |
$1.08B |
+$407M |
-$496M |
-$89M |
CERC, ENR, DFRG, VNDA, MDGL
|
13F-HR |
8/14/2019, 03:41 PM |
Q1 2019 |
64 |
$1.22B |
+$534M |
-$403M |
+$131M |
CERC, ENR, CELG, MDGL, CLVSQ
|
13F-HR |
5/15/2019, 03:39 PM |
Q4 2018 |
68 |
$907M |
+$437M |
-$550M |
-$112M |
CLVSQ, CERC, ENR, PLYA, EPC
|
13F-HR |
2/14/2019, 01:43 PM |
Q3 2018 |
70 |
$1.22B |
+$499M |
-$442M |
+$57.4M |
CERC, SJM, CLVSQ, EPC, MNKKQ
|
13F-HR |
11/14/2018, 02:24 PM |
Q2 2018 |
66 |
$1.16B |
+$512M |
-$461M |
+$51.2M |
CERC, EPC, MNKKQ, REGN, VNDA
|
13F-HR |
8/14/2018, 01:44 PM |
Q1 2018 |
61 |
$1.08B |
+$518M |
-$207M |
+$311M |
CERC, VNDA, UTHR, FRPT, AMAG
|
13F-HR |
5/15/2018, 03:55 PM |
Q4 2017 |
63 |
$776M |
+$367M |
-$228M |
+$139M |
CERC, VNDA, UTHR, DEPO, ENR
|
Restatement |
2/14/2018, 12:16 PM |
Q3 2017 |
56 |
$566M |
+$241M |
-$271M |
-$29.8M |
VNDA, DEPO, ENR, REGN, FRPT
|
13F-HR |
11/14/2017, 02:45 PM |
Q2 2017 |
55 |
$591M |
+$252M |
-$91.5M |
+$160M |
VNDA, DEPO, HAIN, FRPT, REGN
|
13F-HR |
8/14/2017, 10:13 AM |
Q1 2017 |
43 |
$389M |
+$172M |
-$140M |
+$31.7M |
ATRS, VNDA, NVLNF, FRPT, REGN
|
13F-HR |
5/15/2017, 10:07 AM |
Q4 2016 |
45 |
$351M |
+$189M |
-$94.6M |
+$94.3M |
ATRS, HAIN, FRPT, PCRX, LVS
|
13F-HR |
2/14/2017, 06:17 PM |
Q3 2016 |
41 |
$246M |
+$109M |
-$97.6M |
+$10.9M |
ATRS, HAIN, ACOR, ARLZ, RXDX
|
13F-HR |
11/14/2016, 05:30 PM |
Q2 2016 |
42 |
$212M |
+$101M |
-$97.3M |
+$3.96M |
ATRS, VNDA, ARLZ, TLRDQ, RXDX
|
13F-HR |
8/15/2016, 03:58 PM |
Q1 2016 |
33 |
$197M |
+$88.6M |
-$84.6M |
+$4.07M |
ATRS, VNDA, XNPT, RXDX, FRPT
|
Restatement |
5/16/2016, 02:31 PM |
Q4 2015 |
32 |
$227M |
+$117M |
-$140M |
-$23M |
ATRS, VNDA, FRPT, RXDX, BDSI
|
13F-HR |
2/16/2016, 01:28 PM |
Q3 2015 |
37 |
$244M |
+$136M |
-$111M |
+$25.2M |
PTX, ATRS, KODK, FRPT, XNPT
|
13F-HR |
11/16/2015, 01:38 PM |
Q2 2015 |
27 |
$248M |
+$137M |
-$95.1M |
+$42.1M |
SPPI, APOL, KODK, VNDA, ATRS
|
13F-HR |
8/14/2015, 02:11 PM |
Q1 2015 |
26 |
$195M |
+$96.1M |
-$90.8M |
+$5.3M |
VNDA, RXDX, SPPI, KODK, AVTA
|
13F-HR |
5/15/2015, 10:11 AM |
Q4 2014 |
28 |
$190M |
$0 |
$0 |
|
SPPI, ZGNX, VNDA, HPTX, RXDX
|
13F-HR |
2/17/2015, 03:04 PM |