Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|
Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2024 | 13 | $178M | +$9.53M | -$61.5M | -$51.9M | UTHR, EXEL, CAH, BIIB, ENTA | 13F-HR | 11/14/2024, 07:04 PM |
Q2 2024 | 13 | $218M | +$9.95M | -$21.3M | -$11.4M | EXEL, UTHR, BIIB, TARO, CAH | 13F-HR | 8/14/2024, 09:33 PM |
Q1 2024 | 12 | $226M | +$18M | -$81.2M | -$63.2M | EXEL, UTHR, BIIB, TARO, CAH | 13F-HR | 5/15/2024, 04:23 PM |
Q4 2023 | 12 | $282M | +$21.9M | -$22.6M | -$653K | EXEL, UTHR, BIIB, REGN, CAH | 13F-HR | 2/14/2024, 04:12 PM |
Q3 2023 | 12 | $272M | +$1.95M | -$30.5M | -$28.6M | UTHR, EXEL, BIIB, REGN, ALKS | 13F-HR | 11/14/2023, 08:15 PM |
Q2 2023 | 12 | $316M | +$2.22M | -$10.3M | -$8.07M | BIIB, UTHR, REGN, EXEL, ALKS | 13F-HR | 8/11/2023, 03:37 PM |
Q1 2023 | 12 | $329M | +$5.54M | -$840K | +$4.7M | BIIB, REGN, UTHR, EXEL, ALKS | 13F-HR | 5/15/2023, 09:44 PM |
Q4 2022 | 12 | $324M | +$7.43M | -$16.9M | -$9.47M | UTHR, BIIB, REGN, ALKS, EXEL | 13F-HR | 2/15/2023, 08:09 AM |
Q3 2022 | 14 | $314M | +$37.4M | -$20M | +$17.4M | BIIB, UTHR, REGN, ALKS, ENTA | 13F-HR | 11/14/2022, 07:51 PM |
Q2 2022 | 14 | $302M | +$40.8M | -$18.7M | +$22.1M | UTHR, ALKS, REGN, EXEL, ENTA | 13F-HR | 8/15/2022, 09:19 PM |
Q1 2022 | 13 | $290M | +$7.57M | -$14.2M | -$6.6M | REGN, ENTA, MCK, ALKS, UTHR | 13F-HR | 5/16/2022, 08:50 PM |
Q4 2021 | 10 | $288M | +$10.2M | -$47.9M | -$37.7M | UTHR, REGN, ENTA, MCK, ALKS | 13F-HR | 2/14/2022, 09:12 PM |
Q3 2021 | 13 | $319M | +$24.9M | -$16.3M | +$8.59M | ENTA, ALKS, REGN, UTHR, TARO | 13F-HR | 11/15/2021, 05:38 PM |
Q2 2021 | 13 | $295M | +$9.97M | -$21.9M | -$12M | REGN, ALKS, ENTA, UTHR, TARO | 13F-HR | 8/13/2021, 05:16 PM |
Q1 2021 | 12 | $289M | +$917K | -$69.1M | -$68.2M | ENTA, UTHR, TARO, REGN, BIIB | 13F-HR | 5/17/2021, 09:01 PM |
Q4 2020 | 12 | $342M | +$4.69M | -$24.3M | -$19.6M | ALXN, UTHR, TARO, REGN, ENTA | 13F-HR | 2/16/2021, 05:47 PM |
Q3 2020 | 11 | $314M | +$16.6M | -$43.8M | -$27.2M | REGN, ALXN, UTHR, BIIB, ENTA | Restatement | 12/8/2020, 05:21 PM |
Q2 2020 | 11 | $368M | +$33.3M | -$27.6M | +$5.7M | UTHR, ALXN, REGN, BIIB, ENTA | Restatement | 8/20/2020, 03:41 PM |
Q1 2020 | 13 | $311M | +$45.6M | -$13.8M | +$31.8M | UTHR, REGN, ALXN, ENTA, BIIB | 13F-HR | 5/15/2020, 07:32 PM |
Q4 2019 | 12 | $293M | +$101M | -$90.5M | +$10.6M | UTHR, REGN, MCK, ALXN, BIIB | 13F-HR | 2/14/2020, 09:59 PM |
Q3 2019 | 10 | $260M | +$26.2M | -$52.3M | -$26.1M | UTHR, BIIB, MCK, GILD, ENTA | 13F-HR | 11/14/2019, 08:06 PM |
Q2 2019 | 10 | $308M | +$7.82M | -$41.9M | -$34.1M | MCK, UTHR, BIIB, ENTA, AMGN | 13F-HR | 8/14/2019, 04:37 PM |
Q1 2019 | 12 | $370M | +$72.1M | -$37.4M | +$34.7M | UTHR, MCK, ENTA, BIIB, AMGN | 13F-HR | 5/15/2019, 03:58 PM |
Q4 2018 | 13 | $296M | +$5.53M | -$45.4M | -$39.8M | UTHR, MCK, ENTA, AMGN, GILD | Restatement | 2/14/2019, 06:16 PM |
Q3 2018 | 14 | $389M | +$39.5M | -$46.3M | -$6.74M | UTHR, MCK, AMGN, ENTA, GILD | 13F-HR | 11/14/2018, 03:38 PM |
Q2 2018 | 14 | $392M | +$11.4M | -$68.1M | -$56.7M | UTHR, ENTA, AMGN, MCK, GILD | 13F-HR | 8/13/2018, 02:51 PM |
Q1 2018 | 16 | $412M | +$154M | -$79.2M | +$75.2M | UTHR, ENTA, AMGN, MCK, GILD | 13F-HR | 5/14/2018, 10:40 AM |
Q4 2017 | 16 | $321M | +$41.4M | -$74.2M | -$32.9M | ENTA, UTHR, GILD, SCMP, MCK | 13F-HR | 2/14/2018, 12:02 PM |
Q3 2017 | 14 | $321M | +$8.91M | -$33.8M | -$24.9M | ENTA, GILD, UTHR, SCMP, MRK | 13F-HR | 11/14/2017, 09:15 AM |
Q2 2017 | 15 | $329M | +$18.8M | -$26.7M | -$7.92M | ENTA, GILD, UTHR, SCMP, OFIX | 13F-HR | 8/14/2017, 11:10 AM |
Q1 2017 | 15 | $310M | +$74.1M | -$37.2M | +$36.9M | GILD, ENTA, UTHR, SCMP, OFIX | 13F-HR | 5/15/2017, 11:33 AM |
Q4 2016 | 16 | $279M | +$36.3M | -$44.5M | -$8.17M | UTHR, ENTA, GILD, SCMP, OFIX | 13F-HR | 2/13/2017, 02:40 PM |
Q3 2016 | 17 | $277M | +$13.4M | -$22.5M | -$9.17M | UTHR, OFIX, ENTA, IPXL, AMGN | 13F-HR | 11/14/2016, 11:12 AM |
Q2 2016 | 20 | $278M | +$45.4M | -$46.9M | -$1.54M | UTHR, OFIX, IPXL, ENTA, TEVA | 13F-HR | 8/12/2016, 02:41 PM |
Q1 2016 | 22 | $279M | +$5.65M | -$477K | +$5.17M | BXLT, OFIX, ENTA, UTHR, TEVA | 13F-HR | 5/13/2016, 11:13 AM |
Q4 2015 | 22 | $313M | +$30M | -$10.9M | +$19.1M | UTHR, ENTA, BXLT, TEVA, OFIX | 13F-HR | 2/12/2016, 12:35 PM |
Q3 2015 | 23 | $276M | +$54.5M | -$9.29M | +$45.2M | ENTA, UTHR, BXLT, TEVA, OFIX | 13F-HR | 11/13/2015, 12:13 PM |
Q2 2015 | 22 | $265M | +$68.2M | -$31.2M | +$37M | ENTA, UTHR, IPXL, TEVA, HYH | 13F-HR | 8/13/2015, 03:28 PM |
Q1 2015 | 23 | $220M | +$26M | -$13.1M | +$12.9M | UTHR, IPXL, AMAG, TEVA, HYH | 13F-HR | 5/13/2015, 04:42 PM |
Q4 2014 | 26 | $179M | $0 | $0 | UTHR, AMAG, SCMP, IPXL, TEVA | 13F-HR | 2/18/2015, 01:17 PM |