Q2 2024 |
46 |
$335M |
+$113M |
-$78.1M |
+$35.4M |
GLPG, ADCT, ROIV, BBIO, ZBH
|
13F-HR |
8/14/2024, 08:34 AM |
Q1 2024 |
44 |
$359M |
+$162M |
-$67.3M |
+$94.9M |
STTK, ADCT, GLPG, MGTX, KURA
|
13F-HR |
5/15/2024, 04:06 PM |
Q4 2023 |
34 |
$249M |
+$46M |
-$167M |
-$121M |
GLPG, MGTX, STTK, MDT, ORIC
|
13F-HR |
2/14/2024, 09:07 AM |
Q3 2023 |
41 |
$316M |
+$80M |
-$55.7M |
+$24.4M |
PCRX, HUM, GLPG, MGTX, KURA
|
13F-HR |
11/14/2023, 08:22 AM |
Q2 2023 |
35 |
$342M |
+$176M |
-$57.2M |
+$119M |
PCRX, MGTX, HUM, ORIC, BCRX
|
Restatement |
8/14/2023, 03:29 PM |
Q1 2023 |
39 |
$209M |
+$89.9M |
-$49.8M |
+$40.2M |
PRTA, GLPG, MIRM, HUM, CNC
|
13F-HR |
5/12/2023, 04:54 PM |
Q4 2022 |
37 |
$179M |
+$51.4M |
-$71.7M |
-$20.3M |
GLPG, PRTA, KZR, MGTX, ALBO
|
13F-HR |
2/14/2023, 09:12 AM |
Q3 2022 |
36 |
$182M |
+$73.3M |
-$42M |
+$31.4M |
PRTA, HZNP, GLPG, KZR, ALKS
|
13F-HR |
11/14/2022, 09:18 AM |
Q2 2022 |
23 |
$123M |
+$41.7M |
-$32.1M |
+$9.56M |
GLPG, PRTA, KZR, ALBO, KALV
|
13F-HR |
8/12/2022, 04:44 PM |
Q1 2022 |
30 |
$142M |
+$39.5M |
-$35.9M |
+$3.64M |
GLPG, PRTA, ALBO, CRL, KALV
|
13F-HR |
5/16/2022, 04:02 PM |
Q4 2021 |
32 |
$150M |
+$54.9M |
-$56.3M |
-$1.34M |
PRTA, GLPG, ALBO, CUE, EHC
|
13F-HR |
2/14/2022, 08:52 AM |
Q3 2021 |
40 |
$171M |
+$59.1M |
-$47.8M |
+$11.3M |
PRTA, ALBO, GLPG, CUE, ARNA
|
13F-HR |
11/12/2021, 04:15 PM |
Q2 2021 |
44 |
$158M |
+$61.7M |
-$36.6M |
+$25.2M |
PRTA, ALBO, ARNA, HAE, CUE
|
13F-HR |
8/13/2021, 04:15 PM |
Q1 2021 |
37 |
$122M |
+$32.2M |
-$151M |
-$119M |
PRTA, VRTX, EHC, ARNA, CUE
|
13F-HR |
5/14/2021, 04:40 PM |
Q4 2020 |
34 |
$198M |
+$51.4M |
-$71.4M |
-$20M |
ALXN, ORGO, PRTA, CUE, ARNA
|
13F-HR |
2/12/2021, 08:42 AM |
Q3 2020 |
44 |
$203M |
+$68.1M |
-$75.2M |
-$7.15M |
ALXN, ARNA, BMY, RETA, CUE
|
13F-HR |
11/13/2020, 04:08 PM |
Q2 2020 |
47 |
$201M |
+$46.9M |
-$103M |
-$56.4M |
ARNA, RETA, KURA, CNC, ALXN
|
13F-HR |
8/14/2020, 08:39 AM |
Q1 2020 |
42 |
$213M |
+$85.6M |
-$47.3M |
+$38.3M |
ARNA, IOVA, KURA, ALXN, QURE
|
13F-HR |
5/15/2020, 08:08 AM |
Q4 2019 |
35 |
$219M |
+$54.6M |
-$65.1M |
-$10.4M |
ZBH, QURE, ARNA, KURA, UTHR
|
13F-HR |
2/14/2020, 09:07 AM |
Q3 2019 |
33 |
$179M |
+$51.1M |
-$40.6M |
+$10.5M |
ZBH, BMY, KURA, QURE, UTHR
|
13F-HR |
11/14/2019, 09:07 AM |
Q2 2019 |
38 |
$197M |
+$64M |
-$87.5M |
-$23.6M |
ZBH, BMY, KURA, RETA, IOVA
|
13F-HR |
8/14/2019, 08:38 AM |
Q1 2019 |
35 |
$218M |
+$64.3M |
-$59.3M |
+$5.04M |
CI, HNGR, ZBH, RETA, BMY
|
13F-HR |
5/15/2019, 07:50 AM |
Q4 2018 |
35 |
$194M |
+$88.5M |
-$31.4M |
+$57.1M |
HNGR, RETA, CI, WCG, ARNA
|
13F-HR |
2/14/2019, 08:22 AM |
Q3 2018 |
31 |
$176M |
+$81.3M |
-$50.9M |
+$30.4M |
HNGR, TLGT, ARNA, MGNX, BMRN
|
13F-HR |
11/14/2018, 06:21 PM |
Q2 2018 |
30 |
$136M |
+$49.1M |
-$74.8M |
-$25.6M |
CI, MGNX, AGN, TLGT, PIRS
|
13F-HR |
8/14/2018, 04:59 PM |
Q1 2018 |
29 |
$154M |
+$71.1M |
-$52.3M |
+$18.8M |
SHPG, AGN, MGNX, SBRA, AKAOQ
|
13F-HR |
5/14/2018, 05:21 PM |
Q4 2017 |
28 |
$134M |
$0 |
$0 |
|
AGN, MGNX, CDTX, EIGR, SBRA
|
13F-HR |
2/13/2018, 05:03 PM |