Q2 2019 |
23 |
$120M |
+$76.3M |
-$36.3M |
+$39.9M |
ICPT, INSM, BOLD, NBIX, SRPT
|
13F-HR |
8/14/2019, 04:08 PM |
Q1 2019 |
24 |
$82.4M |
+$23.7M |
-$140M |
-$116M |
BOLD, HRTX, INSM, IMMU, BHC
|
13F-HR |
5/15/2019, 04:06 PM |
Q4 2018 |
20 |
$152M |
+$72.8M |
-$256M |
-$183M |
NVS, HRTX, BOLD, IMMU, BHC
|
13F-HR |
2/14/2019, 04:00 PM |
Q3 2018 |
50 |
$371M |
+$136M |
-$174M |
-$38.2M |
EXEL, AGN, IMMU, MYL, DOVA
|
13F-HR |
11/14/2018, 04:06 PM |
Q2 2018 |
42 |
$427M |
+$163M |
-$147M |
+$16.3M |
AGN, IMMU, EXEL, DOVA, TSRO
|
13F-HR |
8/14/2018, 04:09 PM |
Q1 2018 |
36 |
$407M |
+$230M |
-$112M |
+$118M |
AGN, BMY, BMRN, SHPG, INSM
|
13F-HR |
5/15/2018, 04:17 PM |
Q4 2017 |
30 |
$284M |
+$182M |
-$133M |
+$48.9M |
AGN, SHPG, MYL, MRK, ABLX
|
13F-HR |
2/14/2018, 06:08 PM |
Q3 2017 |
32 |
$227M |
+$122M |
-$93.1M |
+$29.3M |
SGEN, CLVSQ, GSK, SGMO, FGEN
|
13F-HR |
11/14/2017, 04:20 PM |
Q2 2017 |
36 |
$185M |
+$70.7M |
-$36.1M |
+$34.5M |
SHPG, ALXN, GSK, CELG, PFE
|
13F-HR |
8/14/2017, 04:40 PM |
Q1 2017 |
29 |
$147M |
+$65.8M |
-$81.3M |
-$15.5M |
PFE, SHPG, CELG, GSK, ALXN
|
13F-HR |
5/15/2017, 04:37 PM |
Q4 2016 |
34 |
$153M |
+$102M |
-$69.5M |
+$32.6M |
SHPG, NVS, CELG, ALXN, PFE
|
13F-HR |
2/14/2017, 05:00 PM |
Q3 2016 |
31 |
$128M |
+$42.2M |
-$40.7M |
+$1.48M |
PFE, GSK, SHPG, XLRN, SGEN
|
13F-HR |
11/14/2016, 04:08 PM |
Q2 2016 |
35 |
$115M |
+$62.3M |
-$44.2M |
+$18.1M |
PFE, GSK, SHPG, SGEN, MYL
|
13F-HR |
8/15/2016, 04:24 PM |
Q1 2016 |
31 |
$95.2M |
+$54.8M |
-$22M |
+$32.8M |
CELG, SHPG, PFE, AGN, BMY
|
13F-HR |
5/13/2016, 11:33 AM |
Q4 2015 |
45 |
$70.5M |
$0 |
$0 |
|
PFE, BMY, CELG, MRK, SGEN
|
13F-HR |
2/16/2016, 10:25 AM |