| Q4 2023 |
1 |
$2.12M |
$0 |
-$45.4M |
-$45.4M |
STRM
|
13F-HR |
2/8/2024, 05:42 PM |
| Q3 2023 |
14 |
$50.2M |
+$2.66M |
-$70.4M |
-$67.7M |
VTRS, BDX, MDRX, MCK, STRM
|
13F-HR |
11/15/2023, 09:55 PM |
| Q2 2023 |
30 |
$132M |
+$30.5M |
-$35.5M |
-$4.94M |
VTRS, MDRX, PHR, COLL, THC
|
13F-HR |
8/9/2023, 06:28 PM |
| Q1 2023 |
34 |
$131M |
+$31.8M |
-$37.5M |
-$5.69M |
VTRS, MDRX, PHR, STRM, COLL
|
13F-HR |
5/10/2023, 06:06 PM |
| Q4 2022 |
32 |
$138M |
+$32.2M |
-$65.7M |
-$33.5M |
MDRX, VTRS, PHR, CERS, COLL
|
13F-HR |
2/10/2023, 07:09 PM |
| Q3 2022 |
42 |
$169M |
+$47M |
-$47.2M |
-$296K |
LNTH, MDRX, PCRX, PRGO, THC
|
13F-HR |
11/14/2022, 07:12 PM |
| Q2 2022 |
39 |
$172M |
+$62.4M |
-$66.8M |
-$4.42M |
CI, LNTH, CERS, PCRX, THC
|
13F-HR |
8/15/2022, 06:39 PM |
| Q1 2022 |
42 |
$209M |
+$70.5M |
-$108M |
-$37M |
CI, PCRX, LNTH, MRK, BVS
|
13F-HR |
5/11/2022, 03:28 PM |
| Q4 2021 |
44 |
$242M |
+$89.4M |
-$148M |
-$58.7M |
THC, PCRX, MDT, BVS, SIBN
|
13F-HR |
2/11/2022, 07:04 PM |
| Q3 2021 |
36 |
$312M |
+$58.4M |
-$83.4M |
-$25M |
HSIC, RIGL, MDT, PCRX, PDCO
|
13F-HR |
11/10/2021, 06:30 PM |
| Q2 2021 |
40 |
$349M |
+$68.2M |
-$235M |
-$167M |
MDT, RIGL, HSIC, PCRX, TPB
|
13F-HR |
8/12/2021, 08:08 PM |
| Q1 2021 |
54 |
$482M |
+$128M |
-$161M |
-$33.3M |
PCRX, MDT, RIGL, PDCO, TPB
|
13F-HR |
5/11/2021, 08:31 PM |
| Q4 2020 |
38 |
$470M |
+$132M |
-$42M |
+$90.2M |
PCRX, MDT, UTHR, RIGL, NUAN
|
13F-HR |
2/9/2021, 05:32 PM |
| Q3 2020 |
29 |
$319M |
+$56.9M |
-$96.7M |
-$39.8M |
PCRX, MDT, HOLX, PRGO, RIGL
|
13F-HR |
11/10/2020, 08:19 PM |
| Q2 2020 |
29 |
$348M |
+$106M |
-$86.3M |
+$20.1M |
PCRX, DGX, PRGO, UTHR, HOLX
|
13F-HR |
8/10/2020, 06:07 PM |
| Q1 2020 |
30 |
$260M |
+$78.6M |
-$179M |
-$100M |
DGX, MDT, ATRC, MDRX, PRGO
|
13F-HR |
5/14/2020, 01:48 PM |
| Q4 2019 |
25 |
$437M |
+$87.5M |
-$65.4M |
+$22.1M |
MDT, BIO, MDRX, ATRC, PCRX
|
13F-HR |
2/10/2020, 08:48 PM |
| Q3 2019 |
25 |
$382M |
+$89.8M |
-$31.7M |
+$58.1M |
MDRX, MDT, BIO, PCRX, PTLA
|
13F-HR |
11/5/2019, 03:42 PM |
| Q2 2019 |
19 |
$329M |
+$111M |
-$39M |
+$71.6M |
MDRX, MDT, BIO, PCRX, SRCL
|
13F-HR |
8/12/2019, 04:58 PM |
| Q1 2019 |
20 |
$251M |
+$66M |
-$88.7M |
-$22.8M |
MDRX, MDT, SRCL, PTLA, LNTH
|
13F-HR |
5/13/2019, 03:29 PM |
| Q4 2018 |
20 |
$245M |
+$44.1M |
-$80.7M |
-$36.6M |
MDRX, MDT, NUVA, ATRC, NXTM
|
13F-HR |
2/11/2019, 05:25 PM |
| Q3 2018 |
24 |
$348M |
+$61.8M |
-$54.7M |
+$7.1M |
NUVA, LH, MDRX, MDT, SRCL
|
13F-HR |
11/13/2018, 01:26 PM |
| Q2 2018 |
25 |
$297M |
+$152M |
-$67.4M |
+$84.1M |
MDT, NUVA, MDRX, LH, OPTN
|
13F-HR |
8/14/2018, 12:53 PM |
| Q1 2018 |
27 |
$210M |
+$105M |
-$70.9M |
+$33.7M |
NVCR, NUVA, MDRX, MDT, CORI
|
13F-HR |
5/7/2018, 08:11 PM |
| Q4 2017 |
25 |
$181M |
+$52.3M |
-$51.1M |
+$1.12M |
MDRX, PCRX, LH, NUVA, MDT
|
13F-HR |
2/13/2018, 06:52 PM |
| Q3 2017 |
23 |
$161M |
+$45.7M |
-$58.9M |
-$13.3M |
MDRX, NKTR, MDT, CORI, GILD
|
13F-HR |
11/13/2017, 01:33 PM |
| Q2 2017 |
26 |
$170M |
+$30.3M |
-$40.3M |
-$10M |
MDRX, NKTR, LH, PCRX, SPNC
|
13F-HR |
8/7/2017, 06:30 PM |
| Q1 2017 |
31 |
$160M |
+$56.8M |
-$54.3M |
+$2.56M |
MDRX, PCRX, NKTR, GILD, SPNC
|
13F-HR |
5/12/2017, 03:55 PM |
| Q4 2016 |
27 |
$141M |
+$42.5M |
-$207M |
-$164M |
ARIA, NXTM, HOLX, BIO, PCRX
|
Restatement |
2/16/2017, 03:04 PM |
| Q3 2016 |
31 |
$314M |
$0 |
$0 |
|
ELGX, NXTM, PDCO, ARIA, BIO
|
New Holdings |
11/9/2016, 06:44 PM |
| Q3 2016 |
31 |
$314M |
+$88M |
-$86.3M |
+$1.71M |
ELGX, NXTM, PDCO, ARIA, BIO
|
13F-HR |
11/8/2016, 07:01 PM |
| Q2 2016 |
28 |
$258M |
+$64.8M |
-$113M |
-$47.8M |
ELGX, NXTM, IMPR, ARIA, DGX
|
13F-HR |
8/12/2016, 05:49 PM |
| Q1 2016 |
19 |
$285M |
+$34.8M |
-$225M |
-$190M |
ELGX, DGX, PDCO, NXTM, MDRX
|
13F-HR |
5/13/2016, 08:04 PM |
| Q4 2015 |
26 |
$525M |
$0 |
$0 |
|
PDCO, DGX, ELGX, NXTM, MDT
|
13F-HR |
2/8/2016, 03:20 PM |