Q3 2024 |
63 |
$849M |
+$221M |
-$431M |
-$210M |
INSM, THC, BSX, CYTK, LBPH
|
13F-HR |
11/14/2024, 11:30 AM |
Q2 2024 |
69 |
$1B |
+$320M |
-$344M |
-$24.3M |
INSM, THC, CYTK, BSX, ELV
|
13F-HR |
8/14/2024, 08:04 AM |
Q1 2024 |
76 |
$1.02B |
+$446M |
-$223M |
+$224M |
THC, BSX, VKTX, INSM, CYTK
|
13F-HR |
5/15/2024, 11:14 AM |
Q4 2023 |
67 |
$693M |
+$346M |
-$438M |
-$91.4M |
WBA, THC, ABBV, NVS, REGN
|
13F-HR |
2/14/2024, 10:28 AM |
Q3 2023 |
62 |
$705M |
+$318M |
-$322M |
-$3.36M |
THC, ARGX, BSX, MLTX, CYTK
|
13F-HR |
11/14/2023, 08:57 AM |
Q2 2023 |
70 |
$762M |
+$450M |
-$198M |
+$253M |
CI, ZBH, INSP, MCK, BSX
|
13F-HR |
8/11/2023, 10:55 AM |
Q1 2023 |
67 |
$481M |
+$225M |
-$187M |
+$37.1M |
ELV, CYTK, INSP, COO, SYK
|
13F-HR |
5/9/2023, 12:47 PM |
Q4 2022 |
59 |
$444M |
+$228M |
-$278M |
-$50.5M |
CYTK, MRNA, BMRN, MRK, DGX
|
13F-HR |
2/13/2023, 10:53 AM |
Q3 2022 |
64 |
$489M |
+$197M |
-$211M |
-$14.3M |
GH, ELV, CNC, CYTK, BAX
|
13F-HR |
11/14/2022, 10:55 AM |
Q2 2022 |
65 |
$486M |
+$240M |
-$98.6M |
+$142M |
ELV, CNC, LLY, CYTK, SNY
|
13F-HR |
8/3/2022, 02:13 PM |
Q1 2022 |
71 |
$384M |
+$158M |
-$103M |
+$55.4M |
ELV, CYTK, PFE, GMED, RVTY
|
13F-HR |
5/12/2022, 04:26 PM |
Q4 2021 |
70 |
$359M |
+$139M |
-$142M |
-$3.33M |
CNC, SAGE, CYTK, RVTY, MCK
|
13F-HR |
2/2/2022, 10:17 AM |
Q3 2021 |
70 |
$348M |
+$140M |
-$150M |
-$9.88M |
ARNA, ACHC, SAGE, CVS, CYTK
|
13F-HR |
11/12/2021, 10:26 AM |
Q2 2021 |
71 |
$363M |
+$154M |
-$161M |
-$7.09M |
ELV, ACHC, ARNA, CYTK, SAGE
|
Restatement |
8/30/2021, 12:05 PM |
Q1 2021 |
69 |
$350M |
+$148M |
-$130M |
+$18M |
ACHC, CYTK, ARNA, NVST, NTLA
|
13F-HR |
5/10/2021, 09:54 AM |
Q4 2020 |
57 |
$336M |
+$126M |
-$149M |
-$22.7M |
SAGE, ACHC, ARNA, NVRO, LHCG
|
13F-HR |
2/16/2021, 04:13 PM |
Q3 2020 |
68 |
$317M |
+$123M |
-$155M |
-$31.6M |
LHCG, SAGE, RVTY, ABT, ARNA
|
13F-HR |
11/16/2020, 11:43 AM |
Q2 2020 |
58 |
$328M |
+$160M |
-$107M |
+$53.5M |
LHCG, DGX, BMY, ARNA, BMRN
|
13F-HR |
8/14/2020, 09:30 AM |
Q1 2020 |
51 |
$227M |
+$149M |
-$159M |
-$9.41M |
MDT, CNC, MRK, BMY, DGX
|
13F-HR |
5/15/2020, 01:24 PM |
Q4 2019 |
50 |
$257M |
$0 |
$0 |
|
A, DXCM, BMY, MDT, AMED
|
13F-HR |
2/13/2020, 11:21 AM |