Q3 2024 |
93 |
$783M |
+$167M |
-$194M |
-$26.8M |
BSX, PODD, LLY, COO, KROS
|
13F-HR |
11/14/2024, 12:43 PM |
Q2 2024 |
89 |
$734M |
+$182M |
-$231M |
-$49.5M |
BSX, PODD, UTHR, LLY, COO
|
13F-HR |
8/14/2024, 04:18 PM |
Q1 2024 |
99 |
$815M |
+$262M |
-$223M |
+$39.1M |
THC, UTHR, BSX, COO, SDGR
|
13F-HR |
5/15/2024, 12:17 PM |
Q4 2023 |
88 |
$707M |
+$215M |
-$127M |
+$88.3M |
BSX, UTHR, COO, DXCM, THC
|
13F-HR |
2/14/2024, 10:10 AM |
Q3 2023 |
102 |
$546M |
+$153M |
-$110M |
+$43M |
BSX, UTHR, BDX, DXCM, COO
|
13F-HR |
11/14/2023, 09:26 AM |
Q2 2023 |
95 |
$577M |
+$205M |
-$118M |
+$87.3M |
UTHR, BSX, SDGR, BDX, THC
|
13F-HR |
8/11/2023, 03:08 PM |
Q1 2023 |
83 |
$460M |
+$170M |
-$66.7M |
+$103M |
UTHR, NBIX, BSX, COO, LNTH
|
13F-HR |
5/12/2023, 10:20 AM |
Q4 2022 |
81 |
$376M |
+$79.1M |
-$92.2M |
-$13.2M |
UTHR, BSX, UNH, NBIX, LLY
|
13F-HR |
2/13/2023, 10:44 AM |
Q3 2022 |
89 |
$350M |
+$118M |
-$41.7M |
+$76.3M |
UTHR, UNH, DHR, BSX, NBIX
|
13F-HR |
11/14/2022, 10:06 AM |
Q2 2022 |
76 |
$272M |
+$70.8M |
-$91.5M |
-$20.7M |
UTHR, UNH, SGEN, DHR, XENE
|
13F-HR |
8/12/2022, 10:51 AM |
Q1 2022 |
80 |
$342M |
+$71.2M |
-$130M |
-$58.8M |
IRTC, UTHR, UNH, SGEN, IMUX
|
13F-HR |
5/13/2022, 09:30 AM |
Q4 2021 |
83 |
$442M |
+$116M |
-$68.3M |
+$48M |
IQV, UTHR, DHR, UNH, DXCM
|
13F-HR |
2/11/2022, 01:55 PM |
Q3 2021 |
74 |
$395M |
+$63.1M |
-$130M |
-$66.6M |
DXCM, ACRS, AVTR, UTHR, IQV
|
13F-HR |
11/12/2021, 04:49 PM |
Q2 2021 |
82 |
$457M |
+$109M |
-$76.7M |
+$32.2M |
ACRS, DXCM, CRL, ISRG, UTHR
|
13F-HR |
8/13/2021, 01:38 PM |
Q1 2021 |
82 |
$415M |
+$102M |
-$140M |
-$37.8M |
ACRS, DHR, CRL, NTRA, HUM
|
13F-HR |
5/14/2021, 11:01 AM |
Q4 2020 |
83 |
$390M |
+$73.3M |
-$135M |
-$61.3M |
DXCM, HZNP, VCEL, SDGR, ACRS
|
13F-HR |
2/12/2021, 04:01 PM |
Q3 2020 |
84 |
$378M |
+$71.8M |
-$60.8M |
+$11M |
HZNP, DHR, NBIX, NTRA, DXCM
|
13F-HR |
11/13/2020, 04:01 PM |
Q2 2020 |
78 |
$347M |
+$117M |
-$55.3M |
+$61.9M |
NBIX, GWPH, HZNP, DXCM, GNMK
|
13F-HR |
8/13/2020, 04:07 PM |
Q1 2020 |
66 |
$216M |
+$51.3M |
-$128M |
-$76.5M |
MRK, NBIX, GWPH, VRTX, UNH
|
13F-HR |
5/14/2020, 06:53 PM |
Q4 2019 |
68 |
$339M |
$0 |
$0 |
|
MRK, NBIX, ZBH, SGEN, KOD
|
13F-HR |
2/13/2020, 04:46 PM |