Q3 2024 |
81 |
$1.96B |
+$404M |
-$976M |
-$573M |
BSX, DNTH, ISRG, NTRA, CGON
|
13F-HR |
11/14/2024, 02:30 PM |
Q2 2024 |
85 |
$2.35B |
+$458M |
-$787M |
-$329M |
ISRG, BSX, NTRA, ARVN, ACHC
|
13F-HR |
8/14/2024, 01:18 PM |
Q1 2024 |
87 |
$2.81B |
+$849M |
-$921M |
-$71.7M |
FUSN, BSX, ARVN, ISRG, DNTH
|
13F-HR |
5/15/2024, 05:18 PM |
Q4 2023 |
72 |
$2.61B |
+$641M |
-$881M |
-$240M |
ARVN, BSX, TMO, ACHC, NBIX
|
13F-HR |
2/14/2024, 05:27 PM |
Q3 2023 |
83 |
$2.48B |
+$792M |
-$992M |
-$200M |
BSX, JAZZ, BDX, NBIX, MCK
|
13F-HR |
11/14/2023, 04:56 PM |
Q2 2023 |
93 |
$2.86B |
+$851M |
-$1.26B |
-$405M |
BDX, KRTX, JAZZ, GEHC, THC
|
13F-HR |
8/14/2023, 04:26 PM |
Q1 2023 |
83 |
$3.01B |
+$924M |
-$1.8B |
-$880M |
ARVN, SGRY, BIO, ARGX, JAZZ
|
13F-HR |
5/15/2023, 10:40 AM |
Q4 2022 |
84 |
$4.28B |
+$1.31B |
-$1.91B |
-$594M |
ARGX, UTHR, NBIX, AKRO, PRTA
|
13F-HR |
2/14/2023, 04:38 PM |
Q3 2022 |
96 |
$4.6B |
+$1.61B |
-$1.27B |
+$337M |
LLY, UTHR, NBIX, ARVN, ARGX
|
13F-HR |
11/14/2022, 04:23 PM |
Q2 2022 |
82 |
$4.36B |
+$1.49B |
-$1.32B |
+$173M |
AZN, VRTX, ARGX, ELV, AVTR
|
13F-HR |
8/15/2022, 09:57 AM |
Q1 2022 |
91 |
$4.51B |
+$1.49B |
-$1.1B |
+$396M |
AZN, ABBV, ARVN, ELV, MRK
|
13F-HR |
5/16/2022, 09:31 AM |
Q4 2021 |
97 |
$4.71B |
+$1.34B |
-$631M |
+$704M |
ABBV, ZNTL, ARVN, AVTR, AZN
|
13F-HR |
2/14/2022, 10:02 AM |
Q3 2021 |
103 |
$3.92B |
+$1.22B |
-$954M |
+$262M |
MRTX, ARVN, ABBV, VRTX, ZNTL
|
13F-HR |
11/15/2021, 11:34 AM |
Q2 2021 |
112 |
$3.7B |
+$1.39B |
-$1.34B |
+$49.9M |
VRTX, ABBV, ARVN, LLY, MRVI
|
13F-HR |
8/16/2021, 12:50 PM |
Q1 2021 |
93 |
$3.58B |
+$1.58B |
-$1.04B |
+$540M |
ABBV, AZN, AVTR, MDT, ARVN
|
13F-HR |
5/17/2021, 09:30 AM |
Q4 2020 |
94 |
$2.97B |
+$1.7B |
-$886M |
+$817M |
AVTR, ARVN, ABBV, LLY, AZN
|
13F-HR |
2/16/2021, 09:52 AM |
Q3 2020 |
66 |
$1.86B |
+$1.16B |
-$801M |
+$362M |
ABBV, SGEN, AVTR, MRK, BIIB
|
13F-HR |
11/16/2020, 04:10 PM |
Q2 2020 |
57 |
$1.56B |
+$1.11B |
-$404M |
+$704M |
ABBV, REGN, BHVN, BAX, IMMU
|
13F-HR |
8/14/2020, 12:26 PM |
Q1 2020 |
49 |
$698M |
$0 |
$0 |
|
SGEN, MRK, ABBV, MCK, BMRN
|
New Holdings |
6/17/2020, 05:13 PM |
Q1 2020 |
49 |
$698M |
+$625M |
-$69.4M |
+$556M |
SGENXXXX, MRK, ABBV, MCK, BMRN
|
13F-HR |
5/14/2020, 06:34 PM |
Q4 2019 |
33 |
$159M |
$0 |
$0 |
|
BAX, HCA, VRTX, ABBV, MRTX
|
New Holdings |
6/17/2020, 05:09 PM |
Q4 2019 |
33 |
$159M |
$0 |
$0 |
|
BAX, HCA, VRTX, ABBV, MRTX
|
13F-HR |
2/14/2020, 09:46 AM |