| Q2 2024 |
25 |
$395M |
+$220M |
-$113M |
+$107M |
TEVA, ARGX, ASND, AMGN, NTRA
|
13F-HR |
8/14/2024, 03:19 PM |
| Q1 2024 |
27 |
$288M |
+$158M |
-$104M |
+$54.3M |
TEVA, AVDL, SILK, NTRA, ASND
|
13F-HR |
5/15/2024, 12:33 PM |
| Q4 2023 |
23 |
$204M |
+$53.9M |
-$181M |
-$127M |
ABBV, TEVA, REGN, GEHC, ASND
|
13F-HR |
2/14/2024, 01:40 PM |
| Q3 2023 |
60 |
$312M |
+$200M |
-$144M |
+$55.7M |
AMGN, TEVA, DXCM, ABBV, SPY
|
13F-HR |
11/14/2023, 12:49 PM |
| Q2 2023 |
58 |
$269M |
+$127M |
-$200M |
-$73.8M |
LLY, JNJ, AVDL, WST, REGN
|
13F-HR |
8/14/2023, 01:07 PM |
| Q1 2023 |
47 |
$328M |
+$197M |
-$108M |
+$89.2M |
REGN, WST, ABT, TNDM, LLY
|
13F-HR |
5/15/2023, 09:35 AM |
| Q4 2022 |
65 |
$226M |
+$128M |
-$262M |
-$134M |
WST, LLY, SRPT, AXSM, MRK
|
13F-HR |
2/14/2023, 10:26 AM |
| Q3 2022 |
39 |
$351M |
+$204M |
-$97.7M |
+$107M |
LLY, BIIB, ARGX, NBIX, REGN
|
13F-HR |
11/14/2022, 12:12 PM |
| Q2 2022 |
50 |
$236M |
+$123M |
-$120M |
+$3.29M |
ARGX, LLY, EW, STVN, CCXI
|
13F-HR |
8/15/2022, 11:16 AM |
| Q1 2022 |
37 |
$256M |
+$138M |
-$109M |
+$29.5M |
JAZZ, PTGX, REGN, HZNP, CLDX
|
13F-HR |
5/16/2022, 11:35 AM |
| Q4 2021 |
38 |
$249M |
+$191M |
-$163M |
+$28.5M |
ABBV, LLY, EW, ARGX, CCXI
|
13F-HR |
2/14/2022, 11:44 AM |
| Q3 2021 |
24 |
$215M |
+$129M |
-$163M |
-$33.6M |
HZNP, BAX, SGEN, WBA, EW
|
13F-HR |
11/15/2021, 03:30 PM |
| Q2 2021 |
25 |
$239M |
+$74.7M |
-$165M |
-$89.9M |
REGN, HZNP, MDT, WBA, JAZZ
|
13F-HR |
8/16/2021, 12:43 PM |
| Q1 2021 |
30 |
$314M |
+$180M |
-$152M |
+$28.3M |
REGN, MDT, JNJ, HZNP, BAX
|
13F-HR |
5/17/2021, 12:14 PM |
| Q4 2020 |
65 |
$275M |
$0 |
$0 |
|
JNJ, BAX, MDT, ABBV, VTRS
|
13F-HR |
2/16/2021, 05:01 PM |