| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 26 | $328M | +$182M | -$121M | +$61.8M | BMRN, MRK, GILD, AMGN, RPRX | 13F-HR | 8/14/2024, 04:00 PM |
| Q1 2024 | 25 | $259M | $0 | $0 | BMY, GILD, TEVA, REGN, BMRN | New Holdings | 8/6/2024, 10:59 AM | |
| Q1 2024 | 25 | $259M | +$152M | -$97M | +$54.7M | BMY, GILD, TEVA, REGN, BMRN | 13F-HR | 5/15/2024, 04:00 PM |
| Q4 2023 | 23 | $209M | $0 | $0 | AMGN, MRK, FOLD, INSM, BMRN | 13F-HR | 2/14/2024, 04:00 PM |