| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | POST HLDGS INC | 1,112,589 | 92,000,000 | 5.94% | ||
| 2 | MGM RESORTS INTERNATIONAL | 3,958,970 | 89,591,000 | 5.79% | ||
| 3 | MEDICINES CO | 2,412,501 | 81,132,000 | 5.24% | ||
| 4 | LABORATORY CORP AMER HLDGS | 613,884 | 79,971,000 | 5.16% | ||
| 5 | IRONWOOD PHARMACEUTICALS INC COM CL A | 5,917,663 | 77,373,000 | 5.00% | ||
| 6 | MALLINCKRODT PUB LTD CO SHS | 1,186,046 | 72,088,000 | 4.66% | ||
| 7 | Wright Medical Group NV | 3,979,841 | 69,130,000 | 4.46% | ||
| 8 | TEVA PHARMACEUTICAL INDS LTD | 1,304,572 | 65,529,000 | 4.23% | ||
| 9 | AETNA INC NEW | 473,099 | 57,780,000 | 3.73% | ||
| 10 | DEXCOM | 708,395 | 56,197,000 | 3.63% | ||
| 11 | CENTENE CORP DEL | 760,195 | 54,255,000 | 3.50% | ||
| 12 | BIOGEN INC | 220,499 | 53,321,000 | 3.44% | ||
| 13 | CHARTER COMM | 229,504 | 52,474,000 | 3.39% | ||
| 14 | NEKTAR THERAPEUTICS COM | 3,598,554 | 51,207,000 | 3.31% | ||
| 15 | FACEBOOK INC | 420,598 | 48,066,000 | 3.10% | ||
| 16 | GRUBHUB INC | 1,507,199 | 46,829,000 | 3.02% | ||
| 17 | KANSAS CITY SOUTHERN | 449,703 | 40,514,000 | 2.62% | ||
| 18 | WELLCARE HEALTH PLANS INC COM | 374,143 | 40,138,000 | 2.59% | ||
| 19 | ALNYLAM PHARMACEUTICALS INC | 687,009 | 38,122,000 | 2.46% | ||
| 20 | PACIFIC BIOSCIENCES CALIF IN | 5,182,239 | 36,457,000 | 2.35% | ||
| 21 | VERISIGN | 411,637 | 35,590,000 | 2.30% | ||
| 22 | TG THERAPEUTICS INC COM | 5,204,618 | 31,540,000 | 2.04% | ||
| 23 | LIBERTY BROADBAND CORP COM SER A | 435,892 | 25,892,000 | 1.67% | ||
| 24 | IONIS PHARMACEUTICALS INC | 1,095,000 | 25,503,000 | 1.65% | Call | |
| 25 | HCA HOLDINGS INC | 325,185 | 25,042,000 | 1.62% | ||
| 26 | TENET HEALTHCARE CORP | 905,691 | 25,033,000 | 1.62% | ||
| 27 | Atara Biotherapeutics Inc | 1,015,976 | 22,870,000 | 1.48% | ||
| 28 | CHIPOTLE MEXICAN GRILL INC | 56,543 | 22,773,000 | 1.47% | ||
| 29 | PRETIUM RES INC | 1,651,328 | 18,495,000 | 1.19% | ||
| 30 | SERES THERAPEUTICS INC | 624,199 | 18,133,000 | 1.17% | ||
| 31 | BOYD GAMING CORP COM | 958,111 | 17,629,000 | 1.14% | ||
| 32 | TROVAGENE INC COM NEW | 3,290,587 | 14,906,000 | 0.96% | ||
| 33 | LEXICON PHARMACEUTICALS | 1,029,926 | 14,779,000 | 0.95% | ||
| 34 | CF INDS HLDGS INC | 559,781 | 13,491,000 | 0.87% | ||
| 35 | MGM GROWTH PPTYS LLC CL A COM | 500,000 | 13,340,000 | 0.86% | ||
| 36 | OPKO HEALTH INC | 1,072,733 | 10,019,000 | 0.65% | ||
| 37 | Adeptus Health Inc | 124,529 | 6,433,000 | 0.42% | ||
| 38 | SPECTRANETICS CORP | 256,473 | 4,799,000 | 0.31% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001166309-16-000009, filed 2016.08.15).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
