| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MGM RESORTS INTERNATIONAL | 3,958,970 | 103,052,000 | 6.94% | ||
| 2 | BIOGEN INC | 254,050 | 79,525,000 | 5.36% | ||
| 3 | MEDICINES CO | 2,098,000 | 79,179,000 | 5.34% | ||
| 4 | Wright Medical Group NV | 3,190,076 | 78,253,000 | 5.27% | ||
| 5 | POST HLDGS INC | 1,012,589 | 78,141,000 | 5.27% | ||
| 6 | ALNYLAM PHARMACEUTICALS INC | 983,040 | 66,630,000 | 4.49% | ||
| 7 | TEVA PHARMACEUTICAL INDS LTD | 1,358,287 | 62,495,000 | 4.21% | ||
| 8 | IRONWOOD PHARMACEUTICALS INC COM CL A | 3,924,333 | 62,318,000 | 4.20% | ||
| 9 | HUMANA | 311,235 | 55,054,000 | 3.71% | ||
| 10 | FACEBOOK INC | 420,598 | 53,950,000 | 3.64% | ||
| 11 | CHARTER COMM | 192,448 | 51,955,000 | 3.50% | ||
| 12 | SHIRE PLC | 253,419 | 49,128,000 | 3.31% | ||
| 13 | NEKTAR THERAPEUTICS COM | 2,832,636 | 48,665,000 | 3.28% | ||
| 14 | DEXCOM | 538,859 | 47,236,000 | 3.18% | ||
| 15 | PACIFIC BIOSCIENCES CALIF IN | 4,964,123 | 44,479,000 | 3.00% | ||
| 16 | ARMSTRONG WORLD INDS INC NEW COM | 1,034,642 | 42,751,000 | 2.88% | ||
| 17 | KANSAS CITY SOUTHERN | 449,703 | 41,966,000 | 2.83% | ||
| 18 | TG THERAPEUTICS INC COM | 5,204,618 | 40,284,000 | 2.71% | ||
| 19 | GRUBHUB INC | 856,036 | 36,801,000 | 2.48% | ||
| 20 | LIBERTY BROADBAND CORP COM SER A | 435,892 | 30,582,000 | 2.06% | ||
| 21 | WELLCARE HEALTH PLANS INC COM | 236,292 | 27,667,000 | 1.86% | ||
| 22 | LABORATORY CORP AMER HLDGS | 195,847 | 26,925,000 | 1.81% | ||
| 23 | GILEAD SCIENCES INC | 339,451 | 26,857,000 | 1.81% | ||
| 24 | AETNA INC NEW | 229,683 | 26,517,000 | 1.79% | ||
| 25 | CENTENE CORP DEL | 391,015 | 26,182,000 | 1.76% | ||
| 26 | BOYD GAMING CORP COM | 1,316,060 | 26,032,000 | 1.75% | ||
| 27 | CHIPOTLE MEXICAN GRILL INC | 56,543 | 23,946,000 | 1.61% | ||
| 28 | VERISIGN | 296,712 | 23,215,000 | 1.56% | ||
| 29 | Atara Biotherapeutics Inc | 996,076 | 21,306,000 | 1.44% | ||
| 30 | PRETIUM RES INC | 1,651,328 | 16,959,000 | 1.14% | ||
| 31 | OPKO HEALTH INC | 1,523,125 | 16,130,000 | 1.09% | ||
| 32 | TROVAGENE INC COM NEW | 3,290,587 | 14,775,000 | 1.00% | ||
| 33 | CF INDS HLDGS INC | 559,781 | 13,631,000 | 0.92% | ||
| 34 | MGM GROWTH PPTYS LLC CL A COM | 500,000 | 13,035,000 | 0.88% | ||
| 35 | CHIPOTLE MEXICAN GRILL INC | 30,000 | 12,705,000 | 0.86% | Call | |
| 36 | COHERUS BIOSCIENCES INC COM | 359,886 | 9,638,000 | 0.65% | ||
| 37 | LEXICON PHARMACEUTICALS | 336,966 | 6,089,000 | 0.41% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001166309-16-000011, filed 2016.11.14).
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.
