| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SAREPTA THERAPEUTICS INC | 2,558,478 | 76,217,000 | 7.48% | ||
| 2 | NEUROCRINE BIOSCIE COM USD0.001 | 4,599,867 | 68,262,000 | 6.70% | ||
| 3 | ACELRX PHARMACEUTICALS INC | 6,574,060 | 67,384,000 | 6.61% | ||
| 4 | VERTEX PHARMACEUT | 470,142 | 44,513,000 | 4.37% | ||
| 5 | CELGENE CORP | 507,488 | 43,580,000 | 4.28% | ||
| 6 | TARO PHARMACEUTICAL INDS LTD | 301,333 | 42,260,000 | 4.15% | ||
| 7 | AMICUS THERAPEUTICS INC | 12,339,444 | 41,214,000 | 4.04% | ||
| 8 | Questcor | 400,000 | 36,996,000 | 3.63% | ||
| 9 | INSMED INC COM PAR .01 | 1,800,000 | 35,964,000 | 3.53% | ||
| 10 | DYAX CORP COM CVR | 2,710,598 | 26,022,000 | 2.55% | ||
| 11 | ZIMMER BIOMET HLDGS INC | 242,500 | 25,186,000 | 2.47% | ||
| 12 | SHIRE PLC | 90,000 | 21,194,000 | 2.08% | ||
| 13 | Walgreens | 282,000 | 20,905,000 | 2.05% | ||
| 14 | XENCOR INC COM | 1,740,621 | 20,226,000 | 1.98% | ||
| 15 | HERON THERAPEUTICS INC | 1,634,555 | 20,138,000 | 1.98% | ||
| 16 | TESARO INC | 636,956 | 19,816,000 | 1.94% | ||
| 17 | Lion Biotechnologies | 3,011,549 | 19,273,000 | 1.89% | ||
| 18 | NEPTUNE TECHNOLOGIES BIORESO | 6,700,444 | 18,493,000 | 1.81% | ||
| 19 | PTC THERAPEUTICS INC | 671,736 | 17,559,000 | 1.72% | ||
| 20 | OPHTHOTECH CORP COM | 371,469 | 15,717,000 | 1.54% | ||
| 21 | EXACT SCIENCES CORP | 901,250 | 15,348,000 | 1.51% | ||
| 22 | RETROPHIN INC COM | 1,274,292 | 14,960,000 | 1.47% | ||
| 23 | ACADIA PHARMACEUTICALS INC COM | 653,000 | 14,751,000 | 1.45% | ||
| 24 | Mylan Inc | 282,500 | 14,566,000 | 1.43% | ||
| 25 | RELYPSA INC | 596,605 | 14,509,000 | 1.42% | ||
| 26 | SANGAMO BIOSCIENCES INCORPORATED | 800,000 | 12,216,000 | 1.20% | ||
| 27 | FLAMEL TECHNOLOGIES SA SPONSORED ADR | 800,000 | 12,000,000 | 1.18% | ||
| 28 | HCA HOLDINGS INC | 197,806 | 11,152,000 | 1.09% | ||
| 29 | PROTHENA CORP PLC | 483,162 | 10,895,000 | 1.07% | ||
| 30 | AETNA INC NEW | 131,308 | 10,646,000 | 1.04% | ||
| 31 | ACCELERON PHARMA | 300,000 | 10,191,000 | 1.00% | ||
| 32 | MACROGENICS INC | 431,803 | 9,383,000 | 0.92% | ||
| 33 | Anacor Pharmaceuticals Inc | 528,776 | 9,375,000 | 0.92% | ||
| 34 | INTERMUNE INC | 210,000 | 9,272,000 | 0.91% | ||
| 35 | VERSARTIS INC COM | 315,796 | 8,855,000 | 0.87% | ||
| 36 | Receptos Inc | 205,000 | 8,733,000 | 0.86% | ||
| 37 | Allergan plc | 50,000 | 8,461,000 | 0.83% | ||
| 38 | BioDelivery Sciences International Inc | 700,000 | 8,449,000 | 0.83% | ||
| 39 | MEDTRONIC INC | 130,000 | 8,289,000 | 0.81% | ||
| 40 | TRANSENTERIX INC | 1,300,000 | 6,552,000 | 0.64% | ||
| 41 | Arrowhead Pharma Inc | 422,406 | 6,045,000 | 0.59% | ||
| 42 | REGADO BIOSCIENCES INC | 860,000 | 5,839,000 | 0.57% | ||
| 43 | SPECTRANETICS CORP | 243,354 | 5,568,000 | 0.55% | ||
| 44 | INTERCEPT PHARMACEUTICAL | 20,000 | 4,733,000 | 0.46% | Put | |
| 45 | DERMA SCIENCES INC COM PAR .01 | 406,437 | 4,698,000 | 0.46% | ||
| 46 | CENTENE CORP DEL | 60,000 | 4,537,000 | 0.45% | ||
| 47 | TREVENA INC | 770,000 | 4,351,000 | 0.43% | ||
| 48 | AERIE PHARMACEUTICALS INC | 1,121,951 | 4,196,000 | 0.41% | ||
| 49 | CATALYST PHARMACEUTICALS INC | 1,500,000 | 3,795,000 | 0.37% | ||
| 50 | Walgreens | 50,000 | 3,707,000 | 0.36% | Call |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001019056-14-001053, filed 2014.08.14).
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.
