| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ZIMMER BIOMET HLDGS INC | 1,500,000 | 159,945,000 | 9.06% | ||
| 2 | QUEST DIAGNOSTICS INC | 1,850,000 | 132,183,000 | 7.49% | ||
| 3 | DEXCOM | 1,775,000 | 120,540,000 | 6.83% | ||
| 4 | LABORATORY CORP AMER HLDGS | 950,000 | 111,274,000 | 6.30% | ||
| 5 | MALLINCKRODT PUB LTD CO SHS | 1,725,000 | 105,708,000 | 5.99% | ||
| 6 | MEDIVATION INC | 2,015,000 | 92,650,000 | 5.25% | ||
| 7 | UNIVERSAL HLTH SVCS INC | 625,000 | 77,950,000 | 4.42% | ||
| 8 | ISHARES TR | 700,000 | 77,441,000 | 4.39% | Put | |
| 9 | AKORN INC | 3,175,000 | 74,708,000 | 4.23% | ||
| 10 | EDWARDS LIFESCIENCES CORP | 825,000 | 72,773,000 | 4.12% | ||
| 11 | HCA HOLDINGS INC | 850,000 | 66,343,000 | 3.76% | ||
| 12 | AETNA INC NEW | 500,000 | 56,175,000 | 3.18% | ||
| 13 | THERMO FISHER SCIENTIFIC INC | 375,000 | 53,096,000 | 3.01% | ||
| 14 | BARD C R INC | 260,000 | 52,694,000 | 2.99% | ||
| 15 | PFIZER INC | 1,600,000 | 47,424,000 | 2.69% | ||
| 16 | HealthSouth Corp | 1,100,000 | 41,393,000 | 2.35% | ||
| 17 | CLOVIS ONCOLOGY INC | 2,000,000 | 38,400,000 | 2.18% | ||
| 18 | HUMANA | 200,000 | 36,590,000 | 2.07% | ||
| 19 | ICON PLC | 401,400 | 30,145,000 | 1.71% | ||
| 20 | NEUROCRINE BIOSCIE COM USD0.001 | 725,000 | 28,674,000 | 1.62% | ||
| 21 | WATERS CORP | 198,039 | 26,125,000 | 1.48% | ||
| 22 | NEVRO CORP | 430,877 | 24,241,000 | 1.37% | ||
| 23 | TEVA PHARMACEUTICAL INDS LTD | 419,760 | 22,461,000 | 1.27% | ||
| 24 | PRA HEALTH SCIENCES INC | 520,000 | 22,235,000 | 1.26% | ||
| 25 | COLLEGIUM PHARMACEUTICAL INC COM | 1,225,000 | 22,234,000 | 1.26% | ||
| 26 | ZOETIS INC | 479,820 | 21,270,000 | 1.21% | ||
| 27 | BRISTOL MYERS SQUIBB CO | 311,710 | 19,912,000 | 1.13% | ||
| 28 | ALEXION PHARMACEUTIC | 142,920 | 19,897,000 | 1.13% | ||
| 29 | CORINDUS VASCULAR ROBOTICS I COM | 19,981,655 | 19,792,000 | 1.12% | ||
| 30 | INC Research Holdings Inc | 475,000 | 19,575,000 | 1.11% | ||
| 31 | CELGENE CORP | 155,660 | 15,580,000 | 0.88% | ||
| 32 | CENCORA | 171,240 | 14,821,000 | 0.84% | ||
| 33 | MCKESSON CORP | 76,150 | 11,975,000 | 0.68% | ||
| 34 | ARBUTUS BIOPHARMA | 2,229,300 | 9,207,000 | 0.52% | ||
| 35 | SEASPINE HLDGS CORP COM | 615,100 | 9,005,000 | 0.51% | ||
| 36 | ACADIA PHARMACEUTICALS INC COM | 200,000 | 5,592,000 | 0.32% | ||
| 37 | NATERA INC | 286,800 | 2,730,000 | 0.15% | ||
| 38 | CONATUS PHARMACEUTICALS INC COM | 1,045,700 | 2,238,000 | 0.13% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001343781-16-000012, filed 2016.05.16).
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.
