| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CELGENE CORP | 1,500,000 | 173,625,000 | 9.81% | ||
| 2 | LABORATORY CORP AMER HLDGS | 1,150,000 | 147,637,000 | 8.34% | ||
| 3 | INTUITIVE SURGICAL INC | 175,000 | 110,980,000 | 6.27% | ||
| 4 | AETNA INC NEW | 839,030 | 104,048,000 | 5.88% | ||
| 5 | QUEST DIAGNOSTICS INC | 1,125,000 | 103,388,000 | 5.84% | ||
| 6 | QIAGEN NV | 2,850,000 | 79,857,000 | 4.51% | ||
| 7 | DANAHER CORP DEL | 1,004,650 | 78,202,000 | 4.42% | ||
| 8 | INCYTE | 741,360 | 74,336,000 | 4.20% | ||
| 9 | ZIMMER BIOMET HLDGS INC | 674,760 | 69,635,000 | 3.94% | ||
| 10 | VCA INCORPORATED | 1,000,000 | 68,650,000 | 3.88% | ||
| 11 | UNITEDHEALTH GROUP INC | 407,580 | 65,229,000 | 3.69% | ||
| 12 | BIOMARIN | 775,000 | 64,201,000 | 3.63% | ||
| 13 | INC Research Holdings Inc | 1,123,920 | 59,118,000 | 3.34% | ||
| 14 | CIGNA CORPORATION | 430,140 | 57,376,000 | 3.24% | ||
| 15 | PACIRA BIOSCIENCES INC | 1,575,000 | 50,873,000 | 2.87% | ||
| 16 | HAEMONETICS CORP MASS COM | 1,150,000 | 46,230,000 | 2.61% | ||
| 17 | HealthSouth Corp | 1,000,524 | 41,262,000 | 2.33% | ||
| 18 | NEUROCRINE BIOSCIE COM USD0.001 | 988,900 | 38,270,000 | 2.16% | ||
| 19 | MERCK & CO INC | 567,470 | 33,407,000 | 1.89% | ||
| 20 | ALEXION PHARMACEUTIC | 261,140 | 31,950,000 | 1.81% | ||
| 21 | CLOVIS ONCOLOGY INC | 625,000 | 27,763,000 | 1.57% | ||
| 22 | GILEAD SCIENCES INC | 350,000 | 25,064,000 | 1.42% | Call | |
| 23 | BARD C R INC | 107,370 | 24,122,000 | 1.36% | ||
| 24 | DEXCOM | 378,650 | 22,605,000 | 1.28% | ||
| 25 | COLLEGIUM PHARMACEUTICAL INC COM | 1,426,300 | 22,207,000 | 1.25% | ||
| 26 | HOLOGIC INC | 452,340 | 18,148,000 | 1.03% | ||
| 27 | PRA HEALTH SCIENCES INC | 300,000 | 16,536,000 | 0.93% | ||
| 28 | MEDPACE HLDGS INC COM | 425,000 | 15,330,000 | 0.87% | ||
| 29 | CORINDUS VASCULAR ROBOTICS I COM | 19,981,655 | 13,955,000 | 0.79% | ||
| 30 | THERMO FISHER SCIENTIFIC INC | 94,980 | 13,402,000 | 0.76% | ||
| 31 | MONSANTO CO NEW | 125,000 | 13,151,000 | 0.74% | ||
| 32 | BAXTER INTL INC | 293,650 | 13,020,000 | 0.74% | ||
| 33 | HCA HOLDINGS INC | 157,260 | 11,640,000 | 0.66% | ||
| 34 | GLOBUS MED INC | 450,000 | 11,165,000 | 0.63% | ||
| 35 | ALIGN TECHNOLOGY INC | 102,263 | 9,831,000 | 0.56% | ||
| 36 | SEASPINE HLDGS CORP COM | 641,700 | 5,069,000 | 0.29% | ||
| 37 | NATERA INC | 299,300 | 3,505,000 | 0.20% | ||
| 38 | AMICUS THERAPEUTICS INC | 500,000 | 2,485,000 | 0.14% | Call | |
| 39 | PERKINELMER INC | 44,150 | 2,302,000 | 0.13% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001343781-17-000002, filed 2017.02.14).
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.
