| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CLOVIS ONCOLOGY INC | 2,713,661 | 238,477,000 | 6.04% | ||
| 2 | HCA HOLDINGS INC | 2,045,283 | 185,548,000 | 4.70% | ||
| 3 | AERCAP HOLDINGS NV | 3,141,755 | 143,861,000 | 3.64% | ||
| 4 | BROADCOM CORP CL A | 2,738,423 | 141,001,000 | 3.57% | ||
| 5 | BRISTOL MYERS SQUIBB CO | 2,103,968 | 139,998,000 | 3.54% | ||
| 6 | WALGREENS BOOTS ALLIANCE INC | 1,572,021 | 132,741,000 | 3.36% | ||
| 7 | EDWARDS LIFESCIENCES CORP | 893,823 | 127,307,000 | 3.22% | ||
| 8 | LIBERTY GLOBAL PLC | 2,115,797 | 107,123,000 | 2.71% | ||
| 9 | AETNA INC NEW | 779,930 | 99,410,000 | 2.52% | ||
| 10 | MACQUARIE INFRASTRUCTURE COR | 1,107,486 | 91,512,000 | 2.32% | ||
| 11 | VULCAN MATLS CO | 1,044,754 | 87,686,000 | 2.22% | ||
| 12 | FACEBOOK INC | 1,012,632 | 86,848,000 | 2.20% | ||
| 13 | HUMANA | 443,063 | 84,749,000 | 2.15% | ||
| 14 | ANTHEM INC | 513,715 | 84,321,000 | 2.13% | ||
| 15 | JAZZ PHARMACEUTICALS PLC SHS USD | 465,414 | 81,945,000 | 2.07% | ||
| 16 | APPLE INC | 643,337 | 80,691,000 | 2.04% | ||
| 17 | EAGLE MATERIALS INC | 1,005,739 | 76,768,000 | 1.94% | ||
| 18 | HOLOGIC INC | 1,923,762 | 73,218,000 | 1.85% | ||
| 19 | VMWARE A | 841,721 | 72,169,000 | 1.83% | ||
| 20 | UNIVERSAL HLTH SVCS INC | 507,441 | 72,107,000 | 1.83% | ||
| 21 | TEVA PHARMACEUTICAL INDS LTD | 1,208,964 | 71,450,000 | 1.81% | ||
| 22 | PALO ALTO NETWORKS | 396,000 | 69,181,000 | 1.75% | ||
| 23 | TENET HEALTHCARE CORP | 1,156,814 | 66,956,000 | 1.70% | ||
| 24 | EQUIFAX INC | 645,017 | 62,625,000 | 1.59% | ||
| 25 | BAIDU INC | 300,799 | 59,883,000 | 1.52% | ||
| 26 | HERON THERAPEUTICS INC | 1,811,166 | 56,436,000 | 1.43% | ||
| 27 | MGIC INVT CORP WIS | 4,939,737 | 56,214,000 | 1.42% | ||
| 28 | SERVICENOW INC | 741,004 | 55,064,000 | 1.39% | ||
| 29 | ILLUMINA INC | 243,750 | 53,225,000 | 1.35% | ||
| 30 | RADIUS HEALTH | 763,296 | 51,675,000 | 1.31% | ||
| 31 | UNITEDHEALTH GROUP INC | 423,064 | 51,614,000 | 1.31% | ||
| 32 | COGNIZANT TECHNOLOGY SOLUTIO | 815,408 | 49,813,000 | 1.26% | ||
| 33 | LINKEDIN CORP COM CL A | 230,445 | 47,617,000 | 1.21% | ||
| 34 | RITE AID CORP | 5,618,599 | 46,915,000 | 1.19% | ||
| 35 | HALLIBURTON | 1,084,974 | 46,730,000 | 1.18% | ||
| 36 | QORVO | 575,266 | 46,177,000 | 1.17% | ||
| 37 | JD COM INC ADR | 1,331,131 | 45,392,000 | 1.15% | ||
| 38 | VALEANT PHARMACEUTICALS INTL | 196,511 | 43,655,000 | 1.11% | ||
| 39 | FLOWSERVE CORP | 783,767 | 41,273,000 | 1.04% | ||
| 40 | ALDER BIOPHARMACEUTICALS INC | 753,281 | 39,901,000 | 1.01% | ||
| 41 | MEDICINES CO | 1,302,516 | 37,265,000 | 0.94% | ||
| 42 | KYTHERA BIOPHARMACEUTICALS I | 492,846 | 37,116,000 | 0.94% | ||
| 43 | AERIE PHARMACEUTICALS INC | 1,851,564 | 32,680,000 | 0.83% | ||
| 44 | THORATEC LABS CORP | 730,074 | 32,539,000 | 0.82% | ||
| 45 | VARIAN MED SYS I | 365,932 | 30,859,000 | 0.78% | ||
| 46 | ACCURAY INCORPORATED COM | 4,428,261 | 29,846,000 | 0.76% | ||
| 47 | ACORDA THERAPEUTICS | 817,396 | 27,244,000 | 0.69% | ||
| 48 | Orexigen Therapeutics, Inc. | 5,278,672 | 26,129,000 | 0.66% | ||
| 49 | ZS PHARMA INC | 451,071 | 23,632,000 | 0.60% | ||
| 50 | HORTONWORKS INC COM | 889,179 | 22,514,000 | 0.57% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-15-049854, filed 2015.08.14).
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.
