| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LILLY ELI & CO | 914,920 | 72,050,000 | 13.68% | ||
| 2 | BAXTER INTL INC | 1,078,943 | 48,790,000 | 9.26% | ||
| 3 | BOSTON SCIENTIFIC CORP | 1,412,170 | 33,002,000 | 6.27% | ||
| 4 | PERKINELMER INC | 543,710 | 28,501,000 | 5.41% | ||
| 5 | SHIRE PLC | 152,386 | 28,051,000 | 5.33% | ||
| 6 | INTEGRA LIFESCIENCES HLDGS CP COM NEW | 329,657 | 26,300,000 | 4.99% | ||
| 7 | VERTEX PHARMACEUT | 279,083 | 24,007,000 | 4.56% | ||
| 8 | BIOGEN INC | 96,690 | 23,382,000 | 4.44% | ||
| 9 | IRONWOOD PHARMACEUTICALS INC COM CL A | 1,769,368 | 23,134,000 | 4.39% | ||
| 10 | ST JUDE | 258,214 | 20,141,000 | 3.82% | ||
| 11 | PATTERSON COS INC | 416,844 | 19,963,000 | 3.79% | ||
| 12 | MASIMO CORP COM | 352,053 | 18,488,000 | 3.51% | ||
| 13 | BIO RAD LABS INC CL A | 129,124 | 18,467,000 | 3.51% | ||
| 14 | ABBOTT LABS | 436,200 | 17,147,000 | 3.26% | ||
| 15 | EXELIXIS INC | 2,059,833 | 16,087,000 | 3.05% | ||
| 16 | MCKESSON CORP | 79,020 | 14,749,000 | 2.80% | ||
| 17 | MERCK & CO INC | 247,650 | 14,267,000 | 2.71% | ||
| 18 | CIGNA CORPORATION | 109,870 | 14,062,000 | 2.67% | ||
| 19 | BRISTOL MYERS SQUIBB CO | 187,500 | 13,791,000 | 2.62% | ||
| 20 | ANTHEM INC | 104,300 | 13,699,000 | 2.60% | ||
| 21 | Momenta Pharmaceuticals Inc | 914,979 | 9,882,000 | 1.88% | ||
| 22 | UNITED THERAPEUTICS | 81,224 | 8,603,000 | 1.63% | ||
| 23 | OWENS & MINOR INC NEW | 202,342 | 7,564,000 | 1.44% | ||
| 24 | IMPAX LABORATORIES INC | 233,934 | 6,742,000 | 1.28% | ||
| 25 | TENET HEALTHCARE CORP | 195,300 | 5,398,000 | 1.02% | ||
| 26 | SPECTRUM PHARMACEUTICALS INC COM | 73,810 | 485,000 | 0.09% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001475373-16-000005, filed 2016.08.11). and New Holdings filing (0001475373-17-000004, filed 2017.03.03).
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.
