| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNIVERSAL HLTH SVCS INC | 14,663 | 2,084,000 | 12.11% | ||
| 2 | UNITED THERAPEUTICS | 10,009 | 1,741,000 | 10.12% | ||
| 3 | LILLY ELI & CO | 15,738 | 1,314,000 | 7.64% | ||
| 4 | DEXCOM | 15,504 | 1,240,000 | 7.21% | ||
| 5 | REGENERON PHARMACEUTICALS | 2,294 | 1,170,000 | 6.80% | ||
| 6 | ALEXION PHARMACEUTIC | 5,949 | 1,075,000 | 6.25% | ||
| 7 | THORATEC LABS CORP | 23,486 | 1,047,000 | 6.09% | ||
| 8 | Cynosure Inc | 25,475 | 983,000 | 5.71% | ||
| 9 | MALLINCKRODT PUB LTD CO SHS | 8,177 | 963,000 | 5.60% | ||
| 10 | CIGNA CORPORATION | 4,842 | 784,000 | 4.56% | ||
| 11 | HUMANA | 3,862 | 739,000 | 4.30% | ||
| 12 | ZOETIS INC | 14,956 | 721,000 | 4.19% | ||
| 13 | CENCORA | 6,707 | 713,000 | 4.14% | ||
| 14 | ZELTIQ AESTHETICS INCORPORATED | 18,165 | 535,000 | 3.11% | ||
| 15 | Receptos Inc | 2,251 | 428,000 | 2.49% | ||
| 16 | SEATTLE GENETICS INC | 8,768 | 424,000 | 2.46% | ||
| 17 | NEUROCRINE BIOSCIE COM USD0.001 | 8,593 | 410,000 | 2.38% | ||
| 18 | ULTRAGENYX PHARMACEUTICAL INC COM | 3,299 | 338,000 | 1.96% | ||
| 19 | CATALYST PHARMACEUTICALS INC | 80,890 | 334,000 | 1.94% | ||
| 20 | AGENUS INC | 18,517 | 160,000 | 0.93% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-001557, 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.
