| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SANOFI | 1,434,600 | 54,787,374 | 14.17% | ||
| 2 | LILLY ELI & CO | 434,500 | 34,872,970 | 9.02% | ||
| 3 | ANTHEM INC | 219,200 | 27,467,952 | 7.10% | ||
| 4 | SHIRE PLC | 137,900 | 26,733,294 | 6.91% | ||
| 5 | EXPRESS SCRIPTS HLDG CO | 297,700 | 20,996,781 | 5.43% | ||
| 6 | AETNA INC NEW | 123,600 | 14,269,620 | 3.69% | ||
| 7 | ENDOLOGIX INC | 1,087,700 | 13,922,560 | 3.60% | ||
| 8 | ENANTA PHARMACEUTICALS INC COM | 506,900 | 13,488,609 | 3.49% | ||
| 9 | ALLERGAN PLC | 58,500 | 13,473,135 | 3.48% | ||
| 10 | MIMEDX GROUP INC COM | 1,538,456 | 13,199,952 | 3.41% | ||
| 11 | VALEANT PHARMACEUTICALS INTL | 488,900 | 12,002,495 | 3.10% | ||
| 12 | Momenta Pharmaceuticals Inc | 962,098 | 11,246,926 | 2.91% | ||
| 13 | RETROPHIN INC COM | 470,789 | 10,536,258 | 2.72% | ||
| 14 | MOLINA HEALTHCARE INC | 179,700 | 10,480,104 | 2.71% | ||
| 15 | MYLAN N V | 273,500 | 10,425,820 | 2.70% | ||
| 16 | ALDER BIOPHARMACEUTICALS INC | 296,670 | 9,721,876 | 2.51% | ||
| 17 | CORIUM INTERNATIONAL INC | 1,603,066 | 9,025,262 | 2.33% | ||
| 18 | INSMED INC COM PAR .01 | 593,336 | 8,615,239 | 2.23% | ||
| 19 | TESARO INC | 84,300 | 8,450,232 | 2.18% | ||
| 20 | Adeptus Health Inc | 163,700 | 7,047,285 | 1.82% | ||
| 21 | HALOZYME THERAPEUTICS INC | 550,544 | 6,650,572 | 1.72% | ||
| 22 | CONCERT PHARMACEUTICALS INC COM | 572,388 | 5,786,843 | 1.50% | ||
| 23 | Foamix Pharmaceuticals Ltd. | 523,397 | 4,846,656 | 1.25% | ||
| 24 | ARRAY BIOPHARMA INC COM | 627,100 | 4,232,925 | 1.09% | ||
| 25 | ACORDA THERAPEUTICS | 191,500 | 3,998,520 | 1.03% | ||
| 26 | INOTEK PHARMACEUTICALS CORP | 413,622 | 3,921,137 | 1.01% | ||
| 27 | SELECT MED HLDGS CORP COM | 276,400 | 3,731,400 | 0.96% | ||
| 28 | TANDEM DIABETES CARE INC | 455,411 | 3,488,448 | 0.90% | ||
| 29 | AERIE PHARMACEUTICALS INC | 92,200 | 3,479,628 | 0.90% | ||
| 30 | AVIRAGEN THERAPEUTICS INC | 1,779,976 | 3,417,554 | 0.88% | ||
| 31 | RIGEL PHARMACEUTICAL INC | 907,203 | 3,329,435 | 0.86% | ||
| 32 | NEURODERM LTD | 171,300 | 3,167,337 | 0.82% | ||
| 33 | ARENA PHARMACEUTICALS INC | 1,637,891 | 2,866,309 | 0.74% | ||
| 34 | ZOGENIX INC | 137,900 | 1,576,197 | 0.41% | ||
| 35 | PARATEK PHARMACEUTICALS INC | 117,019 | 1,522,417 | 0.39% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001164691-16-000320, filed 2016.11.14).
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.
