| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EDWARDS LIFESCIENCES CORP | 150,684 | 21,423,000 | 8.41% | ||
| 2 | PERRIGO CO PLC | 115,000 | 18,086,000 | 7.10% | ||
| 3 | COOPER COS INC | 120,000 | 17,863,000 | 7.02% | ||
| 4 | INCYTE | 144,710 | 15,966,000 | 6.27% | ||
| 5 | BIOMARIN | 139,164 | 14,657,000 | 5.76% | ||
| 6 | VERTEX PHARMACEUT | 138,138 | 14,386,000 | 5.65% | ||
| 7 | ALEXION PHARMACEUTIC | 89,884 | 14,057,000 | 5.52% | ||
| 8 | CEPHEID | 308,909 | 13,963,000 | 5.48% | ||
| 9 | INTUITIVE SURGICAL INC | 30,000 | 13,787,000 | 5.41% | ||
| 10 | NUVASIVE INC COM | 285,000 | 13,743,000 | 5.40% | ||
| 11 | WELLCARE HEALTH PLANS INC COM | 150,000 | 12,927,000 | 5.08% | ||
| 12 | BROOKDALE SR LIVING INC | 560,220 | 12,863,000 | 5.05% | ||
| 13 | CENTENE CORP DEL | 236,504 | 12,826,000 | 5.04% | ||
| 14 | BIOGEN INC | 42,500 | 12,402,000 | 4.87% | ||
| 15 | NEKTAR THERAPEUTICS COM | 1,100,000 | 12,056,000 | 4.73% | ||
| 16 | WRIGHT MEDICAL GROUP NV | 565,000 | 11,876,000 | 4.66% | ||
| 17 | QIAGEN NV | 425,000 | 10,965,000 | 4.31% | ||
| 18 | CERNER CORP | 180,000 | 10,793,000 | 4.24% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-15-065402, filed 2015.11.13).
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.
