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Institutional Investment Manager
BLUE JAY CAPITAL MANAGEMENT, LLC
BLUE JAY CAPITAL MANAGEMENT, LLC (CIK: 0001586444) incorporated in Delaware, located at 2121 Avenue Of The Stars, Los Angeles, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q4)
Portfolio Summary: 23 holdings with a total value of $296,662,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 INTUITIVE SURGICAL INC 37,000 20,208,000 6.81%
2 EDWARDS LIFESCIENCES CORP 252,500 19,942,000 6.72%
3 SHIRE PLC 92,030 18,866,000 6.36%
4 BIOGEN INC 58,161 17,818,000 6.01%
5 ENDO INTL 255,080 15,616,000 5.26%
6 BAXALTA INC 385,000 15,027,000 5.07%
7 CERNER CORP 216,339 13,017,000 4.39%
8 NEVRO CORP 190,000 12,827,000 4.32%
9 IMPAX LABORATORIES INC 295,000 12,614,000 4.25%
10 HOLOGIC INC 325,747 12,603,000 4.25%
11 QUEST DIAGNOSTICS INC 175,160 12,461,000 4.20%
12 COOPER COS INC 90,000 12,078,000 4.07%
13 AGILENT TECHNOLOGIES INC 285,000 11,916,000 4.02%
14 NEUROCRINE BIOSCIE COM USD0.001 200,060 11,317,000 3.81%
15 BRISTOL MYERS SQUIBB CO 164,518 11,317,000 3.81%
16 Wright Medical Group NV 450,000 10,881,000 3.67%
17 CEPHEID 290,000 10,594,000 3.57%
18 VERTEX PHARMACEUT 80,020 10,069,000 3.39%
19 QIAGEN NV 360,000 9,954,000 3.36%
20 DEPOMED INC 535,000 9,700,000 3.27%
21 PERRIGO CO PLC 65,600 9,492,000 3.20%
22 ST JUDE 152,500 9,420,000 3.18%
23 MASIMO CORP COM 215,000 8,925,000 3.01%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-16-081602, filed 2016.02.12).

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.