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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 (2016Q1)
Portfolio Summary: 16 holdings with a total value of $156,355,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 COOPER COS INC 92,690 14,271,000 9.13%
2 MEAD JOHNSON NUTRITION CO 166,370 14,136,000 9.04%
3 NEUROCRINE BIOSCIE COM USD0.001 356,510 14,100,000 9.02%
4 IONIS PHARMACEUTICALS INC 318,490 12,899,000 8.25%
5 INTEGRA LIFESCIENCES HLDGS CP COM NEW 180,000 12,125,000 7.75%
6 ABIOMED INC 123,590 11,718,000 7.49%
7 QIAGEN NV 475,000 10,612,000 6.79%
8 ST JUDE 190,140 10,458,000 6.69%
9 AGILENT TECHNOLOGIES INC 250,000 9,963,000 6.37%
10 SHIRE PLC 45,150 7,761,000 4.96%
11 QUEST DIAGNOSTICS INC 92,949 6,641,000 4.25%
12 PATTERSON COS INC 142,600 6,635,000 4.24%
13 MASIMO CORP COM 153,556 6,425,000 4.11%
14 ALEXION PHARMACEUTIC 45,000 6,265,000 4.01%
15 BIOMARIN 75,000 6,186,000 3.96%
16 INCYTE 85,000 6,160,000 3.94%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-16-101867, filed 2016.05.13).

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.