| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BIOGEN INC | 40,996 | 12,833,000 | 7.01% | ||
| 2 | BIOMARIN | 137,595 | 12,730,000 | 6.95% | ||
| 3 | INCYTE | 128,169 | 12,085,000 | 6.60% | ||
| 4 | CLOVIS ONCOLOGY INC | 335,000 | 12,077,000 | 6.59% | ||
| 5 | TESARO INC | 120,000 | 12,029,000 | 6.57% | ||
| 6 | Wright Medical Group NV | 486,180 | 11,926,000 | 6.51% | ||
| 7 | HOLOGIC INC | 305,474 | 11,862,000 | 6.48% | ||
| 8 | IRONWOOD PHARMACEUTICALS INC COM CL A | 725,000 | 11,513,000 | 6.29% | ||
| 9 | NEUROCRINE BIOSCIE COM USD0.001 | 226,501 | 11,470,000 | 6.26% | ||
| 10 | ILLUMINA INC | 59,270 | 10,767,000 | 5.88% | ||
| 11 | SMITH & NEPHEW PLC SPDN ADR NEW | 325,000 | 10,654,000 | 5.82% | ||
| 12 | MASIMO CORP COM | 166,131 | 9,883,000 | 5.40% | ||
| 13 | DERMIRA INC | 275,000 | 9,301,000 | 5.08% | ||
| 14 | PERRIGO CO PLC | 100,000 | 9,233,000 | 5.04% | ||
| 15 | NUVASIVE INC COM | 129,680 | 8,644,000 | 4.72% | ||
| 16 | QIAGEN NV | 300,000 | 8,232,000 | 4.49% | ||
| 17 | ALLSCRIPTS HEALTHCARE | 600,000 | 7,902,000 | 4.31% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-16-133377, filed 2016.11.10).
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.
