| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MEDTRONIC PLC | 572,300 | 44,634,000 | 4.17% | ||
| 2 | ABBVIE INC | 600,000 | 35,124,000 | 3.29% | ||
| 3 | MCKESSON CORP | 149,000 | 33,704,000 | 3.15% | ||
| 4 | ALLERGAN PLC | 112,500 | 33,482,000 | 3.13% | ||
| 5 | HCA HOLDINGS INC | 422,500 | 31,785,000 | 2.97% | ||
| 6 | VALEANT PHARMACEUTICALS INTL | 155,000 | 30,786,000 | 2.88% | ||
| 7 | PFIZER INC | 760,000 | 26,440,000 | 2.47% | ||
| 8 | AMGEN INC | 164,000 | 26,215,000 | 2.45% | ||
| 9 | ACADIA HEALTHCARE COMPANY IN | 362,500 | 25,955,000 | 2.43% | ||
| 10 | GILEAD SCIENCES INC | 255,000 | 25,023,000 | 2.34% | ||
| 11 | PHARMACYCLICS INC | 88,000 | 22,524,000 | 2.11% | ||
| 12 | CELGENE CORP | 194,500 | 22,422,000 | 2.10% | ||
| 13 | ENVISION HEALTHCARE HLDGS INC | 570,000 | 21,860,000 | 2.04% | ||
| 14 | THORATEC LABS CORP | 515,000 | 21,573,000 | 2.02% | ||
| 15 | HUMANA | 107,500 | 19,137,000 | 1.79% | ||
| 16 | ALEXION PHARMACEUTIC | 108,250 | 18,760,000 | 1.75% | ||
| 17 | TEAM HEALTH HOLDINGS INCORPORATED | 311,000 | 18,197,000 | 1.70% | ||
| 18 | WRIGHT MEDICAL GROUP N.V. | 660,000 | 17,305,000 | 1.62% | ||
| 19 | CVS HEALTH CORP | 164,000 | 16,926,000 | 1.58% | ||
| 20 | RETROPHIN INC COM | 700,000 | 16,772,000 | 1.57% | ||
| 21 | LILLY ELI & CO | 230,000 | 16,710,000 | 1.56% | ||
| 22 | AETNA INC NEW | 156,500 | 16,672,000 | 1.56% | ||
| 23 | RADIUS HEALTH | 400,000 | 16,464,000 | 1.54% | ||
| 24 | CIGNA CORPORATION | 122,000 | 15,792,000 | 1.48% | ||
| 25 | BIOGEN INC | 37,000 | 15,623,000 | 1.46% | ||
| 26 | NEUROCRINE BIOSCIE COM USD0.001 | 375,000 | 14,891,000 | 1.39% | ||
| 27 | THERMO FISHER SCIENTIFIC INC | 100,000 | 13,434,000 | 1.26% | ||
| 28 | Orexigen Therapeutics, Inc. | 1,550,000 | 12,137,000 | 1.14% | ||
| 29 | TESARO INC | 210,000 | 12,054,000 | 1.13% | ||
| 30 | INTUITIVE SURGICAL INC | 22,500 | 11,363,000 | 1.06% | ||
| 31 | INOVALON HLDGS INC COM CL A | 375,000 | 11,329,000 | 1.06% | ||
| 32 | Receptos Inc | 65,000 | 10,718,000 | 1.00% | ||
| 33 | INCYTE | 113,000 | 10,358,000 | 0.97% | ||
| 34 | STERICYCLE | 73,500 | 10,322,000 | 0.97% | ||
| 35 | INTERCEPT PHARMACEUTICAL | 36,000 | 10,153,000 | 0.95% | ||
| 36 | COOPER COS INC | 54,000 | 10,121,000 | 0.95% | ||
| 37 | HealthSouth Corp | 220,000 | 9,759,000 | 0.91% | ||
| 38 | LABORATORY CORP AMER HLDGS | 75,000 | 9,457,000 | 0.88% | ||
| 39 | Heartware International, Inc. | 105,000 | 9,216,000 | 0.86% | ||
| 40 | RTI SURGICAL HOLDINGS INC COM | 1,860,000 | 9,188,000 | 0.86% | ||
| 41 | PROTHENA CORP PLC | 237,500 | 9,058,000 | 0.85% | ||
| 42 | DANAHER CORP DEL | 105,500 | 8,957,000 | 0.84% | ||
| 43 | MEDICINES CO | 300,000 | 8,406,000 | 0.79% | ||
| 44 | FLAMEL TECHNOLOGIES SA SPONSORED ADR | 460,000 | 8,271,000 | 0.77% | ||
| 45 | PRA HEALTH SCIENCES INC | 285,000 | 8,219,000 | 0.77% | ||
| 46 | VERTEX PHARMACEUT | 68,000 | 8,022,000 | 0.75% | ||
| 47 | SELECT SECTOR SPDR TR | 110,000 | 7,975,000 | 0.75% | ||
| 48 | PERRIGO CO PLC | 47,000 | 7,781,000 | 0.73% | ||
| 49 | NOVADAQ TECHNOLOGIES INC | 475,000 | 7,714,000 | 0.72% | ||
| 50 | INSMED INC COM PAR .01 | 365,000 | 7,592,000 | 0.71% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-001184, filed 2015.05.15).
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.
