| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MEDICINES CO | 250,000 | 12,225,000 | 6.05% | ||
| 2 | SPDR S&P 500 ETF TR PUT | 50,000 | 11,787,000 | 5.83% | Put | |
| 3 | CELGENE CORP | 90,000 | 11,199,000 | 5.54% | ||
| 4 | SHIRE PLC | 61,250 | 10,672,000 | 5.28% | ||
| 5 | AMGEN INC | 50,000 | 8,204,000 | 4.06% | ||
| 6 | MERCK & CO INC | 125,000 | 7,943,000 | 3.93% | ||
| 7 | GLOBAL BLOOD THERAPEUTICS INCORPORATED | 200,000 | 7,370,000 | 3.65% | ||
| 8 | AETNA INC NEW | 50,000 | 6,378,000 | 3.15% | ||
| 9 | ALEXION PHARMACEUTIC | 50,000 | 6,062,000 | 3.00% | ||
| 10 | GLAUKOS CORP | 100,000 | 5,130,000 | 2.54% | ||
| 11 | ULTRAGENYX PHARMACEUTICAL INC COM | 75,000 | 5,084,000 | 2.51% | ||
| 12 | DERMIRA INC COM | 140,000 | 4,775,000 | 2.36% | ||
| 13 | ONCOMED PHARMACEUTICALS INC COM | 490,000 | 4,513,000 | 2.23% | ||
| 14 | Merus NV | 175,000 | 4,268,000 | 2.11% | ||
| 15 | ALLERGAN PLC | 17,500 | 4,181,000 | 2.07% | ||
| 16 | K2M GROUP HLDGS INC COM | 200,000 | 4,102,000 | 2.03% | ||
| 17 | AERIE PHARMACEUTICALS INC COM | 85,000 | 3,855,000 | 1.91% | ||
| 18 | KARYOPHARM THERAPEUTICS INC COM | 275,000 | 3,531,000 | 1.75% | ||
| 19 | CLOVIS ONCOLOGY INC | 50,000 | 3,184,000 | 1.57% | ||
| 20 | ABBOTT LABS | 70,000 | 3,109,000 | 1.54% | ||
| 21 | ALEXION PHARMACEUTICALS INC | 25,000 | 3,031,000 | 1.50% | Call | |
| 22 | NUVASIVE INC | 40,000 | 2,987,000 | 1.48% | ||
| 23 | WALGREENS BOOTS ALLIANCE INC | 35,000 | 2,907,000 | 1.44% | ||
| 24 | SUPERNUS PHARMACEUTICALS INC | 90,000 | 2,817,000 | 1.39% | ||
| 25 | BIOGEN INC | 10,000 | 2,734,000 | 1.35% | ||
| 26 | Esperion Therapeutics Inc | 75,000 | 2,648,000 | 1.31% | ||
| 27 | CARDINAL HEALTH INC | 30,000 | 2,447,000 | 1.21% | ||
| 28 | IMMUNOMEDICS INCORPORATED | 350,000 | 2,265,000 | 1.12% | ||
| 29 | ACLARIS THERAPEUTICS INC COM | 75,000 | 2,237,000 | 1.11% | ||
| 30 | JUNO THERAPEUTICS INC COM | 100,000 | 2,219,000 | 1.10% | ||
| 31 | SPECTRANETICS CORP | 75,000 | 2,184,000 | 1.08% | ||
| 32 | TIVITY HEALTH INC COM | 75,000 | 2,183,000 | 1.08% | ||
| 33 | WALGREENS BOOTS ALLIANCE INC | 25,000 | 2,076,000 | 1.03% | Call | |
| 34 | ALLSCRIPTS HEALTHCARE SOLUTN | 150,000 | 1,902,000 | 0.94% | ||
| 35 | LHC GROUP INC | 35,000 | 1,887,000 | 0.93% | ||
| 36 | ZIMMER BIOMET HLDGS INC | 15,000 | 1,832,000 | 0.91% | ||
| 37 | PACIRA PHARMACEUTICALS INC | 40,000 | 1,824,000 | 0.90% | ||
| 38 | CHEMOCENTRYX INC | 250,000 | 1,820,000 | 0.90% | ||
| 39 | MAZOR ROBOTICS LTD | 58,000 | 1,727,000 | 0.85% | ||
| 40 | Intersect ENT Inc | 100,000 | 1,715,000 | 0.85% | ||
| 41 | GILEAD SCIENCES INC | 25,000 | 1,698,000 | 0.84% | ||
| 42 | ALDER BIOPHARMACEUTICALS INC | 75,000 | 1,560,000 | 0.77% | ||
| 43 | ASTRAZENECA PLC | 50,000 | 1,557,000 | 0.77% | ||
| 44 | ACHAOGEN INC COM | 60,000 | 1,514,000 | 0.75% | ||
| 45 | ANAPTYSBIO INC | 50,000 | 1,388,000 | 0.69% | ||
| 46 | BIOVERATIV INC | 25,000 | 1,362,000 | 0.67% | Call | |
| 47 | BRISTOL MYERS SQUIBB CO | 25,000 | 1,360,000 | 0.67% | Call | |
| 48 | CYTOMX THERAPEUTICS INC COM | 75,000 | 1,295,000 | 0.64% | ||
| 49 | EPIZYME INC COM | 75,000 | 1,286,000 | 0.64% | ||
| 50 | IMPAX LABORATORIES INC | 100,000 | 1,265,000 | 0.63% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001597549-17-000006, filed 2017.05.15).
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.
