| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DAVITA INC | 56,290 | 4,071,000 | 9.07% | ||
| 2 | EDWARDS LIFESCIENCES CORP | 27,574 | 3,920,000 | 8.73% | ||
| 3 | QUEST DIAGNOSTICS INC | 60,520 | 3,720,000 | 8.29% | ||
| 4 | AMICUS THERAPEUTICS INC | 232,957 | 3,259,000 | 7.26% | ||
| 5 | NEVRO CORP | 61,660 | 2,860,000 | 6.37% | ||
| 6 | CENTENE CORP DEL | 50,784 | 2,754,000 | 6.13% | ||
| 7 | TEVA PHARMACEUTICAL INDS LTD | 48,085 | 2,715,000 | 6.05% | ||
| 8 | STRYKER CORP | 27,781 | 2,614,000 | 5.82% | ||
| 9 | MIMEDX GROUP INC COM | 229,839 | 2,218,000 | 4.94% | ||
| 10 | NEUROCRINE BIOSCIE COM USD0.001 | 49,500 | 1,970,000 | 4.39% | ||
| 11 | ENDO PHARMACEUTICALS HLDGS I | 26,600 | 1,843,000 | 4.11% | ||
| 12 | BRISTOL MYERS SQUIBB CO | 29,900 | 1,770,000 | 3.94% | ||
| 13 | AERIE PHARMACEUTICALS INC | 85,834 | 1,523,000 | 3.39% | ||
| 14 | CLOVIS ONCOLOGY INC | 16,458 | 1,513,000 | 3.37% | ||
| 15 | SAGENT PHARMACEUTICALS INC | 92,213 | 1,414,000 | 3.15% | ||
| 16 | IMPAX LABORATORIES INC | 38,279 | 1,348,000 | 3.00% | ||
| 17 | VANDA PHARMACEUTICALS INC COM | 118,707 | 1,339,000 | 2.98% | ||
| 18 | XENOPORT INC | 368,395 | 1,278,000 | 2.85% | ||
| 19 | ANACOR PHARMACEUTICALS INC | 9,349 | 1,100,000 | 2.45% | ||
| 20 | SYNERGY PHARMACEUTICALS DEL COM NEW | 203,155 | 1,077,000 | 2.40% | ||
| 21 | PENUMBRA INC COM | 9,980 | 400,000 | 0.89% | ||
| 22 | EPIRUS BIOPHARMA | 42,787 | 189,000 | 0.42% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001657134-15-000002, filed 2015.11.09).
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.
