| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PTC THERAPEUTICS INC | 484,579 | 5,287,000 | 9.83% | ||
| 2 | CENTENE CORP DEL | 89,569 | 5,062,000 | 9.41% | ||
| 3 | HMS HOLDINGS CORPORATION | 264,760 | 4,808,000 | 8.94% | ||
| 4 | JAZZ PHARMACEUTICALS PLC SHS USD | 42,597 | 4,644,000 | 8.64% | ||
| 5 | LILLY ELI & CO | 56,984 | 4,191,000 | 7.79% | ||
| 6 | AMICUS THERAPEUTICS INC | 756,596 | 3,760,000 | 6.99% | ||
| 7 | SYNERGY PHARMACEUTICALS DEL COM NEW | 555,085 | 3,380,000 | 6.28% | ||
| 8 | BIO RAD LABS INC CL A | 18,318 | 3,339,000 | 6.21% | ||
| 9 | QUEST DIAGNOSTICS INC | 29,485 | 2,710,000 | 5.04% | ||
| 10 | UNITEDHEALTH GROUP INC | 15,659 | 2,506,000 | 4.66% | ||
| 11 | AERIE PHARMACEUTICALS INC | 64,095 | 2,426,000 | 4.51% | ||
| 12 | IMPAX LABORATORIES INC | 166,099 | 2,201,000 | 4.09% | ||
| 13 | NEVRO CORP | 28,725 | 2,087,000 | 3.88% | ||
| 14 | INCYTE | 20,337 | 2,039,000 | 3.79% | ||
| 15 | DAVITA INC | 19,451 | 1,249,000 | 2.32% | ||
| 16 | EDWARDS LIFESCIENCES CORP | 10,200 | 956,000 | 1.78% | ||
| 17 | IRONWOOD PHARMACEUTICALS INC COM CL A | 57,363 | 877,000 | 1.63% | ||
| 18 | PERRIGO CO PLC | 10,339 | 861,000 | 1.60% | ||
| 19 | CLOVIS ONCOLOGY INC | 15,832 | 703,000 | 1.31% | ||
| 20 | NATERA INC | 59,300 | 694,000 | 1.29% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001657134-17-000004, filed 2017.02.14).
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.
