| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RETROPHIN INC | 293,923 | 5,699,000 | 2.84% | ||
| 2 | MOLINA HEALTHCARE INC | 103,707 | 7,174,000 | 3.57% | ||
| 3 | Teladoc, Inc. | 210,011 | 7,287,000 | 3.63% | ||
| 4 | CENTENE CORP DEL | 178,756 | 14,279,000 | 7.11% | ||
| 5 | HUMANA INC | 73,098 | 17,589,000 | 8.75% | ||
| 6 | AETNA INC NEW | 120,240 | 18,256,000 | 9.09% | ||
| 7 | WALGREENS BOOTS ALLIANCE INC | 241,213 | 18,889,000 | 9.40% | ||
| 8 | UNIVERSAL HLTH SVCS INC | 201,748 | 24,629,000 | 12.26% | ||
| 9 | BOSTON SCIENTIFIC CORP | 1,514,366 | 41,978,000 | 20.89% | ||
| 10 | ANTHEM INC | 239,880 | 45,129,000 | 22.46% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-001407, filed 2017.07.27).
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.
