| Q2 2024 |
38 |
$164M |
+$36.8M |
-$33.8M |
+$3M |
LLY, UNH, MRK, TMO, AMGN
|
13F-HR |
8/14/2024, 09:53 AM |
| Q1 2024 |
43 |
$163M |
+$51.1M |
-$27.6M |
+$23.5M |
MRK, LLY, UNH, TMO, NBIX
|
13F-HR |
4/25/2024, 08:47 AM |
| Q4 2023 |
45 |
$128M |
|
|
|
UNH, LLY, GILD, COR, MRK
|
13F-HR |
1/30/2024, 10:45 AM |
| Q4 2022 |
53 |
$51.8M |
+$14.8M |
-$8.49M |
+$6.28M |
UTMD, CAH, CI, VTRS, GSK
|
13F-HR |
2/14/2023, 10:14 AM |
| Q3 2022 |
10 |
$47.3M |
+$15.2M |
|
+$15.2M |
UTMD, BMY, GILD, CI, ZVRA
|
13F-HR |
10/21/2022, 07:30 AM |
| Q2 2022 |
12 |
$43.4M |
+$14.1M |
-$19.2M |
-$5.08M |
UTMD, LJPC, HRMY, CI, GILD
|
13F-HR |
7/8/2022, 06:52 AM |
| Q1 2022 |
12 |
$62.8M |
+$20.6M |
-$8.38M |
+$12.2M |
MCK, IRWD, BMY, BIIB, HRMY
|
13F-HR |
5/5/2022, 08:45 AM |
| Q4 2021 |
13 |
$71M |
+$31.6M |
-$2.4M |
+$29.2M |
IRWD, MCK, HRMY, ABBV, CAH
|
13F-HR |
1/18/2022, 08:37 AM |
| Q3 2021 |
17 |
$66.8M |
+$35.1M |
-$68.2M |
-$33.2M |
IRWD, SUPN, ARAY, HRMY, RIGL
|
13F-HR |
11/8/2021, 09:44 AM |
| Q2 2021 |
9 |
$106M |
+$21.7M |
-$45.4M |
-$23.7M |
IRWD, SUPN, VRTX, ARAY, MCK
|
13F-HR |
8/10/2021, 10:15 AM |
| Q1 2021 |
15 |
$126M |
+$34.4M |
-$65.1M |
-$30.7M |
IRWD, SUPN, ARAY, CHRS, BDSI
|
13F-HR |
4/30/2021, 07:14 AM |
| Q4 2020 |
17 |
$151M |
|
|
|
SUPN, CHRS, VTRS, CI, COLL
|
13F-HR |
2/5/2021, 08:56 AM |
| Q4 2017 |
16 |
$47.4M |
+$11M |
-$52.1M |
-$41.2M |
ANIK, CRL, LH, DGX, CAH
|
13F-HR |
2/9/2018, 05:59 AM |
| Q3 2017 |
12 |
$85.6M |
+$20.3M |
-$7.23M |
+$13M |
MCK, ELV, ANIK, CIXXXX, CRL
|
13F-HR |
11/13/2017, 09:39 AM |
| Q2 2017 |
11 |
$80.2M |
+$40M |
-$7.26M |
+$32.8M |
ELV, MCK, COR, CRL, LH
|
13F-HR |
8/7/2017, 07:00 AM |
| Q1 2017 |
10 |
$65.2M |
+$21.1M |
-$3.18M |
+$17.9M |
AET, COR, GILD, ANIK, CRL
|
13F-HR |
4/28/2017, 07:00 AM |
| Q4 2016 |
15 |
$109M |
+$27.4M |
-$33.6M |
-$6.22M |
SUPN, ANIK, CAH, CRL, COR
|
13F-HR |
1/24/2017, 06:01 AM |
| Q3 2016 |
15 |
$134M |
+$18.5M |
-$32.9M |
-$14.4M |
CAH, COR, ELV, INCR, CRL
|
13F-HR |
10/24/2016, 07:00 AM |
| Q2 2016 |
18 |
$206M |
+$38.8M |
-$36.1M |
+$2.74M |
ANIK, GNCIQ, AMAG, SUPN, GTS
|
13F-HR |
7/26/2016, 07:00 AM |
| Q1 2016 |
18 |
$214M |
+$74.2M |
-$21.1M |
+$53.1M |
ANIK, FEIC, LPNT, GNCIQ, AMAG
|
13F-HR |
4/19/2016, 08:00 AM |
| Q4 2015 |
14 |
$212M |
+$77.6M |
-$18.5M |
+$59.1M |
LPNT, GNCIQ, GILD, AMAG, MGLN
|
13F-HR |
1/11/2016, 09:49 AM |
| Q3 2015 |
14 |
$169M |
+$45.1M |
-$12M |
+$33.1M |
GILD, PFE, LPNT, CRL, ELV
|
13F-HR |
10/13/2015, 07:00 AM |
| Q2 2015 |
14 |
$196M |
+$56.7M |
-$1.48M |
+$55.2M |
PFE, GILD, ELV, AET, LPNT
|
13F-HR |
7/20/2015, 08:00 AM |
| Q1 2015 |
15 |
$144M |
+$28.4M |
-$5.02M |
+$23.4M |
MGLN, PFE, ELV, AET, LPNT
|
13F-HR |
4/20/2015, 08:01 AM |
| Q4 2014 |
16 |
$121M |
+$38.8M |
-$6.99M |
+$31.9M |
PFE, AIQ, SKH, CRL, LPNT
|
13F-HR |
1/21/2015, 07:00 AM |
| Q3 2014 |
16 |
$137M |
+$6.33M |
-$23.4M |
-$17.1M |
AET, V107SC, AIQ, THOR, CAH
|
13F-HR |
10/14/2014, 07:00 AM |
| Q2 2014 |
19 |
$178M |
+$42.4M |
-$8.29M |
+$34.1M |
V107SC, THOR, MGLN, CRL, AIQ
|
13F-HR |
7/17/2014, 10:53 AM |
| Q1 2014 |
18 |
$140M |
+$58.8M |
-$5.42M |
+$53.4M |
CRL, AIQ, HOLX, MDTXXXX, V107SC
|
13F-HR |
4/23/2014, 11:00 AM |
| Q4 2013 |
18 |
$101M |
|
|
|
ESRX, CRL, MDTXXXX, MYGN, V107SC
|
13F-HR |
2/5/2014, 12:03 PM |