Q2 2024 |
61 |
$1.9B |
+$87.6M |
-$61.2M |
+$26.4M |
RVMD, SWTX, CYTK, MRUS, TYRA
|
13F-HR |
8/14/2024, 04:15 PM |
Q1 2024 |
58 |
$2.01B |
+$271M |
-$398M |
-$127M |
SWTX, CYTK, RVMD, TYRA, APLS
|
13F-HR |
5/15/2024, 11:20 AM |
Q4 2023 |
52 |
$2.01B |
+$125M |
-$357M |
-$231M |
MRTX, CYTK, SWTX, RVMD, APLS
|
13F-HR |
2/14/2024, 04:03 PM |
Q3 2023 |
82 |
$1.87B |
+$159M |
-$255M |
-$96.7M |
MRTX, RVMD, BGNE, TYRA, AKRO
|
13F-HR |
11/14/2023, 04:18 PM |
Q2 2023 |
84 |
$2.16B |
+$306M |
-$324M |
-$17.4M |
RETA, APLS, RVMD, TYRA, SWTX
|
13F-HR |
8/14/2023, 05:07 PM |
Q1 2023 |
73 |
$2.04B |
+$245M |
-$4.85M |
+$240M |
RXDX, RETA, BGNE, SRPT, APLS
|
13F-HR |
5/15/2023, 04:15 PM |
Q4 2022 |
66 |
$1.85B |
+$145M |
-$27.7M |
+$117M |
RXDX, BGNE, CYTK, RVMD, MRTX
|
13F-HR |
2/14/2023, 12:03 PM |
Q3 2022 |
71 |
$1.78B |
+$159M |
-$55.4M |
+$104M |
MRTX, CYTK, RXDX, SWTX, APLS
|
13F-HR |
11/14/2022, 03:17 PM |
Q2 2022 |
75 |
$1.58B |
+$45.2M |
-$36.2M |
+$8.97M |
MRTX, CYTK, BGNE, RVMD, APLS
|
13F-HR |
8/15/2022, 04:37 PM |
Q1 2022 |
72 |
$1.95B |
+$279M |
-$172M |
+$108M |
MRTX, SWTX, ITOS, BGNE, RVMD
|
13F-HR |
5/16/2022, 04:15 PM |
Q4 2021 |
70 |
$2.57B |
+$445M |
-$136M |
+$309M |
MRTX, XBI, ITOS, BGNE, SWTX
|
13F-HR |
2/14/2022, 03:05 PM |
Q3 2021 |
87 |
$2.86B |
+$448M |
-$306M |
+$142M |
MRTX, BGNE, SWTX, ITOS, TYRA
|
13F-HR |
11/15/2021, 04:31 PM |
Q2 2021 |
95 |
$2.83B |
+$214M |
-$35.3M |
+$178M |
MRTX, BGNE, SWTX, ITOS, RVMD
|
13F-HR |
8/16/2021, 04:16 PM |
Q1 2021 |
84 |
$2.94B |
+$372M |
-$330M |
+$42.4M |
MRTX, BGNE, RVMD, SWTX, ITOS
|
13F-HR |
5/17/2021, 04:15 PM |
Q4 2020 |
77 |
$3.04B |
+$377M |
-$40.1M |
+$337M |
MRTX, BGNE, SWTX, ITOS, PMVP
|
13F-HR |
2/16/2021, 03:31 PM |
Q3 2020 |
75 |
$2.89B |
+$640M |
-$179M |
+$461M |
IMMU, BGNE, MRTX, RVMD, ITOS
|
Restatement |
11/17/2020, 12:46 PM |
Q2 2020 |
65 |
$2.27B |
+$237M |
-$122M |
+$115M |
IMMU, MRTX, BGNE, ODTC, RVMD
|
13F-HR |
8/14/2020, 04:32 PM |
Q1 2020 |
61 |
$1.46B |
+$399M |
-$36M |
+$363M |
MRTX, IMMU, BGNE, ODTC, RVMD
|
13F-HR |
5/15/2020, 04:25 PM |
Q4 2019 |
51 |
$1.75B |
+$334M |
-$80.1M |
+$254M |
MRTX, IMMU, BGNE, ODTC, MDCO
|
13F-HR |
2/14/2020, 03:30 PM |
Q3 2019 |
49 |
$1.38B |
+$394M |
-$637K |
+$394M |
ONCE, MRTX, BGNE, IMMU, ODTC
|
13F-HR |
11/14/2019, 04:22 PM |
Q2 2019 |
2 |
$20K |
|
|
|
|
New Holdings |
8/15/2019, 04:40 PM |
Q2 2019 |
37 |
$1.14B |
+$300M |
-$40.2M |
+$260M |
MRTX, ODTC, BGNE, IMMU, ONCE
|
13F-HR |
8/14/2019, 04:30 PM |
Q1 2019 |
23 |
$865M |
+$203M |
-$139M |
+$64.2M |
MRTX, BGNE, IMMU, ODTC, QURE
|
13F-HR |
5/15/2019, 04:02 PM |
Q4 2018 |
24 |
$809M |
+$229M |
-$74.8M |
+$154M |
BGNE, SLDB, PTCT, WVE, MRTX
|
13F-HR |
2/14/2019, 03:26 PM |
Q3 2018 |
23 |
$897M |
+$66.7M |
-$405K |
+$66.3M |
SLDB, BGNE, PTCT, WVE, MRTX
|
13F-HR |
11/14/2018, 03:16 PM |
Q2 2018 |
26 |
$883M |
+$224M |
-$63.9M |
+$160M |
SLDB, BGNE, MRTX, PTCT, ODTC
|
13F-HR |
8/14/2018, 05:23 PM |
Q1 2018 |
33 |
$937M |
+$294M |
-$6.44M |
+$288M |
AVXS, BGNE, PTCT, ESPR, ODTC
|
13F-HR |
5/15/2018, 04:02 PM |
Q4 2017 |
26 |
$547M |
+$177M |
-$4.14M |
+$173M |
AVXS, ODTC, BGNE, ESPR, MGNX
|
13F-HR |
2/14/2018, 03:54 PM |
Q3 2017 |
29 |
$439M |
+$39.3M |
-$51.6M |
-$12.3M |
AVXS, BGNE, CLVSQ, MGNX, MDCO
|
13F-HR |
11/14/2017, 03:10 PM |
Q2 2017 |
27 |
$421M |
+$60.5M |
-$129M |
-$68.3M |
AVXS, CLVSQ, ESPR, MDCO, MGNX
|
13F-HR |
8/14/2017, 04:32 PM |
Q1 2017 |
31 |
$458M |
+$109M |
-$588K |
+$108M |
AVXS, CLVSQ, MDCO, ESPR, BGNE
|
13F-HR |
5/15/2017, 05:01 PM |
Q4 2016 |
28 |
$259M |
+$76.9M |
-$14.1M |
+$62.8M |
AVXS, CLVSQ, MDCO, BGNE, BPMC
|
13F-HR |
2/14/2017, 04:07 PM |
Q3 2016 |
27 |
$223M |
+$91.5M |
-$6.51M |
+$85M |
CLVSQ, MDCO, BPMC, BGNE, SGENXXXX
|
13F-HR |
11/14/2016, 03:51 PM |
Q2 2016 |
22 |
$106M |
+$28.9M |
-$72.9K |
+$28.8M |
BGNE, BPMC, SGENXXXX, INCY, REGN
|
13F-HR |
8/15/2016, 04:46 PM |
Q1 2016 |
21 |
$100M |
+$51.6M |
-$28.3M |
+$23.3M |
MRTX, BPMC, BGNE, CPXX, SGENXXXX
|
13F-HR |
5/16/2016, 04:30 PM |
Q4 2015 |
14 |
$111M |
|
|
|
MRTX, AQXP, BPMC, SGENXXXX, KURA
|
13F-HR |
2/16/2016, 03:30 PM |