CIK: 0001586444
申报总市值
US$1.5亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CLVSEUR | Clovis Oncology INC | 股票-其他 | 8.01% | +1.62% | -10.75% | |
| 2 | QGEN | Qiagen N.V. | 股票-医疗保健 | 7.42% | -5.55% | EXIT | |
| 3 | T8S | Tesaro INC | 股票-其他 | 7.28% | +0.03% | -25.25% | |
| 4 | IRWD | Ironwood Pharmaceuticals INC | 股票-其他 | 7.13% | +0.39% | +6.53% | |
| 5 | BCRUSD | Cr Bard INC | 股票-其他 | 7.10% | -4.57% | EXIT | |
| 6 | ALXN | Alexion Pharmaceuticals INC | 股票-其他 | 6.65% | — | — | |
| 7 | HO1 | Hologic INC | 股票-其他 | 6.62% | — | -10.47% | |
| 8 | INCY | Incyte CORP | 股票-医疗保健 | 6.62% | +1.60% | -14.67% | |
| 9 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 6.58% | — | — | |
| 10 | BSX | Boston Scientific CORP | 股票-医疗保健 | 6.50% | — | — | |
| 11 | ✓ | Shire PLC | 股票-其他 | 6.43% | — | — | |
| 12 | DERMEUR | Dermira INC | 股票-其他 | 6.41% | -3.52% | EXIT | |
| 13 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 6.00% | -5.35% | EXIT | |
| 14 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 5.83% | +1.26% | — | |
| 15 | RMD | Resmed INC | 股票-医疗保健 | 5.43% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | QGEN | Qiagen N.V. | +2.9% | +46.19% | 加仓 |
| 2 | CLVSEUR | Clovis Oncology INC | +1.4% | -10.75% | 减仓 |
| 3 | DERMEUR | Dermira INC | +1.3% | +27.27% | 加仓 |
| 4 | IRWD | Ironwood Pharmaceuticals INC | +0.8% | +6.53% | 加仓 |
| 5 | T8S | Tesaro INC | +0.7% | -25.25% | 减仓 |
| 6 | HO1 | Hologic INC | +0.1% | -10.47% | 减仓 |
| 7 | INCY | Incyte CORP | 0% | -14.67% | 减仓 |
| 8 | BIIB | Biogen INC | — | EXIT | 清仓 |
| 9 | BMRN | Biomarin Pharmaceutical INC | — | EXIT | 清仓 |
| 10 | ✓ | Wright Medical Group NV | — | EXIT | 清仓 |
| 11 | BCRUSD | Cr Bard INC | — | NEW | 新建仓 |
| 12 | NBIX | Neurocrine Biosciences INC | — | EXIT | 清仓 |
| 13 | ALXN | Alexion Pharmaceuticals INC | — | NEW | 新建仓 |
| 14 | ✓ | Laboratory CORP Amer Hldgs | — | NEW | 新建仓 |
| 15 | BSX | Boston Scientific CORP | — | NEW | 新建仓 |
| 16 | ILMN | Illumina INC | — | EXIT | 清仓 |
| 17 | SNN | Smith & Nephew PLC -spon Adr | — | EXIT | 清仓 |
| 18 | ✓ | Shire PLC | — | NEW | 新建仓 |
| 19 | BMY | Bristol-myers Squibb Co | — | NEW | 新建仓 |
| 20 | MASI* | Masimo CORP | — | EXIT | 清仓 |
| 21 | EW | Edwards Lifesciences CORP | — | NEW | 新建仓 |
| 22 | PRGO | Perrigo Company plc | — | EXIT | 清仓 |
| 23 | RMD | Resmed INC | — | NEW | 新建仓 |
| 24 | NUVAGBP | Nuvasive INC | — | EXIT | 清仓 |
| 25 | MDRX | Veradigm INC | — | EXIT | 清仓 |