CIK: 0001609251
申报总市值
US$2.6亿
| # | 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 | UTHR | United Therapeutics CORP | 股票-医疗保健 | 15.95% | +3.84% | -15.57% | |
| 2 | ENTA | Enanta Pharmaceuticals INC | 股票-其他 | 15.36% | -1.25% | -29.84% | |
| 3 | AMGN | Amgen INC | 股票-医疗保健 | 11.50% | — | -6.67% | |
| 4 | MCK | Mckesson CORP | 股票-医疗保健 | 11.05% | — | +11.27% | |
| 5 | GILD | Gilead Sciences INC | 股票-医疗保健 | 9.64% | — | +2.12% | |
| 6 | MRK | Merck & Co. INC. | 股票-医疗保健 | 7.99% | — | -6.67% | |
| 7 | ✓ | Shire PLC | 股票-其他 | 6.15% | — | +18.96% | |
| 8 | RTIXEUR | Rti Surgical Hds INC | 股票-其他 | 5.25% | — | +2.38% | |
| 9 | IVCUSD | Invacare CORP | 股票-其他 | 5.04% | — | -4.76% | |
| 10 | OFIX | Orthofix Medical Inc. | 股票-其他 | 4.35% | — | +12.36% | |
| 11 | ✓ | Siemens Healthinee Ordf | 股票-其他 | 4.23% | — | -0.05% | |
| 12 | ✓ | Halyard Health Incorporated | 股票-其他 | 2.67% | — | -54.53% | |
| 13 | ✓ | Juniper Pharmaceuticals Incorporated | 股票-其他 | 0.69% | — | -7.32% | |
| 14 | ✓ | Digirad CORP | 股票-其他 | 0.13% | — | -6.59% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Shire PLC | +1.8% | +18.96% | 加仓 |
| 2 | MCK | Mckesson CORP | +1.1% | +11.27% | 加仓 |
| 3 | ENTA | Enanta Pharmaceuticals INC | +0.8% | -29.84% | 减仓 |
| 4 | MRK | Merck & Co. INC. | +0.7% | -6.67% | 减仓 |
| 5 | AMGN | Amgen INC | +0.7% | -6.67% | 减仓 |
| 6 | OFIX | Orthofix Medical Inc. | +0.5% | +12.36% | 加仓 |
| 7 | RTIXEUR | Rti Surgical Hds INC | +0.4% | +2.38% | 加仓 |
| 8 | IVCUSD | Invacare CORP | +0.3% | -4.76% | 减仓 |
| 9 | ✓ | Siemens Healthinee Ordf | +0.2% | -0.05% | 减仓 |
| 10 | GILD | Gilead Sciences INC | +0.1% | +2.12% | 加仓 |
| 11 | ✓ | Digirad CORP | — | -6.59% | 减仓 |
| 12 | ✓ | Juniper Pharmaceuticals Incorporated | -0.1% | -7.32% | 减仓 |
| 13 | ✓ | Halyard Health Incorporated | -1.8% | -54.53% | 减仓 |
| 14 | UTHR | United Therapeutics CORP | -1.9% | -15.57% | 减仓 |
| 15 | CNMD | Conmed CORP | — | EXIT | 清仓 |
| 16 | VXRT | Vaxart INC | — | EXIT | 清仓 |