CIK: 0001557543
申报总市值
US$4.7亿
| # | 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 | SEM | Select Medical Holdings CORP | 股票-其他 | 15.53% | +1.35% | — | |
| 2 | ✓ | Supervalu INC | 股票-其他 | 12.15% | -7.32% | EXIT | |
| 3 | ✓ | Mylan N V | 股票-其他 | 10.76% | +0.39% | -50.00% | |
| 4 | NXDR | Nextdoor Holdings, Inc. | 股票-其他 | 8.89% | — | +50.00% | |
| 5 | CYH | Community Health Systems INC | 股票-其他 | 7.92% | — | — | |
| 6 | AMED | Amedisys INC | 股票-其他 | 7.83% | — | -50.00% | |
| 7 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 6.53% | — | -62.96% | |
| 8 | BKD | Brookdale Senior Living INC | 股票-其他 | 6.43% | — | — | |
| 9 | ✓ | Healthways INC Com | 股票-其他 | 5.76% | — | +16.88% | |
| 10 | ✓ | Mallinckrodt PLC | 股票-其他 | 5.57% | — | -25.00% | |
| 11 | ✓ | Almost Family INC Com | 股票-其他 | 4.76% | — | — | |
| 12 | OFIX | Orthofix Medical Inc. | 股票-其他 | 3.90% | — | -33.33% | |
| 13 | ✓ | Syneron Medical LTD | 股票-其他 | 2.69% | — | +16.67% | |
| 14 | ✓ | Vivus INC | 股票-其他 | 1.27% | -1.36% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SEM | Select Medical Holdings CORP | +3.2% | — | 不变 |
| 2 | ✓ | Supervalu INC | +2.8% | +20.00% | 加仓 |
| 3 | ✓ | Healthways INC Com | +2% | +16.88% | 加仓 |
| 4 | NXDR | Nextdoor Holdings, Inc. | +2% | +50.00% | 加仓 |
| 5 | ✓ | Syneron Medical LTD | +0.8% | +16.67% | 加仓 |
| 6 | ✓ | Almost Family INC Com | +0.4% | — | 不变 |
| 7 | ✓ | Mallinckrodt PLC | — | -25.00% | 减仓 |
| 8 | OFIX | Orthofix Medical Inc. | -0.5% | -33.33% | 减仓 |
| 9 | ✓ | Vivus INC | -0.5% | — | 不变 |
| 10 | ✓ | Mylan N V | -3.3% | -50.00% | 减仓 |
| 11 | AMED | Amedisys INC | -5.4% | -50.00% | 减仓 |
| 12 | TEVA | Teva Pharmaceutical-sp Adr | -6.8% | -62.96% | 减仓 |
| 13 | CYH | Community Health Systems INC | — | NEW | 新建仓 |
| 14 | BKD | Brookdale Senior Living INC | — | NEW | 新建仓 |
| 15 | ✓ | Ims Health Holdings INC | — | EXIT | 清仓 |
| 16 | ALGN | Align Technology INC | — | EXIT | 清仓 |
| 17 | ✓ | Quality Sys INC | — | EXIT | 清仓 |
| 18 | ✓ | Aegerion Pharmaceuticals INC | — | EXIT | 清仓 |