CIK: 0001600175
申报总市值
US$5533.8万
| # | 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 | ✓ | Receptos, INC. | 股票-其他 | 3.55% | — | +11.79% | |
| 2 | CLVSEUR | Clovis Oncology INC | 股票-其他 | 3.48% | — | +107.36% | |
| 3 | ✓ | Salix Pharmaceuticals INC | 股票-其他 | 3.48% | — | +31.96% | |
| 4 | BMRN | Biomarin Pharmaceutical INC | 股票-医疗保健 | 3.40% | -0.01% | -25.58% | |
| 5 | INCY | Incyte CORP | 股票-医疗保健 | 3.36% | +0.10% | -28.25% | |
| 6 | MODV | ModivCare Inc. | 股票-其他 | 3.33% | — | -2.01% | |
| 7 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 3.31% | — | +1.16% | |
| 8 | BIIB | Biogen INC | 股票-医疗保健 | 3.30% | — | -1.63% | |
| 9 | SGENEUR | Seagen INC | 股票-其他 | 3.29% | +0.95% | +35.01% | |
| 10 | ALNY | Alnylam Pharmaceuticals INC | 股票-医疗保健 | 3.27% | +0.56% | +109.16% | |
| 11 | ✓ | Isis Pharmaceuticals INC | 股票-其他 | 3.25% | — | +34.11% | |
| 12 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 3.24% | +0.32% | +12.75% | |
| 13 | CELG | Celgene CORP | 股票-其他 | 3.22% | +0.24% | +0.75% | |
| 14 | ILMN | Illumina INC | 股票-医疗保健 | 3.21% | +0.04% | +12.04% | |
| 15 | ALXN | Alexion Pharmaceuticals INC | 股票-其他 | 3.20% | -0.16% | +20.18% | |
| 16 | ALKS | Alkermes plc | 股票-医疗保健 | 3.20% | +0.41% | NEW | |
| 17 | NKTREUR | Nektar Therapeutics | 股票-其他 | 3.09% | -0.24% | +41.56% | |
| 18 | ✓ | Pharmacyclics INC | 股票-其他 | 2.92% | — | -47.13% | |
| 19 | ✓ | Cepheid | 股票-其他 | 2.61% | — | -9.43% | |
| 20 | PCRX | Pacira Biosciences INC | 股票-其他 | 2.60% | -0.72% | EXIT | |
| 21 | MTD | Mettler-toledo International | 股票-医疗保健 | 2.60% | +0.10% | -5.64% | |
| 22 | TECH | Bio-techne CORP | 股票-医疗保健 | 2.60% | — | +10.81% | |
| 23 | QGEN | Qiagen N.V. | 股票-医疗保健 | 2.59% | — | +7.65% | |
| 24 | BIB | Proshares Ultra Nasd Biotech | ETF-科技型 | 2.36% | — | -53.43% | |
| 25 | ✓ | Synageva Biopharma CORP | 股票-其他 | 1.45% | — | -11.51% | |
| 26 | HO1 | Hologic INC | 股票-其他 | 1.38% | — | -5.66% | |
| 27 | ARRYEUR | Array Biopharma INC | 股票-其他 | 1.24% | — | — | |
| 28 | ESPR | Esperion Therapeutics INC | 股票-其他 | 1.16% | — | — | |
| 29 | VCEL | Vericel CORP | 股票-其他 | 1.12% | — | +27.85% | |
| 30 | T8S | Tesaro INC | 股票-其他 | 0.96% | — | — | |
| 31 | STMLEUR | Stemline Therapeutics INC | 股票-其他 | 0.91% | — | +6.53% | |
| 32 | ✓ | Xenoport INC | 股票-其他 | 0.78% | — | -14.47% | |
| 33 | MNTA | Momenta Pharmaceuticals INC | 股票-其他 | 0.76% | — | -14.29% | |
| 34 | EPZMEUR | Epizyme INC | 股票-其他 | 0.76% | — | +70.57% | |
| 35 | UTHR | United Therapeutics CORP | 股票-医疗保健 | 0.75% | +0.50% | NEW | |
| 36 | ASMB | Assembly Biosciences, Inc. | 股票-其他 | 0.72% | — | — | |
| 37 | ✓ | Ocera Therapeutics INC | 股票-其他 | 0.72% | — | +48.91% | |
| 38 | SNY | Sanofi | 股票-医疗保健 | 0.72% | — | — | |
| 39 | ✓ | Tenax Therapeutics INC | 股票-其他 | 0.68% | — | +0.06% | |
| 40 | ✓ | Celladon CORP | 股票-其他 | 0.67% | — | — | |
| 41 | AMGN | Amgen INC | 股票-医疗保健 | 0.66% | — | -71.03% | |
| 42 | ✓ | Flamel Technologies-sp Adr | 股票-其他 | 0.63% | — | — | |
| 43 | RARE | Ultragenyx Pharmaceutical In | 股票-其他 | 0.62% | -0.09% | — | |
| 44 | MRTXEUR | Mirati Therapeutics INC | 股票-其他 | 0.61% | — | — | |
| 45 | ✓ | 股票-其他 | 0.61% | -1.10% | EXIT | ||
| 46 | CMRXEUR | Chimerix INC | 股票-其他 | 0.61% | — | — | |
| 47 | XNCR | Xencor INC | 股票-其他 | 0.57% | — | — | |
| 48 | ACHNEUR | Achillion Pharmaceuticals | 股票-其他 | 0.55% | — | +33.41% | |
| 49 | ✓ | Relypsa INC | 股票-其他 | 0.54% | — | — | |
| 50 | AERIEUR | Aerie Pharmaceuticals INC | 股票-其他 | 0.53% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ALKS | Alkermes plc | +2.1% | +218.61% | 加仓 |
| 2 | CLVSEUR | Clovis Oncology INC | +2% | +107.36% | 加仓 |
| 3 | ALNY | Alnylam Pharmaceuticals INC | +1.6% | +109.16% | 加仓 |
| 4 | ✓ | Salix Pharmaceuticals INC | +1.4% | +31.96% | 加仓 |
| 5 | ✓ | Receptos, INC. | +0.8% | +11.79% | 加仓 |
| 6 | SGENEUR | Seagen INC | +0.7% | +35.01% | 加仓 |
| 7 | ✓ | Isis Pharmaceuticals INC | +0.5% | +34.11% | 加仓 |
| 8 | ARRYEUR | Array Biopharma INC | +0.3% | — | 不变 |
| 9 | VCEL | Vericel CORP | +0.3% | +27.85% | 加仓 |
| 10 | MODV | ModivCare Inc. | +0.2% | -2.01% | 减仓 |
| 11 | EPZMEUR | Epizyme INC | +0.2% | +70.57% | 加仓 |
| 12 | BIIB | Biogen INC | +0.1% | -1.63% | 减仓 |
| 13 | TECH | Bio-techne CORP | +0.1% | +10.81% | 加仓 |
| 14 | QGEN | Qiagen N.V. | -0.1% | +7.65% | 加仓 |
| 15 | ILMN | Illumina INC | -0.2% | +12.04% | 加仓 |
| 16 | ALXN | Alexion Pharmaceuticals INC | -0.2% | +20.18% | 加仓 |
| 17 | VRTX | Vertex Pharmaceuticals INC | -0.2% | +12.75% | 加仓 |
| 18 | ✓ | Pharmacyclics INC | -0.2% | -47.13% | 减仓 |
| 19 | REGN | Regeneron Pharmaceuticals | -0.2% | +1.16% | 加仓 |
| 20 | ACRXUSD | Acelrx Pharmaceuticals INC | -0.4% | — | 不变 |
| 21 | ✓ | Xenoport INC | -0.5% | -14.47% | 减仓 |
| 22 | ✓ | Kalobios Pharmaceuticals INC | -0.6% | +36.60% | 加仓 |
| 23 | INCY | Incyte CORP | -1% | -28.25% | 减仓 |
| 24 | UTHR | United Therapeutics CORP | -1.7% | -72.64% | 减仓 |
| 25 | AMGN | Amgen INC | -2% | -71.03% | 减仓 |
| 26 | BIB | Proshares Ultra Nasd Biotech | -2.4% | -53.43% | 减仓 |
| 27 | XBI | Ss Spdr S&p Biotech ETF | — | EXIT | 清仓 |
| 28 | PCRX | Pacira Biosciences INC | — | NEW | 新建仓 |
| 29 | ESPR | Esperion Therapeutics INC | — | NEW | 新建仓 |
| 30 | T8S | Tesaro INC | — | NEW | 新建仓 |
| 31 | ASMB | Assembly Biosciences, Inc. | — | NEW | 新建仓 |
| 32 | RARE | Ultragenyx Pharmaceutical In | — | NEW | 新建仓 |
| 33 | MRTXEUR | Mirati Therapeutics INC | — | NEW | 新建仓 |
| 34 | ✓ | — | NEW | 新建仓 | |
| 35 | ✓ | Cubist Pharmaceuticals INC | — | EXIT | 清仓 |
| 36 | ✓ | Relypsa INC | — | NEW | 新建仓 |
| 37 | AERIEUR | Aerie Pharmaceuticals INC | — | NEW | 新建仓 |
| 38 | ✓ | Nps Pharmaceuticals INC | — | EXIT | 清仓 |
| 39 | ILMN | Illumina, Inc. | — | EXIT | 清仓 |
| 40 | ✓ | Incyte CORP | — | EXIT | 清仓 |
| 41 | MGNX | Macrogenics INC | — | NEW | 新建仓 |
| 42 | KPTIEUR | Karyopharm Therapeutics INC | — | NEW | 新建仓 |
| 43 | OMER | Omeros CORP | — | NEW | 新建仓 |
| 44 | OTICEUR | Otonomy INC | — | NEW | 新建仓 |
| 45 | ✓ | Zogenix INC | — | NEW | 新建仓 |
| 46 | AVAZ | 2x Avalanche ETF | — | NEW | 新建仓 |
| 47 | ✓ | Alexion Pharmaceuticals INC | — | EXIT | 清仓 |
| 48 | ✓ | National Holdings CORP Cmn | — | NEW | 新建仓 |
| 49 | XOMA | XOMA Royalty Corporation | — | EXIT | 清仓 |
| 50 | BIIB | Biogen Inc. | — | EXIT | 清仓 |