CIK: 0001055951
申报总市值
US$50.5亿
| # | 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 | ALXN | Alexion Pharmaceuticals INC | 股票-其他 | 4.73% | — | -3.73% | |
| 2 | BIIB | Biogen INC | 股票-医疗保健 | 4.04% | — | +12.25% | |
| 3 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 3.99% | — | +6.09% | |
| 4 | 1T7 | Tricida INC | 股票-其他 | 3.88% | — | — | |
| 5 | BSX | Boston Scientific CORP | 股票-医疗保健 | 3.73% | -1.75% | -7.74% | |
| 6 | ASND | Ascendis Pharma A/S | 股票-其他 | 3.50% | — | +31.06% | |
| 7 | MRK | Merck & Co. INC. | 股票-医疗保健 | 3.39% | +1.58% | NEW | |
| 8 | ✓ | 股票-其他 | 2.56% | — | +85.44% | ||
| 9 | CELG | Celgene CORP | 股票-其他 | 2.44% | — | -2.41% | |
| 10 | JAZZ | Jazz Pharmaceuticals plc | 股票-医疗保健 | 2.14% | — | — | |
| 11 | ✓ | Wright Medical Group NV | 股票-其他 | 1.96% | — | -7.73% | |
| 12 | PBYI | Puma Biotechnology INC | 股票-其他 | 1.93% | — | +3.45% | |
| 13 | ✓ | 股票-其他 | 1.64% | — | — | ||
| 14 | ✓ | Mylan N V | 股票-其他 | 1.60% | — | +77.65% | |
| 15 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.57% | — | -38.58% | |
| 16 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 1.53% | — | -61.31% | |
| 17 | AERIEUR | Aerie Pharmaceuticals INC | 股票-其他 | 1.52% | — | — | |
| 18 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 1.51% | -1.52% | -15.00% | |
| 19 | ELV | Elevance Health INC | 股票-医疗保健 | 1.51% | — | — | |
| 20 | ALNY | Alnylam Pharmaceuticals INC | 股票-医疗保健 | 1.49% | -1.56% | — | |
| 21 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.44% | — | +49.85% | |
| 22 | DVA | Davita INC | 股票-医疗保健 | 1.40% | — | +8.32% | |
| 23 | IMMU | Immunomedics INC | 股票-其他 | 1.40% | — | -13.42% | |
| 24 | A | Agilent Technologies INC | 股票-医疗保健 | 1.39% | — | -33.55% | |
| 25 | CLVSEUR | Clovis Oncology INC | 股票-其他 | 1.32% | — | +1.46% | |
| 26 | AM6 | Amicus Therapeutics INC | 股票-其他 | 1.32% | — | — | |
| 27 | XRAY | Dentsply Sirona INC | 股票-医疗保健 | 1.25% | — | +963.78% | |
| 28 | NVROEUR | Nevro CORP | 股票-其他 | 1.20% | — | — | |
| 29 | BOLDEUR | Audentes Therapeutics INC | 股票-其他 | 1.19% | — | -25.75% | |
| 30 | ✓ | Loxo Oncology INC | 股票-其他 | 1.11% | — | -42.83% | |
| 31 | SEM | Select Medical Holdings CORP | 股票-其他 | 1.10% | — | — | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.09% | — | +62.48% | |
| 33 | INSP | Inspire Medical Systems INC | 股票-医疗保健 | 1.04% | — | — | |
| 34 | ARRYEUR | Array Biopharma INC | 股票-其他 | 0.98% | — | — | |
| 35 | ILMN | Illumina INC | 股票-医疗保健 | 0.95% | — | — | |
| 36 | DCPHEUR | Deciphera Pharmaceuticals In | 股票-其他 | 0.94% | — | +30.84% | |
| 37 | ✓ | 股票-其他 | 0.91% | — | +41.26% | ||
| 38 | IOVA | Iovance Biotherapeutics INC | 股票-其他 | 0.85% | — | — | |
| 39 | INSM | Insmed INC | 股票-医疗保健 | 0.83% | — | — | |
| 40 | CRVS | Corvus Pharmaceuticals INC | 股票-其他 | 0.78% | +0.95% | — | |
| 41 | VRAYQ | Viewray INC | 股票-其他 | 0.78% | — | — | |
| 42 | ACAD | Acadia Pharmaceuticals INC | 股票-医疗保健 | 0.78% | — | +28.19% | |
| 43 | RYTM | Rhythm Pharmaceuticals INC | 股票-其他 | 0.77% | — | -28.82% | |
| 44 | ✓ | Shire PLC | 股票-其他 | 0.72% | — | -45.16% | |
| 45 | SRPT | Sarepta Therapeutics INC | 股票-医疗保健 | 0.71% | — | +21.80% | |
| 46 | IRWD | Ironwood Pharmaceuticals INC | 股票-其他 | 0.70% | — | — | |
| 47 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.63% | -1.13% | +8.33% | |
| 48 | UHS | Universal Health Services-b | 股票-医疗保健 | 0.62% | — | -40.06% | |
| 49 | XTNT | Xtant Medical Holdings INC | 股票-其他 | 0.61% | — | — | |
| 50 | HRTX | Heron Therapeutics INC | 股票-其他 | 0.61% | — | +15.38% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.1% | +85.44% | 加仓 | |
| 2 | XRAY | Dentsply Sirona INC | +1.1% | +963.78% | 加仓 |
| 3 | ASND | Ascendis Pharma A/S | +0.8% | +31.06% | 加仓 |
| 4 | DCPHEUR | Deciphera Pharmaceuticals In | +0.6% | +30.84% | 加仓 |
| 5 | ✓ | Mylan N V | +0.5% | +77.65% | 加仓 |
| 6 | BIIB | Biogen INC | +0.5% | +12.25% | 加仓 |
| 7 | TMO | Thermo Fisher Scientific INC | +0.4% | +49.85% | 加仓 |
| 8 | EXEL | Exelixis INC | +0.4% | +1020.80% | 加仓 |
| 9 | IMMU | Immunomedics INC | +0.4% | -13.42% | 减仓 |
| 10 | SRPT | Sarepta Therapeutics INC | +0.4% | +21.80% | 加仓 |
| 11 | JNJ | Johnson & Johnson | +0.4% | +62.48% | 加仓 |
| 12 | CRSP | CRISPR Therapeutics AG | +0.3% | +375.28% | 加仓 |
| 13 | ZLAB | Zai Lab Ltd-adr | +0.3% | +144.77% | 加仓 |
| 14 | ✓ | Wright Medical Group NV | +0.3% | -7.73% | 减仓 |
| 15 | AERIEUR | Aerie Pharmaceuticals INC | +0.3% | — | 不变 |
| 16 | VRTX | Vertex Pharmaceuticals INC | +0.2% | +6.09% | 加仓 |
| 17 | TFX | Teleflex INC | +0.2% | +62.73% | 加仓 |
| 18 | BSX | Boston Scientific CORP | +0.2% | -7.74% | 减仓 |
| 19 | JAZZ | Jazz Pharmaceuticals plc | +0.2% | — | 不变 |
| 20 | ALXN | Alexion Pharmaceuticals INC | +0.1% | -3.73% | 减仓 |
| 21 | PIRSEUR | Pieris Pharmaceuticals INC | -0.3% | -43.42% | 减仓 |
| 22 | SCPH | Scpharmaceuticals INC | -0.3% | — | 不变 |
| 23 | HCA | Hca Healthcare INC | -0.3% | -50.81% | 减仓 |
| 24 | XTNT | Xtant Medical Holdings INC | -0.3% | — | 不变 |
| 25 | IOVA | Iovance Biotherapeutics INC | -0.3% | — | 不变 |
| 26 | ✓ | -0.3% | — | 不变 | |
| 27 | ALNY | Alnylam Pharmaceuticals INC | -0.4% | — | 不变 |
| 28 | ✓ | Arsanis INC | -0.5% | — | 不变 |
| 29 | MGLNUSD | Magellan Health INC | -0.5% | -55.42% | 减仓 |
| 30 | CELG | Celgene CORP | -0.5% | -2.41% | 减仓 |
| 31 | ✓ | Shire PLC | -0.5% | -45.16% | 减仓 |
| 32 | UHS | Universal Health Services-b | -0.5% | -40.06% | 减仓 |
| 33 | GBTUSD | Global Blood Therapeutics In | -0.6% | -69.50% | 减仓 |
| 34 | AMGN | Amgen INC | -0.7% | -72.13% | 减仓 |
| 35 | A | Agilent Technologies INC | -1% | -33.55% | 减仓 |
| 36 | THC | Tenet Healthcare CORP | -1.1% | -91.10% | 减仓 |
| 37 | BMY | Bristol-myers Squibb Co | -1.5% | -38.58% | 减仓 |
| 38 | REGN | Regeneron Pharmaceuticals | -2.6% | -61.31% | 减仓 |
| 39 | 1T7 | Tricida INC | — | NEW | 新建仓 |
| 40 | ✓ | Armo Biosciences INC | — | EXIT | 清仓 |
| 41 | ABBV | Abbvie INC | — | EXIT | 清仓 |
| 42 | ELV | Elevance Health INC | — | NEW | 新建仓 |
| 43 | INSP | Inspire Medical Systems INC | — | NEW | 新建仓 |
| 44 | TNDM | Tandem Diabetes Care INC | — | NEW | 新建仓 |
| 45 | ✓ | Envision Healthcare Corp | — | EXIT | 清仓 |
| 46 | UNH | Unitedhealth Group INC | — | NEW | 新建仓 |
| 47 | INCY | Incyte CORP | — | NEW | 新建仓 |
| 48 | ✓ | Verrica Pharmaceuticals INC | — | NEW | 新建仓 |
| 49 | HUM | Humana INC | — | NEW | 新建仓 |
| 50 | ✓ | Aerpio Pharmaceuticals INC Com | — | NEW | 新建仓 |