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 | ASND | Ascendis Pharma A/S | 股票-其他 | 7.23% | — | -2.86% | |
| 2 | 1T7 | Tricida INC | 股票-其他 | 6.51% | — | — | |
| 3 | ✓ | 股票-其他 | 4.21% | — | — | ||
| 4 | ALXN | Alexion Pharmaceuticals INC | 股票-其他 | 4.10% | — | -4.41% | |
| 5 | ALEC | Alector INC | 股票-其他 | 3.82% | — | — | |
| 6 | BSX | Boston Scientific CORP | 股票-医疗保健 | 3.44% | -1.75% | -4.14% | |
| 7 | MRK | Merck & Co. INC. | 股票-医疗保健 | 3.31% | +1.58% | NEW | |
| 8 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 2.72% | — | -15.70% | |
| 9 | NBIX | Neurocrine Biosciences INC | 股票-医疗保健 | 2.50% | -0.91% | EXIT | |
| 10 | ✓ | Wright Medical Group NV | 股票-其他 | 2.16% | — | -9.54% | |
| 11 | ✓ | Mylan N V | 股票-其他 | 2.13% | — | +21.97% | |
| 12 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 2.12% | -1.52% | +53.57% | |
| 13 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.90% | — | +2.24% | |
| 14 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 1.86% | -1.13% | +23.34% | |
| 15 | GH | Guardant Health INC | 股票-医疗保健 | 1.82% | +0.80% | NEW | |
| 16 | ✓ | Synthorx INC | 股票-其他 | 1.68% | — | — | |
| 17 | SRPT | Sarepta Therapeutics INC | 股票-医疗保健 | 1.53% | — | +6.07% | |
| 18 | ELV | Elevance Health INC | 股票-医疗保健 | 1.44% | — | +6.48% | |
| 19 | BHC | Bausch Health Cos INC | 股票-医疗保健 | 1.43% | — | +3.90% | |
| 20 | PRNB | Principia Biopharma INC | 股票-其他 | 1.37% | — | — | |
| 21 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 1.37% | — | -3.29% | |
| 22 | DCPHEUR | Deciphera Pharmaceuticals In | 股票-其他 | 1.30% | — | +48.15% | |
| 23 | INSP | Inspire Medical Systems INC | 股票-医疗保健 | 1.29% | — | -19.59% | |
| 24 | IMMU | Immunomedics INC | 股票-其他 | 1.27% | — | -15.73% | |
| 25 | EHTH | Ehealth INC | 股票-其他 | 1.14% | — | +7.38% | |
| 26 | PBYI | Puma Biotechnology INC | 股票-其他 | 1.13% | — | -27.66% | |
| 27 | BOLDEUR | Audentes Therapeutics INC | 股票-其他 | 1.10% | — | -4.15% | |
| 28 | ILMN | Illumina INC | 股票-医疗保健 | 1.09% | — | -7.56% | |
| 29 | CLVSEUR | Clovis Oncology INC | 股票-其他 | 1.09% | — | +2.91% | |
| 30 | EXEL | Exelixis INC | 股票-医疗保健 | 1.03% | — | — | |
| 31 | A | Agilent Technologies INC | 股票-医疗保健 | 0.99% | — | +6.07% | |
| 32 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 0.99% | — | — | |
| 33 | LOGCUSD | Logicbio Therapeutics INC | 股票-其他 | 0.99% | — | — | |
| 34 | PTCT | Ptc Therapeutics INC | 股票-医疗保健 | 0.89% | — | — | |
| 35 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.88% | — | +136.21% | |
| 36 | HUM | Humana INC | 股票-医疗保健 | 0.87% | — | +1.84% | |
| 37 | IOVA | Iovance Biotherapeutics INC | 股票-其他 | 0.82% | — | — | |
| 38 | 219 | Avedro INC | 股票-其他 | 0.81% | — | — | |
| 39 | ✓ | 股票-其他 | 0.77% | — | — | ||
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.76% | — | +37.24% | |
| 41 | MYOKEUR | Myokardia INC | 股票-其他 | 0.73% | — | +170.55% | |
| 42 | ARGX | Argenx Se - Adr | 股票-医疗保健 | 0.70% | -0.53% | -44.21% | |
| 43 | CRNX | Crinetics Pharmaceuticals In | 股票-其他 | 0.67% | — | — | |
| 44 | MGTX | MeiraGTx Holdings plc | 股票-其他 | 0.66% | — | +423.51% | |
| 45 | ZLAB | Zai Lab Ltd-adr | 股票-其他 | 0.64% | — | -20.09% | |
| 46 | CI | THE Cigna Group | 股票-医疗保健 | 0.63% | -1.15% | EXIT | |
| 47 | TNDM | Tandem Diabetes Care INC | 股票-其他 | 0.62% | — | -33.41% | |
| 48 | ARVN | Arvinas INC | 股票-其他 | 0.61% | — | — | |
| 49 | VRAYQ | Viewray INC | 股票-其他 | 0.59% | — | — | |
| 50 | ONC | Beone Medicines Ltd-adr | 股票-其他 | 0.58% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ASND | Ascendis Pharma A/S | +2.5% | -2.86% | 减仓 |
| 2 | ✓ | +1.9% | — | 不变 | |
| 3 | NBIX | Neurocrine Biosciences INC | +1.9% | +270.94% | 加仓 |
| 4 | 1T7 | Tricida INC | +1.8% | — | 不变 |
| 5 | EW | Edwards Lifesciences CORP | +0.8% | +53.57% | 加仓 |
| 6 | GH | Guardant Health INC | +0.8% | — | 不变 |
| 7 | MGTX | MeiraGTx Holdings plc | +0.6% | +423.51% | 加仓 |
| 8 | APLSUSD | Apellis Pharmaceuticals INC | +0.5% | +461.87% | 加仓 |
| 9 | MYOKEUR | Myokardia INC | +0.4% | +170.55% | 加仓 |
| 10 | ALXN | Alexion Pharmaceuticals INC | +0.4% | -4.41% | 减仓 |
| 11 | BMY | Bristol-myers Squibb Co | +0.4% | +136.21% | 加仓 |
| 12 | EHTH | Ehealth INC | +0.4% | +7.38% | 加仓 |
| 13 | ISRG | Intuitive Surgical INC | +0.4% | +23.34% | 加仓 |
| 14 | DCPHEUR | Deciphera Pharmaceuticals In | +0.4% | +48.15% | 加仓 |
| 15 | BOLDEUR | Audentes Therapeutics INC | +0.4% | -4.15% | 减仓 |
| 16 | BMRN | Biomarin Pharmaceutical INC | +0.3% | +326.80% | 加仓 |
| 17 | BHC | Bausch Health Cos INC | +0.2% | +3.90% | 加仓 |
| 18 | CLVSEUR | Clovis Oncology INC | +0.2% | +2.91% | 加仓 |
| 19 | PBYI | Puma Biotechnology INC | +0.2% | -27.66% | 减仓 |
| 20 | ✓ | Mylan N V | +0.1% | +21.97% | 加仓 |
| 21 | TMO | Thermo Fisher Scientific INC | +0.1% | +2.24% | 加仓 |
| 22 | PRNB | Principia Biopharma INC | +0.1% | — | 不变 |
| 23 | MRK | Merck & Co. INC. | -0.2% | +3.01% | 加仓 |
| 24 | AERIEUR | Aerie Pharmaceuticals INC | -0.5% | -93.35% | 减仓 |
| 25 | CI | THE Cigna Group | -1.1% | -47.67% | 减仓 |
| 26 | CELG | Celgene CORP | -3.6% | -91.21% | 减仓 |
| 27 | BIIB | Biogen INC | -4.3% | -89.50% | 减仓 |
| 28 | ALEC | Alector INC | — | NEW | 新建仓 |
| 29 | ✓ | — | EXIT | 清仓 | |
| 30 | TEVA | Teva Pharmaceutical-sp Adr | — | NEW | 新建仓 |
| 31 | 219 | Avedro INC | — | NEW | 新建仓 |
| 32 | CVS | Cvs Health CORP | — | EXIT | 清仓 |
| 33 | ✓ | — | NEW | 新建仓 | |
| 34 | CNC | Centene CORP | — | EXIT | 清仓 |
| 35 | UNH | Unitedhealth Group INC | — | EXIT | 清仓 |
| 36 | ✓ | — | EXIT | 清仓 | |
| 37 | TAK | Takeda Pharmaceutic-sp Adr | — | NEW | 新建仓 |
| 38 | MOH | Molina Healthcare INC | — | EXIT | 清仓 |
| 39 | IRWD | Ironwood Pharmaceuticals INC | — | EXIT | 清仓 |
| 40 | PRTA | Prothena Corporation plc | — | NEW | 新建仓 |
| 41 | GNFTY | Genfit-adr | — | NEW | 新建仓 |
| 42 | DVA | Davita INC | — | EXIT | 清仓 |
| 43 | PFE | Pfizer INC | — | EXIT | 清仓 |
| 44 | ✓ | Shire PLC | — | EXIT | 清仓 |
| 45 | CDNA | Caredx INC | — | NEW | 新建仓 |
| 46 | CBAYUSD | Cymabay Therapeutics INC | — | NEW | 新建仓 |
| 47 | ✓ | — | NEW | 新建仓 | |
| 48 | ENTA | Enanta Pharmaceuticals INC | — | NEW | 新建仓 |
| 49 | AUPH | Aurinia Pharmaceuticals INC | — | NEW | 新建仓 |
| 50 | SPPIUSD | Spectrum Pharmaceuticals INC | — | EXIT | 清仓 |