CIK: 0001306923
申报总市值
US$6.5亿
| # | 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 | ABMDEUR | Abiomed INC | 股票-其他 | 13.74% | — | -0.82% | |
| 2 | CLVSEUR | Clovis Oncology INC | 股票-其他 | 11.56% | — | — | |
| 3 | BMRN | Biomarin Pharmaceutical INC | 股票-医疗保健 | 9.56% | -0.25% | +2.26% | |
| 4 | UTHR | United Therapeutics CORP | 股票-医疗保健 | 8.70% | +1.75% | -5.61% | |
| 5 | INSM | Insmed INC | 股票-医疗保健 | 8.11% | -1.47% | +9.78% | |
| 6 | ALXN | Alexion Pharmaceuticals INC | 股票-其他 | 6.38% | — | +4.79% | |
| 7 | EPZMEUR | Epizyme INC | 股票-其他 | 5.13% | — | +12.28% | |
| 8 | AM6 | Amicus Therapeutics INC | 股票-其他 | 4.71% | -7.86% | -6.55% | |
| 9 | VNDA | Vanda Pharmaceuticals INC | 股票-其他 | 3.13% | — | -1.13% | |
| 10 | PRTA | Prothena Corporation plc | 股票-其他 | 2.99% | +0.04% | +2.02% | |
| 11 | ✓ | Wright Medical Group NV | 股票-其他 | 2.92% | — | — | |
| 12 | AMAG | Amag Pharmaceuticals INC | 股票-其他 | 2.67% | — | +2.89% | |
| 13 | ACAD | Acadia Pharmaceuticals INC | 股票-医疗保健 | 2.60% | +0.54% | +1.72% | |
| 14 | SG7 | Sage Therapeutics INC | 股票-其他 | 2.07% | — | -23.79% | |
| 15 | STAA | Staar Surgical Co | 股票-其他 | 1.84% | — | -0.62% | |
| 16 | CELG | Celgene CORP | 股票-其他 | 1.81% | — | — | |
| 17 | IMMU | Immunomedics INC | 股票-其他 | 1.77% | — | — | |
| 18 | ALGN | Align Technology INC | 股票-医疗保健 | 1.75% | +0.19% | — | |
| 19 | KPTIEUR | Karyopharm Therapeutics INC | 股票-其他 | 1.62% | — | +0.89% | |
| 20 | MNTA | Momenta Pharmaceuticals INC | 股票-其他 | 1.40% | — | +0.42% | |
| 21 | AIMT | Aimmune Therapeutics INC | 股票-其他 | 1.35% | — | +0.31% | |
| 22 | EXK | Exact Sciences CORP | 股票-原材料 | 0.86% | — | — | |
| 23 | ✓ | Shire PLC | 股票-其他 | 0.84% | — | — | |
| 24 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.60% | — | -49.97% | |
| 25 | ✓ | Bioverativ Inc | 股票-其他 | 0.51% | — | — | |
| 26 | RIGLUSD | Rigel Pharmaceuticals INC | 股票-其他 | 0.41% | — | — | |
| 27 | ACRXUSD | Acelrx Pharmaceuticals INC | 股票-其他 | 0.20% | — | — | |
| 28 | ALIMEUR | Alimera Sciences INC | 股票-其他 | 0.17% | — | — | |
| 29 | DRNAUSD | Dicerna Pharmaceuticals INC | 股票-其他 | 0.12% | — | — | |
| 30 | SNSSEUR | Viracta Therapeutics INC | 股票-其他 | 0.09% | — | — | |
| 31 | CYTK | Cytokinetics INC | 股票-医疗保健 | 0.08% | +0.32% | NEW | |
| 32 | ✓ | Idera Pharmaceuticals INC | 股票-其他 | 0.06% | — | — | |
| 33 | ✓ | Cempra INC | 股票-其他 | 0.05% | — | — | |
| 34 | ZGNXEUR | Zogenix INC | 股票-其他 | 0.04% | — | — | |
| 35 | ✓ | Trevena INC | 股票-其他 | 0.04% | — | — | |
| 36 | ALDR1EUR | Alder Biopharmaceuticals INC | 股票-其他 | 0.03% | — | — | |
| 37 | ✓ | Histogenics CORP | 股票-其他 | 0.03% | — | — | |
| 38 | SPHSEUR | Sophiris Bio INC | 股票-其他 | 0.02% | — | — | |
| 39 | ✓ | Alcobra Ltd | 股票-其他 | 0.01% | — | — | |
| 40 | ✓ | Soleno Therapeutics INC | 股票-其他 | 0.01% | — | -80.00% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | INSM | Insmed INC | +3.6% | +9.78% | 加仓 |
| 2 | EPZMEUR | Epizyme INC | +1.1% | +12.28% | 加仓 |
| 3 | AM6 | Amicus Therapeutics INC | +1% | -6.55% | 减仓 |
| 4 | ABMDEUR | Abiomed INC | +0.7% | -0.82% | 减仓 |
| 5 | IMMU | Immunomedics INC | +0.5% | — | 不变 |
| 6 | ALXN | Alexion Pharmaceuticals INC | +0.5% | +4.79% | 加仓 |
| 7 | ACAD | Acadia Pharmaceuticals INC | +0.5% | +1.72% | 加仓 |
| 8 | PRTA | Prothena Corporation plc | +0.3% | +2.02% | 加仓 |
| 9 | ALGN | Align Technology INC | +0.2% | — | 不变 |
| 10 | KPTIEUR | Karyopharm Therapeutics INC | +0.2% | +0.89% | 加仓 |
| 11 | EXK | Exact Sciences CORP | +0.1% | — | 不变 |
| 12 | AIMT | Aimmune Therapeutics INC | +0.1% | +0.31% | 加仓 |
| 13 | ACRXUSD | Acelrx Pharmaceuticals INC | +0.1% | — | 不变 |
| 14 | STAA | Staar Surgical Co | +0.1% | -0.62% | 减仓 |
| 15 | DRNAUSD | Dicerna Pharmaceuticals INC | +0.1% | — | 不变 |
| 16 | CELG | Celgene CORP | 0% | — | 不变 |
| 17 | ZGNXEUR | Zogenix INC | 0% | — | 不变 |
| 18 | ✓ | Idera Pharmaceuticals INC | 0% | — | 不变 |
| 19 | CYTK | Cytokinetics INC | 0% | — | 不变 |
| 20 | ✓ | Trevena INC | — | — | 不变 |
| 21 | ✓ | Histogenics CORP | — | — | 不变 |
| 22 | ✓ | Alcobra Ltd | — | — | 不变 |
| 23 | ✓ | Soleno Therapeutics INC | — | -80.00% | 减仓 |
| 24 | MNTA | Momenta Pharmaceuticals INC | 0% | +0.42% | 加仓 |
| 25 | SPHSEUR | Sophiris Bio INC | 0% | — | 不变 |
| 26 | ✓ | Cempra INC | 0% | — | 不变 |
| 27 | ALIMEUR | Alimera Sciences INC | 0% | — | 不变 |
| 28 | SNSSEUR | Viracta Therapeutics INC | -0.1% | — | 不变 |
| 29 | VNDA | Vanda Pharmaceuticals INC | -0.1% | -1.13% | 减仓 |
| 30 | RIGLUSD | Rigel Pharmaceuticals INC | -0.1% | — | 不变 |
| 31 | ✓ | Shire PLC | -0.2% | — | 不变 |
| 32 | AMAG | Amag Pharmaceuticals INC | -0.2% | +2.89% | 加仓 |
| 33 | ✓ | Wright Medical Group NV | -0.5% | — | 不变 |
| 34 | BMRN | Biomarin Pharmaceutical INC | -0.6% | +2.26% | 加仓 |
| 35 | GILD | Gilead Sciences INC | -0.6% | -49.97% | 减仓 |
| 36 | SG7 | Sage Therapeutics INC | -1.8% | -23.79% | 减仓 |
| 37 | UTHR | United Therapeutics CORP | -2.6% | -5.61% | 减仓 |
| 38 | CLVSEUR | Clovis Oncology INC | -3% | — | 不变 |
| 39 | ✓ | Bioverativ Inc | — | NEW | 新建仓 |
| 40 | ALDR1EUR | Alder Biopharmaceuticals INC | — | NEW | 新建仓 |