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 | 12.89% | — | -20.37% | |
| 2 | BMRN | Biomarin Pharmaceutical INC | 股票-医疗保健 | 9.99% | -0.25% | — | |
| 3 | UTHR | United Therapeutics CORP | 股票-医疗保健 | 8.40% | +1.75% | — | |
| 4 | STAA | Staar Surgical Co | 股票-其他 | 6.83% | — | — | |
| 5 | ALXN | Alexion Pharmaceuticals INC | 股票-其他 | 6.74% | — | +1.16% | |
| 6 | CLVSEUR | Clovis Oncology INC | 股票-其他 | 6.20% | — | +4.97% | |
| 7 | INSM | Insmed INC | 股票-医疗保健 | 6.01% | -1.47% | +1.67% | |
| 8 | SG7 | Sage Therapeutics INC | 股票-其他 | 4.80% | — | +0.94% | |
| 9 | IMMU | Immunomedics INC | 股票-其他 | 4.22% | — | +4.38% | |
| 10 | VNDA | Vanda Pharmaceuticals INC | 股票-其他 | 3.85% | — | — | |
| 11 | ✓ | Wright Medical Group NV | 股票-其他 | 3.23% | — | — | |
| 12 | KPTIEUR | Karyopharm Therapeutics INC | 股票-其他 | 3.21% | — | — | |
| 13 | AM6 | Amicus Therapeutics INC | 股票-其他 | 3.11% | -7.86% | +3.21% | |
| 14 | EPZMEUR | Epizyme INC | 股票-其他 | 2.96% | — | — | |
| 15 | AMAG | Amag Pharmaceuticals INC | 股票-其他 | 2.73% | — | +1.19% | |
| 16 | ALGN | Align Technology INC | 股票-医疗保健 | 2.34% | +0.19% | -19.93% | |
| 17 | MNTA | Momenta Pharmaceuticals INC | 股票-其他 | 1.95% | — | — | |
| 18 | CELG | Celgene CORP | 股票-其他 | 1.55% | — | +8.72% | |
| 19 | AIMT | Aimmune Therapeutics INC | 股票-其他 | 1.52% | — | — | |
| 20 | ACAD | Acadia Pharmaceuticals INC | 股票-医疗保健 | 1.41% | +0.54% | +2.02% | |
| 21 | ✓ | Shire PLC | 股票-其他 | 1.41% | — | +0.80% | |
| 22 | ALDR1EUR | Alder Biopharmaceuticals INC | 股票-其他 | 1.25% | — | — | |
| 23 | EXK | Exact Sciences CORP | 股票-原材料 | 1.00% | — | — | |
| 24 | PRTA | Prothena Corporation plc | 股票-其他 | 0.58% | +0.04% | — | |
| 25 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.55% | — | — | |
| 26 | RIGLUSD | Rigel Pharmaceuticals INC | 股票-其他 | 0.51% | — | — | |
| 27 | DRNAUSD | Dicerna Pharmaceuticals INC | 股票-其他 | 0.31% | — | — | |
| 28 | ALIMEUR | Alimera Sciences INC | 股票-其他 | 0.12% | — | — | |
| 29 | SNSSEUR | Viracta Therapeutics INC | 股票-其他 | 0.09% | — | — | |
| 30 | ZGNXEUR | Zogenix INC | 股票-其他 | 0.06% | — | — | |
| 31 | CYTK | Cytokinetics INC | 股票-医疗保健 | 0.05% | +0.32% | NEW | |
| 32 | ✓ | Trevena INC | 股票-其他 | 0.03% | — | — | |
| 33 | SPHSEUR | Sophiris Bio INC | 股票-其他 | 0.03% | — | — | |
| 34 | ✓ | Idera Pharmaceuticals INC | 股票-其他 | 0.03% | — | — | |
| 35 | ✓ | Melinta Therapeutics Inc | 股票-其他 | 0.01% | — | — | |
| 36 | ✓ | Histogenics CORP | 股票-其他 | 0.01% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | STAA | Staar Surgical Co | +2.5% | — | 不变 |
| 2 | UTHR | United Therapeutics CORP | +1.1% | — | 不变 |
| 3 | ALXN | Alexion Pharmaceuticals INC | +0.9% | +1.16% | 加仓 |
| 4 | VNDA | Vanda Pharmaceuticals INC | +0.7% | — | 不变 |
| 5 | MNTA | Momenta Pharmaceuticals INC | +0.5% | — | 不变 |
| 6 | ACAD | Acadia Pharmaceuticals INC | +0.4% | +2.02% | 加仓 |
| 7 | BMRN | Biomarin Pharmaceutical INC | +0.4% | — | 不变 |
| 8 | ✓ | Wright Medical Group NV | +0.4% | — | 不变 |
| 9 | CELG | Celgene CORP | +0.3% | +8.72% | 加仓 |
| 10 | EXK | Exact Sciences CORP | +0.3% | — | 不变 |
| 11 | AMAG | Amag Pharmaceuticals INC | +0.1% | +1.19% | 加仓 |
| 12 | ✓ | Shire PLC | +0.1% | +0.80% | 加仓 |
| 13 | ALDR1EUR | Alder Biopharmaceuticals INC | +0.1% | — | 不变 |
| 14 | DRNAUSD | Dicerna Pharmaceuticals INC | +0.1% | — | 不变 |
| 15 | RIGLUSD | Rigel Pharmaceuticals INC | +0.1% | — | 不变 |
| 16 | GILD | Gilead Sciences INC | +0.1% | — | 不变 |
| 17 | AIMT | Aimmune Therapeutics INC | 0% | — | 不变 |
| 18 | KPTIEUR | Karyopharm Therapeutics INC | 0% | — | 不变 |
| 19 | ✓ | Trevena INC | 0% | — | 不变 |
| 20 | CYTK | Cytokinetics INC | 0% | — | 不变 |
| 21 | ZGNXEUR | Zogenix INC | 0% | — | 不变 |
| 22 | ✓ | Melinta Therapeutics Inc | — | — | 不变 |
| 23 | ALIMEUR | Alimera Sciences INC | — | — | 不变 |
| 24 | SPHSEUR | Sophiris Bio INC | — | — | 不变 |
| 25 | SNSSEUR | Viracta Therapeutics INC | 0% | — | 不变 |
| 26 | ✓ | Histogenics CORP | 0% | — | 不变 |
| 27 | PRTA | Prothena Corporation plc | -0.1% | — | 不变 |
| 28 | ALGN | Align Technology INC | -0.2% | -19.93% | 减仓 |
| 29 | IMMU | Immunomedics INC | -0.3% | +4.38% | 加仓 |
| 30 | SG7 | Sage Therapeutics INC | -0.4% | +0.94% | 加仓 |
| 31 | AM6 | Amicus Therapeutics INC | -0.7% | +3.21% | 加仓 |
| 32 | EPZMEUR | Epizyme INC | -0.8% | — | 不变 |
| 33 | INSM | Insmed INC | -0.8% | +1.67% | 加仓 |
| 34 | ABMDEUR | Abiomed INC | -1.7% | -20.37% | 减仓 |
| 35 | CLVSEUR | Clovis Oncology INC | -2.8% | +4.97% | 加仓 |
| 36 | ✓ | Idera Pharmaceuticals INC | — | EXIT | 清仓 |
| 37 | ✓ | Idera Pharmaceuticals INC | — | NEW | 新建仓 |