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 | BMRN | Biomarin Pharmaceutical INC | 股票-医疗保健 | 10.85% | -0.25% | -1.32% | |
| 2 | INSM | Insmed INC | 股票-医疗保健 | 9.82% | -1.47% | +3.10% | |
| 3 | ABMDEUR | Abiomed INC | 股票-其他 | 8.95% | — | +1.10% | |
| 4 | SG7 | Sage Therapeutics INC | 股票-其他 | 7.08% | — | -7.30% | |
| 5 | ALXN | Alexion Pharmaceuticals INC | 股票-其他 | 6.52% | — | -16.70% | |
| 6 | STAA | Staar Surgical Co | 股票-其他 | 6.05% | — | +0.43% | |
| 7 | UTHR | United Therapeutics CORP | 股票-医疗保健 | 5.89% | +1.75% | -4.85% | |
| 8 | AM6 | Amicus Therapeutics INC | 股票-其他 | 4.73% | -7.86% | +2.32% | |
| 9 | IMMU | Immunomedics INC | 股票-其他 | 4.50% | — | +4.63% | |
| 10 | EPZMEUR | Epizyme INC | 股票-其他 | 4.23% | — | — | |
| 11 | ✓ | Wright Medical Group NV | 股票-其他 | 4.02% | — | — | |
| 12 | AIMT | Aimmune Therapeutics INC | 股票-其他 | 3.88% | — | +2.12% | |
| 13 | CLVSEUR | Clovis Oncology INC | 股票-其他 | 3.72% | — | -1.87% | |
| 14 | VNDA | Vanda Pharmaceuticals INC | 股票-其他 | 3.46% | — | — | |
| 15 | ACAD | Acadia Pharmaceuticals INC | 股票-医疗保健 | 3.00% | +0.54% | +2.69% | |
| 16 | ALGN | Align Technology INC | 股票-医疗保健 | 1.96% | +0.19% | -10.82% | |
| 17 | EXK | Exact Sciences CORP | 股票-原材料 | 1.81% | — | — | |
| 18 | AMAG | Amag Pharmaceuticals INC | 股票-其他 | 1.64% | — | -1.34% | |
| 19 | KPTIEUR | Karyopharm Therapeutics INC | 股票-其他 | 1.53% | — | — | |
| 20 | MNTA | Momenta Pharmaceuticals INC | 股票-其他 | 1.16% | — | +4.22% | |
| 21 | ALDR1EUR | Alder Biopharmaceuticals INC | 股票-其他 | 1.07% | — | — | |
| 22 | PBYI | Puma Biotechnology INC | 股票-其他 | 0.87% | — | +19.05% | |
| 23 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.58% | — | — | |
| 24 | PRTA | Prothena Corporation plc | 股票-其他 | 0.57% | +0.04% | — | |
| 25 | RIGLUSD | Rigel Pharmaceuticals INC | 股票-其他 | 0.51% | — | — | |
| 26 | KLDO | Kaleido Biosciences INC | 股票-其他 | 0.49% | — | — | |
| 27 | CELG | Celgene CORP | 股票-其他 | 0.48% | — | -59.87% | |
| 28 | DRNAUSD | Dicerna Pharmaceuticals INC | 股票-其他 | 0.25% | — | -33.76% | |
| 29 | ALIMEUR | Alimera Sciences INC | 股票-其他 | 0.13% | — | — | |
| 30 | ZGNXEUR | Zogenix INC | 股票-其他 | 0.07% | — | — | |
| 31 | CYTK | Cytokinetics INC | 股票-医疗保健 | 0.07% | +0.32% | NEW | |
| 32 | SNSSEUR | Viracta Therapeutics INC | 股票-其他 | 0.04% | — | — | |
| 33 | MRNSUSD | Marinus Pharmaceuticals INC | 股票-其他 | 0.03% | — | +9.72% | |
| 34 | ALDX | Aldeyra Therapeutics INC | 股票-其他 | 0.02% | -0.12% | — | |
| 35 | SPHSEUR | Sophiris Bio INC | 股票-其他 | 0.01% | — | — | |
| 36 | ✓ | Idera Pharmaceuticals INC | 股票-其他 | 0.01% | — | — | |
| 37 | NERVGBP | Minerva Neurosciences INC | 股票-其他 | 0.01% | — | — | |
| 38 | CEMPEUR | Melinta Therapeutics INC | 股票-其他 | — | — | — | |
| 39 | ✓ | Histogenics CORP | 股票-其他 | — | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SG7 | Sage Therapeutics INC | +1.4% | -7.30% | 减仓 |
| 2 | BMRN | Biomarin Pharmaceutical INC | +1.1% | -1.32% | 减仓 |
| 3 | EXK | Exact Sciences CORP | +0.7% | — | 不变 |
| 4 | EPZMEUR | Epizyme INC | +0.7% | — | 不变 |
| 5 | ABMDEUR | Abiomed INC | +0.6% | +1.10% | 加仓 |
| 6 | INSM | Insmed INC | +0.5% | +3.10% | 加仓 |
| 7 | ACAD | Acadia Pharmaceuticals INC | +0.5% | +2.69% | 加仓 |
| 8 | AM6 | Amicus Therapeutics INC | +0.4% | +2.32% | 加仓 |
| 9 | ✓ | Wright Medical Group NV | +0.4% | — | 不变 |
| 10 | AIMT | Aimmune Therapeutics INC | +0.4% | +2.12% | 加仓 |
| 11 | KPTIEUR | Karyopharm Therapeutics INC | +0.3% | — | 不变 |
| 12 | GILD | Gilead Sciences INC | +0.1% | — | 不变 |
| 13 | RIGLUSD | Rigel Pharmaceuticals INC | +0.1% | — | 不变 |
| 14 | MNTA | Momenta Pharmaceuticals INC | 0% | +4.22% | 加仓 |
| 15 | STAA | Staar Surgical Co | 0% | +0.43% | 加仓 |
| 16 | CYTK | Cytokinetics INC | 0% | — | 不变 |
| 17 | ALDR1EUR | Alder Biopharmaceuticals INC | 0% | — | 不变 |
| 18 | PRTA | Prothena Corporation plc | 0% | — | 不变 |
| 19 | MRNSUSD | Marinus Pharmaceuticals INC | 0% | +9.72% | 加仓 |
| 20 | ALGN | Align Technology INC | — | -10.82% | 减仓 |
| 21 | ALIMEUR | Alimera Sciences INC | — | — | 不变 |
| 22 | ZGNXEUR | Zogenix INC | — | — | 不变 |
| 23 | SPHSEUR | Sophiris Bio INC | — | — | 不变 |
| 24 | CEMPEUR | Melinta Therapeutics INC | — | — | 不变 |
| 25 | ✓ | Histogenics CORP | — | — | 不变 |
| 26 | ✓ | Idera Pharmaceuticals INC | — | — | 不变 |
| 27 | SNSSEUR | Viracta Therapeutics INC | 0% | — | 不变 |
| 28 | KLDO | Kaleido Biosciences INC | 0% | — | 不变 |
| 29 | DRNAUSD | Dicerna Pharmaceuticals INC | -0.1% | -33.76% | 减仓 |
| 30 | AMAG | Amag Pharmaceuticals INC | -0.2% | -1.34% | 减仓 |
| 31 | ALXN | Alexion Pharmaceuticals INC | -0.4% | -16.70% | 减仓 |
| 32 | VNDA | Vanda Pharmaceuticals INC | -0.4% | — | 不变 |
| 33 | CELG | Celgene CORP | -0.6% | -59.87% | 减仓 |
| 34 | IMMU | Immunomedics INC | -0.6% | +4.63% | 加仓 |
| 35 | PBYI | Puma Biotechnology INC | -1% | +19.05% | 加仓 |
| 36 | CLVSEUR | Clovis Oncology INC | -1.7% | -1.87% | 减仓 |
| 37 | UTHR | United Therapeutics CORP | -2.1% | -4.85% | 减仓 |
| 38 | ALDX | Aldeyra Therapeutics INC | — | NEW | 新建仓 |
| 39 | NERVGBP | Minerva Neurosciences INC | — | NEW | 新建仓 |