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 | STAA | Staar Surgical Co | 股票-其他 | 11.83% | — | +2.07% | |
| 2 | INSM | Insmed INC | 股票-医疗保健 | 10.66% | -1.47% | +1.21% | |
| 3 | BMRN | Biomarin Pharmaceutical INC | 股票-医疗保健 | 9.91% | -0.25% | +24.39% | |
| 4 | AM6 | Amicus Therapeutics INC | 股票-其他 | 9.52% | -7.86% | — | |
| 5 | ABMDEUR | Abiomed INC | 股票-其他 | 9.46% | — | +10.44% | |
| 6 | ACAD | Acadia Pharmaceuticals INC | 股票-医疗保健 | 6.45% | +0.54% | +25.61% | |
| 7 | UTHR | United Therapeutics CORP | 股票-医疗保健 | 6.25% | +1.75% | — | |
| 8 | KPTIEUR | Karyopharm Therapeutics INC | 股票-其他 | 4.27% | — | +3.57% | |
| 9 | ALXN | Alexion Pharmaceuticals INC | 股票-其他 | 4.12% | — | +10.03% | |
| 10 | RVNCEUR | Revance Therapeutics INC | 股票-其他 | 3.97% | — | +34.01% | |
| 11 | EPZMEUR | Epizyme INC | 股票-其他 | 3.84% | — | +5.24% | |
| 12 | BIIB | Biogen INC | 股票-医疗保健 | 3.01% | -0.55% | — | |
| 13 | VNDA | Vanda Pharmaceuticals INC | 股票-其他 | 2.91% | — | +1.45% | |
| 14 | SG7 | Sage Therapeutics INC | 股票-其他 | 2.68% | — | — | |
| 15 | EHTH | Ehealth INC | 股票-其他 | 2.17% | -0.69% | +109.32% | |
| 16 | ALGN | Align Technology INC | 股票-医疗保健 | 1.89% | +0.19% | — | |
| 17 | CLVSEUR | Clovis Oncology INC | 股票-其他 | 1.12% | — | — | |
| 18 | PRTA | Prothena Corporation plc | 股票-其他 | 1.07% | +0.04% | +27.32% | |
| 19 | GOSS | Gossamer Bio INC | 股票-其他 | 0.88% | -1.93% | EXIT | |
| 20 | PBYI | Puma Biotechnology INC | 股票-其他 | 0.74% | — | +0.41% | |
| 21 | ANAB | Anaptysbio INC | 股票-其他 | 0.47% | +0.75% | +12.90% | |
| 22 | DRNAUSD | Dicerna Pharmaceuticals INC | 股票-其他 | 0.38% | — | — | |
| 23 | KLDO | Kaleido Biosciences INC | 股票-其他 | 0.38% | — | — | |
| 24 | SNDX | Syndax Pharmaceuticals INC | 股票-其他 | 0.31% | +0.77% | +33.17% | |
| 25 | TVTX | Travere Therapeutics INC | 股票-其他 | 0.23% | +0.46% | — | |
| 26 | ZGNXEUR | Zogenix INC | 股票-其他 | 0.22% | — | +31.23% | |
| 27 | ATNXEUR | Athenex INC | 股票-其他 | 0.18% | — | +23.91% | |
| 28 | RIGLUSD | Rigel Pharmaceuticals INC | 股票-其他 | 0.18% | — | -15.70% | |
| 29 | ✓ | Magenta Therapeutics INC | 股票-其他 | 0.18% | — | +24.27% | |
| 30 | ALKS | Alkermes plc | 股票-医疗保健 | 0.16% | +0.37% | — | |
| 31 | ✓ | 股票-其他 | 0.15% | — | +12.03% | ||
| 32 | CYTK | Cytokinetics INC | 股票-医疗保健 | 0.13% | +0.32% | NEW | |
| 33 | TCMD | Tactile Systems Technology I | 股票-其他 | 0.06% | — | — | |
| 34 | ALDX | Aldeyra Therapeutics INC | 股票-其他 | 0.06% | -0.12% | +36.27% | |
| 35 | ✓ | Alimera Sciences INC | 股票-其他 | 0.04% | — | — | |
| 36 | ✓ | 股票-其他 | 0.03% | — | +7.49% | ||
| 37 | URGN | UroGen Pharma Ltd. | 股票-其他 | 0.02% | -0.01% | — | |
| 38 | MRNSUSD | Marinus Pharmaceuticals INC | 股票-其他 | 0.02% | — | — | |
| 39 | ✓ | Idera Pharmaceuticals INC | 股票-其他 | 0.01% | — | — | |
| 40 | SNSSEUR | Viracta Therapeutics INC | 股票-其他 | 0.01% | — | — | |
| 41 | NERVGBP | Minerva Neurosciences INC | 股票-其他 | — | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AM6 | Amicus Therapeutics INC | +3.4% | — | 不变 |
| 2 | STAA | Staar Surgical Co | +3.2% | +2.07% | 加仓 |
| 3 | BMRN | Biomarin Pharmaceutical INC | +2.7% | +24.39% | 加仓 |
| 4 | ACAD | Acadia Pharmaceuticals INC | +2.3% | +25.61% | 加仓 |
| 5 | UTHR | United Therapeutics CORP | +1.9% | — | 不变 |
| 6 | ABMDEUR | Abiomed INC | +1.8% | +10.44% | 加仓 |
| 7 | ALXN | Alexion Pharmaceuticals INC | +1.3% | +10.03% | 加仓 |
| 8 | RVNCEUR | Revance Therapeutics INC | +1.2% | +34.01% | 加仓 |
| 9 | EHTH | Ehealth INC | +1% | +109.32% | 加仓 |
| 10 | VNDA | Vanda Pharmaceuticals INC | +0.7% | +1.45% | 加仓 |
| 11 | SG7 | Sage Therapeutics INC | +0.7% | — | 不变 |
| 12 | ALGN | Align Technology INC | +0.7% | — | 不变 |
| 13 | PRTA | Prothena Corporation plc | +0.3% | +27.32% | 加仓 |
| 14 | KPTIEUR | Karyopharm Therapeutics INC | +0.2% | +3.57% | 加仓 |
| 15 | ANAB | Anaptysbio INC | +0.2% | +12.90% | 加仓 |
| 16 | GOSS | Gossamer Bio INC | +0.2% | +61.44% | 加仓 |
| 17 | SNDX | Syndax Pharmaceuticals INC | +0.2% | +33.17% | 加仓 |
| 18 | ZGNXEUR | Zogenix INC | +0.1% | +31.23% | 加仓 |
| 19 | DRNAUSD | Dicerna Pharmaceuticals INC | +0.1% | — | 不变 |
| 20 | ✓ | Magenta Therapeutics INC | +0.1% | +24.27% | 加仓 |
| 21 | INSM | Insmed INC | 0% | +1.21% | 加仓 |
| 22 | RIGLUSD | Rigel Pharmaceuticals INC | 0% | -15.70% | 减仓 |
| 23 | ✓ | 0% | +12.03% | 加仓 | |
| 24 | ATNXEUR | Athenex INC | 0% | +23.91% | 加仓 |
| 25 | ALDX | Aldeyra Therapeutics INC | 0% | +36.27% | 加仓 |
| 26 | ✓ | Idera Pharmaceuticals INC | — | — | 不变 |
| 27 | SNSSEUR | Viracta Therapeutics INC | — | — | 不变 |
| 28 | MRNSUSD | Marinus Pharmaceuticals INC | — | — | 不变 |
| 29 | ✓ | Alimera Sciences INC | 0% | — | 不变 |
| 30 | URGN | UroGen Pharma Ltd. | 0% | — | 不变 |
| 31 | NERVGBP | Minerva Neurosciences INC | 0% | — | 不变 |
| 32 | PBYI | Puma Biotechnology INC | 0% | +0.41% | 加仓 |
| 33 | CYTK | Cytokinetics INC | 0% | — | 不变 |
| 34 | KLDO | Kaleido Biosciences INC | -0.1% | — | 不变 |
| 35 | ✓ | -0.1% | +7.49% | 加仓 | |
| 36 | CLVSEUR | Clovis Oncology INC | -0.3% | — | 不变 |
| 37 | EPZMEUR | Epizyme INC | -0.4% | +5.24% | 加仓 |
| 38 | IMMU | Immunomedics INC | — | EXIT | 清仓 |
| 39 | BIIB | Biogen INC | — | NEW | 新建仓 |
| 40 | AMAG | Amag Pharmaceuticals INC | — | EXIT | 清仓 |
| 41 | TVTX | Travere Therapeutics INC | — | NEW | 新建仓 |
| 42 | ALKS | Alkermes plc | — | NEW | 新建仓 |
| 43 | RTRXEUR | Retrophin INC | — | EXIT | 清仓 |
| 44 | 1T7 | Tricida INC | — | EXIT | 清仓 |
| 45 | TCMD | Tactile Systems Technology I | — | NEW | 新建仓 |
| 46 | EOLS | Evolus INC | — | EXIT | 清仓 |
| 47 | AIMT | Aimmune Therapeutics INC | — | EXIT | 清仓 |