CIK: 0001579853
申报总市值
—
| # | 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 | HALO | Halozyme Therapeutics INC | 股票-医疗保健 | 16.24% | — | -6.29% | |
| 2 | SNY | Sanofi-adr | 股票-医疗保健 | 9.69% | -8.87% | EXIT | |
| 3 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 8.44% | -5.20% | EXIT | |
| 4 | ✓ | Allergan PLC | 股票-其他 | 7.85% | — | — | |
| 5 | T8S | Tesaro INC | 股票-其他 | 6.92% | — | — | |
| 6 | EXK | Exact Sciences CORP | 股票-原材料 | 6.60% | — | — | |
| 7 | ELV | Elevance Health INC | 股票-医疗保健 | 5.87% | — | -12.23% | |
| 8 | ✓ | 股票-其他 | 5.20% | — | — | ||
| 9 | ✓ | 股票-其他 | 3.01% | -4.20% | EXIT | ||
| 10 | AERIEUR | Aerie Pharmaceuticals INC | 股票-其他 | 2.74% | — | -40.93% | |
| 11 | TGTX | Tg Therapeutics INC | 股票-医疗保健 | 2.50% | -1.20% | EXIT | |
| 12 | GMED | Globus Medical INC - A | 股票-医疗保健 | 2.39% | — | — | |
| 13 | MDT | Medtronic plc | 股票-医疗保健 | 2.34% | — | — | |
| 14 | CLVSEUR | Clovis Oncology INC | 股票-其他 | 2.26% | — | — | |
| 15 | IRWD | Ironwood Pharmaceuticals INC | 股票-其他 | 1.95% | — | — | |
| 16 | ALDR1EUR | Alder Biopharmaceuticals INC | 股票-其他 | 1.92% | -3.90% | EXIT | |
| 17 | INSM | Insmed INC | 股票-医疗保健 | 1.82% | — | — | |
| 18 | AXP | American Express Company | 股票-金融 | 1.68% | — | -83.02% | |
| 19 | UHS | Universal Health Services-b | 股票-医疗保健 | 1.66% | — | — | |
| 20 | MD | Pediatrix Medical Group INC | 股票-其他 | 1.61% | — | — | |
| 21 | TBPH | Theravance Biopharma, Inc. | 股票-其他 | 1.52% | -1.79% | EXIT | |
| 22 | CNCEEUR | Concert Pharmaceuticals INC | 股票-其他 | 1.21% | -1.45% | EXIT | |
| 23 | ✓ | Corium Intl INC | 股票-其他 | 1.20% | — | -44.62% | |
| 24 | ✓ | Endologix INC | 股票-其他 | 0.98% | -1.49% | EXIT | |
| 25 | PTGX | Protagonist Therapeutics INC | 股票-其他 | 0.95% | -1.19% | EXIT | |
| 26 | ✓ | Foamix Pharmaceuticals LTD | 股票-其他 | 0.63% | -0.98% | EXIT | |
| 27 | SIENUSD | Sientra INC | 股票-其他 | 0.49% | — | — | |
| 28 | ✓ | Inotek Pharmaceuticals CORP | 股票-其他 | 0.34% | — | -7.32% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | HALO | Halozyme Therapeutics INC | +3.3% | -6.29% | 减仓 |
| 2 | ALDR1EUR | Alder Biopharmaceuticals INC | +0.4% | +14.95% | 加仓 |
| 3 | PTGX | Protagonist Therapeutics INC | +0.2% | -19.20% | 减仓 |
| 4 | TGTX | Tg Therapeutics INC | +0.1% | -10.92% | 减仓 |
| 5 | ✓ | Foamix Pharmaceuticals LTD | 0% | -18.61% | 减仓 |
| 6 | ✓ | Inotek Pharmaceuticals CORP | -0.1% | -7.32% | 减仓 |
| 7 | CNCEEUR | Concert Pharmaceuticals INC | -0.2% | -18.61% | 减仓 |
| 8 | ✓ | Corium Intl INC | -0.3% | -44.62% | 减仓 |
| 9 | ELV | Elevance Health INC | -0.8% | -12.23% | 减仓 |
| 10 | AERIEUR | Aerie Pharmaceuticals INC | -2.3% | -40.93% | 减仓 |
| 11 | AXP | American Express Company | -8.4% | -83.02% | 减仓 |
| 12 | SNY | Sanofi-adr | — | NEW | 新建仓 |
| 13 | ✓ | Mylan N V | — | EXIT | 清仓 |
| 14 | REGN | Regeneron Pharmaceuticals | — | NEW | 新建仓 |
| 15 | NBIX | Neurocrine Biosciences INC | — | EXIT | 清仓 |
| 16 | LLY | Eli Lilly & Co | — | EXIT | 清仓 |
| 17 | ✓ | Allergan PLC | — | NEW | 新建仓 |
| 18 | T8S | Tesaro INC | — | NEW | 新建仓 |
| 19 | EXK | Exact Sciences CORP | — | NEW | 新建仓 |
| 20 | GILD | Gilead Sciences INC | — | EXIT | 清仓 |
| 21 | ABT | Abbott Laboratories | — | EXIT | 清仓 |
| 22 | ✓ | — | NEW | 新建仓 | |
| 23 | CVS | Cvs Health CORP | — | EXIT | 清仓 |
| 24 | DVA | Davita INC | — | EXIT | 清仓 |
| 25 | FWRD | Forward Air Corporation | — | EXIT | 清仓 |
| 26 | ✓ | — | NEW | 新建仓 | |
| 27 | ✓ | Neuroderm LTD | — | EXIT | 清仓 |
| 28 | GMED | Globus Medical INC - A | — | NEW | 新建仓 |
| 29 | MDT | Medtronic plc | — | NEW | 新建仓 |
| 30 | CLVSEUR | Clovis Oncology INC | — | NEW | 新建仓 |
| 31 | LTH | Life Time Group Holdings, Inc. | — | EXIT | 清仓 |
| 32 | IRWD | Ironwood Pharmaceuticals INC | — | NEW | 新建仓 |
| 33 | INSM | Insmed INC | — | NEW | 新建仓 |
| 34 | UHS | Universal Health Services-b | — | NEW | 新建仓 |
| 35 | MD | Pediatrix Medical Group INC | — | NEW | 新建仓 |
| 36 | TBPH | Theravance Biopharma, Inc. | — | NEW | 新建仓 |
| 37 | ACHNEUR | Achillion Pharmaceuticals | — | EXIT | 清仓 |
| 38 | RTRXEUR | Retrophin INC | — | EXIT | 清仓 |
| 39 | ✓ | Endologix INC | — | NEW | 新建仓 |
| 40 | SIENUSD | Sientra INC | — | NEW | 新建仓 |