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 | SNY | Sanofi-adr | 股票-医疗保健 | 10.98% | -8.87% | EXIT | |
| 2 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 10.89% | -5.20% | EXIT | |
| 3 | ✓ | Mylan N V | 股票-其他 | 6.55% | -8.70% | EXIT | |
| 4 | ✓ | 股票-其他 | 6.46% | — | — | ||
| 5 | CVS | Cvs Health CORP | 股票-医疗保健 | 5.84% | -4.52% | EXIT | |
| 6 | IRWD | Ironwood Pharmaceuticals INC | 股票-其他 | 5.54% | — | +185.76% | |
| 7 | ABT | Abbott Laboratories | 股票-医疗保健 | 4.48% | — | — | |
| 8 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 4.39% | — | — | |
| 9 | AERIEUR | Aerie Pharmaceuticals INC | 股票-其他 | 4.25% | — | +20.42% | |
| 10 | ✓ | Allergan PLC | 股票-其他 | 3.74% | — | -42.66% | |
| 11 | ✓ | Endologix INC | 股票-其他 | 3.00% | -1.49% | EXIT | |
| 12 | CERNCHF | Cerner CORP | 股票-其他 | 2.91% | — | — | |
| 13 | TGTX | Tg Therapeutics INC | 股票-医疗保健 | 2.84% | -1.20% | EXIT | |
| 14 | MDT | Medtronic plc | 股票-医疗保健 | 2.84% | — | +11.69% | |
| 15 | HALO | Halozyme Therapeutics INC | 股票-医疗保健 | 2.78% | — | -85.97% | |
| 16 | MDXG | Mimedx Group INC | 股票-其他 | 2.34% | -1.57% | EXIT | |
| 17 | ALDR1EUR | Alder Biopharmaceuticals INC | 股票-其他 | 2.30% | -3.90% | EXIT | |
| 18 | SEM | Select Medical Holdings CORP | 股票-其他 | 2.21% | — | — | |
| 19 | RVNCEUR | Revance Therapeutics INC | 股票-其他 | 2.16% | — | — | |
| 20 | ✓ | 股票-其他 | 2.04% | -4.20% | EXIT | ||
| 21 | CNCEEUR | Concert Pharmaceuticals INC | 股票-其他 | 1.83% | -1.45% | EXIT | |
| 22 | SIENUSD | Sientra INC | 股票-其他 | 1.74% | — | +271.61% | |
| 23 | ✓ | Avexis INC | 股票-其他 | 1.64% | — | — | |
| 24 | ✓ | 股票-其他 | 1.47% | — | -74.70% | ||
| 25 | ✓ | Nxstage Medical INC | 股票-其他 | 1.32% | — | — | |
| 26 | TBPH | Theravance Biopharma, Inc. | 股票-其他 | 1.22% | -1.79% | EXIT | |
| 27 | PTGX | Protagonist Therapeutics INC | 股票-其他 | 0.96% | -1.19% | EXIT | |
| 28 | ✓ | Foamix Pharmaceuticals LTD | 股票-其他 | 0.58% | -0.98% | EXIT | |
| 29 | ✓ | Inotek Pharmaceuticals CORP | 股票-其他 | 0.42% | — | -18.53% | |
| 30 | EXK | Exact Sciences CORP | 股票-原材料 | 0.30% | — | -99.16% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IRWD | Ironwood Pharmaceuticals INC | +3.6% | +185.76% | 加仓 |
| 2 | REGN | Regeneron Pharmaceuticals | +2.5% | +46.83% | 加仓 |
| 3 | ✓ | Endologix INC | +2% | +143.61% | 加仓 |
| 4 | AERIEUR | Aerie Pharmaceuticals INC | +1.5% | +20.42% | 加仓 |
| 5 | SNY | Sanofi-adr | +1.3% | +25.37% | 加仓 |
| 6 | SIENUSD | Sientra INC | +1.3% | +271.61% | 加仓 |
| 7 | CNCEEUR | Concert Pharmaceuticals INC | +0.6% | -17.62% | 减仓 |
| 8 | MDT | Medtronic plc | +0.5% | +11.69% | 加仓 |
| 9 | ALDR1EUR | Alder Biopharmaceuticals INC | +0.4% | +22.72% | 加仓 |
| 10 | TGTX | Tg Therapeutics INC | +0.3% | +56.94% | 加仓 |
| 11 | ✓ | Inotek Pharmaceuticals CORP | +0.1% | -18.53% | 减仓 |
| 12 | PTGX | Protagonist Therapeutics INC | 0% | -18.55% | 减仓 |
| 13 | ✓ | Foamix Pharmaceuticals LTD | -0.1% | -18.54% | 减仓 |
| 14 | TBPH | Theravance Biopharma, Inc. | -0.3% | -5.66% | 减仓 |
| 15 | ✓ | -1% | -18.64% | 减仓 | |
| 16 | ✓ | -3.7% | -74.70% | 减仓 | |
| 17 | ✓ | Allergan PLC | -4.1% | -42.66% | 减仓 |
| 18 | EXK | Exact Sciences CORP | -6.3% | -99.16% | 减仓 |
| 19 | HALO | Halozyme Therapeutics INC | -13.5% | -85.97% | 减仓 |
| 20 | T8S | Tesaro INC | — | EXIT | 清仓 |
| 21 | ✓ | Mylan N V | — | NEW | 新建仓 |
| 22 | ✓ | — | NEW | 新建仓 | |
| 23 | ELV | Elevance Health INC | — | EXIT | 清仓 |
| 24 | CVS | Cvs Health CORP | — | NEW | 新建仓 |
| 25 | ABT | Abbott Laboratories | — | NEW | 新建仓 |
| 26 | NVS | Novartis Ag-sponsored Adr | — | NEW | 新建仓 |
| 27 | CERNCHF | Cerner CORP | — | NEW | 新建仓 |
| 28 | GMED | Globus Medical INC - A | — | EXIT | 清仓 |
| 29 | CLVSEUR | Clovis Oncology INC | — | EXIT | 清仓 |
| 30 | MDXG | Mimedx Group INC | — | NEW | 新建仓 |
| 31 | SEM | Select Medical Holdings CORP | — | NEW | 新建仓 |
| 32 | RVNCEUR | Revance Therapeutics INC | — | NEW | 新建仓 |
| 33 | INSM | Insmed INC | — | EXIT | 清仓 |
| 34 | AXP | American Express Company | — | EXIT | 清仓 |
| 35 | UHS | Universal Health Services-b | — | EXIT | 清仓 |
| 36 | MD | Pediatrix Medical Group INC | — | EXIT | 清仓 |
| 37 | ✓ | Avexis INC | — | NEW | 新建仓 |
| 38 | ✓ | Nxstage Medical INC | — | NEW | 新建仓 |
| 39 | ✓ | Corium Intl INC | — | EXIT | 清仓 |