Tamarack Capital Management, LLC — Q4 2013 13F 持股

Name: Tamarack Capital Management, LLC — 13F Holdings, Q4 2013
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001537996

申报总市值

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	21.87%	-15.97%	EXIT
2	IWM	Ishares Russell 2000 ETF	ETF-中小型股	8.20%	-7.80%	EXIT
3	ALKS	Alkermes plc	股票-医疗保健	6.64%	-2.55%	EXIT
4	✓	Auxilium Pharmaceuticals	股票-其他	6.14%	—	+138.10%
5	✓	Volcano Corporation	股票-其他	6.08%	—	+115.97%
6	✓	Spectranetics CORP	股票-其他	4.56%	-1.10%	EXIT
7	✓		股票-其他	4.34%	—	+104.44%
8	✓	Greatbatch INC Com	股票-其他	4.19%	-4.70%	EXIT
9	ATRC	Atricure INC	股票-其他	3.72%	-2.15%	EXIT
10	✓	Allergan INC	股票-其他	3.29%	—	—
11	✓		股票-其他	3.06%	—	+15.15%
12	VAREUR	Varian Medical Systems INC	股票-其他	3.04%	—	+32.00%
13	VCRAUSD	Vocera Communications INC	股票-其他	2.77%	—	+76.47%
14	DXCM	Dexcom INC	股票-医疗保健	2.60%	—	-5.14%
15	MDXG	Mimedx Group INC	股票-其他	2.48%	—	—
16	INSYEUR	Insys Therapeutics INC	股票-其他	2.15%	—	—
17	WELL	Welltower Inc.	股票-房地产	2.09%	—	—
18	✓	Nxstage Medical INC	股票-其他	2.09%	-3.75%	EXIT
19	✓	Biomed Realty Trust INC	股票-其他	1.93%	—	—
20	RTIXEUR	Rti Surgical Hds INC	股票-其他	1.45%	-1.32%	EXIT
21	✓	Streamline Health Solutions	股票-其他	1.31%	-0.31%	EXIT
22	OXLC	Oxford Lane Capital Corp.	股票-其他	1.26%	-0.60%	EXIT
23	✓		股票-其他	1.12%	—	—
24	PCRX	Pacira Biosciences INC	股票-其他	1.02%	—	-80.00%
25	✓	Luminex CORP	股票-其他	0.92%	-1.91%	EXIT
26	BIOSEUR	Bioscrip INC	股票-其他	0.88%	—	—
27	CNMD	Conmed CORP	股票-其他	0.57%	—	-27.21%
28	✓	Discovery Laboratories INC N	股票-其他	0.13%	—	—
29	OSUR	Orasure Technologies INC	股票-其他	0.09%	—	—

本季持股变动

Tamarack Capital Management, LLC 于截至 Q4 2013 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	✓	Auxilium Pharmaceuticals	+3.6%	+138.10%	加仓
2	✓	Volcano Corporation	+2.6%	+115.97%	加仓
3	✓		+2.1%	+104.44%	加仓
4	✓	Nxstage Medical INC	+2%	+3428.00%	加仓
5	✓	Spectranetics CORP	+1.3%	+5.52%	加仓
6	ATRC	Atricure INC	+1.1%	-6.49%	减仓
7	ALKS	Alkermes plc	+1.1%	+10.40%	加仓
8	VCRAUSD	Vocera Communications INC	+0.7%	+76.47%	加仓
9	VAREUR	Varian Medical Systems INC	+0.6%	+32.00%	加仓
10	✓	Greatbatch INC Com	+0.5%	-2.44%	减仓
11	✓		+0.4%	+15.15%	加仓
12	✓	Allergan INC	+0.3%	—	不变
13	DXCM	Dexcom INC	+0.2%	-5.14%	减仓
14	CNMD	Conmed CORP	-0.1%	-27.21%	减仓
15	RTIXEUR	Rti Surgical Hds INC	-0.7%	-21.52%	减仓
16	PCRX	Pacira Biosciences INC	-3.8%	-80.00%	减仓
17	SPY	Ss Spdr S&p 500 ETF Trust-us	-4.8%	-16.67%	减仓
18	IWM	Ishares Russell 2000 ETF	—	NEW	新建仓
19	DGX	Quest Diagnostics INC	—	EXIT	清仓
20	✓	Viropharma INC	—	EXIT	清仓
21	✓	Medassets INC	—	EXIT	清仓
22	MDXG	Mimedx Group INC	—	NEW	新建仓
23	TEVA	Teva Pharmaceutical-sp Adr	—	EXIT	清仓
24	XLV	Ss Health Care Select Sector	—	EXIT	清仓
25	INSYEUR	Insys Therapeutics INC	—	NEW	新建仓
26	WELL	Welltower Inc.	—	NEW	新建仓
27	BABYEUR	Natus Medical INC	—	EXIT	清仓
28	✓	Biomed Realty Trust INC	—	NEW	新建仓
29	PRGO	Perrigo Company plc	—	EXIT	清仓
30	EW	Edwards Lifesciences CORP	—	EXIT	清仓
31	✓	Streamline Health Solutions	—	NEW	新建仓
32	OXLC	Oxford Lane Capital Corp.	—	NEW	新建仓
33	✓		—	NEW	新建仓
34	✓	Laboratory CORP Amer Hldgs	—	EXIT	清仓
35	✓	Luminex CORP	—	NEW	新建仓
36	BIOSEUR	Bioscrip INC	—	NEW	新建仓
37	BRKR	Bruker CORP	—	EXIT	清仓
38	✓	Solta Med INC	—	EXIT	清仓
39	HSTM	Healthstream INC	—	EXIT	清仓
40	CHE	Chemed CORP	—	EXIT	清仓
41	✓	Gentiva Health Svcs INC Com	—	EXIT	清仓
42	LAB	Standard Biotools INC	—	EXIT	清仓
43	✓	Discovery Laboratories INC N	—	NEW	新建仓
44	OSUR	Orasure Technologies INC	—	NEW	新建仓