Tamarack Capital Management, LLC — Q3 2014 13F 持股

Name: Tamarack Capital Management, LLC — 13F Holdings, Q3 2014
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	21.84%	-15.97%	EXIT
2	✓	Endologix INC	股票-其他	7.75%	-5.91%	EXIT
3	✓	Spectranetics CORP	股票-其他	6.77%	-1.10%	EXIT
4	MDT	Medtronic plc	股票-医疗保健	5.08%	—	—
5	✓		股票-其他	5.02%	—	-42.86%
6	✓	Greatbatch INC Com	股票-其他	4.48%	-4.70%	EXIT
7	✓	Auxilium Pharmaceuticals	股票-其他	4.30%	—	-31.11%
8	ALKS	Alkermes plc	股票-医疗保健	4.28%	-2.55%	EXIT
9	PDCOEUR	Patterson Cos INC	股票-其他	3.40%	-6.31%	EXIT
10	✓	Nxstage Medical INC	股票-其他	3.20%	-3.75%	EXIT
11	MDXG	Mimedx Group INC	股票-其他	3.16%	—	+12.68%
12	PM	Philip Morris International	股票-非周期性消费	2.77%	—	—
13	TEVA	Teva Pharmaceutical-sp Adr	股票-医疗保健	2.74%	-1.34%	EXIT
14	PFE	Pfizer INC	股票-医疗保健	2.62%	—	—
15	✓	Luminex CORP	股票-其他	2.38%	-1.91%	EXIT
16	RTIXEUR	Rti Surgical Hds INC	股票-其他	2.33%	-1.32%	EXIT
17	ATRC	Atricure INC	股票-其他	2.28%	-2.15%	EXIT
18	BIO	Bio-rad Laboratories-a	股票-医疗保健	2.10%	-1.76%	EXIT
19	BABYEUR	Natus Medical INC	股票-其他	1.80%	—	+78.92%
20	✓	Cubist Pharmaceuticals INC	股票-其他	1.62%	—	—
21	INGN	Inogen INC	股票-其他	1.19%	—	—
22	✓	Volcano Corporation	股票-其他	1.18%	—	-75.23%
23	✓	Streamline Health Solutions	股票-其他	1.17%	-0.31%	EXIT
24	ICUI	Icu Medical INC	股票-其他	1.14%	—	—
25	✓	Imprivata INC	股票-其他	1.03%	-3.01%	EXIT
26	BDX	Becton Dickinson And Co	股票-医疗保健	1.01%	-4.34%	EXIT
27	DXCM	Dexcom INC	股票-医疗保健	0.93%	—	—
28	HNGRUSD	Hanger INC	股票-其他	0.91%	—	—
29	✓	Corium Intl INC	股票-其他	0.91%	-1.47%	EXIT
30	✓	Discovery Laboratories INC N	股票-其他	0.61%	—	—

本季持股变动

Tamarack Capital Management, LLC 于截至 Q3 2014 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	BIO	Bio-rad Laboratories-a	+1.7%	+409.37%	加仓
2	PDCOEUR	Patterson Cos INC	+1.6%	+64.44%	加仓
3	✓	Spectranetics CORP	+1.4%	—	不变
4	BABYEUR	Natus Medical INC	+1%	+78.92%	加仓
5	✓	Endologix INC	+0.9%	+38.95%	加仓
6	✓	Greatbatch INC Com	+0.8%	+28.34%	加仓
7	✓	Luminex CORP	+0.7%	+10.00%	加仓
8	MDXG	Mimedx Group INC	+0.7%	+12.68%	加仓
9	✓	Auxilium Pharmaceuticals	+0.6%	-31.11%	减仓
10	RTIXEUR	Rti Surgical Hds INC	+0.4%	+2.33%	加仓
11	✓	Imprivata INC	+0.4%	+53.41%	加仓
12	✓	Nxstage Medical INC	+0.3%	+4.76%	加仓
13	ATRC	Atricure INC	+0.3%	+19.34%	加仓
14	✓	Streamline Health Solutions	+0.1%	+11.02%	加仓
15	✓	Discovery Laboratories INC N	0%	—	不变
16	TEVA	Teva Pharmaceutical-sp Adr	0%	-6.69%	减仓
17	✓	Corium Intl INC	-0.1%	+6.36%	加仓
18	ALKS	Alkermes plc	-0.9%	-14.29%	减仓
19	✓		-3%	-42.86%	减仓
20	✓	Volcano Corporation	-5.7%	-75.23%	减仓
21	IWM	Ishares Russell 2000 ETF	—	EXIT	清仓
22	SPY	Ss Spdr S&p 500 ETF Trust-us	—	NEW	新建仓
23	MDT	Medtronic plc	—	NEW	新建仓
24	✓		—	EXIT	清仓
25	✓		—	EXIT	清仓
26	PM	Philip Morris International	—	NEW	新建仓
27	PFE	Pfizer INC	—	NEW	新建仓
28	✓	Aegerion Pharmaceuticals INC	—	EXIT	清仓
29	IRWD	Ironwood Pharmaceuticals INC	—	EXIT	清仓
30	VCRAUSD	Vocera Communications INC	—	EXIT	清仓
31	✓	Cubist Pharmaceuticals INC	—	NEW	新建仓
32	INGN	Inogen INC	—	NEW	新建仓
33	ICUI	Icu Medical INC	—	NEW	新建仓
34	BDX	Becton Dickinson And Co	—	NEW	新建仓
35	DXCM	Dexcom INC	—	NEW	新建仓
36	HNGRUSD	Hanger INC	—	NEW	新建仓
37	CNMD	Conmed CORP	—	EXIT	清仓
38	AMAG	Amag Pharmaceuticals INC	—	EXIT	清仓