CIK: 0001672526
申报总市值
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| # | 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 | ZBH | Zimmer Biomet Holdings INC | 股票-医疗保健 | 17.87% | -20.22% | EXIT | |
| 2 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 17.51% | — | +144.56% | |
| 3 | ELV | Elevance Health INC | 股票-医疗保健 | 17.08% | — | -9.66% | |
| 4 | CNC | Centene CORP | 股票-医疗保健 | 10.72% | -1.57% | EXIT | |
| 5 | MOH | Molina Healthcare INC | 股票-医疗保健 | 8.83% | -21.58% | EXIT | |
| 6 | HCA | Hca Healthcare INC | 股票-医疗保健 | 7.65% | — | -27.62% | |
| 7 | UHS | Universal Health Services-b | 股票-医疗保健 | 7.15% | — | -26.95% | |
| 8 | PDCOEUR | Patterson Cos INC | 股票-其他 | 4.11% | -5.92% | EXIT | |
| 9 | MEDP | Medpace Holdings INC | 股票-医疗保健 | 2.76% | — | — | |
| 10 | ZGNXEUR | Zogenix INC | 股票-其他 | 2.20% | — | — | |
| 11 | AM6 | Amicus Therapeutics INC | 股票-其他 | 1.78% | — | — | |
| 12 | HRTX | Heron Therapeutics INC | 股票-其他 | 1.50% | — | -46.05% | |
| 13 | RTRXEUR | Retrophin INC | 股票-其他 | 0.84% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Laboratory CORP Amer Hldgs | +10.9% | +144.56% | 加仓 |
| 2 | ZBH | Zimmer Biomet Holdings INC | +6.7% | +46.57% | 加仓 |
| 3 | PDCOEUR | Patterson Cos INC | +2.6% | +183.33% | 加仓 |
| 4 | ZGNXEUR | Zogenix INC | +0.6% | — | 不变 |
| 5 | AM6 | Amicus Therapeutics INC | +0.4% | — | 不变 |
| 6 | MEDP | Medpace Holdings INC | 0% | — | 不变 |
| 7 | RTRXEUR | Retrophin INC | -0.1% | — | 不变 |
| 8 | MOH | Molina Healthcare INC | -1.8% | -23.35% | 减仓 |
| 9 | HRTX | Heron Therapeutics INC | -1.8% | -46.05% | 减仓 |
| 10 | ELV | Elevance Health INC | -2.4% | -9.66% | 减仓 |
| 11 | UHS | Universal Health Services-b | -2.5% | -26.95% | 减仓 |
| 12 | HCA | Hca Healthcare INC | -3.7% | -27.62% | 减仓 |
| 13 | CNC | Centene CORP | — | NEW | 新建仓 |
| 14 | WCGEUR | Wellcare Health Plans INC | — | EXIT | 清仓 |
| 15 | CVS | Cvs Health CORP | — | EXIT | 清仓 |
| 16 | COR | Cencora INC | — | EXIT | 清仓 |