Tavio Capital LLC — Q1 2020 13F 持股

Name: Tavio Capital LLC — 13F Holdings, Q1 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001672526

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	MOH	Molina Healthcare INC	股票-医疗保健	29.61%	-21.58%	EXIT
2	MCK	Mckesson CORP	股票-医疗保健	23.06%	-20.25%	EXIT
3	CI	THE Cigna Group	股票-医疗保健	18.01%	-18.69%	EXIT
4	CNC	Centene CORP	股票-医疗保健	17.60%	-1.57%	EXIT
5	ZBH	Zimmer Biomet Holdings INC	股票-医疗保健	10.54%	-20.22%	EXIT
6	HCA	Hca Healthcare INC	股票-医疗保健	1.18%	—	-95.96%

Tavio Capital LLC 于截至 Q1 2020 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	MOH	Molina Healthcare INC	+20.1%	-23.02%	减仓
2	MCK	Mckesson CORP	+15.7%	-17.78%	减仓
3	CNC	Centene CORP	+6.4%	-57.53%	减仓
4	CI	THE Cigna Group	+6.3%	-54.65%	减仓
5	ZBH	Zimmer Biomet Holdings INC	-5.5%	-75.17%	减仓
6	HCA	Hca Healthcare INC	-11.1%	-95.96%	减仓
7	✓	Laboratory CORP Amer Hldgs	—	EXIT	清仓
8	HUM	Humana INC	—	EXIT	清仓
9	BAX	Baxter International INC	—	EXIT	清仓
10	PRAH	Pra Health Sciences INC	—	EXIT	清仓
11	BSX	Boston Scientific CORP	—	EXIT	清仓
12	PDCOEUR	Patterson Cos INC	—	EXIT	清仓