CIK: 0000924223
申告総資産額
$39.8億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CELG | Celgene CORP | 株式-その他 | 13.46% | +0.49% | -4.50% | |
| 2 | ✓ | Isis Pharmaceuticals INC | 株式-その他 | 11.95% | — | -9.95% | |
| 3 | INCY | Incyte CORP | 株式-ヘルスケア | 9.59% | +0.07% | -5.81% | |
| 4 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 8.99% | -0.80% | +5.37% | |
| 5 | AGIO | Agios Pharmaceuticals INC | 株式-その他 | 6.77% | +0.80% | -1.35% | |
| 6 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 5.21% | -1.27% | — | |
| 7 | MODV | ModivCare Inc. | 株式-その他 | 4.47% | — | -3.15% | |
| 8 | ALXN | Alexion Pharmaceuticals INC | 株式-その他 | 4.03% | +0.37% | -7.56% | |
| 9 | RDUSEUR | Radius Health INC | 株式-その他 | 3.47% | -0.14% | +0.26% | |
| 10 | ✓ | Synageva Biopharma CORP | 株式-その他 | 3.40% | — | +3.38% | |
| 11 | PBYI | Puma Biotechnology INC | 株式-その他 | 3.20% | — | +9.43% | |
| 12 | ✓ | Pharmacyclics INC | 株式-その他 | 2.90% | — | — | |
| 13 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 2.63% | -0.82% | EXIT | |
| 14 | ✓ | Receptos, INC. | 株式-その他 | 2.58% | — | +2.26% | |
| 15 | ALNY | Alnylam Pharmaceuticals INC | 株式-ヘルスケア | 2.36% | +0.16% | -3.84% | |
| 16 | NBIX | Neurocrine Biosciences INC | 株式-ヘルスケア | 2.23% | -0.19% | -0.96% | |
| 17 | HALO | Halozyme Therapeutics INC | 株式-ヘルスケア | 2.13% | -0.53% | +6.14% | |
| 18 | PTCT | Ptc Therapeutics INC | 株式-ヘルスケア | 2.06% | — | — | |
| 19 | TTPHEUR | Tetraphase Pharmaceuticals I | 株式-その他 | 1.67% | — | — | |
| 20 | NVAX | Novavax, Inc. | 株式-ヘルスケア | 1.52% | -0.37% | +5.33% | |
| 21 | INFIQ | Infinity Pharmaceuticals INC | 株式-その他 | 1.27% | — | — | |
| 22 | CLVSEUR | Clovis Oncology INC | 株式-その他 | 1.12% | — | +10.75% | |
| 23 | T8S | Tesaro INC | 株式-その他 | 0.85% | — | — | |
| 24 | IMGNEUR | Immunogen INC | 株式-その他 | 0.64% | — | +2.37% | |
| 25 | ✓ | Cempra INC | 株式-その他 | 0.59% | — | — | |
| 26 | TBPH | Theravance Biopharma, Inc. | 株式-その他 | 0.48% | — | +40.36% | |
| 27 | ACHNEUR | Achillion Pharmaceuticals | 株式-その他 | 0.43% | — | -15.63% | |
| 28 | ✓ | Cubist Pharmaceutic-cvr | 株式-その他 | — | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AGIO | Agios Pharmaceuticals INC | +2.1% | -1.35% | 減少 |
| 2 | ✓ | Isis Pharmaceuticals INC | +1.5% | -9.95% | 減少 |
| 3 | RDUSEUR | Radius Health INC | +1.1% | +0.26% | 増加 |
| 4 | INCY | Incyte CORP | +1% | -5.81% | 減少 |
| 5 | ✓ | Receptos, INC. | +1% | +2.26% | 増加 |
| 6 | ✓ | Synageva Biopharma CORP | +0.3% | +3.38% | 増加 |
| 7 | NVAX | Novavax, Inc. | +0.3% | +5.33% | 増加 |
| 8 | NBIX | Neurocrine Biosciences INC | +0.2% | -0.96% | 減少 |
| 9 | CLVSEUR | Clovis Oncology INC | +0.1% | +10.75% | 増加 |
| 10 | T8S | Tesaro INC | +0.1% | — | 変化なし |
| 11 | INFIQ | Infinity Pharmaceuticals INC | — | — | 変化なし |
| 12 | ✓ | Cubist Pharmaceutic-cvr | — | — | 変化なし |
| 13 | TBPH | Theravance Biopharma, Inc. | 0% | +40.36% | 増加 |
| 14 | ACHNEUR | Achillion Pharmaceuticals | -0.1% | -15.63% | 減少 |
| 15 | ALNY | Alnylam Pharmaceuticals INC | -0.1% | -3.84% | 減少 |
| 16 | HALO | Halozyme Therapeutics INC | -0.3% | +6.14% | 増加 |
| 17 | ✓ | Pharmacyclics INC | -0.6% | — | 変化なし |
| 18 | IMGNEUR | Immunogen INC | -0.7% | +2.37% | 増加 |
| 19 | REGN | Regeneron Pharmaceuticals | -0.8% | -15.02% | 減少 |
| 20 | ALXN | Alexion Pharmaceuticals INC | -0.9% | -7.56% | 減少 |
| 21 | VRTX | Vertex Pharmaceuticals INC | -1% | — | 変化なし |
| 22 | MODV | ModivCare Inc. | -1.3% | -3.15% | 減少 |
| 23 | PBYI | Puma Biotechnology INC | -1.4% | +9.43% | 増加 |
| 24 | CELG | Celgene CORP | -1.5% | -4.50% | 減少 |
| 25 | GILD | Gilead Sciences INC | -3.1% | +5.37% | 増加 |
| 26 | PTCT | Ptc Therapeutics INC | — | NEW | 新規購入 |
| 27 | TTPHEUR | Tetraphase Pharmaceuticals I | — | NEW | 新規購入 |
| 28 | ✓ | Cempra INC | — | NEW | 新規購入 |
| 29 | ✓ | Endocyte INC | — | EXIT | 全売却 |