CIK: 0001586444
申告総資産額
$1.5億
| # | 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 | COO | The Cooper Companies, Inc. | 株式-ヘルスケア | 9.13% | — | +2.99% | |
| 2 | ✓ | 株式-その他 | 9.04% | — | — | ||
| 3 | NBIX | Neurocrine Biosciences INC | 株式-ヘルスケア | 9.02% | +4.55% | NEW | |
| 4 | IONS | Ionis Pharmaceuticals INC | 株式-ヘルスケア | 8.25% | — | — | |
| 5 | IART | Integra Lifesciences Holding | 株式-その他 | 7.75% | — | — | |
| 6 | ABMDEUR | Abiomed INC | 株式-その他 | 7.49% | +0.79% | — | |
| 7 | QGEN | Qiagen N.V. | 株式-ヘルスケア | 6.79% | -5.55% | EXIT | |
| 8 | ✓ | St Jude Med INC | 株式-その他 | 6.69% | — | +24.68% | |
| 9 | A | Agilent Technologies INC | 株式-ヘルスケア | 6.37% | — | -12.28% | |
| 10 | ✓ | Shire PLC | 株式-その他 | 4.96% | — | -50.94% | |
| 11 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 4.25% | — | -46.93% | |
| 12 | PDCOEUR | Patterson Cos INC | 株式-その他 | 4.24% | — | — | |
| 13 | MASI* | Masimo CORP | 株式-その他 | 4.11% | — | -28.58% | |
| 14 | ALXN | Alexion Pharmaceuticals INC | 株式-その他 | 4.01% | — | — | |
| 15 | BMRN | Biomarin Pharmaceutical INC | 株式-ヘルスケア | 3.96% | +1.31% | — | |
| 16 | INCY | Incyte CORP | 株式-ヘルスケア | 3.94% | +1.60% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NBIX | Neurocrine Biosciences INC | +5.2% | +78.20% | 増加 |
| 2 | COO | The Cooper Companies, Inc. | +5.1% | +2.99% | 増加 |
| 3 | ✓ | St Jude Med INC | +3.5% | +24.68% | 増加 |
| 4 | QGEN | Qiagen N.V. | +3.4% | +31.94% | 増加 |
| 5 | A | Agilent Technologies INC | +2.4% | -12.28% | 減少 |
| 6 | MASI* | Masimo CORP | +1.1% | -28.58% | 減少 |
| 7 | DGX | Quest Diagnostics INC | +0.1% | -46.93% | 減少 |
| 8 | ✓ | Shire PLC | -1.4% | -50.94% | 減少 |
| 9 | ISRG | Intuitive Surgical INC | — | EXIT | 全売却 |
| 10 | EW | Edwards Lifesciences CORP | — | EXIT | 全売却 |
| 11 | BIIB | Biogen INC | — | EXIT | 全売却 |
| 12 | ✓ | — | EXIT | 全売却 | |
| 13 | ✓ | — | EXIT | 全売却 | |
| 14 | ✓ | — | NEW | 新規購入 | |
| 15 | CERNCHF | Cerner CORP | — | EXIT | 全売却 |
| 16 | IONS | Ionis Pharmaceuticals INC | — | NEW | 新規購入 |
| 17 | NVROEUR | Nevro CORP | — | EXIT | 全売却 |
| 18 | IPXLEUR | Impax Laboratories INC | — | EXIT | 全売却 |
| 19 | HO1 | Hologic INC | — | EXIT | 全売却 |
| 20 | IART | Integra Lifesciences Holding | — | NEW | 新規購入 |
| 21 | ABMDEUR | Abiomed INC | — | NEW | 新規購入 |
| 22 | BMY | Bristol-myers Squibb Co | — | EXIT | 全売却 |
| 23 | ✓ | Wright Medical Group NV | — | EXIT | 全売却 |
| 24 | ✓ | Cepheid | — | EXIT | 全売却 |
| 25 | VRTX | Vertex Pharmaceuticals INC | — | EXIT | 全売却 |
| 26 | ✓ | Depomed INC | — | EXIT | 全売却 |
| 27 | PRGO | Perrigo Company plc | — | EXIT | 全売却 |
| 28 | PDCOEUR | Patterson Cos INC | — | NEW | 新規購入 |
| 29 | ALXN | Alexion Pharmaceuticals INC | — | NEW | 新規購入 |
| 30 | BMRN | Biomarin Pharmaceutical INC | — | NEW | 新規購入 |
| 31 | INCY | Incyte CORP | — | NEW | 新規購入 |