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 | NBIX | Neurocrine Biosciences INC | 株式-ヘルスケア | 9.12% | +4.55% | NEW | |
| 2 | SGENEUR | Seagen INC | 株式-その他 | 8.72% | — | — | |
| 3 | ✓ | 株式-その他 | 8.05% | — | -18.83% | ||
| 4 | BMRN | Biomarin Pharmaceutical INC | 株式-ヘルスケア | 7.78% | +1.31% | +103.00% | |
| 5 | MASI* | Masimo CORP | 株式-その他 | 7.55% | — | +42.59% | |
| 6 | ABMDEUR | Abiomed INC | 株式-その他 | 7.53% | +0.79% | -15.11% | |
| 7 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 7.21% | — | — | |
| 8 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 7.09% | -0.25% | — | |
| 9 | IRWD | Ironwood Pharmaceuticals INC | 株式-その他 | 7.05% | +0.39% | — | |
| 10 | MOH | Molina Healthcare INC | 株式-ヘルスケア | 6.73% | — | — | |
| 11 | BIIB | Biogen INC | 株式-ヘルスケア | 6.35% | -6.23% | EXIT | |
| 12 | NUVAGBP | Nuvasive INC | 株式-その他 | 6.26% | -4.53% | EXIT | |
| 13 | ✓ | 株式-その他 | 5.61% | — | — | ||
| 14 | ✓ | Shire PLC | 株式-その他 | 4.96% | — | -9.06% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BMRN | Biomarin Pharmaceutical INC | +3.8% | +103.00% | 増加 |
| 2 | MASI* | Masimo CORP | +3.4% | +42.59% | 増加 |
| 3 | NBIX | Neurocrine Biosciences INC | +0.1% | -14.27% | 減少 |
| 4 | ABMDEUR | Abiomed INC | 0% | -15.11% | 減少 |
| 5 | ✓ | Shire PLC | — | -9.06% | 減少 |
| 6 | ✓ | -1% | -18.83% | 減少 | |
| 7 | COO | The Cooper Companies, Inc. | — | EXIT | 全売却 |
| 8 | SGENEUR | Seagen INC | — | NEW | 新規購入 |
| 9 | IONS | Ionis Pharmaceuticals INC | — | EXIT | 全売却 |
| 10 | IART | Integra Lifesciences Holding | — | EXIT | 全売却 |
| 11 | BSX | Boston Scientific CORP | — | NEW | 新規購入 |
| 12 | VRTX | Vertex Pharmaceuticals INC | — | NEW | 新規購入 |
| 13 | IRWD | Ironwood Pharmaceuticals INC | — | NEW | 新規購入 |
| 14 | QGEN | Qiagen N.V. | — | EXIT | 全売却 |
| 15 | ✓ | St Jude Med INC | — | EXIT | 全売却 |
| 16 | MOH | Molina Healthcare INC | — | NEW | 新規購入 |
| 17 | A | Agilent Technologies INC | — | EXIT | 全売却 |
| 18 | BIIB | Biogen INC | — | NEW | 新規購入 |
| 19 | NUVAGBP | Nuvasive INC | — | NEW | 新規購入 |
| 20 | ✓ | — | NEW | 新規購入 | |
| 21 | DGX | Quest Diagnostics INC | — | EXIT | 全売却 |
| 22 | PDCOEUR | Patterson Cos INC | — | EXIT | 全売却 |
| 23 | ALXN | Alexion Pharmaceuticals INC | — | EXIT | 全売却 |
| 24 | INCY | Incyte CORP | — | EXIT | 全売却 |