CIK: 0001166309
申告総資産額
$1.3億
| # | 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 | GDDY | Godaddy INC - Class A | 株式-IT | 5.73% | — | — | |
| 2 | POST | Post Holdings INC | 株式-生活必需品 | 5.28% | — | — | |
| 3 | MDCOUSD | Medicines Company | 株式-その他 | 5.18% | — | -1.98% | |
| 4 | ATRAGBX | Atara Biotherapeutics INC | 株式-その他 | 4.90% | — | -3.15% | |
| 5 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 4.88% | — | — | |
| 6 | HRTX | Heron Therapeutics INC | 株式-その他 | 4.20% | — | +56.37% | |
| 7 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 3.88% | — | — | |
| 8 | WCGEUR | Wellcare Health Plans INC | 株式-その他 | 3.56% | — | +6.62% | |
| 9 | ✓ | Wright Medical Group NV | 株式-その他 | 3.56% | — | — | |
| 10 | ERIEUR | Eldorado Resorts INC | 株式-その他 | 3.56% | — | -9.50% | |
| 11 | DXCM | Dexcom INC | 株式-ヘルスケア | 3.45% | +0.65% | -25.25% | |
| 12 | ALNY | Alnylam Pharmaceuticals INC | 株式-ヘルスケア | 3.43% | — | +16.89% | |
| 13 | HUM | Humana INC | 株式-ヘルスケア | 3.41% | — | -16.85% | |
| 14 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 3.32% | — | -44.54% | |
| 15 | NKTREUR | Nektar Therapeutics | 株式-その他 | 3.00% | — | +69.70% | |
| 16 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 2.99% | — | +33.96% | |
| 17 | MS | Morgan Stanley | 株式-金融 | 2.94% | -1.16% | +6.16% | |
| 18 | MGM | Mgm Resorts International | 株式-一般消費財 | 2.70% | — | +12.53% | |
| 19 | AWI | Armstrong World Industries | 株式-資本財 | 2.63% | — | — | |
| 20 | SGI | Somnigroup International INC | 株式-一般消費財 | 2.40% | — | +22.49% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.23% | — | +21.03% | |
| 22 | DRNAUSD | Dicerna Pharmaceuticals INC | 株式-その他 | 2.14% | — | +162.92% | |
| 23 | VSAT | Viasat INC | 株式-IT | 2.03% | — | — | |
| 24 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 1.98% | +1.27% | +100.00% | |
| 25 | AMRX | Amneal Pharmaceuticals INC | 株式-その他 | 1.91% | — | — | |
| 26 | RCKT | Rocket Pharmaceuticals INC | 株式-その他 | 1.86% | — | +11.04% | |
| 27 | MSGN | Msg Networks Inc- A | 株式-その他 | 1.75% | — | — | |
| 28 | SMG | Scotts Miracle-gro Co | 株式-素材 | 1.66% | — | +7.51% | |
| 29 | LBRDA | Liberty Broadband-a | 株式-その他 | 1.60% | — | — | |
| 30 | TGTX | Tg Therapeutics INC | 株式-ヘルスケア | 1.56% | — | -7.74% | |
| 31 | GDEN | Golden Entertainment INC | 株式-その他 | 1.32% | — | +18.21% | |
| 32 | SHAK | Shake Shack INC - Class A | 株式-一般消費財 | 1.26% | — | — | |
| 33 | WVE | Wave Life Sciences Ltd. | 株式-その他 | 1.17% | — | +8.31% | |
| 34 | VRSN | Verisign INC | 株式-IT | 0.99% | — | — | |
| 35 | PVG1EUR | Pretium Resources INC | 株式-その他 | 0.66% | — | — | |
| 36 | CSIIEUR | Cardiovascular Systems INC | 株式-その他 | 0.62% | — | — | |
| 37 | EAFEUR | Graftech International LTD | 株式-その他 | 0.29% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | HRTX | Heron Therapeutics INC | +2.1% | +56.37% | 増加 |
| 2 | DRNAUSD | Dicerna Pharmaceuticals INC | +1.4% | +162.92% | 増加 |
| 3 | TEVA | Teva Pharmaceutical-sp Adr | +1.2% | +100.00% | 増加 |
| 4 | WCGEUR | Wellcare Health Plans INC | +0.6% | +6.62% | 増加 |
| 5 | META | Meta Platforms Inc-class A | +0.5% | +21.03% | 増加 |
| 6 | ✓ | Wright Medical Group NV | +0.5% | — | 変化なし |
| 7 | CHTR | Charter Communications Inc-a | +0.3% | +33.96% | 増加 |
| 8 | SGI | Somnigroup International INC | +0.3% | +22.49% | 増加 |
| 9 | GDEN | Golden Entertainment INC | +0.3% | +18.21% | 増加 |
| 10 | GDDY | Godaddy INC - Class A | +0.2% | — | 変化なし |
| 11 | POST | Post Holdings INC | +0.1% | — | 変化なし |
| 12 | RCKT | Rocket Pharmaceuticals INC | +0.1% | +11.04% | 増加 |
| 13 | VRSN | Verisign INC | 0% | — | 変化なし |
| 14 | AWI | Armstrong World Industries | — | — | 変化なし |
| 15 | PVG1EUR | Pretium Resources INC | 0% | — | 変化なし |
| 16 | MSGN | Msg Networks Inc- A | -0.1% | — | 変化なし |
| 17 | WVE | Wave Life Sciences Ltd. | -0.1% | +8.31% | 増加 |
| 18 | MDCOUSD | Medicines Company | -0.1% | -1.98% | 減少 |
| 19 | SMG | Scotts Miracle-gro Co | -0.1% | +7.51% | 増加 |
| 20 | ERIEUR | Eldorado Resorts INC | -0.2% | -9.50% | 減少 |
| 21 | VSAT | Viasat INC | -0.3% | — | 変化なし |
| 22 | ZBH | Zimmer Biomet Holdings INC | -0.4% | — | 変化なし |
| 23 | LBRDA | Liberty Broadband-a | -0.4% | — | 変化なし |
| 24 | TGTX | Tg Therapeutics INC | -0.5% | -7.74% | 減少 |
| 25 | MGM | Mgm Resorts International | -0.5% | +12.53% | 増加 |
| 26 | ALNY | Alnylam Pharmaceuticals INC | -0.5% | +16.89% | 増加 |
| 27 | MS | Morgan Stanley | -0.6% | +6.16% | 増加 |
| 28 | DXCM | Dexcom INC | -0.6% | -25.25% | 減少 |
| 29 | HUM | Humana INC | -0.7% | -16.85% | 減少 |
| 30 | ATRAGBX | Atara Biotherapeutics INC | -1.1% | -3.15% | 減少 |
| 31 | NKTREUR | Nektar Therapeutics | -1.3% | +69.70% | 増加 |
| 32 | ✓ | Laboratory CORP Amer Hldgs | -2.7% | -44.54% | 減少 |
| 33 | HCA | Hca Healthcare INC | — | NEW | 新規購入 |
| 34 | INCY | Incyte CORP | — | EXIT | 全売却 |
| 35 | AMRX | Amneal Pharmaceuticals INC | — | NEW | 新規購入 |
| 36 | BAC | Bank Of America CORP | — | EXIT | 全売却 |
| 37 | SHAK | Shake Shack INC - Class A | — | NEW | 新規購入 |
| 38 | CSIIEUR | Cardiovascular Systems INC | — | NEW | 新規購入 |
| 39 | ALXN | Alexion Pharmaceuticals INC | — | EXIT | 全売却 |
| 40 | ✓ | Armo Biosciences INC | — | EXIT | 全売却 |
| 41 | EAFEUR | Graftech International LTD | — | NEW | 新規購入 |
| 42 | DNLI | Denali Therapeutics INC | — | EXIT | 全売却 |