CIK: 0001694620
申告総資産額
$826.3万
| # | 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 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 7.76% | — | +7.22% | |
| 2 | ILMN | Illumina INC | 株式-ヘルスケア | 7.44% | — | -16.36% | |
| 3 | CI | The Cigna Group | 株式-ヘルスケア | 7.35% | — | — | |
| 4 | BIIB | Biogen INC | 株式-ヘルスケア | 7.27% | — | +81.74% | |
| 5 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 7.24% | — | — | |
| 6 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 7.00% | — | — | |
| 7 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 6.79% | — | -16.13% | |
| 8 | SYK | Stryker CORP | 株式-ヘルスケア | 6.67% | — | +30.02% | |
| 9 | MOH | Molina Healthcare INC | 株式-ヘルスケア | 6.04% | — | +98.69% | |
| 10 | DVA | Davita INC | 株式-ヘルスケア | 4.95% | — | -33.15% | |
| 11 | AM6 | Amicus Therapeutics INC | 株式-その他 | 4.50% | — | -17.97% | |
| 12 | ALXN | Alexion Pharmaceuticals INC | 株式-その他 | 4.44% | — | — | |
| 13 | ZTS | Zoetis INC | 株式-ヘルスケア | 3.71% | — | -1.81% | |
| 14 | NUVAGBP | Nuvasive INC | 株式-その他 | 3.64% | — | +26.40% | |
| 15 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 3.35% | — | -48.01% | |
| 16 | CLVSEUR | Clovis Oncology INC | 株式-その他 | 2.99% | — | +94.54% | |
| 17 | SCI | Service CORP International | 株式-一般消費財 | 2.79% | — | -1.80% | |
| 18 | HRTX | Heron Therapeutics INC | 株式-その他 | 2.38% | — | — | |
| 19 | CELG | Celgene CORP | 株式-その他 | 2.00% | — | — | |
| 20 | ARRYEUR | Array Biopharma INC | 株式-その他 | 1.71% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MOH | Molina Healthcare INC | +3.4% | +98.69% | 増加 |
| 2 | BIIB | Biogen INC | +2.9% | +81.74% | 増加 |
| 3 | SYK | Stryker CORP | +2.1% | +30.02% | 増加 |
| 4 | ISRG | Intuitive Surgical INC | +1.8% | +7.22% | 増加 |
| 5 | CLVSEUR | Clovis Oncology INC | +1.1% | +94.54% | 増加 |
| 6 | ZTS | Zoetis INC | +0.7% | -1.81% | 減少 |
| 7 | NUVAGBP | Nuvasive INC | +0.6% | +26.40% | 増加 |
| 8 | SCI | Service CORP International | +0.2% | -1.80% | 減少 |
| 9 | VRTX | Vertex Pharmaceuticals INC | -0.2% | -16.13% | 減少 |
| 10 | ILMN | Illumina INC | -0.2% | -16.36% | 減少 |
| 11 | AM6 | Amicus Therapeutics INC | -0.4% | -17.97% | 減少 |
| 12 | EW | Edwards Lifesciences CORP | -1.5% | -48.01% | 減少 |
| 13 | DVA | Davita INC | -2.6% | -33.15% | 減少 |
| 14 | ✓ | — | EXIT | 全売却 | |
| 15 | HO1 | Hologic INC | — | EXIT | 全売却 |
| 16 | CI | The Cigna Group | — | NEW | 新規購入 |
| 17 | TMO | Thermo Fisher Scientific INC | — | NEW | 新規購入 |
| 18 | GILD | Gilead Sciences INC | — | NEW | 新規購入 |
| 19 | PBYI | Puma Biotechnology INC | — | EXIT | 全売却 |
| 20 | ✓ | Envision Healthcare Corp | — | EXIT | 全売却 |
| 21 | ALXN | Alexion Pharmaceuticals INC | — | NEW | 新規購入 |
| 22 | T8S | Tesaro INC | — | EXIT | 全売却 |
| 23 | AERIEUR | Aerie Pharmaceuticals INC | — | EXIT | 全売却 |
| 24 | ✓ | Puma Biotechnology INC | — | EXIT | 全売却 |
| 25 | HRTX | Heron Therapeutics INC | — | NEW | 新規購入 |
| 26 | PTLAEUR | Portola Pharmaceuticals INC | — | EXIT | 全売却 |
| 27 | ADMSEUR | Adamas Pharmaceuticals INC | — | EXIT | 全売却 |
| 28 | CELG | Celgene CORP | — | NEW | 新規購入 |
| 29 | ARRYEUR | Array Biopharma INC | — | NEW | 新規購入 |
| 30 | BEATEUR | Biotelemetry INC | — | EXIT | 全売却 |