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 | SYK | Stryker CORP | 株式-ヘルスケア | 8.60% | — | +34.99% | |
| 2 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 8.37% | — | +26.47% | |
| 3 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 8.36% | — | +2.06% | |
| 4 | ILMN | Illumina INC | 株式-ヘルスケア | 8.34% | — | +4.17% | |
| 5 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 8.20% | — | +27.17% | |
| 6 | DVA | Davita INC | 株式-ヘルスケア | 6.93% | — | +46.08% | |
| 7 | CVS | Cvs Health CORP | 株式-ヘルスケア | 6.33% | — | — | |
| 8 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 6.13% | — | +92.32% | |
| 9 | HO1 | Hologic INC | 株式-その他 | 4.89% | — | — | |
| 10 | CLVSEUR | Clovis Oncology INC | 株式-その他 | 4.66% | — | +98.82% | |
| 11 | AM6 | Amicus Therapeutics INC | 株式-その他 | 4.23% | — | -0.69% | |
| 12 | HRTX | Heron Therapeutics INC | 株式-その他 | 4.07% | — | +33.69% | |
| 13 | ARRYEUR | Array Biopharma INC | 株式-その他 | 3.49% | — | +118.23% | |
| 14 | ZTS | Zoetis INC | 株式-ヘルスケア | 3.46% | — | +0.38% | |
| 15 | NUVAGBP | Nuvasive INC | 株式-その他 | 3.33% | — | +0.38% | |
| 16 | IART | Integra Lifesciences Holding | 株式-その他 | 2.95% | — | — | |
| 17 | HSIC | Henry Schein INC | 株式-ヘルスケア | 2.90% | — | — | |
| 18 | MOH | Molina Healthcare INC | 株式-ヘルスケア | 2.61% | — | -60.66% | |
| 19 | HUM | Humana INC | 株式-ヘルスケア | 2.16% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EW | Edwards Lifesciences CORP | +2.8% | +92.32% | 増加 |
| 2 | DVA | Davita INC | +2% | +46.08% | 増加 |
| 3 | SYK | Stryker CORP | +1.9% | +34.99% | 増加 |
| 4 | ARRYEUR | Array Biopharma INC | +1.8% | +118.23% | 増加 |
| 5 | HRTX | Heron Therapeutics INC | +1.7% | +33.69% | 増加 |
| 6 | CLVSEUR | Clovis Oncology INC | +1.7% | +98.82% | 増加 |
| 7 | VRTX | Vertex Pharmaceuticals INC | +1.4% | +27.17% | 増加 |
| 8 | TMO | Thermo Fisher Scientific INC | +1.1% | +26.47% | 増加 |
| 9 | ILMN | Illumina INC | +0.9% | +4.17% | 増加 |
| 10 | ISRG | Intuitive Surgical INC | +0.6% | +2.06% | 増加 |
| 11 | ZTS | Zoetis INC | -0.3% | +0.38% | 増加 |
| 12 | AM6 | Amicus Therapeutics INC | -0.3% | -0.69% | 減少 |
| 13 | NUVAGBP | Nuvasive INC | -0.3% | +0.38% | 増加 |
| 14 | MOH | Molina Healthcare INC | -3.4% | -60.66% | 減少 |
| 15 | CI | The Cigna Group | — | EXIT | 全売却 |
| 16 | BIIB | Biogen INC | — | EXIT | 全売却 |
| 17 | GILD | Gilead Sciences INC | — | EXIT | 全売却 |
| 18 | CVS | Cvs Health CORP | — | NEW | 新規購入 |
| 19 | HO1 | Hologic INC | — | NEW | 新規購入 |
| 20 | ALXN | Alexion Pharmaceuticals INC | — | EXIT | 全売却 |
| 21 | IART | Integra Lifesciences Holding | — | NEW | 新規購入 |
| 22 | HSIC | Henry Schein INC | — | NEW | 新規購入 |
| 23 | SCI | Service CORP International | — | EXIT | 全売却 |
| 24 | HUM | Humana INC | — | NEW | 新規購入 |
| 25 | CELG | Celgene CORP | — | EXIT | 全売却 |