CIK: 0001633055
申告総資産額
—
| # | 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 | ✓ | 株式-その他 | 5.65% | — | +165.82% | ||
| 2 | ✓ | Shire PLC | 株式-その他 | 4.82% | — | +97.21% | |
| 3 | ✓ | Mallinckrodt PLC | 株式-その他 | 4.77% | — | +1.51% | |
| 4 | ✓ | 株式-その他 | 4.76% | — | +0.20% | ||
| 5 | MCK | Mckesson CORP | 株式-ヘルスケア | 4.41% | — | +62.96% | |
| 6 | ABT | Abbott Laboratories | 株式-ヘルスケア | 4.04% | — | +1431.08% | |
| 7 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 3.87% | — | -29.03% | |
| 8 | ✓ | 株式-その他 | 3.84% | — | -1.16% | ||
| 9 | ✓ | Wright Medical Group NV | 株式-その他 | 3.32% | — | +403.42% | |
| 10 | ✓ | St Jude Med INC | 株式-その他 | 3.16% | — | -16.86% | |
| 11 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 2.87% | — | -30.32% | |
| 12 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.55% | — | -3.37% | |
| 13 | CNC | Centene CORP | 株式-ヘルスケア | 2.43% | — | +34.55% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.39% | — | -27.19% | |
| 15 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 2.18% | — | -26.48% | |
| 16 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 2.06% | — | +17.32% | |
| 17 | UHS | Universal Health Services-b | 株式-ヘルスケア | 1.97% | — | +4.77% | |
| 18 | HO1 | Hologic INC | 株式-その他 | 1.95% | — | +172.62% | |
| 19 | SYK | Stryker CORP | 株式-ヘルスケア | 1.78% | — | -34.95% | |
| 20 | BIIB | Biogen INC | 株式-ヘルスケア | 1.66% | — | -37.27% | |
| 21 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.66% | — | -34.92% | |
| 22 | ✓ | Spectranetics CORP | 株式-その他 | 1.52% | — | -43.70% | |
| 23 | LAB 2.75 02-01-34 | Standard Biotools INC | 株式-その他 | 1.46% | — | — | |
| 24 | DVA | Davita INC | 株式-ヘルスケア | 1.39% | — | +32.12% | |
| 25 | A | Agilent Technologies INC | 株式-ヘルスケア | 1.34% | — | -0.44% | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 1.34% | — | +369.64% | |
| 27 | COR | Cencora INC | 株式-ヘルスケア | 1.29% | — | — | |
| 28 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 1.26% | — | -66.34% | |
| 29 | CRL | Charles River Laboratories | 株式-ヘルスケア | 1.10% | — | +268.19% | |
| 30 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.10% | — | -42.34% | |
| 31 | LHCGUSD | Lhc Group INC | 株式-その他 | 1.04% | — | — | |
| 32 | NVROEUR | Nevro CORP | 株式-その他 | 1.02% | — | -14.91% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.99% | — | — | |
| 34 | NSTGEUR | Nanostring Technologies INC | 株式-その他 | 0.87% | — | +76.47% | |
| 35 | ✓ | Vwr CORP | 株式-その他 | 0.79% | — | -47.17% | |
| 36 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.78% | — | -58.99% | |
| 37 | STE | STERIS plc | 株式-ヘルスケア | 0.77% | — | — | |
| 38 | LAB | Standard Biotools INC | 株式-その他 | 0.77% | — | -52.79% | |
| 39 | SRCLEUR | Stericycle INC | 株式-その他 | 0.77% | — | — | |
| 40 | CELG | Celgene CORP | 株式-その他 | 0.75% | — | +60.22% | |
| 41 | AXP | American Express Company | 株式-金融 | 0.70% | — | -46.81% | |
| 42 | BKD | Brookdale Senior Living INC | 株式-その他 | 0.66% | — | -30.81% | |
| 43 | BABYEUR | Natus Medical INC | 株式-その他 | 0.61% | — | — | |
| 44 | HRC | Hill-rom Holdings INC | 株式-その他 | 0.60% | — | -81.97% | |
| 45 | TNDM | Tandem Diabetes Care, Inc. | 株式-その他 | 0.58% | — | +24.30% | |
| 46 | AMAG | Amag Pharmaceuticals INC | 株式-その他 | 0.58% | — | -72.71% | |
| 47 | BBH | Vaneck Biotech ETF | ETF-テック型 | 0.56% | — | — | |
| 48 | ✓ | Mylan N V | 株式-その他 | 0.54% | — | -38.71% | |
| 49 | MD | Pediatrix Medical Group INC | 株式-その他 | 0.41% | — | — | |
| 50 | FSBC | Five Star Bancorp | 株式-その他 | 0.38% | — | -26.80% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ABT | Abbott Laboratories | +3.8% | +1431.08% | 増加 |
| 2 | ✓ | +3.3% | +165.82% | 増加 | |
| 3 | ✓ | Wright Medical Group NV | +2.7% | +403.42% | 増加 |
| 4 | ✓ | Shire PLC | +2.6% | +97.21% | 増加 |
| 5 | MCK | Mckesson CORP | +2.2% | +62.96% | 増加 |
| 6 | HO1 | Hologic INC | +1.3% | +172.62% | 増加 |
| 7 | AMGN | Amgen INC | +1.1% | +369.64% | 増加 |
| 8 | CNC | Centene CORP | +0.9% | +34.55% | 増加 |
| 9 | CRL | Charles River Laboratories | +0.8% | +268.19% | 増加 |
| 10 | ✓ | St Jude Med INC | +0.6% | -16.86% | 減少 |
| 11 | ✓ | Laboratory CORP Amer Hldgs | +0.5% | +17.32% | 増加 |
| 12 | DVA | Davita INC | +0.4% | +32.12% | 増加 |
| 13 | BSX | Boston Scientific CORP | -0.3% | -30.32% | 減少 |
| 14 | ✓ | Mylan N V | -0.4% | -38.71% | 減少 |
| 15 | ILMN | Illumina INC | -0.4% | -65.75% | 減少 |
| 16 | AXP | American Express Company | -0.5% | -46.81% | 減少 |
| 17 | BCRUSD | Cr Bard INC | -0.5% | -82.97% | 減少 |
| 18 | UNH | Unitedhealth Group INC | -0.5% | -27.19% | 減少 |
| 19 | ✓ | Spectranetics CORP | -0.5% | -43.70% | 減少 |
| 20 | BDX | Becton Dickinson And Co | -0.6% | -34.92% | 減少 |
| 21 | ✓ | Vwr CORP | -0.6% | -47.17% | 減少 |
| 22 | SYK | Stryker CORP | -0.6% | -34.95% | 減少 |
| 23 | ✓ | Pharmerica CORP | -0.6% | -90.56% | 減少 |
| 24 | LAB | Standard Biotools INC | -0.7% | -52.79% | 減少 |
| 25 | WBA | Walgreens Boots Alliance INC | -0.7% | -26.48% | 減少 |
| 26 | ELV | Elevance Health INC | -0.9% | -42.34% | 減少 |
| 27 | PFE | Pfizer INC | -1% | -77.02% | 減少 |
| 28 | BIIB | Biogen INC | -1.1% | -37.27% | 減少 |
| 29 | GILD | Gilead Sciences INC | -1.2% | -58.99% | 減少 |
| 30 | AMAG | Amag Pharmaceuticals INC | -1.4% | -72.71% | 減少 |
| 31 | HCA | Hca Healthcare INC | -1.7% | -83.07% | 減少 |
| 32 | TEVA | Teva Pharmaceutical-sp Adr | -1.8% | -29.03% | 減少 |
| 33 | ZBH | Zimmer Biomet Holdings INC | -1.9% | -66.34% | 減少 |
| 34 | ✓ | EnvisionHealthcareI CS USD0.01 | -2% | -87.40% | 減少 |
| 35 | HRC | Hill-rom Holdings INC | -2.6% | -81.97% | 減少 |
| 36 | ✓ | — | EXIT | 全売却 | |
| 37 | MDT | Medtronic plc | — | EXIT | 全売却 |
| 38 | COR | Cencora INC | — | NEW | 新規購入 |
| 39 | LHCGUSD | Lhc Group INC | — | NEW | 新規購入 |
| 40 | JNJ | Johnson & Johnson | — | NEW | 新規購入 |
| 41 | KMPHUSD | Kempharm INC | — | EXIT | 全売却 |
| 42 | STE | STERIS plc | — | NEW | 新規購入 |
| 43 | SRCLEUR | Stericycle INC | — | NEW | 新規購入 |
| 44 | ✓ | K2m Group Holdings INC | — | EXIT | 全売却 |
| 45 | BABYEUR | Natus Medical INC | — | NEW | 新規購入 |
| 46 | BBH | Vaneck Biotech ETF | — | NEW | 新規購入 |
| 47 | GMED | Globus Medical INC - A | — | EXIT | 全売却 |
| 48 | MD | Pediatrix Medical Group INC | — | NEW | 新規購入 |
| 49 | CNMD | Conmed CORP | — | EXIT | 全売却 |
| 50 | MODV | ModivCare Inc. | — | EXIT | 全売却 |