CIK: 0001697013
申告総資産額
$19.0億
| # | 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 | ✓ | Berkshire Hathaway Inc-cl B | 株式-その他 | 10.78% | — | +6.33% | |
| 2 | RCMEUR | R1 Rcm INC | 株式-その他 | 7.18% | — | -5.33% | |
| 3 | AERIEUR | Aerie Pharmaceuticals INC | 株式-その他 | 7.01% | — | +7.65% | |
| 4 | RDUSEUR | Radius Health INC | 株式-その他 | 6.32% | — | +40.40% | |
| 5 | ZGNXEUR | Zogenix INC | 株式-その他 | 5.74% | — | +38.91% | |
| 6 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 4.72% | — | +11.47% | |
| 7 | SNY | Sanofi-adr | 株式-ヘルスケア | 3.90% | — | +54.36% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.72% | +2.13% | -50.00% | |
| 9 | BMRN | Biomarin Pharmaceutical INC | 株式-ヘルスケア | 3.63% | — | +83.17% | |
| 10 | ✓ | Teligent INC | 株式-その他 | 3.34% | — | +36.23% | |
| 11 | SG7 | Sage Therapeutics INC | 株式-その他 | 3.11% | — | +80.84% | |
| 12 | ALNY | Alnylam Pharmaceuticals INC | 株式-ヘルスケア | 2.86% | — | -19.52% | |
| 13 | ENSG | Ensign Group Inc/the | 株式-ヘルスケア | 2.72% | — | -49.04% | |
| 14 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 2.71% | +2.12% | NEW | |
| 15 | ARNAEUR | Arena Pharmaceuticals INC | 株式-その他 | 2.68% | — | -44.49% | |
| 16 | SRPT | Sarepta Therapeutics INC | 株式-ヘルスケア | 2.42% | — | — | |
| 17 | NVROEUR | Nevro CORP | 株式-その他 | 1.73% | — | -22.30% | |
| 18 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.28% | — | -4.18% | |
| 19 | ✓ | Athenahealth INC | 株式-その他 | 1.16% | — | — | |
| 20 | T8S | Tesaro INC | 株式-その他 | 1.07% | — | +1.94% | |
| 21 | ANAB | Anaptysbio INC | 株式-その他 | 1.06% | — | — | |
| 22 | ABMDEUR | Abiomed INC | 株式-その他 | 1.05% | — | -21.14% | |
| 23 | APLSUSD | Apellis Pharmaceuticals INC | 株式-その他 | 0.99% | — | — | |
| 24 | ARQLUSD | Arqule INC | 株式-その他 | 0.95% | — | — | |
| 25 | ARGX | Argenx Se - Adr | 株式-ヘルスケア | 0.92% | — | -31.86% | |
| 26 | ASND | Ascendis Pharma A/S | 株式-その他 | 0.91% | -0.52% | EXIT | |
| 27 | IVCUSD | Invacare CORP | 株式-その他 | 0.85% | — | — | |
| 28 | CTRE | Caretrust Reit INC | 株式-不動産 | 0.78% | — | -6.47% | |
| 29 | MDCOUSD | Medicines Company | 株式-その他 | 0.66% | — | — | |
| 30 | CBAYUSD | Cymabay Therapeutics INC | 株式-その他 | 0.66% | — | — | |
| 31 | ✓ | Amarin Corp PLC | 株式-その他 | 0.65% | — | +84.00% | |
| 32 | PBYI | Puma Biotechnology INC | 株式-その他 | 0.65% | — | +4.36% | |
| 33 | TNDM | Tandem Diabetes Care INC | 株式-その他 | 0.62% | — | — | |
| 34 | HAE | Haemonetics Corp/mass | 株式-その他 | 0.60% | — | — | |
| 35 | IMMU | Immunomedics INC | 株式-その他 | 0.60% | — | — | |
| 36 | MYOKEUR | Myokardia INC | 株式-その他 | 0.59% | — | -38.21% | |
| 37 | MDGL | Madrigal Pharmaceuticals INC | 株式-ヘルスケア | 0.58% | — | — | |
| 38 | EHTH | Ehealth INC | 株式-その他 | 0.57% | — | -24.15% | |
| 39 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.54% | -0.53% | EXIT | |
| 40 | AKRXEUR | Akorn INC | 株式-その他 | 0.53% | — | — | |
| 41 | TGTX | Tg Therapeutics INC | 株式-ヘルスケア | 0.48% | — | -46.67% | |
| 42 | DRNAUSD | Dicerna Pharmaceuticals INC | 株式-その他 | 0.48% | — | — | |
| 43 | CNC | Centene CORP | 株式-ヘルスケア | 0.45% | -0.48% | -20.00% | |
| 44 | BCRX | Biocryst Pharmaceuticals INC | 株式-その他 | 0.39% | — | — | |
| 45 | CLLS | Cellectis - Adr | 株式-その他 | 0.39% | — | — | |
| 46 | ARRYEUR | Array Biopharma INC | 株式-その他 | 0.37% | — | -86.47% | |
| 47 | VCEL | Vericel CORP | 株式-その他 | 0.33% | — | — | |
| 48 | ABUS | Arbutus Biopharma CORP | 株式-その他 | 0.33% | — | -17.02% | |
| 49 | IOVA | Iovance Biotherapeutics INC | 株式-その他 | 0.32% | — | -15.38% | |
| 50 | EPZMEUR | Epizyme INC | 株式-その他 | 0.29% | — | -17.41% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SRPT | Sarepta Therapeutics INC | +2.4% | NEW | 新規購入 |
| 2 | ZGNXEUR | Zogenix INC | +1.9% | +38.91% | 増加 |
| 3 | BMRN | Biomarin Pharmaceutical INC | +1.9% | +83.17% | 増加 |
| 4 | AERIEUR | Aerie Pharmaceuticals INC | +1.7% | +7.65% | 増加 |
| 5 | ✓ | Berkshire Hathaway Inc-cl B | +1.5% | +6.33% | 増加 |
| 6 | SNY | Sanofi-adr | +1.3% | +54.36% | 増加 |
| 7 | SG7 | Sage Therapeutics INC | +1.3% | +80.84% | 増加 |
| 8 | ✓ | Athenahealth INC | +1.2% | NEW | 新規購入 |
| 9 | ANAB | Anaptysbio INC | +1.1% | NEW | 新規購入 |
| 10 | APLSUSD | Apellis Pharmaceuticals INC | +1% | NEW | 新規購入 |
| 11 | ARQLUSD | Arqule INC | +1% | NEW | 新規購入 |
| 12 | ✓ | Teligent INC | +0.9% | +36.23% | 増加 |
| 13 | RCMEUR | R1 Rcm INC | +0.9% | -5.33% | 減少 |
| 14 | RDUSEUR | Radius Health INC | +0.8% | +40.40% | 増加 |
| 15 | CBAYUSD | Cymabay Therapeutics INC | +0.7% | NEW | 新規購入 |
| 16 | TNDM | Tandem Diabetes Care INC | +0.6% | NEW | 新規購入 |
| 17 | IMMU | Immunomedics INC | +0.6% | NEW | 新規購入 |
| 18 | MDGL | Madrigal Pharmaceuticals INC | +0.6% | NEW | 新規購入 |
| 19 | GSK | GSK plc ADRhedged | +0.6% | +11.47% | 増加 |
| 20 | AKRXEUR | Akorn INC | +0.5% | NEW | 新規購入 |
| 21 | DRNAUSD | Dicerna Pharmaceuticals INC | +0.5% | NEW | 新規購入 |
| 22 | CLLS | Cellectis - Adr | +0.4% | NEW | 新規購入 |
| 23 | VCEL | Vericel CORP | +0.3% | NEW | 新規購入 |
| 24 | ✓ | Amarin Corp PLC | +0.3% | +84.00% | 増加 |
| 25 | IINUSD | Intricon CORP | +0.2% | NEW | 新規購入 |
| 26 | MODNEUR | Model N INC | +0.2% | NEW | 新規購入 |
| 27 | ASND | Ascendis Pharma A/S | +0.2% | +24.94% | 増加 |
| 28 | PPHMEUR | Avid Bioservices INC | +0.2% | NEW | 新規購入 |
| 29 | ✓ | Celyad SA | +0.2% | NEW | 新規購入 |
| 30 | IRMD | Iradimed CORP | -0.2% | -65.51% | 減少 |
| 31 | ✓ | Envision Healthcare Corp | -0.2% | EXIT | 全売却 |
| 32 | EPZMEUR | Epizyme INC | -0.2% | -17.41% | 減少 |
| 33 | IOVA | Iovance Biotherapeutics INC | -0.2% | -15.38% | 減少 |
| 34 | ✓ | Aquinox Pharmaceuticals INC Bc | -0.2% | EXIT | 全売却 |
| 35 | T8S | Tesaro INC | -0.3% | +1.94% | 増加 |
| 36 | MGLNUSD | Magellan Health INC | -0.3% | -67.68% | 減少 |
| 37 | ALGN | Align Technology INC | -0.4% | EXIT | 全売却 |
| 38 | MYOKEUR | Myokardia INC | -0.4% | -38.21% | 減少 |
| 39 | ARGX | Argenx Se - Adr | -0.4% | -31.86% | 減少 |
| 40 | TGTX | Tg Therapeutics INC | -0.5% | -46.67% | 減少 |
| 41 | DCPHEUR | Deciphera Pharmaceuticals In | -0.6% | -88.79% | 減少 |
| 42 | VRTX | Vertex Pharmaceuticals INC | -0.7% | -22.31% | 減少 |
| 43 | NVROEUR | Nevro CORP | -0.7% | -22.30% | 減少 |
| 44 | ENSG | Ensign Group Inc/the | -1.3% | -49.04% | 減少 |
| 45 | ALNY | Alnylam Pharmaceuticals INC | -1.5% | -19.52% | 減少 |
| 46 | ARNAEUR | Arena Pharmaceuticals INC | -1.8% | -44.49% | 減少 |
| 47 | ARRYEUR | Array Biopharma INC | -2.3% | -86.47% | 減少 |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -3.6% | -50.00% | 減少 |
| 49 | ✓ | Avexis INC | -4.5% | EXIT | 全売却 |
| 50 | ✓ | Ablynx NV - Adr | -4.6% | EXIT | 全売却 |