CIK: 0001574661
申告総資産額
$1598.4万
| # | 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 | ALXN | Alexion Pharmaceuticals INC | 株式-その他 | 15.09% | -3.01% | — | |
| 2 | INCY | Incyte CORP | 株式-ヘルスケア | 14.72% | — | +100.93% | |
| 3 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 14.56% | +1.26% | NEW | |
| 4 | DXCM | Dexcom INC | 株式-ヘルスケア | 14.35% | +0.62% | +94.47% | |
| 5 | PETXEUR | Aratana Therapeutics INC | 株式-その他 | 11.21% | +2.12% | +97.68% | |
| 6 | ACAD | Acadia Pharmaceuticals INC | 株式-ヘルスケア | 9.77% | -6.28% | -38.96% | |
| 7 | ✓ | Athenahealth INC | 株式-その他 | 7.26% | — | — | |
| 8 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 6.90% | -9.64% | -47.17% | |
| 9 | AERIEUR | Aerie Pharmaceuticals INC | 株式-その他 | 3.35% | — | -51.68% | |
| 10 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 2.79% | +11.76% | +12.48% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | INCY | Incyte CORP | +10% | +100.93% | 増加 |
| 2 | REGN | Regeneron Pharmaceuticals | +9.8% | +66.06% | 増加 |
| 3 | DXCM | Dexcom INC | +9.4% | +94.47% | 増加 |
| 4 | PETXEUR | Aratana Therapeutics INC | +5.7% | +97.68% | 増加 |
| 5 | ACAD | Acadia Pharmaceuticals INC | +0.3% | -38.96% | 減少 |
| 6 | AERIEUR | Aerie Pharmaceuticals INC | +0.1% | -51.68% | 減少 |
| 7 | LLY | Eli Lilly & Co | -1.4% | -47.17% | 減少 |
| 8 | EW | Edwards Lifesciences CORP | -25.7% | +12.48% | 増加 |
| 9 | GILD | Gilead Sciences INC | — | EXIT | 全売却 |
| 10 | ALXN | Alexion Pharmaceuticals INC | — | NEW | 新規購入 |
| 11 | MDCOUSD | Medicines Company | — | EXIT | 全売却 |
| 12 | ✓ | Mallinckrodt PLC | — | EXIT | 全売却 |
| 13 | MODV | ModivCare Inc. | — | EXIT | 全売却 |
| 14 | ✓ | Athenahealth INC | — | NEW | 新規購入 |
| 15 | NBIX | Neurocrine Biosciences INC | — | EXIT | 全売却 |
| 16 | UTHR | United Therapeutics CORP | — | EXIT | 全売却 |