CIK: 0001055951
申告総資産額
$50.5億
| # | 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 | SWTXUSD | Springworks Therapeutics INC | 株式-その他 | 4.38% | — | — | |
| 2 | 1T7 | Tricida INC | 株式-その他 | 3.72% | — | — | |
| 3 | ALXN | Alexion Pharmaceuticals INC | 株式-その他 | 3.56% | — | +8.91% | |
| 4 | ASND | Ascendis Pharma A/S | 株式-その他 | 3.25% | — | -52.46% | |
| 5 | ✓ | Prevail Therapeutics INC | 株式-その他 | 2.90% | — | — | |
| 6 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.82% | +1.58% | NEW | |
| 7 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 2.72% | — | -9.67% | |
| 8 | BIIB | Biogen INC | 株式-ヘルスケア | 2.70% | — | +49.02% | |
| 9 | ✓ | Passage Bio INC | 株式-その他 | 2.68% | — | — | |
| 10 | IOVA | Iovance Biotherapeutics INC | 株式-その他 | 2.57% | — | +19.77% | |
| 11 | TPB | Turning Point Brands, Inc. | 株式-その他 | 2.50% | — | — | |
| 12 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 2.40% | -1.75% | — | |
| 13 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.39% | — | +16.46% | |
| 14 | NTRA | Natera INC | 株式-ヘルスケア | 2.27% | -0.67% | -3.18% | |
| 15 | ✓ | Horizon Therapeutics PLC | 株式-その他 | 2.24% | — | +22.47% | |
| 16 | MRTXEUR | Mirati Therapeutics INC | 株式-その他 | 2.13% | — | -6.97% | |
| 17 | ALEC | Alector INC | 株式-その他 | 2.06% | — | -28.25% | |
| 18 | NBIX | Neurocrine Biosciences INC | 株式-ヘルスケア | 2.04% | -0.91% | EXIT | |
| 19 | ARQT | Arcutis Biotherapeutics INC | 株式-その他 | 1.99% | — | — | |
| 20 | BNR | Burning Rock Biotech Ltd-adr | 株式-その他 | 1.80% | — | — | |
| 21 | HUM | Humana INC | 株式-ヘルスケア | 1.53% | — | — | |
| 22 | RPTX | Repare Therapeutics INC | 株式-その他 | 1.50% | — | — | |
| 23 | ORIC | Oric Pharmaceuticals INC | 株式-その他 | 1.39% | — | — | |
| 24 | AGIO | Agios Pharmaceuticals INC | 株式-その他 | 1.38% | — | -3.90% | |
| 25 | DXCM | Dexcom INC | 株式-ヘルスケア | 1.29% | — | -33.02% | |
| 26 | SRPT | Sarepta Therapeutics INC | 株式-ヘルスケア | 1.26% | — | -37.99% | |
| 27 | CNC | Centene CORP | 株式-ヘルスケア | 1.20% | — | — | |
| 28 | CI | THE Cigna Group | 株式-ヘルスケア | 1.16% | -1.15% | EXIT | |
| 29 | ETNBGBP | 89bio INC | 株式-その他 | 1.12% | — | — | |
| 30 | ✓ | Imara INC | 株式-その他 | 1.06% | — | — | |
| 31 | ADVMCHF | Adverum Biotechnologies INC | 株式-その他 | 0.97% | — | -4.63% | |
| 32 | DCPHEUR | Deciphera Pharmaceuticals In | 株式-その他 | 0.95% | — | -2.76% | |
| 33 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.90% | -1.13% | -33.29% | |
| 34 | KROS | Keros Therapeutics INC | 株式-その他 | 0.89% | — | — | |
| 35 | EHTH | Ehealth INC | 株式-その他 | 0.88% | — | — | |
| 36 | NXTCEUR | Nextcure INC | 株式-その他 | 0.82% | — | — | |
| 37 | EXEL | Exelixis INC | 株式-ヘルスケア | 0.80% | — | -24.40% | |
| 38 | ✓ | Kala Bio INC Com New | 株式-その他 | 0.80% | — | — | |
| 39 | ✓ | Fusion Pharmaceuticals INC | 株式-その他 | 0.79% | — | — | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.78% | — | +146.29% | |
| 41 | ATRC | Atricure INC | 株式-その他 | 0.78% | — | +32.32% | |
| 42 | ATNXEUR | Athenex INC | 株式-その他 | 0.78% | — | — | |
| 43 | LOGCUSD | Logicbio Therapeutics INC | 株式-その他 | 0.77% | — | — | |
| 44 | TBPH | Theravance Biopharma, Inc. | 株式-その他 | 0.75% | — | +1107.53% | |
| 45 | BLU | Bellus Health INC | 株式-その他 | 0.75% | — | -26.88% | |
| 46 | CRSP | CRISPR Therapeutics AG | 株式-ヘルスケア | 0.72% | — | +26.55% | |
| 47 | CRNX | Crinetics Pharmaceuticals In | 株式-その他 | 0.68% | — | +35.03% | |
| 48 | GKOS | Glaukos CORP | 株式-ヘルスケア | 0.66% | — | -21.75% | |
| 49 | MGTX | MeiraGTx Holdings plc | 株式-その他 | 0.65% | — | +3.67% | |
| 50 | ✓ | Mersana Therapeutics INC | 株式-その他 | 0.63% | — | +41.83% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Horizon Therapeutics PLC | +1.1% | +22.47% | 増加 |
| 2 | SWTXUSD | Springworks Therapeutics INC | +1% | — | 変化なし |
| 3 | ✓ | Passage Bio INC | +0.8% | — | 変化なし |
| 4 | TBPH | Theravance Biopharma, Inc. | +0.7% | +1107.53% | 増加 |
| 5 | NTRA | Natera INC | +0.6% | -3.18% | 減少 |
| 6 | ✓ | Mersana Therapeutics INC | +0.5% | +41.83% | 増加 |
| 7 | ABBV | Abbvie INC | +0.5% | +146.29% | 増加 |
| 8 | TPB | Turning Point Brands, Inc. | +0.4% | — | 変化なし |
| 9 | ALXN | Alexion Pharmaceuticals INC | +0.4% | +8.91% | 増加 |
| 10 | ADVMCHF | Adverum Biotechnologies INC | +0.4% | -4.63% | 減少 |
| 11 | NBIX | Neurocrine Biosciences INC | +0.4% | +2.68% | 増加 |
| 12 | ✓ | Imara INC | +0.3% | — | 変化なし |
| 13 | CRSP | CRISPR Therapeutics AG | +0.3% | +26.55% | 増加 |
| 14 | NVLSEUR | Alpine Immune Sciences INC | +0.3% | — | 変化なし |
| 15 | AGLEUSD | Aeglea Biotherapeutics INC | +0.3% | +40.13% | 増加 |
| 16 | MRTXEUR | Mirati Therapeutics INC | +0.3% | -6.97% | 減少 |
| 17 | ✓ | Flexion Therapeutics INC | +0.3% | +1166.17% | 増加 |
| 18 | ATNXEUR | Athenex INC | +0.3% | — | 変化なし |
| 19 | ATRC | Atricure INC | +0.3% | +32.32% | 増加 |
| 20 | AGIO | Agios Pharmaceuticals INC | +0.3% | -3.90% | 減少 |
| 21 | LOGCUSD | Logicbio Therapeutics INC | +0.2% | — | 変化なし |
| 22 | 1T7 | Tricida INC | +0.2% | — | 変化なし |
| 23 | BIIB | Biogen INC | +0.2% | +49.02% | 増加 |
| 24 | DCPHEUR | Deciphera Pharmaceuticals In | +0.2% | -2.76% | 減少 |
| 25 | ✓ | Prevail Therapeutics INC | +0.1% | — | 変化なし |
| 26 | BMY | Bristol-myers Squibb Co | +0.1% | +16.46% | 増加 |
| 27 | HUM | Humana INC | +0.1% | — | 変化なし |
| 28 | ISRG | Intuitive Surgical INC | -0.5% | -33.29% | 減少 |
| 29 | ETNBGBP | 89bio INC | -0.6% | — | 変化なし |
| 30 | EHTH | Ehealth INC | -0.6% | — | 変化なし |
| 31 | ARVN | Arvinas INC | -0.7% | -97.05% | 減少 |
| 32 | NXTCEUR | Nextcure INC | -0.9% | — | 変化なし |
| 33 | ALEC | Alector INC | -1.3% | -28.25% | 減少 |
| 34 | GILD | Gilead Sciences INC | -1.6% | -86.93% | 減少 |
| 35 | ASND | Ascendis Pharma A/S | -3% | -52.46% | 減少 |
| 36 | BNR | Burning Rock Biotech Ltd-adr | — | NEW | 新規購入 |
| 37 | PFE | Pfizer INC | — | EXIT | 全売却 |
| 38 | RPTX | Repare Therapeutics INC | — | NEW | 新規購入 |
| 39 | ORIC | Oric Pharmaceuticals INC | — | NEW | 新規購入 |
| 40 | HCA | Hca Healthcare INC | — | EXIT | 全売却 |
| 41 | KROS | Keros Therapeutics INC | — | NEW | 新規購入 |
| 42 | SYK | Stryker CORP | — | EXIT | 全売却 |
| 43 | ✓ | Fusion Pharmaceuticals INC | — | NEW | 新規購入 |
| 44 | PTCT | Ptc Therapeutics INC | — | EXIT | 全売却 |
| 45 | BMRN | Biomarin Pharmaceutical INC | — | EXIT | 全売却 |
| 46 | BHC | Bausch Health Cos INC | — | EXIT | 全売却 |
| 47 | SLQT | Selectquote INC | — | NEW | 新規購入 |
| 48 | PCVX | Vaxcyte INC | — | NEW | 新規購入 |
| 49 | IMMU | Immunomedics INC | — | NEW | 新規購入 |
| 50 | TEVA | Teva Pharmaceutical-sp Adr | — | NEW | 新規購入 |