CIK: 0001777015
申告総資産額
$9.7億
| # | 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 | ✓ | Horizon Therapeutics PLC | 株式-その他 | 4.87% | — | -9.53% | |
| 2 | DHR | Danaher CORP | 株式-ヘルスケア | 3.71% | -1.28% | EXIT | |
| 3 | NBIX | Neurocrine Biosciences INC | 株式-ヘルスケア | 3.37% | — | +9.07% | |
| 4 | NTRA | Natera INC | 株式-ヘルスケア | 3.35% | — | +16.67% | |
| 5 | DXCM | Dexcom INC | 株式-ヘルスケア | 3.23% | — | -9.19% | |
| 6 | HUM | Humana INC | 株式-ヘルスケア | 2.91% | — | -11.64% | |
| 7 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.76% | — | +0.01% | |
| 8 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 2.59% | — | +2.11% | |
| 9 | TPB | Turning Point Brands, Inc. | 株式-その他 | 2.55% | — | +0.02% | |
| 10 | CRL | Charles River Laboratories | 株式-ヘルスケア | 2.40% | — | +0.01% | |
| 11 | AXNX* | Axonics INC | 株式-その他 | 2.39% | — | -26.85% | |
| 12 | VCEL | Vericel CORP | 株式-その他 | 2.21% | — | -5.24% | |
| 13 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 2.19% | +0.76% | +10.54% | |
| 14 | MASI* | Masimo CORP | 株式-その他 | 2.19% | -2.48% | EXIT | |
| 15 | SILKUSD | Silk Road Medical INC | 株式-その他 | 2.14% | — | +0.01% | |
| 16 | CTLTEUR | Catalent INC | 株式-その他 | 2.04% | — | -5.25% | |
| 17 | PODD | Insulet CORP | 株式-ヘルスケア | 2.04% | -0.42% | +85.73% | |
| 18 | VTLUSD | Immunic INC | 株式-その他 | 1.97% | — | +185.73% | |
| 19 | GNMK | Genmark Diagnostics INC | 株式-その他 | 1.81% | — | -39.98% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.74% | +1.68% | NEW | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.73% | -1.00% | EXIT | |
| 22 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.62% | — | +12.51% | |
| 23 | DRNAUSD | Dicerna Pharmaceuticals INC | 株式-その他 | 1.55% | — | +8.33% | |
| 24 | ITMR | Itamar Medical Ltd-spon Adr | 株式-その他 | 1.52% | — | +0.02% | |
| 25 | ALXN | Alexion Pharmaceuticals INC | 株式-その他 | 1.52% | — | — | |
| 26 | XLRN | Acceleron Pharma INC | 株式-その他 | 1.49% | — | -13.02% | |
| 27 | KOD | Kodiak Sciences INC | 株式-その他 | 1.45% | — | +42.19% | |
| 28 | TREUR | Trillium Therapeutics INC | 株式-その他 | 1.41% | — | +25.02% | |
| 29 | NUANEUR | Nuance Communications INC | 株式-その他 | 1.41% | — | +28.00% | |
| 30 | IMVT | Immunovant INC | 株式-その他 | 1.40% | — | +20.00% | |
| 31 | SPNEUSD | Seaspine Holdings CORP | 株式-その他 | 1.40% | — | +50.06% | |
| 32 | XENE | Xenon Pharmaceuticals INC | 株式-その他 | 1.36% | +2.32% | -21.25% | |
| 33 | ICADUSD | Icad INC | 株式-その他 | 1.36% | — | -19.82% | |
| 34 | GWPH | Gw Pharmaceuticals LTD | 株式-その他 | 1.29% | — | -58.26% | |
| 35 | ACRS | Aclaris Therapeutics INC | 株式-その他 | 1.25% | — | +8.56% | |
| 36 | KRMD | Koru Medical Systems INC | 株式-その他 | 1.21% | — | -12.57% | |
| 37 | ALNY | Alnylam Pharmaceuticals INC | 株式-ヘルスケア | 1.19% | -0.89% | -13.94% | |
| 38 | SDCCQ | Smiledirectclub INC | 株式-その他 | 1.11% | — | — | |
| 39 | RCUS | Arcus Biosciences INC | 株式-その他 | 1.07% | — | +46.90% | |
| 40 | ZYMEUSD | Zymeworks INC | 株式-その他 | 1.05% | — | — | |
| 41 | PPHMEUR | Avid Bioservices INC | 株式-その他 | 0.98% | — | +287.40% | |
| 42 | KDMN | Kadmon Holdings INC | 株式-その他 | 0.91% | — | +20.71% | |
| 43 | ATEC | Alphatec Holdings INC | 株式-その他 | 0.79% | — | +5.88% | |
| 44 | INFU | Infusystem Holdings INC | 株式-その他 | 0.79% | — | +8.10% | |
| 45 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.78% | +0.87% | NEW | |
| 46 | ✓ | Molecular Templates Inc | 株式-その他 | 0.77% | — | -21.86% | |
| 47 | ETNBGBP | 89bio INC | 株式-その他 | 0.75% | — | — | |
| 48 | BBIO | Bridgebio Pharma INC | 株式-ヘルスケア | 0.75% | — | +0.02% | |
| 49 | BCRX | Biocryst Pharmaceuticals INC | 株式-その他 | 0.73% | +1.01% | -11.09% | |
| 50 | ✓ | Mersana Therapeutics INC | 株式-その他 | 0.69% | — | -43.97% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VTLUSD | Immunic INC | +1.5% | +185.73% | 増加 |
| 2 | NTRA | Natera INC | +1.2% | +16.67% | 増加 |
| 3 | DHR | Danaher CORP | +1.2% | +30.02% | 増加 |
| 4 | PODD | Insulet CORP | +1.1% | +85.73% | 増加 |
| 5 | ✓ | Horizon Therapeutics PLC | +0.8% | -9.53% | 減少 |
| 6 | PPHMEUR | Avid Bioservices INC | +0.8% | +287.40% | 増加 |
| 7 | TREUR | Trillium Therapeutics INC | +0.7% | +25.02% | 増加 |
| 8 | SILKUSD | Silk Road Medical INC | +0.7% | +0.01% | 増加 |
| 9 | SPNEUSD | Seaspine Holdings CORP | +0.7% | +50.06% | 増加 |
| 10 | TPB | Turning Point Brands, Inc. | +0.5% | +0.02% | 増加 |
| 11 | IMVT | Immunovant INC | +0.5% | +20.00% | 増加 |
| 12 | NUANEUR | Nuance Communications INC | +0.5% | +28.00% | 増加 |
| 13 | ACRS | Aclaris Therapeutics INC | +0.5% | +8.56% | 増加 |
| 14 | KOD | Kodiak Sciences INC | +0.5% | +42.19% | 増加 |
| 15 | CRL | Charles River Laboratories | +0.4% | +0.01% | 増加 |
| 16 | VCEL | Vericel CORP | +0.4% | -5.24% | 減少 |
| 17 | IQV | Iqvia Holdings INC | +0.3% | +10.54% | 増加 |
| 18 | EW | Edwards Lifesciences CORP | +0.3% | +2.11% | 増加 |
| 19 | NVAX | Novavax INC | -0.4% | -56.25% | 減少 |
| 20 | BCRX | Biocryst Pharmaceuticals INC | -0.5% | -11.09% | 減少 |
| 21 | ✓ | Molecular Templates Inc | -0.6% | -21.86% | 減少 |
| 22 | DRNAUSD | Dicerna Pharmaceuticals INC | -0.6% | +8.33% | 増加 |
| 23 | KRMD | Koru Medical Systems INC | -0.6% | -12.57% | 減少 |
| 24 | UNH | Unitedhealth Group INC | -0.6% | -26.31% | 減少 |
| 25 | ICADUSD | Icad INC | -0.7% | -19.82% | 減少 |
| 26 | XENE | Xenon Pharmaceuticals INC | -0.7% | -21.25% | 減少 |
| 27 | NBIX | Neurocrine Biosciences INC | -0.8% | +9.07% | 増加 |
| 28 | ✓ | Mersana Therapeutics INC | -1% | -43.97% | 減少 |
| 29 | MDGL | Madrigal Pharmaceuticals INC | -1% | -63.58% | 減少 |
| 30 | GNMK | Genmark Diagnostics INC | -1.5% | -39.98% | 減少 |
| 31 | GWPH | Gw Pharmaceuticals LTD | -2.9% | -58.26% | 減少 |
| 32 | XBI | Ss Spdr S&p Biotech ETF | — | EXIT | 全売却 |
| 33 | MASI* | Masimo CORP | — | NEW | 新規購入 |
| 34 | SGENEUR | Seagen INC | — | EXIT | 全売却 |
| 35 | ALXN | Alexion Pharmaceuticals INC | — | NEW | 新規購入 |
| 36 | SDCCQ | Smiledirectclub INC | — | NEW | 新規購入 |
| 37 | ZYMEUSD | Zymeworks INC | — | NEW | 新規購入 |
| 38 | IDXX | Idexx Laboratories INC | — | NEW | 新規購入 |
| 39 | ETNBGBP | 89bio INC | — | NEW | 新規購入 |
| 40 | HAE | Haemonetics Corp/mass | — | EXIT | 全売却 |
| 41 | ARWR | Arrowhead Pharmaceuticals In | — | NEW | 新規購入 |
| 42 | AKRO | Akero Therapeutics INC | — | EXIT | 全売却 |
| 43 | KPTIEUR | Karyopharm Therapeutics INC | — | EXIT | 全売却 |
| 44 | IRMD | Iradimed CORP | — | EXIT | 全売却 |
| 45 | STRO | Sutro Biopharma, Inc. | — | NEW | 新規購入 |
| 46 | BHVN | Biohaven Ltd. | — | EXIT | 全売却 |
| 47 | AXGN | Axogen INC | — | NEW | 新規購入 |
| 48 | PIRSEUR | Pieris Pharmaceuticals INC | — | EXIT | 全売却 |
| 49 | INOV | Inovalon Holdings INC - A | — | NEW | 新規購入 |
| 50 | PROF | Profound Medical CORP | — | NEW | 新規購入 |