CIK: 0001442756
申告総資産額
$11.0億
| # | 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 | ✓ | 株式-その他 | 13.43% | — | +86.06% | ||
| 2 | ✓ | 株式-その他 | 5.68% | — | +210.63% | ||
| 3 | BMRN | Biomarin Pharmaceutical INC | 株式-ヘルスケア | 3.38% | — | — | |
| 4 | AMGN | Amgen Inc. | 株式-ヘルスケア | 2.91% | — | — | |
| 5 | HUM | Humana INC | 株式-ヘルスケア | 2.83% | — | +54.24% | |
| 6 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 2.61% | — | +22.52% | |
| 7 | WCGEUR | Wellcare Health Plans INC | 株式-その他 | 2.60% | — | +44.29% | |
| 8 | PEN | Penumbra INC | 株式-ヘルスケア | 2.35% | — | +6.15% | |
| 9 | BOLDEUR | Audentes Therapeutics INC | 株式-その他 | 2.32% | — | +59.01% | |
| 10 | QCOM | QUALCOMM Incorporated | 株式-IT | 2.22% | — | -53.06% | |
| 11 | ARNAEUR | Arena Pharmaceuticals INC | 株式-その他 | 2.04% | — | -43.83% | |
| 12 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 1.95% | -0.85% | EXIT | |
| 13 | ICUI | Icu Medical INC | 株式-その他 | 1.85% | — | +3.13% | |
| 14 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.84% | — | +213.58% | |
| 15 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.75% | -0.87% | EXIT | |
| 16 | CRM | Salesforce INC | 株式-IT | 1.73% | — | +191.51% | |
| 17 | MYOKEUR | Myokardia INC | 株式-その他 | 1.69% | — | +11.00% | |
| 18 | SYK | Stryker CORP | 株式-ヘルスケア | 1.67% | -1.12% | -25.99% | |
| 19 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.62% | — | +119.47% | |
| 20 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.60% | — | +26.66% | |
| 21 | SRPT | Sarepta Therapeutics INC | 株式-ヘルスケア | 1.58% | — | — | |
| 22 | MOH | Molina Healthcare INC | 株式-ヘルスケア | 1.47% | — | +8.06% | |
| 23 | ESPR | Esperion Therapeutics INC | 株式-その他 | 1.37% | — | -4.42% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 1.34% | — | -42.37% | |
| 25 | MCHP | Microchip Technology INC | 株式-IT | 1.24% | — | -26.62% | |
| 26 | DXCM | Dexcom INC | 株式-ヘルスケア | 1.17% | -0.64% | — | |
| 27 | PYPL | Paypal Holdings INC | 株式-金融 | 1.14% | — | +2.92% | |
| 28 | VYGR | Voyager Therapeutics INC | 株式-その他 | 1.09% | — | +8.53% | |
| 29 | PFE | Pfizer Inc. | 株式-ヘルスケア | 1.09% | — | — | |
| 30 | INTU | Intuit INC | 株式-IT | 1.08% | — | -13.78% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.06% | — | — | |
| 32 | GDDY | Godaddy INC - Class A | 株式-IT | 1.04% | — | -27.18% | |
| 33 | IRTC | Irhythm Holdings INC | 株式-ヘルスケア | 1.03% | — | +26.00% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 1.02% | — | +35.87% | |
| 35 | NVROEUR | Nevro CORP | 株式-その他 | 1.02% | — | +15.20% | |
| 36 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.01% | — | -45.38% | |
| 37 | PGR | Progressive CORP | 株式-金融 | 0.99% | — | — | |
| 38 | EXK | Exact Sciences CORP | 株式-素材 | 0.94% | — | -26.14% | |
| 39 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.91% | — | — | |
| 40 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.90% | -1.53% | -42.91% | |
| 41 | TWTRUSD | Twitter INC | 株式-その他 | 0.85% | — | — | |
| 42 | TWLO | Twilio INC - A | 株式-IT | 0.82% | — | +151.40% | |
| 43 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.81% | -0.66% | EXIT | |
| 44 | NYT | New York Times Co-a | 株式-通信サービス | 0.81% | — | -24.68% | |
| 45 | NFLX | Netflix INC | 株式-通信サービス | 0.74% | — | +22.24% | |
| 46 | DERMEUR | Dermira INC | 株式-その他 | 0.73% | — | +56.70% | |
| 47 | SE | Sea Ltd-adr | 株式-通信サービス | 0.73% | — | +14.60% | |
| 48 | PBYI | Puma Biotechnology INC | 株式-その他 | 0.69% | — | +9.00% | |
| 49 | XYZ | Block INC | 株式-金融 | 0.67% | — | -15.33% | |
| 50 | ✓ | Wright Medical Group NV | 株式-その他 | 0.67% | — | +30.01% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | +5.4% | +86.06% | 増加 | |
| 2 | ✓ | +3.8% | +210.63% | 増加 | |
| 3 | BABA | Alibaba Group Holding-sp Adr | +1.1% | +213.58% | 増加 |
| 4 | IQV | Iqvia Holdings INC | +1.1% | +130.60% | 増加 |
| 5 | CRM | Salesforce INC | +1% | +191.51% | 増加 |
| 6 | HCA | Hca Healthcare INC | +0.8% | +119.47% | 増加 |
| 7 | HUM | Humana INC | +0.7% | +54.24% | 増加 |
| 8 | WCGEUR | Wellcare Health Plans INC | +0.6% | +44.29% | 増加 |
| 9 | BOLDEUR | Audentes Therapeutics INC | +0.6% | +59.01% | 増加 |
| 10 | TWLO | Twilio INC - A | +0.5% | +151.40% | 増加 |
| 11 | GDDY | Godaddy INC - Class A | -0.8% | -27.18% | 減少 |
| 12 | TMO | Thermo Fisher Scientific INC | -0.8% | -42.91% | 減少 |
| 13 | MMSI | Merit Medical Systems INC | -0.8% | -54.55% | 減少 |
| 14 | SYK | Stryker CORP | -0.9% | -25.99% | 減少 |
| 15 | ELV | Elevance Health INC | -1.2% | -45.38% | 減少 |
| 16 | ARNAEUR | Arena Pharmaceuticals INC | -1.2% | -43.83% | 減少 |
| 17 | PFE | Pfizer INC | -1.3% | -42.37% | 減少 |
| 18 | PBYI | Puma Biotechnology INC | -1.5% | +9.00% | 増加 |
| 19 | ACOR 1.75 06-15-21 | Acorda Therapeutics INC | -1.6% | -81.73% | 減少 |
| 20 | QCOM | QUALCOMM Incorporated | -1.9% | -53.06% | 減少 |
| 21 | UNH | Unitedhealth Group INC | -2.2% | -86.42% | 減少 |
| 22 | BMRN | Biomarin Pharmaceutical INC | — | NEW | 新規購入 |
| 23 | AMGN | Amgen Inc. | — | NEW | 新規購入 |
| 24 | HUM | Humana Inc. | — | EXIT | 全売却 |
| 25 | GILD | Gilead Sciences INC | — | NEW | 新規購入 |
| 26 | ✓ | Wellcare Health Plans INC | — | EXIT | 全売却 |
| 27 | SRPT | Sarepta Therapeutics INC | — | NEW | 新規購入 |
| 28 | ✓ | Spdr Ser Tr | — | EXIT | 全売却 |
| 29 | 2655787D | Blueprint Medicines CORP | — | EXIT | 全売却 |
| 30 | DXCM | Dexcom INC | — | NEW | 新規購入 |
| 31 | PFE | Pfizer Inc. | — | NEW | 新規購入 |
| 32 | DIS | Walt Disney Co/the | — | NEW | 新規購入 |
| 33 | PGR | Progressive CORP | — | NEW | 新規購入 |
| 34 | TLT | iShares 20+ Year Treasury Bond ETF | — | NEW | 新規購入 |
| 35 | TWTRUSD | Twitter INC | — | NEW | 新規購入 |
| 36 | PTCT | Ptc Therapeutics INC | — | EXIT | 全売却 |
| 37 | AMZN | Amazon.com INC | — | EXIT | 全売却 |
| 38 | WVE | Wave Life Sciences Ltd. | — | EXIT | 全売却 |
| 39 | ELGX 3.25 11-01-20 | Endologix INC | — | EXIT | 全売却 |
| 40 | CTLTEUR | Catalent INC | — | NEW | 新規購入 |
| 41 | ✓ | Spdr Series Trust | — | NEW | 新規購入 |
| 42 | LYV | Live Nation Entertainment In | — | EXIT | 全売却 |
| 43 | AMGN | Amgen Inc. | — | NEW | 新規購入 |
| 44 | NXPI | NXP Semiconductors N.V. | — | EXIT | 全売却 |
| 45 | ALDR1EUR | Alder Biopharmaceuticals INC | — | EXIT | 全売却 |
| 46 | APTV | Aptiv PLC | — | EXIT | 全売却 |
| 47 | THC | Tenet Healthcare CORP | — | NEW | 新規購入 |
| 48 | ✓ | Edwards Lifesciences CORP | — | EXIT | 全売却 |
| 49 | SG7 | Sage Therapeutics INC | — | EXIT | 全売却 |
| 50 | GOOGL | Alphabet Inc-cl A | — | EXIT | 全売却 |