CIK: 0001599882
申告総資産額
$8.1億
| # | 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 | NKTREUR | Nektar Therapeutics | 株式-その他 | 3.09% | — | +197.72% | |
| 2 | ✓ | Horizon Pharma PLC | 株式-その他 | 2.77% | — | -18.68% | |
| 3 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 2.70% | +0.95% | +3.33% | |
| 4 | INCY | Incyte CORP | 株式-ヘルスケア | 2.63% | — | +141.42% | |
| 5 | ABMDEUR | Abiomed INC | 株式-その他 | 2.53% | — | -21.04% | |
| 6 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.49% | — | +25.71% | |
| 7 | CVS | Cvs Health CORP | 株式-ヘルスケア | 2.46% | — | +47.27% | |
| 8 | MDT | Medtronic plc | 株式-ヘルスケア | 2.45% | -1.70% | +32.46% | |
| 9 | ALXN | Alexion Pharmaceuticals INC | 株式-その他 | 2.44% | — | -13.52% | |
| 10 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.41% | -0.17% | +18.52% | |
| 11 | AXP | American Express Company | 株式-金融 | 2.33% | — | +37.21% | |
| 12 | BMRN | Biomarin Pharmaceutical INC | 株式-ヘルスケア | 2.31% | — | +17.09% | |
| 13 | CI | The Cigna Group | 株式-ヘルスケア | 2.27% | — | +18.12% | |
| 14 | JAZZ | Jazz Pharmaceuticals plc | 株式-ヘルスケア | 2.26% | — | -13.47% | |
| 15 | HUM | Humana INC | 株式-ヘルスケア | 2.22% | — | +7.35% | |
| 16 | ✓ | Loxo Oncology INC | 株式-その他 | 2.18% | — | +63.95% | |
| 17 | ✓ | 株式-その他 | 2.13% | — | +108.41% | ||
| 18 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 2.08% | — | +13.33% | |
| 19 | SG7 | Sage Therapeutics INC | 株式-その他 | 2.08% | — | +36.50% | |
| 20 | EXEL | Exelixis INC | 株式-ヘルスケア | 2.07% | — | -4.56% | |
| 21 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 2.03% | — | +340.00% | |
| 22 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.90% | +1.43% | +10.55% | |
| 23 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.85% | +0.68% | +24.59% | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.75% | -0.41% | -10.26% | |
| 25 | CELG | Celgene CORP | 株式-その他 | 1.71% | — | -28.92% | |
| 26 | ESPR | Esperion Therapeutics INC | 株式-その他 | 1.63% | — | +66.17% | |
| 27 | SGENEUR | Seagen INC | 株式-その他 | 1.56% | — | +76.92% | |
| 28 | FGENEUR | Fibrogen INC | 株式-その他 | 1.53% | — | +41.29% | |
| 29 | SGMOQ | Sangamo Therapeutics INC | 株式-その他 | 1.53% | — | +311.24% | |
| 30 | ONCEEUR | Spark Therapeutics INC | 株式-その他 | 1.50% | — | +162.72% | |
| 31 | GKOS | Glaukos CORP | 株式-ヘルスケア | 1.50% | -1.10% | -28.49% | |
| 32 | NVCR | NovoCure Limited | 株式-ヘルスケア | 1.44% | — | +3.45% | |
| 33 | AGIO | Agios Pharmaceuticals INC | 株式-その他 | 1.38% | — | +68.87% | |
| 34 | PTLAEUR | Portola Pharmaceuticals INC | 株式-その他 | 1.36% | — | +30.36% | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.32% | +1.42% | NEW | |
| 36 | ✓ | 株式-その他 | 1.31% | — | — | ||
| 37 | ARNAEUR | Arena Pharmaceuticals INC | 株式-その他 | 1.27% | — | -0.36% | |
| 38 | ITCIEUR | Intra-cellular Therapies INC | 株式-その他 | 1.26% | — | -12.08% | |
| 39 | ARRYEUR | Array Biopharma INC | 株式-その他 | 1.24% | — | +3.12% | |
| 40 | ALKS | Alkermes plc | 株式-ヘルスケア | 1.22% | — | +219.38% | |
| 41 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 1.16% | — | — | |
| 42 | ALNY | Alnylam Pharmaceuticals INC | 株式-ヘルスケア | 1.15% | -0.29% | +35.73% | |
| 43 | IOVA | Iovance Biotherapeutics INC | 株式-その他 | 1.11% | — | -10.24% | |
| 44 | NBIX | Neurocrine Biosciences INC | 株式-ヘルスケア | 1.11% | -0.02% | +0.34% | |
| 45 | IMMU | Immunomedics INC | 株式-その他 | 1.10% | — | +9.63% | |
| 46 | COR | Cencora INC | 株式-ヘルスケア | 1.08% | +0.03% | +19.18% | |
| 47 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.02% | — | -17.99% | |
| 48 | MYOKEUR | Myokardia INC | 株式-その他 | 1.01% | — | +17.83% | |
| 49 | ✓ | Flexion Therapeutics INC | 株式-その他 | 0.93% | — | +48.63% | |
| 50 | LIVN | LivaNova PLC | 株式-その他 | 0.87% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | WBA | Walgreens Boots Alliance INC | +1.4% | +340.00% | 増加 |
| 2 | ✓ | Loxo Oncology INC | +1.1% | +63.95% | 増加 |
| 3 | INCY | Incyte CORP | +1% | +141.42% | 増加 |
| 4 | ONCEEUR | Spark Therapeutics INC | +1% | +162.72% | 増加 |
| 5 | SGMOQ | Sangamo Therapeutics INC | +0.9% | +311.24% | 増加 |
| 6 | ✓ | +0.9% | +108.41% | 増加 | |
| 7 | SGENEUR | Seagen INC | +0.7% | +76.92% | 増加 |
| 8 | ALKS | Alkermes plc | +0.6% | +219.38% | 増加 |
| 9 | FGENEUR | Fibrogen INC | +0.6% | +41.29% | 増加 |
| 10 | CVS | Cvs Health CORP | +0.5% | +47.27% | 増加 |
| 11 | AXP | American Express Company | +0.5% | +37.21% | 増加 |
| 12 | AGIO | Agios Pharmaceuticals INC | +0.4% | +68.87% | 増加 |
| 13 | NKTREUR | Nektar Therapeutics | +0.4% | +197.72% | 増加 |
| 14 | MDT | Medtronic plc | +0.4% | +32.46% | 増加 |
| 15 | IMMU | Immunomedics INC | +0.4% | +9.63% | 増加 |
| 16 | ✓ | Flexion Therapeutics INC | +0.3% | +48.63% | 増加 |
| 17 | OMCL | Omnicell INC | +0.3% | +88.85% | 増加 |
| 18 | UNH | Unitedhealth Group INC | +0.3% | +18.52% | 増加 |
| 19 | NVCR | NovoCure Limited | +0.3% | +3.45% | 増加 |
| 20 | PTLAEUR | Portola Pharmaceuticals INC | +0.3% | +30.36% | 増加 |
| 21 | BMRN | Biomarin Pharmaceutical INC | +0.3% | +17.09% | 増加 |
| 22 | ADMSEUR | Adamas Pharmaceuticals INC | +0.3% | +56.55% | 増加 |
| 23 | AERIEUR | Aerie Pharmaceuticals INC | +0.2% | +75.00% | 増加 |
| 24 | ELV | Elevance Health INC | +0.2% | +24.59% | 増加 |
| 25 | SG7 | Sage Therapeutics INC | +0.2% | +36.50% | 増加 |
| 26 | BDX | Becton Dickinson And Co | +0.1% | +13.33% | 増加 |
| 27 | MYOKEUR | Myokardia INC | — | +17.83% | 増加 |
| 28 | CI | The Cigna Group | 0% | +18.12% | 増加 |
| 29 | BSX | Boston Scientific CORP | 0% | — | 変化なし |
| 30 | NBIX | Neurocrine Biosciences INC | 0% | +0.34% | 増加 |
| 31 | HUM | Humana INC | 0% | +7.35% | 増加 |
| 32 | ABMDEUR | Abiomed INC | -0.2% | -21.04% | 減少 |
| 33 | BMY | Bristol-myers Squibb Co | -0.2% | +25.71% | 増加 |
| 34 | VRTX | Vertex Pharmaceuticals INC | -0.3% | +3.33% | 増加 |
| 35 | ACAD | Acadia Pharmaceuticals INC | -0.4% | -18.52% | 減少 |
| 36 | EW | Edwards Lifesciences CORP | -0.4% | -17.99% | 減少 |
| 37 | ESPR | Esperion Therapeutics INC | -0.6% | +66.17% | 増加 |
| 38 | ITCIEUR | Intra-cellular Therapies INC | -0.8% | -12.08% | 減少 |
| 39 | REGN | Regeneron Pharmaceuticals | -0.8% | -50.00% | 減少 |
| 40 | IOVA | Iovance Biotherapeutics INC | -0.9% | -10.24% | 減少 |
| 41 | BIIB | Biogen INC | -1% | -69.27% | 減少 |
| 42 | CELG | Celgene CORP | -1.6% | -28.92% | 減少 |
| 43 | ABBV | Abbvie INC | -1.8% | -66.13% | 減少 |
| 44 | ✓ | — | NEW | 新規購入 | |
| 45 | LIVN | LivaNova PLC | — | NEW | 新規購入 |
| 46 | JNJ | Johnson & Johnson | — | NEW | 新規購入 |
| 47 | ✓ | Livanova PLC | — | EXIT | 全売却 |
| 48 | ✓ | Endologix INC | — | EXIT | 全売却 |
| 49 | DPLOEUR | Diplomat Pharmacy INC | — | NEW | 新規購入 |
| 50 | EPZMEUR | Epizyme INC | — | EXIT | 全売却 |