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 | BMRN | Biomarin Pharmaceutical INC | 株式-ヘルスケア | 5.04% | — | +291.77% | |
| 2 | ✓ | Horizon Therapeutics PLC | 株式-その他 | 4.80% | — | -7.33% | |
| 3 | NVCR | NovoCure Limited | 株式-ヘルスケア | 4.05% | — | +9.23% | |
| 4 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.05% | -0.17% | +4.76% | |
| 5 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 2.66% | +0.95% | -20.00% | |
| 6 | GH | Guardant Health INC | 株式-ヘルスケア | 2.39% | +0.89% | +29.73% | |
| 7 | MYOKEUR | Myokardia INC | 株式-その他 | 2.30% | — | +18.75% | |
| 8 | CI | THE Cigna Group | 株式-ヘルスケア | 2.26% | -0.73% | +36.36% | |
| 9 | ALXN | Alexion Pharmaceuticals INC | 株式-その他 | 2.24% | — | +15.79% | |
| 10 | HUM | Humana INC | 株式-ヘルスケア | 2.21% | — | +9.09% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.18% | -0.44% | -6.67% | |
| 12 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.17% | -0.41% | +57.14% | |
| 13 | JAZZ | Jazz Pharmaceuticals plc | 株式-ヘルスケア | 2.16% | — | +24.06% | |
| 14 | ELV | Elevance Health INC | 株式-ヘルスケア | 2.15% | +0.68% | +38.46% | |
| 15 | AXNX* | Axonics INC | 株式-その他 | 2.09% | — | -2.13% | |
| 16 | LVGO | Livongo Health INC | 株式-その他 | 2.08% | — | +33.57% | |
| 17 | MDT | Medtronic plc | 株式-ヘルスケア | 2.04% | -1.70% | +68.82% | |
| 18 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.98% | +1.42% | NEW | |
| 19 | COO | The Cooper Companies, Inc. | 株式-ヘルスケア | 1.80% | — | +50.00% | |
| 20 | BHVN | Biohaven Ltd. | 株式-その他 | 1.79% | — | +47.62% | |
| 21 | ABMDEUR | Abiomed INC | 株式-その他 | 1.72% | — | +2.94% | |
| 22 | MRTXEUR | Mirati Therapeutics INC | 株式-その他 | 1.69% | — | +14.31% | |
| 23 | IMMU | Immunomedics INC | 株式-その他 | 1.67% | — | -51.88% | |
| 24 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.63% | +1.43% | +26.09% | |
| 25 | CNC | Centene CORP | 株式-ヘルスケア | 1.56% | — | +28.00% | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.55% | — | -23.68% | |
| 27 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 1.53% | — | +9.76% | |
| 28 | ESPR | Esperion Therapeutics INC | 株式-その他 | 1.50% | — | +7.06% | |
| 29 | NKTREUR | Nektar Therapeutics | 株式-その他 | 1.48% | — | +26.58% | |
| 30 | XLRN | Acceleron Pharma INC | 株式-その他 | 1.45% | — | -6.45% | |
| 31 | MGNX | Macrogenics INC | 株式-その他 | 1.42% | — | -5.82% | |
| 32 | ARNAEUR | Arena Pharmaceuticals INC | 株式-その他 | 1.40% | — | — | |
| 33 | ALNY | Alnylam Pharmaceuticals INC | 株式-ヘルスケア | 1.29% | -0.29% | +61.04% | |
| 34 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.25% | — | +5.73% | |
| 35 | SGENEUR | Seagen INC | 株式-その他 | 1.22% | — | -6.67% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.18% | — | — | |
| 37 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.18% | — | +57.89% | |
| 38 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.12% | +0.16% | +80.00% | |
| 39 | BAX | Baxter International INC | 株式-ヘルスケア | 1.11% | — | +63.16% | |
| 40 | ITCIEUR | Intra-cellular Therapies INC | 株式-その他 | 1.08% | — | — | |
| 41 | IOVA | Iovance Biotherapeutics INC | 株式-その他 | 1.00% | — | — | |
| 42 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.99% | — | +43.86% | |
| 43 | XNCR | Xencor INC | 株式-その他 | 0.90% | — | — | |
| 44 | AERIEUR | Aerie Pharmaceuticals INC | 株式-その他 | 0.89% | — | +44.07% | |
| 45 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.85% | — | — | |
| 46 | LIVN | LivaNova PLC | 株式-その他 | 0.84% | — | -4.55% | |
| 47 | SILKUSD | Silk Road Medical INC | 株式-その他 | 0.84% | — | — | |
| 48 | BIIB | Biogen INC | 株式-ヘルスケア | 0.83% | +0.95% | +94.12% | |
| 49 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.83% | — | — | |
| 50 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.76% | -0.44% | -29.41% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BMRN | Biomarin Pharmaceutical INC | +2.5% | +291.77% | 増加 |
| 2 | NVCR | NovoCure Limited | +1.7% | +9.23% | 増加 |
| 3 | LVGO | Livongo Health INC | +1.1% | +33.57% | 増加 |
| 4 | GH | Guardant Health INC | +0.8% | +29.73% | 増加 |
| 5 | MDT | Medtronic plc | +0.7% | +68.82% | 増加 |
| 6 | MYOKEUR | Myokardia INC | +0.6% | +18.75% | 増加 |
| 7 | COO | The Cooper Companies, Inc. | +0.6% | +50.00% | 増加 |
| 8 | JAZZ | Jazz Pharmaceuticals plc | +0.5% | +24.06% | 増加 |
| 9 | MRTXEUR | Mirati Therapeutics INC | +0.5% | +14.31% | 増加 |
| 10 | TMO | Thermo Fisher Scientific INC | +0.4% | +57.89% | 増加 |
| 11 | BIIB | Biogen INC | +0.3% | +94.12% | 増加 |
| 12 | LLY | Eli Lilly & Co | +0.3% | +57.14% | 増加 |
| 13 | AXNX* | Axonics INC | +0.3% | -2.13% | 減少 |
| 14 | ✓ | Horizon Therapeutics PLC | +0.3% | -7.33% | 減少 |
| 15 | ELV | Elevance Health INC | +0.3% | +38.46% | 増加 |
| 16 | ALNY | Alnylam Pharmaceuticals INC | +0.3% | +61.04% | 増加 |
| 17 | REGN | Regeneron Pharmaceuticals | +0.3% | +80.00% | 増加 |
| 18 | ZBH | Zimmer Biomet Holdings INC | +0.3% | +43.86% | 増加 |
| 19 | BAX | Baxter International INC | +0.2% | +63.16% | 増加 |
| 20 | SILKUSD | Silk Road Medical INC | +0.2% | — | 変化なし |
| 21 | BDX | Becton Dickinson And Co | +0.2% | +66.67% | 増加 |
| 22 | ABT | Abbott Laboratories | +0.2% | +10.81% | 増加 |
| 23 | ✓ | Myovant Sciences LTD | +0.1% | +153.33% | 増加 |
| 24 | BHVN | Biohaven Ltd. | +0.1% | +47.62% | 増加 |
| 25 | HCA | Hca Healthcare INC | 0% | — | 変化なし |
| 26 | CI | THE Cigna Group | 0% | +36.36% | 増加 |
| 27 | IOVA | Iovance Biotherapeutics INC | 0% | — | 変化なし |
| 28 | BSX | Boston Scientific CORP | 0% | +9.76% | 増加 |
| 29 | ARNAEUR | Arena Pharmaceuticals INC | 0% | — | 変化なし |
| 30 | ABMDEUR | Abiomed INC | -0.1% | +2.94% | 増加 |
| 31 | CNC | Centene CORP | -0.1% | +28.00% | 増加 |
| 32 | ALXN | Alexion Pharmaceuticals INC | -0.1% | +15.79% | 増加 |
| 33 | HUM | Humana INC | -0.1% | +9.09% | 増加 |
| 34 | IMMU | Immunomedics INC | -0.1% | -51.88% | 減少 |
| 35 | ABEO1EUR | Abeona Therapeutics INC | -0.2% | — | 変化なし |
| 36 | ✓ | Amarin Corp PLC | -0.3% | -42.86% | 減少 |
| 37 | UNH | Unitedhealth Group INC | -0.3% | +4.76% | 増加 |
| 38 | GTHXEUR | G1 Therapeutics INC | -0.3% | — | 変化なし |
| 39 | NBIX | Neurocrine Biosciences INC | -0.4% | — | 変化なし |
| 40 | DVAX | Dynavax Technologies CORP | -0.5% | — | 変化なし |
| 41 | ADVMCHF | Adverum Biotechnologies INC | -0.6% | +25.00% | 増加 |
| 42 | MGNX | Macrogenics INC | -0.6% | -5.82% | 減少 |
| 43 | ESPR | Esperion Therapeutics INC | -0.9% | +7.06% | 増加 |
| 44 | BMY | Bristol-myers Squibb Co | -0.9% | -23.68% | 減少 |
| 45 | ABBV | Abbvie INC | -1% | -6.67% | 減少 |
| 46 | VRTX | Vertex Pharmaceuticals INC | -1.7% | -20.00% | 減少 |
| 47 | ACCDUSD | Accolade INC | — | NEW | 新規購入 |
| 48 | AIMT | Aimmune Therapeutics INC | — | EXIT | 全売却 |
| 49 | OMCL | Omnicell INC | — | EXIT | 全売却 |
| 50 | MNTA | Momenta Pharmaceuticals INC | — | EXIT | 全売却 |