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 | ABBV | Abbvie INC | 株式-ヘルスケア | 4.37% | -0.44% | +78.57% | |
| 2 | BMRN | Biomarin Pharmaceutical INC | 株式-ヘルスケア | 3.65% | — | -31.48% | |
| 3 | ✓ | Horizon Therapeutics PLC | 株式-その他 | 3.58% | — | -13.67% | |
| 4 | MDT | Medtronic plc | 株式-ヘルスケア | 3.06% | -1.70% | +44.94% | |
| 5 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.00% | -0.17% | -4.55% | |
| 6 | JAZZ | Jazz Pharmaceuticals plc | 株式-ヘルスケア | 2.96% | — | +29.41% | |
| 7 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.48% | -0.41% | +9.09% | |
| 8 | CI | THE Cigna Group | 株式-ヘルスケア | 2.38% | -0.73% | -6.67% | |
| 9 | CVS | Cvs Health CORP | 株式-ヘルスケア | 2.34% | — | +75.00% | |
| 10 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.30% | — | +115.01% | |
| 11 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 2.22% | +0.95% | +4.55% | |
| 12 | ELV | Elevance Health INC | 株式-ヘルスケア | 2.10% | +0.68% | -11.11% | |
| 13 | HUM | Humana INC | 株式-ヘルスケア | 1.94% | — | -3.33% | |
| 14 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 1.88% | — | — | |
| 15 | AXNX* | Axonics INC | 株式-その他 | 1.87% | — | — | |
| 16 | NKTREUR | Nektar Therapeutics | 株式-その他 | 1.87% | — | +35.00% | |
| 17 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.83% | +1.43% | +32.76% | |
| 18 | MRTXEUR | Mirati Therapeutics INC | 株式-その他 | 1.79% | — | -12.52% | |
| 19 | GH | Guardant Health INC | 株式-ヘルスケア | 1.79% | +0.89% | -29.17% | |
| 20 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.72% | — | +17.24% | |
| 21 | NVCR | NovoCure Limited | 株式-ヘルスケア | 1.69% | — | -70.70% | |
| 22 | XLRN | Acceleron Pharma INC | 株式-その他 | 1.67% | — | +10.34% | |
| 23 | ABMDEUR | Abiomed INC | 株式-その他 | 1.67% | — | -10.00% | |
| 24 | BHVN | Biohaven Ltd. | 株式-その他 | 1.64% | — | -24.19% | |
| 25 | COO | The Cooper Companies, Inc. | 株式-ヘルスケア | 1.63% | — | -8.33% | |
| 26 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.58% | +0.16% | +77.78% | |
| 27 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 1.55% | — | +17.78% | |
| 28 | ALXN | Alexion Pharmaceuticals INC | 株式-その他 | 1.53% | — | -45.45% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.48% | — | — | |
| 30 | CNC | Centene CORP | 株式-ヘルスケア | 1.40% | — | -5.00% | |
| 31 | BAX | Baxter International INC | 株式-ヘルスケア | 1.34% | — | +32.26% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.34% | +1.42% | NEW | |
| 33 | ITCIEUR | Intra-cellular Therapies INC | 株式-その他 | 1.30% | — | +5.26% | |
| 34 | APLSUSD | Apellis Pharmaceuticals INC | 株式-その他 | 1.26% | -0.88% | EXIT | |
| 35 | ESPR | Esperion Therapeutics INC | 株式-その他 | 1.26% | — | +30.16% | |
| 36 | IOVA | Iovance Biotherapeutics INC | 株式-その他 | 1.21% | — | -5.88% | |
| 37 | ALNY | Alnylam Pharmaceuticals INC | 株式-ヘルスケア | 1.18% | -0.29% | +11.70% | |
| 38 | NBIX | Neurocrine Biosciences INC | 株式-ヘルスケア | 1.17% | -0.02% | +100.00% | |
| 39 | MGNX | Macrogenics INC | 株式-その他 | 1.17% | — | -1.68% | |
| 40 | SGMOQ | Sangamo Therapeutics INC | 株式-その他 | 1.05% | — | +21.76% | |
| 41 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.04% | — | -8.50% | |
| 42 | LIVN | LivaNova PLC | 株式-その他 | 1.03% | — | -9.52% | |
| 43 | RPRX | Royalty Pharma plc | 株式-ヘルスケア | 1.02% | — | — | |
| 44 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.01% | — | — | |
| 45 | AERIEUR | Aerie Pharmaceuticals INC | 株式-その他 | 0.94% | — | — | |
| 46 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.93% | — | +4.17% | |
| 47 | SGENUSD | Seagen INC | 株式-その他 | 0.93% | — | — | |
| 48 | XNCR | Xencor INC | 株式-その他 | 0.92% | — | -0.25% | |
| 49 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.92% | — | +28.57% | |
| 50 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.82% | — | -20.73% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ABBV | Abbvie INC | +2.2% | +78.57% | 増加 |
| 2 | MRK | Merck & Co. INC. | +1.1% | +115.01% | 増加 |
| 3 | CVS | Cvs Health CORP | +1.1% | +75.00% | 増加 |
| 4 | MDT | Medtronic plc | +1% | +44.94% | 増加 |
| 5 | JAZZ | Jazz Pharmaceuticals plc | +0.8% | +29.41% | 増加 |
| 6 | APLSUSD | Apellis Pharmaceuticals INC | +0.7% | +20.00% | 増加 |
| 7 | NBIX | Neurocrine Biosciences INC | +0.5% | +100.00% | 増加 |
| 8 | SGMOQ | Sangamo Therapeutics INC | +0.5% | +21.76% | 増加 |
| 9 | REGN | Regeneron Pharmaceuticals | +0.5% | +77.78% | 増加 |
| 10 | NKTREUR | Nektar Therapeutics | +0.4% | +35.00% | 増加 |
| 11 | RDUSEUR | Radius Health INC | +0.4% | +45.20% | 増加 |
| 12 | LLY | Eli Lilly & Co | +0.3% | +9.09% | 増加 |
| 13 | BAX | Baxter International INC | +0.2% | +32.26% | 増加 |
| 14 | XLRN | Acceleron Pharma INC | +0.2% | +10.34% | 増加 |
| 15 | ITCIEUR | Intra-cellular Therapies INC | +0.2% | +5.26% | 増加 |
| 16 | IOVA | Iovance Biotherapeutics INC | +0.2% | -5.88% | 減少 |
| 17 | GILD | Gilead Sciences INC | +0.2% | +32.76% | 増加 |
| 18 | BDX | Becton Dickinson And Co | +0.2% | +28.57% | 増加 |
| 19 | LIVN | LivaNova PLC | +0.2% | -9.52% | 減少 |
| 20 | HCA | Hca Healthcare INC | +0.2% | — | 変化なし |
| 21 | BMY | Bristol-myers Squibb Co | +0.2% | +17.24% | 増加 |
| 22 | CI | THE Cigna Group | +0.1% | -6.67% | 減少 |
| 23 | MRTXEUR | Mirati Therapeutics INC | +0.1% | -12.52% | 減少 |
| 24 | ISRG | Intuitive Surgical INC | -0.3% | -41.67% | 減少 |
| 25 | VRTX | Vertex Pharmaceuticals INC | -0.4% | +4.55% | 増加 |
| 26 | GH | Guardant Health INC | -0.6% | -29.17% | 減少 |
| 27 | ABT | Abbott Laboratories | -0.6% | -26.83% | 減少 |
| 28 | ALXN | Alexion Pharmaceuticals INC | -0.7% | -45.45% | 減少 |
| 29 | ARNAEUR | Arena Pharmaceuticals INC | -1% | -66.79% | 減少 |
| 30 | ✓ | Horizon Therapeutics PLC | -1.2% | -13.67% | 減少 |
| 31 | BMRN | Biomarin Pharmaceutical INC | -1.4% | -31.48% | 減少 |
| 32 | NVCR | NovoCure Limited | -2.4% | -70.70% | 減少 |
| 33 | MYOKEUR | Myokardia INC | — | EXIT | 全売却 |
| 34 | LVGO | Livongo Health INC | — | EXIT | 全売却 |
| 35 | TDOC | Teladoc Health INC | — | NEW | 新規購入 |
| 36 | IMMU | Immunomedics INC | — | EXIT | 全売却 |
| 37 | JNJ | Johnson & Johnson | — | NEW | 新規購入 |
| 38 | SGENEUR | Seagen INC | — | EXIT | 全売却 |
| 39 | RPRX | Royalty Pharma plc | — | NEW | 新規購入 |
| 40 | SGENUSD | Seagen INC | — | NEW | 新規購入 |
| 41 | ✓ | — | EXIT | 全売却 | |
| 42 | PHAT | Phathom Pharmaceuticals INC | — | NEW | 新規購入 |
| 43 | RARE | Ultragenyx Pharmaceutical In | — | EXIT | 全売却 |
| 44 | FPRX | Five Prime Therapeutics INC | — | NEW | 新規購入 |
| 45 | OSH3USD | Oak Street Health INC | — | NEW | 新規購入 |
| 46 | INCY | Incyte CORP | — | EXIT | 全売却 |
| 47 | DCPHEUR | Deciphera Pharmaceuticals In | — | NEW | 新規購入 |
| 48 | ANNX | Annexon INC | — | NEW | 新規購入 |
| 49 | STXS | Stereotaxis INC | — | NEW | 新規購入 |
| 50 | CLLS | Cellectis - Adr | — | EXIT | 全売却 |