CIK: 0001579853
申告総資産額
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| # | 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 | SNY | Sanofi-adr | 株式-ヘルスケア | 17.64% | -8.87% | EXIT | |
| 2 | HALO | Halozyme Therapeutics INC | 株式-ヘルスケア | 11.46% | — | +184.78% | |
| 3 | AXP | American Express Company | 株式-金融 | 8.74% | — | +17.07% | |
| 4 | ELV | Elevance Health INC | 株式-ヘルスケア | 7.14% | — | -20.90% | |
| 5 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 5.52% | -4.56% | EXIT | |
| 6 | ✓ | Bioverativ Inc | 株式-その他 | 4.74% | — | — | |
| 7 | ABT | Abbott Laboratories | 株式-ヘルスケア | 4.35% | — | +97.05% | |
| 8 | MDXG | Mimedx Group INC | 株式-その他 | 4.09% | -1.57% | EXIT | |
| 9 | TGTX | Tg Therapeutics INC | 株式-ヘルスケア | 3.36% | -1.20% | EXIT | |
| 10 | GMED | Globus Medical INC - A | 株式-ヘルスケア | 3.36% | — | — | |
| 11 | FWRD | Forward Air Corporation | 株式-その他 | 2.57% | — | — | |
| 12 | MYGN | Myriad Genetics INC | 株式-その他 | 2.52% | — | +4.79% | |
| 13 | LTH | Life Time Group Holdings, Inc. | 株式-その他 | 2.38% | — | — | |
| 14 | SEM | Select Medical Holdings CORP | 株式-その他 | 2.24% | — | — | |
| 15 | ✓ | Neuroderm LTD | 株式-その他 | 2.18% | — | +73.29% | |
| 16 | THC | Tenet Healthcare CORP | 株式-ヘルスケア | 2.17% | — | — | |
| 17 | ✓ | Mylan N V | 株式-その他 | 2.14% | -8.70% | EXIT | |
| 18 | RTRXEUR | Retrophin INC | 株式-その他 | 2.01% | — | -12.72% | |
| 19 | OFIX | Orthofix Medical Inc. | 株式-その他 | 1.83% | — | +69.61% | |
| 20 | CNCEEUR | Concert Pharmaceuticals INC | 株式-その他 | 1.80% | -1.45% | EXIT | |
| 21 | DPLOEUR | Diplomat Pharmacy INC | 株式-その他 | 1.80% | — | — | |
| 22 | ✓ | Corium Intl INC | 株式-その他 | 1.60% | — | -4.34% | |
| 23 | ALDR1EUR | Alder Biopharmaceuticals INC | 株式-その他 | 1.13% | -3.90% | EXIT | |
| 24 | MNTA | Momenta Pharmaceuticals INC | 株式-その他 | 1.06% | — | -41.10% | |
| 25 | ✓ | Arena Pharmeceuticals INC | 株式-その他 | 0.72% | — | +4.02% | |
| 26 | ✓ | Foamix Pharmaceuticals LTD | 株式-その他 | 0.72% | -0.98% | EXIT | |
| 27 | ✓ | Inotek Pharmaceuticals CORP | 株式-その他 | 0.43% | — | +106.59% | |
| 28 | ✓ | Aviragen Therapeutics INC | 株式-その他 | 0.29% | — | -2.80% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | HALO | Halozyme Therapeutics INC | +8.3% | +184.78% | 増加 |
| 2 | SNY | Sanofi-adr | +4.4% | +24.69% | 増加 |
| 3 | ABT | Abbott Laboratories | +2.4% | +97.05% | 増加 |
| 4 | MDXG | Mimedx Group INC | +1.2% | +35.91% | 増加 |
| 5 | ✓ | Neuroderm LTD | +1.1% | +73.29% | 増加 |
| 6 | OFIX | Orthofix Medical Inc. | +0.8% | +69.61% | 増加 |
| 7 | CNCEEUR | Concert Pharmaceuticals INC | +0.7% | +4.06% | 増加 |
| 8 | AXP | American Express Company | +0.6% | +17.07% | 増加 |
| 9 | ALDR1EUR | Alder Biopharmaceuticals INC | +0.4% | +72.65% | 増加 |
| 10 | MYGN | Myriad Genetics INC | +0.3% | +4.79% | 増加 |
| 11 | ✓ | Arena Pharmeceuticals INC | 0% | +4.02% | 増加 |
| 12 | ✓ | Corium Intl INC | -0.1% | -4.34% | 減少 |
| 13 | ✓ | Inotek Pharmaceuticals CORP | -0.2% | +106.59% | 増加 |
| 14 | ✓ | Aviragen Therapeutics INC | -0.3% | -2.80% | 減少 |
| 15 | RTRXEUR | Retrophin INC | -0.5% | -12.72% | 減少 |
| 16 | ✓ | Foamix Pharmaceuticals LTD | -0.9% | +4.32% | 増加 |
| 17 | MNTA | Momenta Pharmaceuticals INC | -1.1% | -41.10% | 減少 |
| 18 | ELV | Elevance Health INC | -1.1% | -20.90% | 減少 |
| 19 | LLY | Eli Lilly & Co | — | EXIT | 全売却 |
| 20 | ✓ | Shire PLC | — | EXIT | 全売却 |
| 21 | ✓ | — | EXIT | 全売却 | |
| 22 | GILD | Gilead Sciences INC | — | NEW | 新規購入 |
| 23 | T8S | Tesaro INC | — | EXIT | 全売却 |
| 24 | ✓ | Bioverativ Inc | — | NEW | 新規購入 |
| 25 | ✓ | Mallinckrodt PLC | — | EXIT | 全売却 |
| 26 | TGTX | Tg Therapeutics INC | — | NEW | 新規購入 |
| 27 | GMED | Globus Medical INC - A | — | NEW | 新規購入 |
| 28 | FWRD | Forward Air Corporation | — | NEW | 新規購入 |
| 29 | LTH | Life Time Group Holdings, Inc. | — | NEW | 新規購入 |
| 30 | SEM | Select Medical Holdings CORP | — | NEW | 新規購入 |
| 31 | ✓ | Healthways INC Com | — | EXIT | 全売却 |
| 32 | THC | Tenet Healthcare CORP | — | NEW | 新規購入 |
| 33 | ✓ | Mylan N V | — | NEW | 新規購入 |
| 34 | CNC | Centene CORP | — | EXIT | 全売却 |
| 35 | AERIEUR | Aerie Pharmaceuticals INC | — | EXIT | 全売却 |
| 36 | DPLOEUR | Diplomat Pharmacy INC | — | NEW | 新規購入 |
| 37 | ESPR | Esperion Therapeutics INC | — | EXIT | 全売却 |
| 38 | ZGNXEUR | Zogenix INC | — | EXIT | 全売却 |
| 39 | PRTKEUR | Paratek Pharmaceuticals INC | — | EXIT | 全売却 |
| 40 | AAAPGBP | Advanced Accelerator App-adr | — | EXIT | 全売却 |