CIK: 0001672526
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 | ELV | Elevance Health INC | 株式-ヘルスケア | 19.50% | — | -0.89% | |
| 2 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 11.37% | — | — | |
| 3 | WCGEUR | Wellcare Health Plans INC | 株式-その他 | 11.21% | — | — | |
| 4 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 11.16% | -20.22% | EXIT | |
| 5 | MOH | Molina Healthcare INC | 株式-ヘルスケア | 10.64% | -21.58% | EXIT | |
| 6 | UHS | Universal Health Services-b | 株式-ヘルスケア | 9.61% | — | +358.53% | |
| 7 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 6.66% | — | +333.18% | |
| 8 | CVS | Cvs Health CORP | 株式-ヘルスケア | 4.65% | — | -45.81% | |
| 9 | COR | Cencora INC | 株式-ヘルスケア | 3.61% | — | -33.16% | |
| 10 | HRTX | Heron Therapeutics INC | 株式-その他 | 3.32% | — | — | |
| 11 | MEDP | Medpace Holdings INC | 株式-ヘルスケア | 2.79% | — | +46.40% | |
| 12 | ZGNXEUR | Zogenix INC | 株式-その他 | 1.65% | — | -9.51% | |
| 13 | PDCOEUR | Patterson Cos INC | 株式-その他 | 1.47% | -5.92% | EXIT | |
| 14 | AM6 | Amicus Therapeutics INC | 株式-その他 | 1.42% | — | -11.71% | |
| 15 | RTRXEUR | Retrophin INC | 株式-その他 | 0.95% | — | -65.64% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | UHS | Universal Health Services-b | +7.5% | +358.53% | 増加 |
| 2 | ✓ | Laboratory CORP Amer Hldgs | +4.7% | +333.18% | 増加 |
| 3 | MOH | Molina Healthcare INC | +1.9% | +45.55% | 増加 |
| 4 | MEDP | Medpace Holdings INC | +0.8% | +46.40% | 増加 |
| 5 | ELV | Elevance Health INC | +0.2% | -0.89% | 減少 |
| 6 | HRTX | Heron Therapeutics INC | -0.5% | — | 変化なし |
| 7 | AM6 | Amicus Therapeutics INC | -0.5% | -11.71% | 減少 |
| 8 | PDCOEUR | Patterson Cos INC | -0.6% | -17.26% | 減少 |
| 9 | ZGNXEUR | Zogenix INC | -0.7% | -9.51% | 減少 |
| 10 | ZBH | Zimmer Biomet Holdings INC | -1.1% | +8.56% | 増加 |
| 11 | RTRXEUR | Retrophin INC | -2.3% | -65.64% | 減少 |
| 12 | COR | Cencora INC | -2.7% | -33.16% | 減少 |
| 13 | CVS | Cvs Health CORP | -5% | -45.81% | 減少 |
| 14 | HCA | Hca Healthcare INC | — | NEW | 新規購入 |
| 15 | WCGEUR | Wellcare Health Plans INC | — | NEW | 新規購入 |
| 16 | CNC | Centene CORP | — | EXIT | 全売却 |
| 17 | CELG | Celgene CORP | — | EXIT | 全売却 |
| 18 | HUM | Humana INC | — | EXIT | 全売却 |
| 19 | ALXN | Alexion Pharmaceuticals INC | — | EXIT | 全売却 |
| 20 | BSX | Boston Scientific CORP | — | EXIT | 全売却 |