CIK: 0001586444
申報總市值
US$1.5億
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 8.41% | +1.26% | +84.15% | |
| 2 | PRGO | Perrigo Company plc | 股票-醫療保健 | 7.10% | — | +35.29% | |
| 3 | COO | The Cooper Companies, Inc. | 股票-醫療保健 | 7.02% | — | +18.54% | |
| 4 | INCY | Incyte CORP | 股票-醫療保健 | 6.27% | +1.60% | — | |
| 5 | BMRN | Biomarin Pharmaceutical INC | 股票-醫療保健 | 5.76% | +1.31% | +47.01% | |
| 6 | VRTX | Vertex Pharmaceuticals INC | 股票-醫療保健 | 5.65% | -0.25% | +20.12% | |
| 7 | ALXN | Alexion Pharmaceuticals INC | 股票-其他 | 5.52% | — | +29.16% | |
| 8 | ✓ | Cepheid | 股票-其他 | 5.48% | — | +50.64% | |
| 9 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 5.41% | +3.19% | NEW | |
| 10 | NUVAGBP | Nuvasive INC | 股票-其他 | 5.40% | -4.53% | EXIT | |
| 11 | WCGEUR | Wellcare Health Plans INC | 股票-其他 | 5.08% | — | — | |
| 12 | BKD | Brookdale Senior Living INC | 股票-其他 | 5.05% | +4.51% | NEW | |
| 13 | CNC | Centene CORP | 股票-醫療保健 | 5.04% | — | +12.18% | |
| 14 | BIIB | Biogen INC | 股票-醫療保健 | 4.87% | -6.23% | EXIT | |
| 15 | NKTREUR | Nektar Therapeutics | 股票-其他 | 4.73% | — | +18.92% | |
| 16 | ✓ | Wright Med Group INC | 股票-其他 | 4.66% | — | +61.43% | |
| 17 | QGEN | Qiagen N.V. | 股票-醫療保健 | 4.31% | -5.55% | EXIT | |
| 18 | CERNCHF | Cerner CORP | 股票-其他 | 4.24% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EW | Edwards Lifesciences CORP | +5.3% | +84.15% | 加碼 |
| 2 | NUVAGBP | Nuvasive INC | +3.5% | +90.00% | 加碼 |
| 3 | PRGO | Perrigo Company plc | +2.9% | +35.29% | 加碼 |
| 4 | BMRN | Biomarin Pharmaceutical INC | +2.3% | +47.01% | 加碼 |
| 5 | ✓ | Wright Med Group INC | +2.2% | +61.43% | 加碼 |
| 6 | COO | The Cooper Companies, Inc. | +2.2% | +18.54% | 加碼 |
| 7 | ALXN | Alexion Pharmaceuticals INC | +2.1% | +29.16% | 加碼 |
| 8 | ✓ | Cepheid | +2.1% | +50.64% | 加碼 |
| 9 | QGEN | Qiagen N.V. | +1.9% | +16.63% | 加碼 |
| 10 | VRTX | Vertex Pharmaceuticals INC | +1.8% | +20.12% | 加碼 |
| 11 | NKTREUR | Nektar Therapeutics | +1.6% | +18.92% | 加碼 |
| 12 | CNC | Centene CORP | +0.5% | +12.18% | 加碼 |
| 13 | CI | The Cigna Group | — | EXIT | 清倉 |
| 14 | ✓ | — | EXIT | 清倉 | |
| 15 | HUM | Humana INC | — | EXIT | 清倉 |
| 16 | LOW | Lowe's Companies, Inc. | — | EXIT | 清倉 |
| 17 | ✓ | Mylan N V | — | EXIT | 清倉 |
| 18 | INCY | Incyte CORP | — | NEW | 新建倉 |
| 19 | ✓ | Shire PLC | — | EXIT | 清倉 |
| 20 | ✓ | Receptos, INC. | — | EXIT | 清倉 |
| 21 | IPXLEUR | Impax Laboratories INC | — | EXIT | 清倉 |
| 22 | ISRG | Intuitive Surgical INC | — | NEW | 新建倉 |
| 23 | WCGEUR | Wellcare Health Plans INC | — | NEW | 新建倉 |
| 24 | BKD | Brookdale Senior Living INC | — | NEW | 新建倉 |
| 25 | ACAD | Acadia Pharmaceuticals INC | — | EXIT | 清倉 |
| 26 | BIIB | Biogen INC | — | NEW | 新建倉 |
| 27 | ALKS | Alkermes plc | — | EXIT | 清倉 |
| 28 | ✓ | Alere INC | — | EXIT | 清倉 |
| 29 | CERNCHF | Cerner CORP | — | NEW | 新建倉 |
| 30 | TEVA | Teva Pharmaceutical-sp Adr | — | EXIT | 清倉 |
| 31 | ✓ | Sirona Dental Systems INC | — | EXIT | 清倉 |
| 32 | ✓ | Thoratec CORP | — | EXIT | 清倉 |
| 33 | SNN | Smith & Nephew PLC -spon Adr | — | EXIT | 清倉 |
| 34 | XRAY | DENTSPLY SIRONA Inc. | — | EXIT | 清倉 |