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 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 6.81% | +3.19% | NEW | |
| 2 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 6.72% | +1.26% | +67.57% | |
| 3 | ✓ | Shire PLC | 股票-其他 | 6.36% | — | — | |
| 4 | BIIB | Biogen INC | 股票-醫療保健 | 6.01% | -6.23% | EXIT | |
| 5 | ✓ | 股票-其他 | 5.26% | — | — | ||
| 6 | ✓ | 股票-其他 | 5.07% | — | — | ||
| 7 | CERNCHF | Cerner CORP | 股票-其他 | 4.39% | — | +20.19% | |
| 8 | NVROEUR | Nevro CORP | 股票-其他 | 4.32% | +0.72% | — | |
| 9 | IPXLEUR | Impax Laboratories INC | 股票-其他 | 4.25% | — | — | |
| 10 | HO1 | Hologic INC | 股票-其他 | 4.25% | — | — | |
| 11 | DGX | Quest Diagnostics INC | 股票-醫療保健 | 4.20% | — | — | |
| 12 | COO | The Cooper Companies, Inc. | 股票-醫療保健 | 4.07% | — | -25.00% | |
| 13 | A | Agilent Technologies INC | 股票-醫療保健 | 4.02% | — | — | |
| 14 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 3.81% | -5.35% | EXIT | |
| 15 | NBIX | Neurocrine Biosciences INC | 股票-醫療保健 | 3.81% | +4.55% | NEW | |
| 16 | ✓ | Wright Medical Group NV | 股票-其他 | 3.67% | +1.32% | — | |
| 17 | ✓ | Cepheid | 股票-其他 | 3.57% | — | -6.12% | |
| 18 | VRTX | Vertex Pharmaceuticals INC | 股票-醫療保健 | 3.39% | -0.25% | -42.07% | |
| 19 | QGEN | Qiagen N.V. | 股票-醫療保健 | 3.36% | -5.55% | EXIT | |
| 20 | ✓ | Depomed INC | 股票-其他 | 3.27% | — | — | |
| 21 | PRGO | Perrigo Company plc | 股票-醫療保健 | 3.20% | — | -42.96% | |
| 22 | ✓ | St Jude Med INC | 股票-其他 | 3.18% | — | — | |
| 23 | MASI* | Masimo CORP | 股票-其他 | 3.01% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ISRG | Intuitive Surgical INC | +1.4% | +23.33% | 加碼 |
| 2 | BIIB | Biogen INC | +1.1% | +36.85% | 加碼 |
| 3 | CERNCHF | Cerner CORP | +0.2% | +20.19% | 加碼 |
| 4 | QGEN | Qiagen N.V. | -1% | -15.29% | 減碼 |
| 5 | EW | Edwards Lifesciences CORP | -1.7% | +67.57% | 加碼 |
| 6 | ✓ | Cepheid | -1.9% | -6.12% | 減碼 |
| 7 | VRTX | Vertex Pharmaceuticals INC | -2.3% | -42.07% | 減碼 |
| 8 | COO | The Cooper Companies, Inc. | -3% | -25.00% | 減碼 |
| 9 | PRGO | Perrigo Company plc | -3.9% | -42.96% | 減碼 |
| 10 | ✓ | Shire PLC | — | NEW | 新建倉 |
| 11 | INCY | Incyte CORP | — | EXIT | 清倉 |
| 12 | ✓ | — | NEW | 新建倉 | |
| 13 | ✓ | — | NEW | 新建倉 | |
| 14 | BMRN | Biomarin Pharmaceutical INC | — | EXIT | 清倉 |
| 15 | ALXN | Alexion Pharmaceuticals INC | — | EXIT | 清倉 |
| 16 | NUVAGBP | Nuvasive INC | — | EXIT | 清倉 |
| 17 | WCGEUR | Wellcare Health Plans INC | — | EXIT | 清倉 |
| 18 | BKD | Brookdale Senior Living INC | — | EXIT | 清倉 |
| 19 | NVROEUR | Nevro CORP | — | NEW | 新建倉 |
| 20 | CNC | Centene CORP | — | EXIT | 清倉 |
| 21 | IPXLEUR | Impax Laboratories INC | — | NEW | 新建倉 |
| 22 | HO1 | Hologic INC | — | NEW | 新建倉 |
| 23 | DGX | Quest Diagnostics INC | — | NEW | 新建倉 |
| 24 | NKTREUR | Nektar Therapeutics | — | EXIT | 清倉 |
| 25 | A | Agilent Technologies INC | — | NEW | 新建倉 |
| 26 | ✓ | Wright Med Group INC | — | EXIT | 清倉 |
| 27 | NBIX | Neurocrine Biosciences INC | — | NEW | 新建倉 |
| 28 | BMY | Bristol-myers Squibb Co | — | NEW | 新建倉 |
| 29 | ✓ | Wright Medical Group NV | — | NEW | 新建倉 |
| 30 | ✓ | Depomed INC | — | NEW | 新建倉 |
| 31 | ✓ | St Jude Med INC | — | NEW | 新建倉 |
| 32 | MASI* | Masimo CORP | — | NEW | 新建倉 |