CIK: 0001779763
申報總市值
US$8.7億
| # | 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 | EXK | Exact Sciences CORP | 股票-原物料 | 8.59% | -3.89% | EXIT | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 7.62% | — | — | |
| 3 | ZBH | Zimmer Biomet Holdings INC | 股票-醫療保健 | 7.39% | — | +68.18% | |
| 4 | ✓ | Horizon Therapeutics PLC | 股票-其他 | 6.16% | — | +85.71% | |
| 5 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 6.02% | +2.65% | NEW | |
| 6 | HCA | Hca Healthcare INC | 股票-醫療保健 | 5.97% | — | — | |
| 7 | EHC | Encompass Health CORP | 股票-醫療保健 | 5.36% | — | -28.33% | |
| 8 | CRL | Charles River Laboratories | 股票-醫療保健 | 4.53% | +2.70% | +7.69% | |
| 9 | HAE | Haemonetics Corp/mass | 股票-其他 | 4.24% | — | — | |
| 10 | MOH | Molina Healthcare INC | 股票-醫療保健 | 4.14% | — | +50.00% | |
| 11 | NVST | Envista Holdings CORP | 股票-醫療保健 | 3.94% | +2.95% | NEW | |
| 12 | NVROEUR | Nevro CORP | 股票-其他 | 3.79% | — | +5.48% | |
| 13 | DXCM | Dexcom INC | 股票-醫療保健 | 3.59% | -8.13% | EXIT | |
| 14 | SGRY | Surgery Partners INC | 股票-其他 | 3.46% | — | +22.58% | |
| 15 | IQV | Iqvia Holdings INC | 股票-醫療保健 | 3.32% | — | +2.16% | |
| 16 | GH | Guardant Health INC | 股票-醫療保健 | 2.77% | -3.55% | EXIT | |
| 17 | PACB | Pacific Biosciences Of Calif | 股票-其他 | 2.69% | — | -60.00% | |
| 18 | HRTX | Heron Therapeutics INC | 股票-其他 | 2.37% | — | — | |
| 19 | VCEL | Vericel CORP | 股票-其他 | 2.32% | — | — | |
| 20 | CTLTEUR | Catalent INC | 股票-其他 | 2.16% | — | -42.86% | |
| 21 | CNMD | Conmed CORP | 股票-其他 | 2.15% | — | — | |
| 22 | DVA | Davita INC | 股票-醫療保健 | 2.13% | — | -36.36% | |
| 23 | NTRA | Natera INC | 股票-醫療保健 | 1.93% | — | — | |
| 24 | ACH | Accendra Health INC | 股票-其他 | 1.59% | — | — | |
| 25 | OMGBP | Outset Medical INC | 股票-其他 | 1.11% | — | — | |
| 26 | RPRX | Royalty Pharma plc | 股票-醫療保健 | 0.65% | — | — |