Tamarack Capital Management, LLC — Q1 2015 13F 持股

Name: Tamarack Capital Management, LLC — 13F Holdings, Q1 2015
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001537996

申報總市值

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	21.76%	-15.97%	EXIT
2	✓	Endologix INC	股票-其他	9.00%	-5.91%	EXIT
3	IWM	Ishares Russell 2000 ETF	ETF-中小型股	6.55%	-7.80%	EXIT
4	✓	Spectranetics CORP	股票-其他	4.94%	-1.10%	EXIT
5	✓	Greatbatch INC Com	股票-其他	4.37%	-4.70%	EXIT
6	BDX	Becton Dickinson And Co	股票-醫療保健	4.33%	-4.34%	EXIT
7	DGX	Quest Diagnostics INC	股票-醫療保健	4.05%	-5.12%	EXIT
8	MDT	Medtronic plc	股票-醫療保健	3.85%	-5.58%	EXIT
9	TEVA	Teva Pharmaceutical-sp Adr	股票-醫療保健	3.28%	-1.34%	EXIT
10	✓	Nxstage Medical INC	股票-其他	2.96%	-3.75%	EXIT
11	MDRX	Veradigm INC	股票-其他	2.36%	-3.17%	EXIT
12	INGN	Inogen INC	股票-其他	2.32%	—	-18.40%
13	PRGO	Perrigo Company plc	股票-醫療保健	2.22%	-2.43%	EXIT
14	ATRC	Atricure INC	股票-其他	2.16%	-2.15%	EXIT
15	MDXG	Mimedx Group INC	股票-其他	2.06%	—	+22.42%
16	PDCOEUR	Patterson Cos INC	股票-其他	2.04%	-6.31%	EXIT
17	✓		股票-其他	1.96%	—	+25.00%
18	ALKS	Alkermes plc	股票-醫療保健	1.93%	-2.55%	EXIT
19	BIO	Bio-rad Laboratories-a	股票-醫療保健	1.92%	-1.76%	EXIT
20	DXCM	Dexcom INC	股票-醫療保健	1.85%	—	-33.82%
21	PFE	Pfizer INC	股票-醫療保健	1.79%	—	-13.07%
22	✓	Keryx Biopharmaceuticals	股票-其他	1.59%	—	—
23	TECH	Bio-techne CORP	股票-醫療保健	1.52%	—	+187.50%
24	✓	Luminex CORP	股票-其他	1.33%	-1.91%	EXIT
25	RTIXEUR	Rti Surgical Hds INC	股票-其他	1.30%	-1.32%	EXIT
26	✓	Orexigen Therapeutics INC	股票-其他	1.03%	—	—
27	TMO	Thermo Fisher Scientific INC	股票-醫療保健	0.88%	—	—
28	OXLC	Oxford Lane Capital Corp.	股票-其他	0.84%	-0.60%	EXIT
29	✓	Imprivata INC	股票-其他	0.79%	-3.01%	EXIT
30	✓	Corium Intl INC	股票-其他	0.67%	-1.47%	EXIT
31	RMD	Resmed INC	股票-醫療保健	0.57%	—	—
32	✓	Streamline Health Solutions	股票-其他	0.53%	-0.31%	EXIT
33	ICUI	Icu Medical INC	股票-其他	0.43%	—	+152.25%
34	✓		股票-其他	0.35%	—	—
35	HNGRUSD	Hanger INC	股票-其他	0.30%	—	-78.00%
36	UBER	Uber Technologies, Inc.	股票-工業	0.09%	—	—
37	✓	Discovery Laboratories INC N	股票-其他	0.04%	—	-84.30%

本季持股變動

Tamarack Capital Management, LLC 於截至 Q1 2015 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	SPY	Ss Spdr S&p 500 ETF Trust-us	+3.1%	+33.33%	加碼
2	IWM	Ishares Russell 2000 ETF	+2%	+60.00%	加碼
3	TECH	Bio-techne CORP	+1%	+187.50%	加碼
4	BDX	Becton Dickinson And Co	+0.9%	+38.79%	加碼
5	✓	Greatbatch INC Com	+0.5%	+10.58%	加碼
6	PRGO	Perrigo Company plc	+0.5%	+45.71%	加碼
7	✓		+0.4%	+25.00%	加碼
8	ICUI	Icu Medical INC	+0.3%	+152.25%	加碼
9	ATRC	Atricure INC	+0.1%	+16.79%	加碼
10	✓	Imprivata INC	0%	+13.58%	加碼
11	BIO	Bio-rad Laboratories-a	—	+2.86%	加碼
12	✓	Corium Intl INC	0%	+3.84%	加碼
13	✓	Nxstage Medical INC	0%	+18.18%	加碼
14	MDRX	Veradigm INC	-0.1%	+20.00%	加碼
15	TEVA	Teva Pharmaceutical-sp Adr	-0.1%	+3.90%	加碼
16	MDXG	Mimedx Group INC	-0.1%	+22.42%	加碼
17	✓	Luminex CORP	-0.1%	+26.62%	加碼
18	PDCOEUR	Patterson Cos INC	-0.2%	+5.98%	加碼
19	✓	Endologix INC	-0.2%	+1.01%	加碼
20	✓	Discovery Laboratories INC N	-0.2%	-84.30%	減碼
21	✓	Streamline Health Solutions	-0.2%	—	不變
22	RTIXEUR	Rti Surgical Hds INC	-0.3%	-0.85%	減碼
23	PFE	Pfizer INC	-0.3%	-13.07%	減碼
24	✓	Spectranetics CORP	-0.4%	+5.13%	加碼
25	ALKS	Alkermes plc	-0.7%	-20.00%	減碼
26	INGN	Inogen INC	-0.9%	-18.40%	減碼
27	DXCM	Dexcom INC	-1%	-33.82%	減碼
28	HNGRUSD	Hanger INC	-1.2%	-78.00%	減碼
29	DGX	Quest Diagnostics INC	-1.9%	-31.03%	減碼
30	MDT	Medtronic plc	—	NEW	新建倉
31	MDT	Medtronic plc	—	EXIT	清倉
32	PM	Philip Morris International	—	EXIT	清倉
33	✓	Keryx Biopharmaceuticals	—	NEW	新建倉
34	MYGN	Myriad Genetics INC	—	EXIT	清倉
35	BABYEUR	Natus Medical INC	—	EXIT	清倉
36	✓	Orexigen Therapeutics INC	—	NEW	新建倉
37	TMO	Thermo Fisher Scientific INC	—	NEW	新建倉
38	OXLC	Oxford Lane Capital Corp.	—	NEW	新建倉
39	✓		—	EXIT	清倉
40	RMD	Resmed INC	—	NEW	新建倉
41	BSX	Boston Scientific CORP	—	EXIT	清倉
42	✓		—	NEW	新建倉
43	TRIBGBP	Trinity Biotech Plc-spon Adr	—	EXIT	清倉
44	LAB	Standard Biotools INC	—	EXIT	清倉
45	UBER	Uber Technologies, Inc.	—	NEW	新建倉
46	XENTEUR	Intersect Ent INC	—	EXIT	清倉