Tamarack Capital Management, LLC — Q2 2015 13F 持股

Name: Tamarack Capital Management, LLC — 13F Holdings, Q2 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	23.67%	-15.97%	EXIT
2	IWM	Ishares Russell 2000 ETF	ETF-中小型股	7.18%	-7.80%	EXIT
3	✓	Endologix INC	股票-其他	7.14%	-5.91%	EXIT
4	BDX	Becton Dickinson And Co	股票-醫療保健	6.51%	-4.34%	EXIT
5	DGX	Quest Diagnostics INC	股票-醫療保健	5.84%	-5.12%	EXIT
6	PDCOEUR	Patterson Cos INC	股票-其他	4.78%	-6.31%	EXIT
7	✓	Greatbatch INC Com	股票-其他	4.49%	-4.70%	EXIT
8	MDT	Medtronic plc	股票-醫療保健	4.26%	-5.58%	EXIT
9	ALKS	Alkermes plc	股票-醫療保健	2.96%	-2.55%	EXIT
10	MDRX	Veradigm INC	股票-其他	2.79%	-3.17%	EXIT
11	✓	Spectranetics CORP	股票-其他	2.78%	-1.10%	EXIT
12	✓	Nxstage Medical INC	股票-其他	2.75%	-3.75%	EXIT
13	ATRC	Atricure INC	股票-其他	2.51%	-2.15%	EXIT
14	PRGO	Perrigo Company plc	股票-醫療保健	2.19%	-2.43%	EXIT
15	BIO	Bio-rad Laboratories-a	股票-醫療保健	2.10%	-1.76%	EXIT
16	✓	Luminex CORP	股票-其他	1.98%	-1.91%	EXIT
17	✓	Imprivata INC	股票-其他	1.93%	-3.01%	EXIT
18	MDXG	Mimedx Group INC	股票-其他	1.73%	—	-13.33%
19	RTIXEUR	Rti Surgical Hds INC	股票-其他	1.49%	-1.32%	EXIT
20	✓		股票-其他	1.33%	—	-24.08%
21	LNTH	Lantheus Holdings INC	股票-醫療保健	1.26%	-0.31%	EXIT
22	BRKR	Bruker CORP	股票-醫療保健	1.17%	—	—
23	ICUI	Icu Medical INC	股票-其他	1.16%	—	+202.22%
24	✓	Corium Intl INC	股票-其他	1.13%	-1.47%	EXIT
25	TECH	Bio-techne CORP	股票-醫療保健	0.91%	—	-29.76%
26	✓	Amarin Corp PLC	股票-其他	0.91%	-1.31%	EXIT
27	OXLC	Oxford Lane Capital Corp.	股票-其他	0.80%	-0.60%	EXIT
28	HMSY	Hms Holdings CORP	股票-其他	0.65%	—	—
29	CERS	Cerus CORP	股票-其他	0.52%	-0.49%	EXIT
30	INGN	Inogen INC	股票-其他	0.38%	—	-86.36%
31	✓	Streamline Health Solutions	股票-其他	0.37%	-0.31%	EXIT
32	SUPN	Supernus Pharmaceuticals INC	股票-醫療保健	0.29%	—	—
33	TDOC	Teladoc Health INC	股票-醫療保健	0.02%	—	—

本季持股變動

Tamarack Capital Management, LLC 於截至 Q2 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	PDCOEUR	Patterson Cos INC	+2.7%	+168.91%	加碼
2	BDX	Becton Dickinson And Co	+2.2%	+74.67%	加碼
3	SPY	Ss Spdr S&p 500 ETF Trust-us	+1.9%	+25.00%	加碼
4	DGX	Quest Diagnostics INC	+1.8%	+75.00%	加碼
5	✓	Imprivata INC	+1.1%	+138.78%	加碼
6	ALKS	Alkermes plc	+1%	+66.67%	加碼
7	ICUI	Icu Medical INC	+0.7%	+202.22%	加碼
8	✓	Luminex CORP	+0.7%	+57.95%	加碼
9	IWM	Ishares Russell 2000 ETF	+0.6%	+25.00%	加碼
10	✓	Corium Intl INC	+0.5%	-7.64%	減碼
11	MDRX	Veradigm INC	+0.4%	+18.33%	加碼
12	MDT	Medtronic plc	+0.4%	+33.33%	加碼
13	ATRC	Atricure INC	+0.4%	+10.63%	加碼
14	RTIXEUR	Rti Surgical Hds INC	+0.2%	—	不變
15	BIO	Bio-rad Laboratories-a	+0.2%	+12.08%	加碼
16	✓	Greatbatch INC Com	+0.1%	+26.14%	加碼
17	PRGO	Perrigo Company plc	0%	+0.98%	加碼
18	OXLC	Oxford Lane Capital Corp.	0%	+11.62%	加碼
19	✓	Streamline Health Solutions	-0.2%	—	不變
20	✓	Nxstage Medical INC	-0.2%	+28.85%	加碼
21	MDXG	Mimedx Group INC	-0.3%	-13.33%	減碼
22	TECH	Bio-techne CORP	-0.6%	-29.76%	減碼
23	✓		-0.6%	-24.08%	減碼
24	✓	Endologix INC	-1.9%	+1.25%	加碼
25	INGN	Inogen INC	-1.9%	-86.36%	減碼
26	✓	Spectranetics CORP	-2.2%	-2.56%	減碼
27	TEVA	Teva Pharmaceutical-sp Adr	—	EXIT	清倉
28	DXCM	Dexcom INC	—	EXIT	清倉
29	PFE	Pfizer INC	—	EXIT	清倉
30	✓	Keryx Biopharmaceuticals	—	EXIT	清倉
31	LNTH	Lantheus Holdings INC	—	NEW	新建倉
32	BRKR	Bruker CORP	—	NEW	新建倉
33	✓	Amarin Corp PLC	—	NEW	新建倉
34	✓	Orexigen Therapeutics INC	—	EXIT	清倉
35	TMO	Thermo Fisher Scientific INC	—	EXIT	清倉
36	HMSY	Hms Holdings CORP	—	NEW	新建倉
37	CERS	Cerus CORP	—	NEW	新建倉
38	RMD	Resmed INC	—	EXIT	清倉
39	✓		—	EXIT	清倉
40	SUPN	Supernus Pharmaceuticals INC	—	NEW	新建倉
41	HNGRUSD	Hanger INC	—	EXIT	清倉
42	UBER	Uber Technologies, Inc.	—	EXIT	清倉
43	✓	Discovery Laboratories INC N	—	EXIT	清倉
44	TDOC	Teladoc Health INC	—	NEW	新建倉