Tamarack Capital Management, LLC — Q3 2015 13F 持股

Name: Tamarack Capital Management, LLC — 13F Holdings, Q3 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	15.97%	-15.97%	EXIT
2	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公債	11.21%	-11.21%	EXIT
3	IWM	Ishares Russell 2000 ETF	ETF-中小型股	7.80%	-7.80%	EXIT
4	PDCOEUR	Patterson Cos INC	股票-其他	6.31%	-6.31%	EXIT
5	✓	Endologix INC	股票-其他	5.91%	-5.91%	EXIT
6	MDT	Medtronic plc	股票-醫療保健	5.58%	-5.58%	EXIT
7	DGX	Quest Diagnostics INC	股票-醫療保健	5.12%	-5.12%	EXIT
8	✓	Greatbatch INC Com	股票-其他	4.70%	-4.70%	EXIT
9	BDX	Becton Dickinson And Co	股票-醫療保健	4.34%	-4.34%	EXIT
10	✓	Nxstage Medical INC	股票-其他	3.75%	-3.75%	EXIT
11	MDRX	Veradigm INC	股票-其他	3.17%	-3.17%	EXIT
12	✓	Imprivata INC	股票-其他	3.01%	-3.01%	EXIT
13	ALKS	Alkermes plc	股票-醫療保健	2.55%	-2.55%	EXIT
14	PRGO	Perrigo Company plc	股票-醫療保健	2.43%	-2.43%	EXIT
15	MRK	Merck & Co. INC.	股票-醫療保健	2.35%	-2.35%	EXIT
16	ATRC	Atricure INC	股票-其他	2.15%	-2.15%	EXIT
17	✓	Luminex CORP	股票-其他	1.91%	-1.91%	EXIT
18	BIO	Bio-rad Laboratories-a	股票-醫療保健	1.76%	-1.76%	EXIT
19	✓	Corium Intl INC	股票-其他	1.47%	-1.47%	EXIT
20	TEVA	Teva Pharmaceutical-sp Adr	股票-醫療保健	1.34%	-1.34%	EXIT
21	RTIXEUR	Rti Surgical Hds INC	股票-其他	1.32%	-1.32%	EXIT
22	✓	Amarin Corp PLC	股票-其他	1.31%	-1.31%	EXIT
23	AMGN	Amgen INC	股票-醫療保健	1.23%	-1.23%	EXIT
24	✓	Spectranetics CORP	股票-其他	1.10%	-1.10%	EXIT
25	OXLC	Oxford Lane Capital Corp.	股票-其他	0.60%	-0.60%	EXIT
26	CERS	Cerus CORP	股票-其他	0.49%	-0.49%	EXIT
27	LNTH	Lantheus Holdings INC	股票-醫療保健	0.31%	-0.31%	EXIT
28	✓	Streamline Health Solutions	股票-其他	0.31%	-0.31%	EXIT
29	HRTX	Heron Therapeutics INC	股票-其他	0.22%	-0.22%	EXIT
30	NUVAGBP	Nuvasive INC	股票-其他	0.14%	-0.14%	EXIT
31	GMED	Globus Medical INC - A	股票-醫療保健	0.11%	-0.11%	EXIT

本季持股變動

Tamarack Capital Management, LLC 於截至 Q3 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	+1.5%	+43.27%	加碼
2	MDT	Medtronic plc	+1.3%	+40.00%	加碼
3	✓	Imprivata INC	+1.1%	+39.02%	加碼
4	✓	Nxstage Medical INC	+1%	+19.40%	加碼
5	IWM	Ishares Russell 2000 ETF	+0.6%	+20.00%	加碼
6	✓	Amarin Corp PLC	+0.4%	+76.76%	加碼
7	MDRX	Veradigm INC	+0.4%	+21.13%	加碼
8	✓	Corium Intl INC	+0.3%	+84.19%	加碼
9	PRGO	Perrigo Company plc	+0.2%	+26.21%	加碼
10	✓	Greatbatch INC Com	+0.2%	-3.31%	減碼
11	CERS	Cerus CORP	0%	+4.03%	加碼
12	✓	Streamline Health Solutions	-0.1%	—	不變
13	✓	Luminex CORP	-0.1%	-5.00%	減碼
14	RTIXEUR	Rti Surgical Hds INC	-0.2%	-2.50%	減碼
15	OXLC	Oxford Lane Capital Corp.	-0.2%	-25.69%	減碼
16	BIO	Bio-rad Laboratories-a	-0.3%	-9.13%	減碼
17	ATRC	Atricure INC	-0.4%	-6.78%	減碼
18	ALKS	Alkermes plc	-0.4%	-8.75%	減碼
19	DGX	Quest Diagnostics INC	-0.7%	—	不變
20	LNTH	Lantheus Holdings INC	-1%	-65.27%	減碼
21	✓	Endologix INC	-1.2%	—	不變
22	✓	Spectranetics CORP	-1.7%	-25.24%	減碼
23	BDX	Becton Dickinson And Co	-2.2%	-31.25%	減碼
24	SPY	Ss Spdr S&p 500 ETF Trust-us	-7.7%	-30.00%	減碼
25	TLT	Ishares 20+ Year Treasury Bd	—	NEW	新建倉
26	MRK	Merck & Co. INC.	—	NEW	新建倉
27	MDXG	Mimedx Group INC	—	EXIT	清倉
28	✓		—	EXIT	清倉
29	TEVA	Teva Pharmaceutical-sp Adr	—	NEW	新建倉
30	AMGN	Amgen INC	—	NEW	新建倉
31	BRKR	Bruker CORP	—	EXIT	清倉
32	ICUI	Icu Medical INC	—	EXIT	清倉
33	TECH	Bio-techne CORP	—	EXIT	清倉
34	HMSY	Hms Holdings CORP	—	EXIT	清倉
35	INGN	Inogen INC	—	EXIT	清倉
36	SUPN	Supernus Pharmaceuticals INC	—	EXIT	清倉
37	HRTX	Heron Therapeutics INC	—	NEW	新建倉
38	NUVAGBP	Nuvasive INC	—	NEW	新建倉
39	GMED	Globus Medical INC - A	—	NEW	新建倉
40	TDOC	Teladoc Health INC	—	EXIT	清倉