Tavio Capital LLC — Q1 2020 13F 持股

Name: Tavio Capital LLC — 13F Holdings, Q1 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001672526

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	MOH	Molina Healthcare INC	股票-醫療保健	29.61%	-21.58%	EXIT
2	MCK	Mckesson CORP	股票-醫療保健	23.06%	-20.25%	EXIT
3	CI	THE Cigna Group	股票-醫療保健	18.01%	-18.69%	EXIT
4	CNC	Centene CORP	股票-醫療保健	17.60%	-1.57%	EXIT
5	ZBH	Zimmer Biomet Holdings INC	股票-醫療保健	10.54%	-20.22%	EXIT
6	HCA	Hca Healthcare INC	股票-醫療保健	1.18%	—	-95.96%

Tavio Capital LLC 於截至 Q1 2020 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	MOH	Molina Healthcare INC	+20.1%	-23.02%	減碼
2	MCK	Mckesson CORP	+15.7%	-17.78%	減碼
3	CNC	Centene CORP	+6.4%	-57.53%	減碼
4	CI	THE Cigna Group	+6.3%	-54.65%	減碼
5	ZBH	Zimmer Biomet Holdings INC	-5.5%	-75.17%	減碼
6	HCA	Hca Healthcare INC	-11.1%	-95.96%	減碼
7	✓	Laboratory CORP Amer Hldgs	—	EXIT	清倉
8	HUM	Humana INC	—	EXIT	清倉
9	BAX	Baxter International INC	—	EXIT	清倉
10	PRAH	Pra Health Sciences INC	—	EXIT	清倉
11	BSX	Boston Scientific CORP	—	EXIT	清倉
12	PDCOEUR	Patterson Cos INC	—	EXIT	清倉