| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 104 | 4,062,169 | BPMC, IMCR, KRTX, NBIX | 13F-HR | 2/14/2024 | 000117266124001078 |
| Q3 2023 | 120 | 3,733,196 | HUM, IMCR, AGL, NBIX | 13F-HR | 11/14/2023 | 000117266123003961 |
| Q2 2023 | 123 | 4,203,227 | HUM, IMCR, PODD, AGL | 13F-HR | 8/14/2023 | 000117266123003005 |
| Q1 2023 | 121 | 4,191,251 | HUM, AGL, PODD, IMCR | 13F-HR | 5/15/2023 | 000117266123002183 |
| Q4 2022 | 120 | 4,155,902 | HUM, IMCR, PODD, UNH | 13F-HR | 2/14/2023 | 000117266123000999 |
| Q3 2022 | 128 | 3,871,568 | HUM, AGL, IMCR, UNH | 13F-HR | 11/14/2022 | 000117266122002480 |
| Q2 2022 | 131 | 3,436,080 | HUM, AGL, UNH, ARGX | 13F-HR | 8/15/2022 | 000117266122001945 |
| Q1 2022 | 135 | 3,972,616 | AGL, HUM, PODD, UNH | 13F-HR | 5/16/2022 | 000117266122001359 |
| Q4 2021 | 136 | 4,328,231 | AGL, HUM, ALGN, ISRG | 13F-HR | 2/14/2022 | 000117266122000578 |
| Q3 2021 | 153 | 4,755,966 | AGL, HUM, ALGN, PODD | 13F-HR | 11/15/2021 | 000117266121002388 |
| Q2 2021 | 156 | 5,059,825 | AGL, ZLAB, AGIO, HUM | 13F-HR | 8/16/2021 | 000117266121001834 |
| Q1 2021 | 151 | 4,583,741 | AGIO, HUM, ZLAB, AVIR | 13F-HR | 5/17/2021 | 000117266121001265 |
| Q4 2020 | 155 | 4,716,262 | NBIX, IRTC, UNH, HUM | 13F-HR | 2/16/2021 | 000117266121000656 |
| Q3 2020 | 148 | 3,941,221 | IRTC, NBIX, IMMU, UNH | 13F-HR | 11/16/2020 | 000117266120002248 |
| Q2 2020 | 143 | 3,645,815 | NBIX, UNH, CNC, IRTC | 13F-HR | 8/14/2020 | 000117266120001805 |
| Q1 2020 | 131 | 2,418,471 | NBIX, ISRG, UNH, BIIB | 13F-HR | 5/15/2020 | 000117266120001247 |
| Q4 2019 | 130 | 3,164,999 | UNH, NBIX, WCG, AMRN | 13F-HR | 2/14/2020 | 000117266120000511 |
| Q3 2019 | 138 | 2,509,651 | UNH, NBIX, WCG, ISRG | 13F-HR | 11/14/2019 | 000117266119002223 |
| Q2 2019 | 135 | 2,764,118 | UNH, GWPH, WCG, AMRN | 13F-HR | 8/14/2019 | 000117266119001776 |
| Q1 2019 | 131 | 2,593,735 | UNH, GWPH, AMRN, ISRG | 13F-HR | 5/15/2019 | 000117266119001294 |
| Q4 2018 | 133 | 2,118,545 | UNH, WCG, ISRG, AMRN | 13F-HR | 2/14/2019 | 000117266119000782 |
| Q3 2018 | 144 | 2,762,039 | UNH, ISRG, MOH, NBIX | 13F-HR | 11/14/2018 | 000117266118002092 |
| Q2 2018 | 147 | 2,598,744 | UNH, MDGL, ISRG, NBIX | 13F-HR | 8/14/2018 | 000117266118001583 |
| Q1 2018 | 149 | 2,344,209 | UNH, ISRG, ABBV, ALXN | 13F-HR | 5/15/2018 | 000117266118001147 |
| Q4 2017 | 145 | 2,203,927 | UNH, AAAP, CI, ALXN | 13F-HR | 2/14/2018 | 000117266118000619 |
| Q3 2017 | 147 | 2,167,567 | UNH, ALXN, TSRO, AET | 13F-HR | 11/14/2017 | 000117266117002054 |
| Q2 2017 | 149 | 1,980,252 | TSRO, ACHC, AET, UNH | 13F-HR | 8/14/2017 | 000117266117001587 |
| Q1 2017 | 140 | 1,733,063 | TSRO, ACHC, ALXN, MRK | 13F-HR | 5/15/2017 | 000117266117001168 |
| Q4 2016 | 133 | 1,494,403 | TSRO, ALXN, AET, MRK | 13F-HR | 2/14/2017 | 000117266117000700 |
| Q3 2016 | 137 | 1,595,270 | TSRO, AET, RDUS, ACHC | 13F-HR | 11/14/2016 | 000117266116004294 |
| Q2 2016 | 137 | 1,350,771 | AET, ACHC, AGN, TSRO | 13F-HR | 8/15/2016 | 000117266116003863 |
| Q1 2016 | 128 | 1,193,502 | AET, AGN, ACHC, HCA | 13F-HR | 5/16/2016 | 000117266116003409 |
| Q4 2015 | 120 | 1,319,729 | AGN, AET, ACHC, ALXN | 13F-HR | 2/16/2016 | 000117266116002886 |
| Q3 2015 | 121 | 1,231,971 | ACHC, AET, ABBV, RDUS | 13F-HR | 11/16/2015 | 000117266115002063 |
| Q2 2015 | 117 | 1,369,933 | ABBV, MDT, BHC, ACHC | 13F-HR | 8/14/2015 | 000117266115001627 |
| Q1 2015 | 105 | 1,069,136 | MDT, ACTAVIS PLC, ABBV, MCK | 13F-HR | 5/15/2015 | 000117266115001184 |
| Q4 2014 | 93 | 854,895 | MDT, ABBV, COV, HCA | 13F-HR | 2/17/2015 | 000117266115000638 |
| Q3 2014 | 83 | 646,405 | GILD, MDT, ABBV, MRK | 13F-HR | 11/14/2014 | 000117266114001844 |
| Q2 2014 | 78 | 557,716 | GILD, MRK, MDT, ITMN | 13F-HR | 8/14/2014 | 000117266114001468 |
| Q1 2014 | 75 | 433,561 | JNJ, GILD, ABBV, BIIB | 13F-HR | 5/15/2014 | 000117266114001101 |
| Q4 2013 | 69 | 279,910 | GILD, XLV, BIIB, ABBV | 13F-HR | 2/14/2014 | 000117266114000752 |