|
Q2 2025
|
72 |
1,092,288 |
INSM, BSX, THC, EHC
|
13F-HR
|
8/14/2025 |
000117266125003253 |
|
Q1 2025
|
81 |
939,836 |
INSM, BSX, CYTK, THC
|
13F-HR
|
5/15/2025 |
000117266125001939 |
|
Q4 2024
|
83 |
1,173,243 |
INSM, THC, BSX, VERA
|
13F-HR
|
2/14/2025 |
000117266125000938 |
|
Q3 2024
|
66 |
888,743 |
INSM, THC, BSX, CYTK
|
13F-HR
|
11/14/2024 |
000117266124004870 |
|
Q2 2024
|
72 |
1,052,652 |
INSM, THC, CYTK, BSX
|
13F-HR
|
8/14/2024 |
000117266124003360 |
|
Q1 2024
|
80 |
1,077,289 |
THC, BSX, VKTX, INSM
|
13F-HR
|
5/15/2024 |
000117266124002421 |
|
Q4 2023
|
69 |
734,269 |
CYTK calls, WBA, THC, ABBV
|
13F-HR
|
2/14/2024 |
000117266124001039 |
|
Q3 2023
|
65 |
722,327 |
THC, ARGX, BSX, MLTX
|
13F-HR
|
11/14/2023 |
000142050623002084 |
|
Q2 2023
|
73 |
807,614 |
CI, ZBH, NOVO-NORDISK A S puts, INSP
|
13F-HR
|
8/11/2023 |
000142050623001479 |
|
Q1 2023
|
71 |
496,412 |
ELV, CYTK, INSP, COO
|
13F-HR
|
5/9/2023 |
000142050623000901 |
|
Q4 2022
|
61 |
476,431 |
CYTK, CYTOKINETICS INC calls, MRNA, BMRN
|
13F-HR
|
2/13/2023 |
000142050623000395 |
|
Q3 2022
|
65 |
514,778 |
GH, CYTOKINETICS INC calls, ELV, CNC
|
13F-HR
|
11/14/2022 |
000142050622002185 |
|
Q2 2022
|
65 |
486,158 |
ELV, CNC, LLY, CYTK
|
13F-HR
|
8/3/2022 |
000142050622001385 |
|
Q1 2022
|
71 |
384,302 |
ELV, CYTK, PFE, GMED
|
13F-HR
|
5/12/2022 |
000142050622000851 |
|
Q4 2021
|
71 |
361,382 |
CNC, SAGE, CYTK, PKI
|
13F-HR
|
2/2/2022 |
000142050622000109 |
|
Q3 2021
|
70 |
347,863 |
ARNA, ACHC, SAGE, CVS
|
13F-HR
|
11/12/2021 |
000142050621001522 |
|
Q2 2021
|
71 |
363,239 |
ELV, ACHC, ARNA, CYTK
|
RESTATEMENT
|
8/30/2021 |
000142050621001346 |
|
Q1 2021
|
69 |
349,991 |
ACHC, CYTK, ARNA, NVST
|
13F-HR
|
5/10/2021 |
000142050621000500 |
|
Q4 2020
|
57 |
336,207 |
SAGE, ACHC, ARNA, NVRO
|
13F-HR
|
2/16/2021 |
000142050621000317 |
|
Q3 2020
|
72 |
326,955 |
LHCG, SAGE, PKI, ABT
|
13F-HR
|
11/16/2020 |
000142050620001307 |
|
Q2 2020
|
60 |
333,932 |
LHCG, DGX, BMY, ARNA
|
13F-HR
|
8/14/2020 |
000142050620000928 |
|
Q1 2020
|
51 |
227,032 |
MDT, CNC, MRK, BMY
|
13F-HR
|
5/15/2020 |
000142050620000652 |
|
Q4 2019
|
50 |
256,814 |
A, DXCM, BMY, MDT
|
13F-HR
|
2/13/2020 |
000142050620000225 |