| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 89 | 709,942 | BSX, UTHR, COO, DXCM | 13F-HR | 2/14/2024 | 000142050624000380 |
| Q3 2023 | 102 | 545,756 | BSX, UTHR, BDX, DXCM | 13F-HR | 11/14/2023 | 000142050623002103 |
| Q2 2023 | 95 | 576,868 | UTHR, BSX, SDGR, BDX | 13F-HR | 8/11/2023 | 000142050623001502 |
| Q1 2023 | 83 | 459,790 | UTHR, NBIX, BSX, COO | 13F-HR | 5/12/2023 | 000142050623000981 |
| Q4 2022 | 81 | 375,541 | UTHR, BSX, UNH, NBIX | 13F-HR | 2/13/2023 | 000142050623000391 |
| Q3 2022 | 89 | 351,739 | UTHR, UNH, DHR, BSX | 13F-HR | 11/14/2022 | 000142050622002160 |
| Q2 2022 | 76 | 271,540 | UTHR, UNH, SGEN, DHR | 13F-HR | 8/12/2022 | 000142050622001534 |
| Q1 2022 | 80 | 341,694 | IRTC, UTHR, UNH, SGEN | 13F-HR | 5/13/2022 | 000142050622000874 |
| Q4 2021 | 84 | 453,185 | IQV, UTHR, DHR, UNH | 13F-HR | 2/11/2022 | 000142050622000292 |
| Q3 2021 | 74 | 395,258 | DXCM, ACRS, AVTR, UTHR | 13F-HR | 11/12/2021 | 000142050621001560 |
| Q2 2021 | 82 | 457,446 | ACRS, DXCM, CRL, ISRG | 13F-HR | 8/13/2021 | 000142050621001126 |
| Q1 2021 | 83 | 430,873 | ACRS, QQQ puts, DHR, CRL | 13F-HR | 5/14/2021 | 000142050621000649 |
| Q4 2020 | 83 | 390,306 | DXCM, HZNP, VCEL, SDGR | 13F-HR | 2/12/2021 | 000142050621000257 |
| Q3 2020 | 84 | 377,661 | HZNP, DHR, NBIX, NTRA | 13F-HR | 11/13/2020 | 000142050620001273 |
| Q2 2020 | 79 | 354,953 | NBIX, GWPH, HZNP, DXCM | 13F-HR | 8/13/2020 | 000142050620000909 |
| Q1 2020 | 66 | 215,789 | MRK, NBIX, GWPH, VRTX | 13F-HR | 5/15/2020 | 000142050620000604 |
| Q4 2019 | 69 | 346,402 | MRK, NBIX, ZBH, SGEN | 13F-HR | 2/13/2020 | 000142050620000244 |