$343 Million is the total value of SECTOR GAMMA AS's 33 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FRX | New | FOREST LABS INC | $36,982,000 | – | 902,000 | +100.0% | 10.79% | – |
| JNJ | New | JOHNSON & JOHNSON | $33,099,000 | – | 385,500 | +100.0% | 9.65% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $32,973,000 | – | 3,557,000 | +100.0% | 9.62% | – |
| LLY | New | LILLY ELI & CO | $26,790,000 | – | 545,407 | +100.0% | 7.81% | – |
| CAH | New | CARDINAL HEALTH INC | $19,163,000 | – | 406,000 | +100.0% | 5.59% | – |
| BAX | New | BAXTER INTL INC | $17,768,000 | – | 256,500 | +100.0% | 5.18% | – |
| CBST | New | CUBIST PHARMACEUTICALS INC | $13,977,000 | – | 289,442 | +100.0% | 4.08% | – |
| TEVA | New | TEVA PHARMACEUTICAL INDS LTDadr | $13,289,000 | – | 339,000 | +100.0% | 3.88% | – |
| AUXL | New | AUXILIUM PHARMACEUTICALS INC | $11,388,000 | – | 684,724 | +100.0% | 3.32% | – |
| ONXX | New | ONYX PHARMACEUTICALS INC | $11,271,000 | – | 129,815 | +100.0% | 3.29% | – |
| ILMN | New | ILLUMINA INC | $9,804,000 | – | 131,000 | +100.0% | 2.86% | – |
| SLXP | New | SALIX PHARMACEUTICALS INC | $9,724,000 | – | 147,001 | +100.0% | 2.84% | – |
| HSP | New | HOSPIRA INC | $8,735,000 | – | 228,000 | +100.0% | 2.55% | – |
| MDCO | New | MEDICINES CO | $8,451,000 | – | 274,750 | +100.0% | 2.46% | – |
| MASI | New | MASIMO CORP | $8,183,000 | – | 385,991 | +100.0% | 2.39% | – |
| PKI | New | PERKINELMER INC | $7,865,000 | – | 242,000 | +100.0% | 2.29% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $7,630,000 | – | 95,300 | +100.0% | 2.22% | – |
| LPNT | New | LIFEPOINT HOSPITALS INC | $7,219,000 | – | 147,800 | +100.0% | 2.11% | – |
| ESRX | New | EXPRESS SCRIPTS INC | $6,977,000 | – | 113,000 | +100.0% | 2.04% | – |
| RMD | New | RESMED INC | $6,398,000 | – | 141,770 | +100.0% | 1.87% | – |
| A | New | AGILENT TECHNOLOGIES INC | $6,328,000 | – | 148,000 | +100.0% | 1.85% | – |
| THOR | New | THORATEC CORP | $6,262,000 | – | 200,000 | +100.0% | 1.83% | – |
| SHPG | New | SHIRE PLCsponsored adr | $5,707,000 | – | 60,000 | +100.0% | 1.66% | – |
| OPTR | New | OPTIMER PHARMACEUTICALS INC | $4,940,000 | – | 341,393 | +100.0% | 1.44% | – |
| OMI | New | OWENS & MINOR INC NEW | $4,715,000 | – | 139,384 | +100.0% | 1.38% | – |
| BIO | New | BIO RAD LABS INCcl a | $4,151,000 | – | 37,000 | +100.0% | 1.21% | – |
| AGN | New | ALLERGAN INC | $3,622,000 | – | 43,000 | +100.0% | 1.06% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $2,619,000 | – | 40,000 | +100.0% | 0.76% | – |
| MNTA | New | MOMENTA PHARMACEUTICALS INC | $2,485,000 | – | 165,000 | +100.0% | 0.72% | – |
| UTHR | New | UNITED THERAPEUTICS CORP DEL | $2,127,000 | – | 32,310 | +100.0% | 0.62% | – |
| DNDNQ | New | DENDREON CORP | $1,421,000 | – | 345,000 | +100.0% | 0.41% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $423,000 | – | 5,000 | +100.0% | 0.12% | – |
| SPPI | New | SPECTRUM PHARMACEUTICALS INC | $373,000 | – | 50,000 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BOSTON SCIENTIFIC CORP | 40 | Q1 2023 | 9.9% |
| BIO RAD LABS INC | 40 | Q1 2023 | 4.7% |
| BRISTOL-MYERS SQUIBB CO | 38 | Q3 2023 | 11.9% |
| BAXTER INTL INC | 34 | Q3 2023 | 12.7% |
| CARDINAL HEALTH INC | 34 | Q3 2023 | 8.1% |
| PERKINELMER INC | 33 | Q2 2021 | 6.3% |
| BIOGEN INC | 30 | Q3 2023 | 7.6% |
| ELEVANCE HEALTH INC | 30 | Q3 2023 | 5.6% |
| GILEAD SCIENCES INC | 29 | Q3 2023 | 14.0% |
| TENET HEALTHCARE CORP | 28 | Q3 2023 | 4.3% |
View SECTOR GAMMA AS's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-12 |
| 13F-HR/A | 2023-02-08 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-08 |
View SECTOR GAMMA AS's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.