$311 Million is the total value of March Altus Capital Management LP's 28 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UTHR | New | UNITED THERAPEUTICS CORP DEL | $15,677,000 | – | 166,725 | +100.0% | 5.03% | – |
| PODD | New | INSULET CORP | $12,837,000 | – | 270,717 | +100.0% | 4.12% | – |
| BIIB | New | BIOGEN IDEC INC | $11,310,000 | – | 36,976 | +100.0% | 3.63% | – |
| ZTS | New | ZOETIS INCcl a | $10,440,000 | – | 360,761 | +100.0% | 3.35% | – |
| INCY | New | INCYTE CORP | $9,751,000 | – | 182,192 | +100.0% | 3.13% | – |
| LMNX | New | LUMINEX CORP DEL | $9,090,000 | – | 501,923 | +100.0% | 2.92% | – |
| NUVA | New | NUVASIVE INC | $6,287,000 | – | 163,675 | +100.0% | 2.02% | – |
| FURX | New | FURIEX PHARMACEUTICALS INC | $6,087,000 | – | 69,960 | +100.0% | 1.95% | – |
| XON | New | INTREXON CORP | $5,864,000 | – | 223,037 | +100.0% | 1.88% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DEXCOM INC | 12 | Q3 2016 | 14.4% |
| LILLY ELI & CO | 12 | Q3 2016 | 20.0% |
| ALEXION PHARMACEUTICALS INC | 11 | Q3 2016 | 15.1% |
| MALLINCKRODT PUB LTD CO | 8 | Q3 2015 | 7.0% |
| UNITED THERAPEUTICS CORP DEL | 7 | Q3 2015 | 11.7% |
| REGENERON PHARMACEUTICALS | 7 | Q3 2016 | 14.6% |
| UNIVERSAL HLTH SVCS INC | 7 | Q2 2015 | 12.1% |
| ZOETIS INC | 7 | Q3 2016 | 5.2% |
| INCYTE CORP | 6 | Q4 2015 | 14.7% |
| EDWARDS LIFESCIENCES CORP | 5 | Q3 2016 | 28.5% |
View March Altus Capital Management LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2016-11-07 |
| 13F-HR | 2016-07-27 |
| 13F-HR | 2016-05-12 |
| 13F-HR | 2016-02-16 |
| 13F-HR | 2015-11-16 |
| 13F-HR | 2015-08-14 |
| 13F-HR | 2015-05-15 |
| 13F-HR | 2015-02-17 |
| 13F-HR | 2014-11-14 |
| 13F-HR | 2014-08-14 |
View March Altus Capital Management LP'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.