HEALTHCOR MANAGEMENT, L.P. Information

152 WEST 57TH STREET 43RD FLOOR, NEW YORK, New York, 10019, (212) 622-7871

Report Date: 09/30/2014

Position Statistics

Total Positions 55
New Positions 8
Increased Positions 25
Decreased Positions 25
Positions with Activity 50
Sold Out Positions 13
Total Mkt Value (in $ millions) 1,807

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates 0%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 0%
Healthcare 67.34%
Services 5.6%
Technology 14.61%
Transportation
Utilities

55 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MALLINCKRODT PUB LTD CO SHS 179,136 49,760 38.46 1,800,000
INTUITIVE SURGICAL INC COM NEW 114,371 44,046 62.63 215,000
SALIX PHARMACEUTICALS INC COM 109,594 48,064 78.11 935,100
CUBIST PHARMACEUTICALS INC COM 108,537 -12,334 (10.2) 1,100,000
ALLSCRIPTS HEALTHCARE SOLUTNS COM 91,855 -25,353 (21.63) 7,210,000
MYLAN INC COM 89,141 21,566 31.92 1,550,000
WRIGHT MED GROUP INC COM 87,728 New 3,150,000
DANAHER CORP DEL COM 77,643 21,102 37.32 900,000
CATAMARAN CORP COM 75,435 18,431 32.33 1,500,000
BIOGEN IDEC INC COM 72,134 67,085 1,328.57 200,000
MCKESSON CORP COM 58,058 -1,499 (2.52) 275,000
NUVASIVE INC COM 57,480 -11,975 (17.24) 1,200,000
MEDIVATION INC COM 56,879 -59,587 (51.16) 525,000
UNIVERSAL HLTH SVCS INC CL B 54,935 54,935 New 500,000
ALLERGAN INC COM 53,221 53,221 New 250,300
WEBMD HEALTH CORP COM 51,133 12,220 31.41 1,281,200
HORIZON PHARMA PLC SHS 48,048 11,760 32.41 3,575,000
HCA HOLDINGS INC COM 46,544 -17,865 (27.74) 625,000
TESARO INC COM 45,039 -10,377 (18.73) 1,198,795
AGILENT TECHNOLOGIES INC COM 43,449 -26,897 (38.24) 1,050,000


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