HEALTHCOR MANAGEMENT, L.P.
152 WEST 57TH STREET 43RD FLOOR, NEW YORK, New York, 10019, (212) 622-7871
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 48 |
| New Positions | 19 |
| Increased Positions | 25 |
| Decreased Positions | 20 |
| Positions with Activity | 45 |
| Sold Out Positions | 8 |
| Total Mkt Value (in $ millions) |
2,220 |
Sector Weighting
| Basic Materials | |
| Capital Goods | |
| Conglomerates | 1.74% |
| Consumer Cyclical | |
| Consumer/Non-Cyclical | 6.32% |
| Energy | |
| Financial | 3.53% |
| Healthcare | 63.67% |
| Services | 5.61% |
| Technology | 19.13% |
| Transportation | |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
25 INCREASED Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| COVIDIEN PLC | SHS | 113,505 | 113,505 | New | 1,725,000 |
| ILLUMINA INC | COM | 110,685 | 38,105 | 52.50 | 1,525,000 |
| ZOETIS INC | CL A | 105,728 | 105,728 | New | 3,200,000 |
| INTUITIVE SURGICAL INC | COM NEW | 85,029 | 85,029 | New | 175,000 |
| MONSTER BEVERAGE CORP | COM | 73,359 | 2,822 | 4 | 1,300,000 |
| WRIGHT MED GROUP INC | COM | 68,043 | 2,452 | 3.74 | 2,775,000 |
| BECTON DICKINSON & CO | COM | 60,606 | 60,606 | New | 600,000 |
| WALGREEN CO | COM | 60,132 | 60,132 | New | 1,200,000 |
| ALEXION PHARMACEUTICALS INC | COM | 51,335 | 51,335 | New | 500,000 |
| MERCK & CO INC NEW | COM | 47,330 | 47,330 | New | 1,000,000 |
| DYNAVAX TECHNOLOGIES CORP | COM | 44,176 | 63 | .14 | 17,600,000 |
| CATAMARAN CORP | COM | 40,304 | 7,557 | 23.08 | 800,000 |
| PERRIGO CO | COM | 38,561 | 38,561 | New | 325,000 |
| MCKESSON CORP | COM | 35,523 | 35,523 | New | 300,000 |
| CUBIST PHARMACEUTICALS INC | COM | 33,276 | 33,276 | New | 600,000 |
| MONDELEZ INTL INC | CL A | 31,005 | 31,005 | New | 1,000,000 |
| MEDICINES CO | COM | 29,496 | 29,496 | New | 875,000 |
| TEAM HEALTH HOLDINGS INC | COM | 24,144 | 24,144 | New | 625,000 |
| MOLINA HEALTHCARE INC | COM | 22,548 | 22,548 | New | 600,000 |
| INTERMUNE INC | COM | 20,250 | 20,250 | New | 2,025,000 |
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