Quantcast

HEALTHCOR MANAGEMENT, L.P. Information

55 HUDSON YARDS, 28TH FLOOR, NEW YORK, New York, 10001, (212) 622-7731

Report Date: 03/31/2019

Position Statistics

Total Positions 60
New Positions 24
Increased Positions 34
Decreased Positions 25
Positions with Activity 59
Sold Out Positions 14
Total Mkt Value (in $ millions) 2,453

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

Sector Weighting

Energy
Basic Materials
Industrials
Consumer Cyclicals
Consumer Non-Cyclicals
Financials
Healthcare 99.76%
Technology
Telecommunication Services
Utilities

60 Positions as of 03/31/2019

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
DEXCOM INC COM 113,246 -114,572 (50.29) 730,100
DYNAVAX TECHNOLOGIES CORP COM NEW -15,454 Sold Out 0
ENCOMPASS HEALTH CORP COM -72,648 Sold Out 0
GENFIT S A ADS 5,915 5,915 New 325,000
GILEAD SCIENCES INC COM 40,471 40,471 New 623,490
HAEMONETICS CORP COM 166,188 31,498 23.39 1,357,410
HCA HEALTHCARE INC COM 20,637 20,637 New 146,810
HORIZON THERAPEUTICS PUB LTD SHS 47,752 47,752 New 1,991,329
HUMANA INC COM 72,845 54,550 298.18 258,140
ICON PLC SHS 62,810 62,810 New 408,730
INTERSECT ENT INC COM 52,570 1,672 3.29 2,571,910
INTUITIVE SURGICAL INC COM NEW 72,126 -135,605 (65.28) 134,690
IOVANCE BIOTHERAPEUTICS INC COM 31,093 31,093 New 1,198,190
IQVIA HLDGS INC COM 62,952 -57,462 (47.72) 402,840
IRHYTHM TECHNOLOGIES INC COM 17,309 17,309 New 211,630
IRONWOOD PHARMACEUTICALS INC COM CL A 8,189 8,189 New 747,198
KARYOPHARM THERAPEUTICS INC COM 2,467 2,467 New 296,130
LIVANOVA PLC SHS -108,886 Sold Out 0
MADRIGAL PHARMACEUTICALS INC COM 79,450 18,090 29.48 891,990
MEDICINES CO COM 27,174 -77,427 (74.02) 745,910