Sector Gamma AS
- SEC CIK
- 0001475373
- Latest filing
- Aug 12, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 10, 2021. Long positions only.
- Positions
- 33
- No 13F data for Q4 2020
- Portfolio value
- $546.0M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PFEPfizer Inc | Stock | 1,365,763 | $49.5M | 9.1% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 678,633 | $43.9M | 8.0% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 506,176 | $39.0M | 7.1% | – | – | History |
| INCYIncyte Corp | COM | 341,051 | $27.7M | 5.1% | – | – | History |
| MDTMedtronic plc | Stock | 229,323 | $27.1M | 5.0% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 101,787 | $24.8M | 4.5% | – | – | History |
| BRKRBruker Corp | COM | 377,767 | $24.3M | 4.4% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 371,062 | $23.4M | 4.3% | – | – | History |
| CNCCentene Corp | Stock | 348,451 | $22.3M | 4.1% | – | – | History |
| IONSIonis Pharmaceuticals Inc | COM | 454,150 | $20.4M | 3.7% | – | – | History |
| ELVElevance Health, Inc. | Stock | 56,771 | $20.4M | 3.7% | – | – | History |
| CAHCardinal Health Inc | Stock | 324,464 | $19.7M | 3.6% | – | – | History |
| NUVANuvasive Inc | COM | 279,259 | $18.3M | 3.4% | – | – | History |
| CVSCVS Health Corp | Stock | 239,463 | $18.0M | 3.3% | – | – | History |
| BAXBaxter International Inc | Stock | 206,951 | $17.5M | 3.2% | – | – | History |
| RVTYRevvity, Inc. | COM | 117,467 | $15.1M | 2.8% | – | – | History |
| BSXBoston Scientific Corp | Stock | 381,536 | $14.7M | 2.7% | – | – | History |
| BIIBBiogen Inc. | COM | 49,260 | $13.8M | 2.5% | – | – | History |
| ELANElanco Animal Health Inc | COM | 419,979 | $12.4M | 2.3% | – | – | History |
| LHLabcorp Holdings Inc. | COM NEW | 45,741 | $11.7M | 2.1% | – | – | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 19,557 | $11.2M | 2.0% | – | – | History |
| LIVNLivaNova PLC | SHS | 141,483 | $10.4M | 1.9% | – | – | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 59,789 | $8.44M | 1.5% | – | – | History |
| PRGOPERRIGO Co plc | SHS | 204,878 | $8.29M | 1.5% | – | – | History |
| ALXNAlexion Pharmaceuticals, Inc. | COM | 50,657 | $7.75M | 1.4% | – | – | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 91,714 | $6.92M | 1.3% | – | – | History |
| BNTXBioNTech SE | SPONSORED ADS | 54,000 | $5.90M | 1.1% | – | – | History |
| HCAHCA Healthcare, Inc. | COM | 29,690 | $5.59M | 1.0% | – | – | History |
| RIGLRigel Pharmaceuticals Inc | COM NEW | 1,530,490 | $5.23M | 1.0% | – | – | History |
| JNJJohnson & Johnson | Stock | 30,000 | $4.93M | 0.9% | – | – | History |
| UHSUniversal Health Services Inc | CL B | 21,994 | $2.93M | 0.5% | – | – | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 4,876 | $2.31M | 0.4% | – | – | History |
| Curevac N VN2451R105 | COM | 25,000 | $2.29M | 0.4% | – | – | – |