Sector Gamma AS
- SEC CIK
- 0001475373
- 最新申報
- 2026/8/12
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/4 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 37
- 較 2021 年第 1 季 +4
- 總值
- $5.65 億
- 較 2021 年第 1 季 +$1,862 萬 (+3.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PFEPfizer Inc | Stock | 1,139,985 | $4,464 萬 | 7.9% | −225,778−16.5% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 577,368 | $3,976 萬 | 7.0% | −101,265−14.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 455,447 | $3,542 萬 | 6.3% | −50,729−10.0% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 523,493 | $3,498 萬 | 6.2% | +152,431+41.1% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 209,128 | $2,596 萬 | 4.6% | −20,195−8.8% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 73,043 | $2,529 萬 | 4.5% | +23,783+48.3% | 加碼 | 歷史 |
| INCYIncyte Corp | COM | 284,145 | $2,391 萬 | 4.2% | −56,906−16.7% | 減碼 | 歷史 |
| BRKRBruker Corp | COM | 306,650 | $2,330 萬 | 4.1% | −71,117−18.8% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 94,681 | $2,303 萬 | 4.1% | −7,106−7.0% | 減碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 368,931 | $2,106 萬 | 3.7% | +44,467+13.7% | 加碼 | 歷史 |
| NUVANuvasive Inc | COM | 293,754 | $1,991 萬 | 3.5% | +14,495+5.2% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 436,406 | $1,866 萬 | 3.3% | +54,870+14.4% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 44,624 | $1,704 萬 | 3.0% | −12,147−21.4% | 減碼 | 歷史 |
| CNCCentene Corp | Stock | 229,410 | $1,673 萬 | 3.0% | −119,041−34.2% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 200,441 | $1,673 萬 | 3.0% | −39,022−16.3% | 減碼 | 歷史 |
| OGNOrganon & Co. | Stock | 552,232 | $1,671 萬 | 3.0% | +552,232 | 新進 | 歷史 |
| BAXBaxter International Inc | Stock | 192,739 | $1,552 萬 | 2.7% | −14,212−6.9% | 減碼 | 歷史 |
| ELANElanco Animal Health Inc | COM | 396,478 | $1,375 萬 | 2.4% | −23,501−5.6% | 減碼 | 歷史 |
| HSICHenry Schein Inc | COM | 165,721 | $1,230 萬 | 2.2% | +165,721 | 新進 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 43,547 | $1,201 萬 | 2.1% | −2,194−4.8% | 減碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 263,488 | $1,051 萬 | 1.9% | −190,662−42.0% | 減碼 | 歷史 |
| RVTYRevvity, Inc. | COM | 67,661 | $1,045 萬 | 1.9% | −49,806−42.4% | 減碼 | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 16,136 | $1,040 萬 | 1.8% | −3,421−17.5% | 減碼 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 58,017 | $983.5 萬 | 1.7% | −1,772−3.0% | 減碼 | 歷史 |
| PRGOPERRIGO Co plc | SHS | 204,732 | $938.7 萬 | 1.7% | −146−0.1% | 減碼 | 歷史 |
| HOLXHologic Inc | COM | 117,738 | $785.5 萬 | 1.4% | +117,738 | 新進 | 歷史 |
| QGENQiagen N.V. | SHS NEW | 160,061 | $774.4 萬 | 1.4% | +160,061 | 新進 | 歷史 |
| RIGLRigel Pharmaceuticals Inc | COM NEW | 1,705,553 | $740.2 萬 | 1.3% | +175,063+11.4% | 加碼 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 68,964 | $575.4 萬 | 1.0% | −22,750−24.8% | 減碼 | 歷史 |
| SAGESage Therapeutics, Inc. | COM | 90,738 | $515.5 萬 | 0.9% | +90,738 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 30,000 | $494.2 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| PDCOPatterson Companies, Inc. | COM | 141,743 | $430.8 萬 | 0.8% | +141,743 | 新進 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 29,211 | $427.7 萬 | 0.8% | +7,217+32.8% | 加碼 | 歷史 |
| AUPHAurinia Pharmaceuticals Inc. | COM | 234,916 | $304.5 萬 | 0.5% | +234,916 | 新進 | 歷史 |
| NVAXNovavax Inc | COM NEW | 13,626 | $289.3 萬 | 0.5% | +13,626 | 新進 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 4,876 | $272.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| LIVNLivaNova PLC | SHS | 14,803 | $124.5 萬 | 0.2% | −126,680−89.5% | 減碼 | 歷史 |
2021 年第 1 季之後清倉（4 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。