Sector Gamma AS
- SEC CIK
- 0001475373
- 最新申報
- 2026/8/12
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/10/29 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 29
- 較 2021 年第 2 季 −8
- 總值
- $5.01 億
- 較 2021 年第 2 季 −$6,333 萬 (−11.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MRKMerck & Co., Inc. | Stock | 812,814 | $6,105 萬 | 12.2% | +357,367+78.5% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 651,600 | $2,803 萬 | 5.6% | −488,385−42.8% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 445,010 | $2,633 萬 | 5.3% | −78,483−15.0% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 602,682 | $2,615 萬 | 5.2% | +166,276+38.1% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 371,085 | $2,592 萬 | 5.2% | −206,283−35.7% | 減碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 523,606 | $2,590 萬 | 5.2% | +154,675+41.9% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 83,319 | $2,358 萬 | 4.7% | +10,276+14.1% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 184,700 | $2,315 萬 | 4.6% | −24,428−11.7% | 減碼 | 歷史 |
| INCYIncyte Corp | COM | 302,739 | $2,082 萬 | 4.2% | +18,594+6.5% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 81,593 | $2,006 萬 | 4.0% | −13,088−13.8% | 減碼 | 歷史 |
| BAXBaxter International Inc | Stock | 237,429 | $1,910 萬 | 3.8% | +44,690+23.2% | 加碼 | 歷史 |
| BRKRBruker Corp | COM | 233,252 | $1,822 萬 | 3.6% | −73,398−23.9% | 減碼 | 歷史 |
| OGNOrganon & Co. | Stock | 546,062 | $1,791 萬 | 3.6% | −6,170−1.1% | 減碼 | 歷史 |
| NUVANuvasive Inc | COM | 298,426 | $1,786 萬 | 3.6% | +4,672+1.6% | 加碼 | 歷史 |
| QGENQiagen N.V. | SHS NEW | 330,220 | $1,707 萬 | 3.4% | +170,159+106.3% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 43,192 | $1,610 萬 | 3.2% | −1,432−3.2% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 176,120 | $1,495 萬 | 3.0% | −24,321−12.1% | 減碼 | 歷史 |
| XRAYDentsply Sirona Inc. | Stock | 251,330 | $1,459 萬 | 2.9% | +251,330 | 新進 | 歷史 |
| CNCCentene Corp | Stock | 212,223 | $1,322 萬 | 2.6% | −17,187−7.5% | 減碼 | 歷史 |
| ELANElanco Animal Health Inc | COM | 409,731 | $1,307 萬 | 2.6% | +13,253+3.3% | 加碼 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 37,858 | $1,066 萬 | 2.1% | −5,689−13.1% | 減碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 263,870 | $885.0 萬 | 1.8% | +382+0.1% | 加碼 | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 11,255 | $839.6 萬 | 1.7% | −4,881−30.2% | 減碼 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 50,295 | $695.9 萬 | 1.4% | +21,084+72.2% | 加碼 | 歷史 |
| RIGLRigel Pharmaceuticals Inc | COM NEW | 1,772,730 | $643.5 萬 | 1.3% | +67,177+3.9% | 加碼 | 歷史 |
| PDCOPatterson Companies, Inc. | COM | 170,547 | $514.0 萬 | 1.0% | +28,804+20.3% | 加碼 | 歷史 |
| SAGESage Therapeutics, Inc. | COM | 110,767 | $490.8 萬 | 1.0% | +20,029+22.1% | 加碼 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 26,000 | $460.0 萬 | 0.9% | +26,000 | 新進 | 歷史 |
| NVAXNovavax Inc | COM NEW | 11,044 | $229.0 萬 | 0.5% | −2,582−18.9% | 減碼 | 歷史 |
2021 年第 2 季之後清倉（10 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HSICHenry Schein Inc | COM | 165,721 | $1,230 萬 | 2.2% | 歷史 |
| RVTYRevvity, Inc. | COM | 67,661 | $1,045 萬 | 1.9% | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 58,017 | $983.5 萬 | 1.7% | 歷史 |
| PRGOPERRIGO Co plc | SHS | 204,732 | $938.7 萬 | 1.7% | 歷史 |
| HOLXHologic Inc | COM | 117,738 | $785.5 萬 | 1.4% | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 68,964 | $575.4 萬 | 1.0% | 歷史 |
| JNJJohnson & Johnson | Stock | 30,000 | $494.2 萬 | 0.9% | 歷史 |
| AUPHAurinia Pharmaceuticals Inc. | COM | 234,916 | $304.5 萬 | 0.5% | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 4,876 | $272.3 萬 | 0.5% | 歷史 |
| LIVNLivaNova PLC | SHS | 14,803 | $124.5 萬 | 0.2% | 歷史 |