Sector Gamma AS
- SEC CIK
- 0001475373
- 最新申報
- 2026/8/12
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/8 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 33
- 較 2021 年第 3 季 +4
- 總值
- $4.25 億
- 較 2021 年第 3 季 −$7,587 萬 (−15.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MRKMerck & Co., Inc. | Stock | 475,804 | $3,647 萬 | 8.6% | −337,010−41.5% | 減碼 | 歷史 |
| INCYIncyte Corp | COM | 378,852 | $2,781 萬 | 6.5% | +76,113+25.1% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 496,680 | $2,557 萬 | 6.0% | −26,926−5.1% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 348,591 | $2,174 萬 | 5.1% | −96,419−21.7% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 297,055 | $2,157 萬 | 5.1% | −74,030−19.9% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 206,162 | $2,127 萬 | 5.0% | +30,042+17.1% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 499,530 | $2,122 萬 | 5.0% | −103,152−17.1% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 204,268 | $2,113 萬 | 5.0% | +19,568+10.6% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 75,647 | $1,902 萬 | 4.5% | −5,946−7.3% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 285,403 | $1,685 萬 | 4.0% | −366,197−56.2% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 66,599 | $1,598 萬 | 3.8% | −16,720−20.1% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 34,402 | $1,595 萬 | 3.7% | −8,790−20.4% | 減碼 | 歷史 |
| CNCCentene Corp | Stock | 183,146 | $1,509 萬 | 3.5% | −29,077−13.7% | 減碼 | 歷史 |
| BRKRBruker Corp | COM | 162,768 | $1,366 萬 | 3.2% | −70,484−30.2% | 減碼 | 歷史 |
| OGNOrganon & Co. | Stock | 431,709 | $1,315 萬 | 3.1% | −114,353−20.9% | 減碼 | 歷史 |
| NUVANuvasive Inc | COM | 240,691 | $1,263 萬 | 3.0% | −57,735−19.3% | 減碼 | 歷史 |
| QGENQiagen N.V. | SHS NEW | 196,845 | $1,094 萬 | 2.6% | −133,375−40.4% | 減碼 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 113,548 | $1,003 萬 | 2.4% | +113,548 | 新進 | 歷史 |
| ELANElanco Animal Health Inc | COM | 345,230 | $979.8 萬 | 2.3% | −64,501−15.7% | 減碼 | 歷史 |
| CICigna Group | Stock | 41,500 | $953.0 萬 | 2.2% | +41,500 | 新進 | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 11,639 | $879.4 萬 | 2.1% | +384+3.4% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 39,069 | $858.0 萬 | 2.0% | +39,069 | 新進 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 23,377 | $734.5 萬 | 1.7% | −14,481−38.3% | 減碼 | 歷史 |
| XRAYDentsply Sirona Inc. | Stock | 114,816 | $640.6 萬 | 1.5% | −136,514−54.3% | 減碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 209,537 | $637.6 萬 | 1.5% | −54,333−20.6% | 減碼 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 45,238 | $586.6 萬 | 1.4% | −5,057−10.1% | 減碼 | 歷史 |
| SAGESage Therapeutics, Inc. | COM | 98,904 | $420.7 萬 | 1.0% | −11,863−10.7% | 減碼 | 歷史 |
| RIGLRigel Pharmaceuticals Inc | COM NEW | 1,469,604 | $389.4 萬 | 0.9% | −303,126−17.1% | 減碼 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 26,106 | $382.9 萬 | 0.9% | +106+0.4% | 加碼 | 歷史 |
| PDCOPatterson Companies, Inc. | COM | 122,947 | $360.8 萬 | 0.8% | −47,600−27.9% | 減碼 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 13,032 | $336.0 萬 | 0.8% | +13,032 | 新進 | 歷史 |
| NVAXNovavax Inc | COM NEW | 13,346 | $190.9 萬 | 0.4% | +2,302+20.8% | 加碼 | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 44,000 | $184.2 萬 | 0.4% | +44,000 | 新進 | 歷史 |
2021 年第 3 季之後清倉（1 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。