Sector Gamma AS
- SEC CIK
- 0001475373
- 最新申報
- 2026/8/12
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/6 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 40
- 較 2021 年第 4 季 +7
- 總值
- $4.60 億
- 較 2021 年第 4 季 +$3,479 萬 (+8.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MRKMerck & Co., Inc. | Stock | 499,141 | $4,096 萬 | 8.9% | +23,337+4.9% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 681,538 | $4,052 萬 | 8.8% | +384,483+129.4% | 加碼 | 歷史 |
| INCYIncyte Corp | COM | 442,012 | $3,511 萬 | 7.6% | +63,160+16.7% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 333,558 | $2,436 萬 | 5.3% | −15,033−4.3% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 206,006 | $2,286 萬 | 5.0% | +1,738+0.9% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 377,270 | $2,139 萬 | 4.6% | −119,410−24.0% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 198,873 | $2,013 萬 | 4.4% | −7,289−3.5% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 395,335 | $1,751 萬 | 3.8% | −104,195−20.9% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 81,945 | $1,726 萬 | 3.8% | +15,346+23.0% | 加碼 | 歷史 |
| CNCCentene Corp | Stock | 194,664 | $1,639 萬 | 3.6% | +11,518+6.3% | 加碼 | 歷史 |
| BRKRBruker Corp | COM | 251,952 | $1,620 萬 | 3.5% | +89,184+54.8% | 加碼 | 歷史 |
| NUVANuvasive Inc | COM | 266,035 | $1,508 萬 | 3.3% | +25,344+10.5% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 29,018 | $1,425 萬 | 3.1% | −5,384−15.7% | 減碼 | 歷史 |
| CICigna Group | Stock | 58,370 | $1,399 萬 | 3.0% | +16,870+40.7% | 加碼 | 歷史 |
| OGNOrganon & Co. | Stock | 339,738 | $1,187 萬 | 2.6% | −91,971−21.3% | 減碼 | 歷史 |
| QGENQiagen N.V. | SHS NEW | 219,226 | $1,074 萬 | 2.3% | +22,381+11.4% | 加碼 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 59,251 | $967.5 萬 | 2.1% | +59,251 | 新進 | 歷史 |
| ELANElanco Animal Health Inc | COM | 364,691 | $951.5 萬 | 2.1% | +19,461+5.6% | 加碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 64,801 | $828.8 萬 | 1.8% | +64,801 | 新進 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 124,000 | $822.6 萬 | 1.8% | +124,000 | 新進 | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 12,785 | $720.1 萬 | 1.6% | +1,146+9.8% | 加碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 188,439 | $698.0 萬 | 1.5% | −21,098−10.1% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 26,233 | $697.8 萬 | 1.5% | −49,414−65.3% | 減碼 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 47,467 | $688.0 萬 | 1.5% | +2,229+4.9% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 129,738 | $671.7 萬 | 1.5% | −155,665−54.5% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 24,758 | $646.1 萬 | 1.4% | −14,311−36.6% | 減碼 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 79,759 | $614.9 萬 | 1.3% | −33,789−29.8% | 減碼 | 歷史 |
| ITCIIntra-Cellular Therapies, Inc. | COM | 80,843 | $494.7 萬 | 1.1% | +80,843 | 新進 | 歷史 |
| RIGLRigel Pharmaceuticals Inc | COM NEW | 1,466,678 | $438.5 萬 | 1.0% | −2,926−0.2% | 減碼 | 歷史 |
| PDCOPatterson Companies, Inc. | COM | 129,757 | $420.0 萬 | 0.9% | +6,810+5.5% | 加碼 | 歷史 |
| SAGESage Therapeutics, Inc. | COM | 118,476 | $392.2 萬 | 0.9% | +19,572+19.8% | 加碼 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 46,221 | $335.7 萬 | 0.7% | +46,221 | 新進 | 歷史 |
| PTCTPTC Therapeutics, Inc. | COM | 79,864 | $298.0 萬 | 0.6% | +79,864 | 新進 | 歷史 |
| NVAXNovavax Inc | COM NEW | 38,324 | $282.3 萬 | 0.6% | +24,978+187.2% | 加碼 | 歷史 |
| XRAYDentsply Sirona Inc. | Stock | 55,516 | $273.2 萬 | 0.6% | −59,300−51.6% | 減碼 | 歷史 |
| QTRXQuanterix Corp | COM | 88,670 | $258.8 萬 | 0.6% | +88,670 | 新進 | 歷史 |
| SLGCSomaLogic, Inc. | CLASS A COM | 301,224 | $241.6 萬 | 0.5% | +301,224 | 新進 | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 80,223 | $206.3 萬 | 0.4% | +36,223+82.3% | 加碼 | 歷史 |
| ATRAAtara Biotherapeutics, Inc. | COM | 123,713 | $114.9 萬 | 0.2% | +123,713 | 新進 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 11,875 | $97.6 萬 | 0.2% | −14,231−54.5% | 減碼 | 歷史 |
2021 年第 4 季之後清倉（2 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。