Sector Gamma AS
- SEC CIK
- 0001475373
- 最新申報
- 2026/8/12
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/9 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 28
- 較 2024 年第 1 季 0
- 總值
- $2.68 億
- 較 2024 年第 1 季 −$8,711 萬 (−24.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GILDGilead Sciences, Inc. | Stock | 420,163 | $2,883 萬 | 10.8% | +154,544+58.2% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 895,000 | $2,504 萬 | 9.4% | −344,165−27.8% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 535,000 | $2,222 萬 | 8.3% | +36,464+7.3% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 264,890 | $2,085 萬 | 7.8% | −147,003−35.7% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 24,279 | $1,316 萬 | 4.9% | −10,018−29.2% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 220,000 | $1,299 萬 | 4.9% | −88,004−28.6% | 減碼 | 歷史 |
| INCYIncyte Corp | COM | 203,376 | $1,233 萬 | 4.6% | −61,519−23.2% | 減碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 107,098 | $1,053 萬 | 3.9% | −75,489−41.3% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 43,985 | $1,020 萬 | 3.8% | −15,713−26.3% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 30,000 | $937.4 萬 | 3.5% | +30,000 | 新進 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 85,000 | $922.5 萬 | 3.4% | −36,033−29.8% | 減碼 | 歷史 |
| BAXBaxter International Inc | Stock | 260,000 | $869.7 萬 | 3.2% | −63,120−19.5% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 104,000 | $810.4 萬 | 3.0% | −19,133−15.5% | 減碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 170,000 | $810.2 萬 | 3.0% | −5,507−3.1% | 減碼 | 歷史 |
| BRKRBruker Corp | COM | 115,472 | $736.8 萬 | 2.8% | +2,697+2.4% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 70,000 | $727.4 萬 | 2.7% | +70,000 | 新進 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 52,861 | $703.2 萬 | 2.6% | −24,674−31.8% | 減碼 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 35,000 | $647.3 萬 | 2.4% | −34,881−49.9% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 69,153 | $638.8 萬 | 2.4% | −37,713−35.3% | 減碼 | 歷史 |
| AGIOAgios Pharmaceuticals, Inc. | COM | 121,844 | $525.4 萬 | 2.0% | −42,534−25.9% | 減碼 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 63,348 | $521.5 萬 | 1.9% | −18,068−22.2% | 減碼 | 歷史 |
| ALKSAlkermes plc. | SHS | 194,000 | $467.5 萬 | 1.7% | −58,319−23.1% | 減碼 | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 16,829 | $459.6 萬 | 1.7% | −16,833−50.0% | 減碼 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 15,240 | $370.3 萬 | 1.4% | −12,343−44.7% | 減碼 | 歷史 |
| QGENQiagen N.V. | Stock | 83,484 | $343.0 萬 | 1.3% | −19,885−19.2% | 減碼 | 歷史 |
| CNCCentene Corp | Stock | 45,000 | $298.4 萬 | 1.1% | +22,784+102.6% | 加碼 | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 31,712 | $254.6 萬 | 1.0% | −21,348−40.2% | 減碼 | 歷史 |
| VTRSViatris Inc | Stock | 103,106 | $109.6 萬 | 0.4% | −314,551−75.3% | 減碼 | 歷史 |
2024 年第 1 季之後清倉（2 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。