Bb Biotech AG 13F 持仓 · 最近申报 2019年Q1
Bb Biotech 在 2019年Q1(报告期截至 2019-03-31)的 SEC 13F 申报中报告了 35 只证券,申报市值合计 39.78 亿美元。前几大持仓:IONS(15.76%)、INCY(7.83%)、NBIX(7.46%)。本季前 25 大持仓中:增持 11 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IONS | Ionis Pharmaceuticals Inc. | $627.0M | 15.76% | 7.7M | 减持 |
| 2 | INCY | Incyte Corp. | $311.4M | 7.83% | 3.6M | 减持 |
| 3 | NBIX | Neurocrine Biosciences Inc. | $296.6M | 7.46% | 3.4M | 增持 |
| 4 | VRTX | Vertex Pharmaceuticals Inc | $239.1M | 6.01% | 1.3M | 减持 |
| 5 | SAGE | Sage Therapeutics, Inc. | $218.7M | 5.50% | 1.4M | 持平 |
| 6 | CELG | Celgene Corp | $207.5M | 5.22% | 2.2M | 减持 |
| 7 | AGIO | Agios Pharmaceuticals, Inc. | $200.8M | 5.05% | 3.0M | 增持 |
| 8 | ALXN | Alexion Pharmaceuticals, Inc. | $177.7M | 4.47% | 1.3M | 持平 |
| 9 | ALNY | Alnylam Pharmaceuticals, Inc. | $152.4M | 3.83% | 1.6M | 增持 |
| 10 | ESPR | Esperion Therapeutics, Inc. | $141.4M | 3.56% | 3.5M | 增持 |
| 11 | RDUS1 | Radius Health, Inc. | $135.2M | 3.40% | 6.8M | 增持 |
| 12 | HALO | Halozyme Therapeutics Inc. | $134.0M | 3.37% | 8.3M | 持平 |
| 13 | ARGX | Argenx SE | $112.9M | 2.84% | 904,739 | 增持 |
| 14 | MRNA | Moderna, Inc. | $97.4M | 2.45% | 4.8M | 持平 |
| 15 | MYOV | Myovant Sciences Ltd. | $85.9M | 2.16% | 3.6M | 持平 |
| 16 | ICPT | Intercept Pharmaceuticals, Inc. | $78.0M | 1.96% | 696,976 | 增持 |
| 17 | GILD | Gilead Sciences Inc. | $74.3M | 1.87% | 1.1M | 减持 |
| 18 | NKTR | Nektar Therapeutics | $67.9M | 1.71% | 2.0M | 增持 |
| 19 | EXEL | Exelixis, Inc. | $67.5M | 1.70% | 2.8M | 持平 |
| 20 | AKCA | Akcea Therapeutics, Inc. | $67.4M | 1.69% | 2.4M | 减持 |
| 21 | MYOK | Myokardia Inc. | $65.8M | 1.65% | 1.3M | 增持 |
| 22 | MGNX | MacroGenics Inc. | $61.1M | 1.54% | 3.4M | 增持 |
| 23 | WVE | Wave Life Sciences Ltd. | $56.9M | 1.43% | 1.5M | 持平 |
| 24 | VYGR | Voyager Therapeutics, Inc. | $54.9M | 1.38% | 2.9M | 持平 |
| 25 | BOLD1 | Audentes Therapeutics, Inc. | $53.4M | 1.34% | 1.4M | 增持 |
来源:SEC 13F 申报文件 · 截至 2019-03-31
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR