Blue Jay Capital Management, LLC 13F 持仓 · 最近申报 2017年Q2
Blue Jay Capital Management 在 2017年Q2（报告期截至 2017-06-30）的 SEC 13F 申报中报告了 20 只证券，申报市值合计 1.47 亿美元。前几大持仓：TSRO（6.43%）、CLVS（6.32%）、INCY（6.18%）。本季前 25 大持仓中：新建仓 9 只、增持 3 只、减持 8 只、清仓 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TSRO | TESARO INC | $9.4M | 6.43% | 67,490 | 减持 |
| 2 | CLVS | CLOVIS ONCOLOGY INC | $9.3M | 6.32% | 99,101 | 减持 |
| 3 | INCY | INCYTE CORP | $9.1M | 6.18% | 72,051 | 增持 |
| 4 | IRWD | IRONWOOD PHARMACEUTICALS INC | $8.9M | 6.05% | 470,000 | 减持 |
| 5 | WMGI | WRIGHT MED GROUP N V | $8.8M | 6.00% | 320,420 | 增持 |
| 6 | BMRN | BIOMARIN PHARMACEUTICAL INC | $8.6M | 5.84% | 94,454 | 减持 |
| 7 | PRAH | PRA HEALTH SCIENCES INC | $8.0M | 5.45% | 106,555 | 减持 |
| 8 | EW | EDWARDS LIFESCIENCES CORP | $8.0M | 5.42% | 67,266 | 减持 |
| 9 | ABMD | ABIOMED INC | $7.9M | 5.41% | 55,387 | 减持 |
| 10 | NVRO | NEVRO CORP | $7.8M | 5.33% | 105,000 | 增持 |
| 11 | QGEN | QIAGEN NV | $7.3M | 4.98% | 217,954 | 新建仓 |
| 12 | SNN | SMITH & NEPHEW PLC | $7.0M | 4.75% | 200,000 | 新建仓 |
| 13 | PTLA | PORTOLA PHARMACEUTICALS | $6.7M | 4.59% | 120,000 | 新建仓 |
| 14 | NBIX | NEUROCRINE BIOSCIENCES INC | $6.7M | 4.55% | 145,303 | 新建仓 |
| 15 | BKD | BROOKDALE SENIOR LIVING INC | $6.6M | 4.51% | 450,000 | 新建仓 |
| 16 | ICLR | ICON PLC ORD | $6.2M | 4.22% | 63,342 | 新建仓 |
| 17 | VRTX | VERTEX PHARMACEUTICALS INC | $6.0M | 4.06% | 46,202 | 减持 |
| 18 | ALGN | ALIGN TECHNOLOGY INC | $5.1M | 3.47% | 33,904 | 新建仓 |
| 19 | ILMN | ILLUMINA INC | $4.8M | 3.25% | 27,500 | 新建仓 |
| 20 | ISRG | INTUITIVE SURGICAL INC | $4.7M | 3.19% | 5,000 | 新建仓 |
| 21 | AKRXQ | AKORN INC | $0 | 0.00% | 0 | 清仓 |
| 22 | BCR | BARD C R INC | $0 | 0.00% | 0 | 清仓 |
| 23 | BIIB | BIOGEN INC | $0 | 0.00% | 0 | 清仓 |
| 24 | BMY | BRISTOL MYERS SQUIBB CO | $0 | 0.00% | 0 | 清仓 |
| 25 | CELG | CELGENE CORP | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2017-06-30
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