HealthCor Management, L.P. 13F 持仓 · 最近申报 2022年Q4
HealthCor Management 在 2022年Q4（报告期截至 2022-12-31）的 SEC 13F 申报中报告了 22 只证券，申报市值合计 1.09 亿美元。前几大持仓：BMRN（34.88%）、DXCM（33.35%）、CYTK（6.91%）。本季前 25 大持仓中：新建仓 6 只、增持 2 只、减持 11 只、清仓 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BMRN | BIOMARIN PHARMACEUTICAL INC | $38.1M | 34.88% | 367,765 | 减持 |
| 2 | DXCM | DEXCOM INC | $36.4M | 33.35% | 321,380 | 增持 |
| 3 | CYTK | CYTOKINETICS INC | $7.5M | 6.91% | 164,440 | 减持 |
| 4 | ACRV | ACRIVON THERAPEUTICS INC | $3.3M | 3.00% | 284,201 | 新建仓 |
| 5 | HYPR | HYPERFINE INC | $3.3M | 2.99% | 3.9M | 增持 |
| 6 | ALKS | ALKERMES PLC | $2.9M | 2.63% | 110,000 | 减持 |
| 7 | CNMD | CONMED CORP | $2.4M | 2.23% | 27,500 | 新建仓 |
| 8 | NBIX | NEUROCRINE BIOSCIENCES INC | $2.4M | 2.19% | 20,000 | 减持 |
| 9 | SNDX | SYNDAX PHARMACEUTICALS INC | $1.8M | 1.63% | 70,000 | 减持 |
| 10 | KDNY | CHINOOK THERAPEUTICS INC | $1.6M | 1.44% | 60,000 | 减持 |
| 11 | ISRG | INTUITIVE SURGICAL INC | $1.5M | 1.40% | 5,750 | 新建仓 |
| 12 | BPMC | BLUEPRINT MEDICINES CORP | $1.3M | 1.20% | 30,000 | 减持 |
| 13 | GERN | GERON CORP | $1.2M | 1.11% | 500,000 | 减持 |
| 14 | PEN | PENUMBRA INC | $1.1M | 1.02% | 5,000 | 新建仓 |
| 15 | RCKT | ROCKET PHARMACEUTICALS INC | $978,500 | 0.90% | 50,000 | 减持 |
| 16 | RAIN | RAIN ONCOLOGY INC | $960,000 | 0.88% | 120,000 | 新建仓 |
| 17 | INSP | INSPIRE MED SYS INC | $881,580 | 0.81% | 3,500 | 减持 |
| 18 | SILK | SILK RD MED INC | $792,750 | 0.73% | 15,000 | 新建仓 |
| 19 | IMGN | IMMUNOGEN INC | $744,000 | 0.68% | 150,000 | 减持 |
| 20 | EQRXW | EQRX INC | $9,451 | 0.01% | 35,239 | 持平 |
| 21 | A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | 清仓 |
| 22 | ABBV | ABBVIE INC | $0 | 0.00% | 0 | 清仓 |
| 23 | ABT | ABBOTT LABS | $0 | 0.00% | 0 | 清仓 |
| 24 | AFMD | AFFIMED N V | $0 | 0.00% | 0 | 清仓 |
| 25 | AMGN | AMGEN INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2022-12-31
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