Senzar Asset Management, LLC 13F 持仓 · 最近申报 2018年Q2
Senzar Asset Management 在 2018年Q2（报告期截至 2018-06-30）的 SEC 13F 申报中报告了 24 只证券，申报市值合计 3,465.80 万美元。前几大持仓：MRK（18.82%）、SNY（8.87%）、VTRS（8.70%）。本季前 25 大持仓中：新建仓 6 只、减持 18 只、清仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MRK | MERCK & CO INC | $6.5M | 18.82% | 107,434 | 减持 |
| 2 | SNY | SANOFI | $3.1M | 8.87% | 76,836 | 减持 |
| 3 | VTRS | MYLAN N V | $3.0M | 8.70% | 85,495 | 减持 |
| 4 | CI | CIGNA CORPORATION | $3.0M | 8.53% | 17,392 | 减持 |
| 5 | AZN | ASTRAZENECA PLC | $2.5M | 7.23% | 71,400 | 减持 |
| 6 | REGN | REGENERON PHARMACEUTICALS | $1.8M | 5.20% | 5,220 | 减持 |
| 7 | RDUS1 | RADIUS HEALTH INC | $1.8M | 5.15% | 60,521 | 新建仓 |
| 8 | GILD | GILEAD SCIENCES INC | $1.6M | 4.56% | 22,300 | 新建仓 |
| 9 | CVS | CVS HEALTH CORP | $1.6M | 4.52% | 24,330 | 减持 |
| 10 | AGN | ALLERGAN PLC | $1.5M | 4.20% | 8,723 | 减持 |
| 11 | ALDR | ALDER BIOPHARMACEUTICALS INC | $1.4M | 3.90% | 85,558 | 减持 |
| 12 | ANAB | ANAPTYSBIO INC | $1.1M | 3.27% | 15,970 | 减持 |
| 13 | MCK | MCKESSON CORP | $1.0M | 2.89% | 7,500 | 新建仓 |
| 14 | TBPH | THERAVANCE BIOPHARMA INC | $621,000 | 1.79% | 27,397 | 减持 |
| 15 | MDXG | MIMEDX GROUP INC | $543,000 | 1.57% | 85,050 | 减持 |
| 16 | ALNY | ALNYLAM PHARMACEUTICALS INC | $534,000 | 1.54% | 5,425 | 新建仓 |
| 17 | ELGXQ | ENDOLOGIX INC | $517,000 | 1.49% | 91,422 | 减持 |
| 18 | CNCE | CONCERT PHARMACEUTICALS INC | $502,000 | 1.45% | 29,821 | 减持 |
| 19 | ARNA | ARENA PHARMACEUTICALS INC | $485,000 | 1.40% | 11,123 | 减持 |
| 20 | TGTX | TG THERAPEUTICS INC | $415,000 | 1.20% | 31,594 | 减持 |
| 21 | PTGX | PROTAGONIST THERAPEUTICS INC | $412,000 | 1.19% | 61,304 | 减持 |
| 22 | FOMX | FOAMIX PHARMACEUTICALS LTD | $338,000 | 0.98% | 67,429 | 新建仓 |
| 23 | UTHR | UNITED THERAPEUTICS CORP DEL | $297,000 | 0.86% | 2,625 | 减持 |
| 24 | PRTA | PROTHENA CORP PLC | $249,000 | 0.72% | 17,090 | 新建仓 |
| 25 | AERI | AERIE PHARMACEUTICALS INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2018-06-30
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