Traxis Partners LP 13F 持仓 · 最近申报 2013年Q2
Traxis Partners 在 2013年Q2（报告期截至 2013-06-30）的 SEC 13F 申报中报告了 60 只证券，申报市值合计 1.29 亿美元。前几大持仓：STJ（2.65%）、MOH（2.59%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | HEALTH MGMT ASSOCIATES INC-A | $4.9M | 3.77% | 310,000 | 新建仓 | |
| 2 | STJ | ST JUDE MEDICAL INC | $3.4M | 2.65% | 75,000 | 新建仓 |
| 3 | MOH | MOLINA HEALTHCARE INC | $3.3M | 2.59% | 90,000 | 新建仓 |
| 4 | ICLR | ICON PLC | $3.2M | 2.47% | 90,000 | 新建仓 |
| 5 | AET | AETNA INC | $3.2M | 2.46% | 50,000 | 新建仓 |
| 6 | CNC | CENTENE CORP | $3.1M | 2.44% | 60,000 | 新建仓 |
| 7 | BMY | BRISTOL-MYERS SQUIBB CO | $3.1M | 2.42% | 70,000 | 新建仓 |
| 8 | CYH | COMMUNITY HEALTH SYSTEMS INC | $3.0M | 2.36% | 65,000 | 新建仓 |
| 9 | BIIB | BIOGEN IDEC INC | $3.0M | 2.33% | 14,000 | 新建仓 |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | $3.0M | 2.29% | 35,000 | 新建仓 |
| 11 | MDVN | MEDIVATION INC | $3.0M | 2.28% | 60,000 | 新建仓 |
| 12 | LPNT | LIFEPOINT HOSPITALS INC | $2.9M | 2.27% | 60,000 | 新建仓 |
| 13 | CELG | CELGENE CORP | $2.9M | 2.25% | 24,840 | 新建仓 |
| 14 | CAH | CARDINAL HEALTH INC | $2.8M | 2.19% | 60,000 | 新建仓 |
| 15 | MDT | MEDTRONIC INC | $2.8M | 2.19% | 55,000 | 新建仓 |
| 16 | WCG | WELLCARE HEALTH PLANS INC | $2.8M | 2.15% | 50,000 | 新建仓 |
| 17 | BRKR | BRUKER CORP | $2.7M | 2.12% | 170,000 | 新建仓 |
| 18 | HCA | HCA HOLDINGS INC | $2.7M | 2.09% | 75,000 | 新建仓 |
| 19 | UNH | UNITEDHEALTH GROUP INC | $2.6M | 2.03% | 40,000 | 新建仓 |
| 20 | HNT | HEALTH NET INC | $2.5M | 1.97% | 80,000 | 新建仓 |
| 21 | HSP | HOSPIRA INC | $2.5M | 1.94% | 65,400 | 新建仓 |
| 22 | DGX | QUEST DIAGNOSTICS INC | $2.4M | 1.88% | 40,000 | 新建仓 |
| 23 | PODD | INSULET CORP | $2.4M | 1.82% | 75,000 | 新建仓 |
| 24 | GILD | GILEAD SCIENCES INC | $2.3M | 1.78% | 45,000 | 新建仓 |
| 25 | THC | TENET HEALTHCARE CORP | $2.3M | 1.78% | 50,000 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2013-06-30
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