Asymmetry Capital Management as of June 30, 2019
Portfolio Holdings for Asymmetry Capital Management
Asymmetry Capital Management holds 30 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Insmed (INSM) | 10.1 | $19M | 730k | 25.60 | |
| Global Blood Therapeutics In | 8.9 | $17M | 314k | 52.60 | |
| BioMarin Pharmaceutical (BMRN) | 8.2 | $15M | 176k | 85.65 | |
| Portola Pharmaceuticals | 7.7 | $14M | 526k | 27.13 | |
| Inogen (INGN) | 6.9 | $13M | 192k | 66.76 | |
| Ptc Therapeutics I (PTCT) | 6.8 | $13M | 281k | 45.00 | |
| Gilead Sciences (GILD) | 5.4 | $10M | 148k | 67.56 | |
| Jazz Pharmaceuticals (JAZZ) | 4.9 | $9.1M | 64k | 142.56 | |
| Centene Corporation (CNC) | 4.2 | $7.7M | 148k | 52.44 | |
| UnitedHealth (UNH) | 4.1 | $7.5M | 31k | 244.00 | |
| Myokardia | 3.4 | $6.4M | 127k | 50.14 | |
| Natera (NTRA) | 3.2 | $6.0M | 218k | 27.58 | |
| Glycomimetics (GLYC) | 3.2 | $5.9M | 498k | 11.92 | |
| Twist Bioscience Corp (TWST) | 2.7 | $5.0M | 172k | 29.01 | |
| Anthem (ELV) | 2.5 | $4.7M | 17k | 282.19 | |
| Crispr Therapeutics (CRSP) | 2.5 | $4.6M | 98k | 47.10 | |
| Opko Health (OPK) | 2.1 | $4.0M | 1.6M | 2.44 | |
| Viewray (VRAYQ) | 2.1 | $3.9M | 444k | 8.81 | |
| Pacira Pharmaceuticals (PCRX) | 2.0 | $3.7M | 85k | 43.49 | |
| Acceleron Pharma | 1.8 | $3.4M | 83k | 41.08 | |
| Avantor (AVTR) | 1.3 | $2.3M | 123k | 19.09 | |
| Sarepta Therapeutics (SRPT) | 0.9 | $1.7M | 11k | 151.95 | |
| Nucana Plc american depositary shares (NCNA) | 0.9 | $1.7M | 162k | 10.38 | |
| Verrica Pharmaceuticals (VRCA) | 0.8 | $1.5M | 133k | 11.62 | |
| Irhythm Technologies (IRTC) | 0.6 | $1.2M | 15k | 79.10 | |
| Adaptive Biotechnologies Cor (ADPT) | 0.6 | $1.1M | 23k | 48.31 | |
| Abbvie (ABBV) | 0.6 | $1.0M | 14k | 72.75 | |
| Antares Pharma | 0.5 | $906k | 275k | 3.29 | |
| HMS Holdings | 0.5 | $829k | 26k | 32.39 | |
| Ascendis Pharma A S (ASND) | 0.2 | $438k | 3.8k | 115.26 |
