Asymmetry Capital Management as of Dec. 31, 2021
Portfolio Holdings for Asymmetry Capital Management
Asymmetry Capital Management holds 24 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| BioMarin Pharmaceutical (BMRN) | 8.3 | $16M | 178k | 88.35 | |
| Horizon Therapeutics | 7.9 | $15M | 138k | 107.76 | |
| UnitedHealth (UNH) | 7.2 | $14M | 27k | 502.12 | |
| Abbvie (ABBV) | 6.8 | $13M | 94k | 135.40 | |
| Iqvia Holdings (IQV) | 6.6 | $13M | 44k | 282.15 | |
| Centene Corporation (CNC) | 6.5 | $12M | 148k | 82.40 | |
| Bellus Health | 5.5 | $10M | 1.3M | 8.05 | |
| Cytokinetics (CYTK) | 5.4 | $10M | 225k | 45.58 | |
| Johnson & Johnson (JNJ) | 5.1 | $9.5M | 56k | 171.07 | |
| Natera (NTRA) | 5.0 | $9.5M | 102k | 93.39 | |
| Amicus Therapeutics (FOLD) | 4.4 | $8.3M | 717k | 11.55 | |
| Argenx Se - Adr (ARGX) | 3.9 | $7.3M | 21k | 350.17 | |
| Kura Oncology (KURA) | 3.7 | $7.0M | 502k | 14.00 | |
| Apellis Pharmaceuticals (APLS) | 3.5 | $6.6M | 139k | 47.28 | |
| Mirati Therapeutics | 3.4 | $6.4M | 44k | 146.69 | |
| Iveric Bio | 3.3 | $6.3M | 376k | 16.72 | |
| Quanterix Ord (QTRX) | 3.2 | $6.1M | 143k | 42.40 | |
| Iteos Therapeutics (ITOS) | 2.6 | $4.9M | 105k | 46.56 | |
| Dice Therapeutics | 2.5 | $4.7M | 185k | 25.31 | |
| Avadel Pharmaceuticals Adr (AVDL) | 1.6 | $3.0M | 369k | 8.08 | |
| Aclaris Therapeutics (ACRS) | 1.5 | $2.9M | 199k | 14.54 | |
| Pmv Pharmaceuticals (PMVP) | 1.2 | $2.3M | 98k | 23.10 | |
| Regulus Therapeutics | 0.5 | $860k | 2.7M | 0.31 | |
| Bcls Acquisition Corp | 0.4 | $699k | 71k | 9.79 |
