Blue Jay Capital Management as of March 31, 2015
Portfolio Holdings for Blue Jay Capital Management
Blue Jay Capital Management holds 21 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Receptos | 6.4 | $18M | 110k | 164.89 | |
| Centene Corporation (CNC) | 6.2 | $18M | 250k | 70.69 | |
| Mallinckrodt Pub | 5.8 | $17M | 130k | 126.65 | |
| Shire | 5.7 | $16M | 68k | 239.29 | |
| Mylan Nv | 5.6 | $16M | 270k | 59.35 | |
| Endo International (ENDPQ) | 5.5 | $16M | 175k | 89.70 | |
| Alkermes (ALKS) | 5.0 | $14M | 235k | 60.97 | |
| Edwards Lifesciences (EW) | 5.0 | $14M | 100k | 142.46 | |
| Akorn | 5.0 | $14M | 300k | 47.51 | |
| Intuitive Surgical (ISRG) | 4.9 | $14M | 28k | 505.02 | |
| Impax Laboratories | 4.7 | $13M | 285k | 46.87 | |
| United Therapeutics Corporation (UTHR) | 4.5 | $13M | 75k | 172.44 | |
| Teva Pharmaceutical Industries (TEVA) | 4.5 | $13M | 205k | 62.30 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 4.3 | $12M | 105k | 117.97 | |
| Cepheid | 4.0 | $11M | 200k | 56.90 | |
| Cooper Companies | 4.0 | $11M | 60k | 187.42 | |
| Jazz Pharmaceuticals (JAZZ) | 3.9 | $11M | 65k | 172.78 | |
| Anthem (ELV) | 3.9 | $11M | 73k | 154.41 | |
| Alere | 3.9 | $11M | 225k | 48.90 | |
| BioMarin Pharmaceutical (BMRN) | 3.8 | $11M | 88k | 124.62 | |
| Express Scripts Holding | 3.4 | $9.8M | 113k | 86.77 |
