Blue Jay Capital Management as of Sept. 30, 2015
Portfolio Holdings for Blue Jay Capital Management
Blue Jay Capital Management holds 18 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Edwards Lifesciences (EW) | 8.4 | $21M | 151k | 142.17 | |
| Perrigo Company (PRGO) | 7.1 | $18M | 115k | 157.27 | |
| Cooper Companies | 7.0 | $18M | 120k | 148.86 | |
| Incyte Corporation (INCY) | 6.3 | $16M | 145k | 110.33 | |
| BioMarin Pharmaceutical (BMRN) | 5.8 | $15M | 139k | 105.32 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 5.7 | $14M | 138k | 104.14 | |
| Alexion Pharmaceuticals | 5.5 | $14M | 90k | 156.39 | |
| Cepheid | 5.5 | $14M | 309k | 45.20 | |
| Intuitive Surgical (ISRG) | 5.4 | $14M | 30k | 459.57 | |
| NuVasive | 5.4 | $14M | 285k | 48.22 | |
| WellCare Health Plans | 5.1 | $13M | 150k | 86.18 | |
| Brookdale Senior Living (BKD) | 5.0 | $13M | 560k | 22.96 | |
| Centene Corporation (CNC) | 5.0 | $13M | 237k | 54.23 | |
| Biogen Idec (BIIB) | 4.9 | $12M | 43k | 291.81 | |
| Nektar Therapeutics (NKTR) | 4.7 | $12M | 1.1M | 10.96 | |
| Wright Medical | 4.7 | $12M | 565k | 21.02 | |
| Qiagen | 4.3 | $11M | 425k | 25.80 | |
| Cerner Corporation | 4.2 | $11M | 180k | 59.96 |
