Sector Gamma ASA

Sector Gamma AS as of Dec. 31, 2012

Portfolio Holdings for Sector Gamma AS

Sector Gamma AS holds 33 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Eli Lilly & Co. (LLY) 11.1 $34M 693k 49.32
Johnson & Johnson (JNJ) 9.8 $30M 430k 70.10
Forest Laboratories 9.5 $29M 827k 35.32
Boston Scientific Corporation (BSX) 9.1 $28M 4.9M 5.73
Bristol Myers Squibb (BMY) 5.9 $18M 561k 32.59
Baxter International (BAX) 5.9 $18M 273k 66.66
Life Technologies 4.5 $14M 281k 49.03
Thermo Fisher Scientific (TMO) 4.3 $13M 211k 63.78
Cardinal Health (CAH) 3.9 $12M 290k 41.18
Onyx Pharmaceuticals 3.5 $11M 142k 75.53
ResMed (RMD) 3.1 $9.5M 228k 41.57
United Therapeutics Corporation (UTHR) 2.8 $8.5M 159k 53.42
Salix Pharmaceuticals 2.6 $8.2M 202k 40.47
Auxilium Pharmaceuticals 2.4 $7.5M 404k 18.54
Cubist Pharmaceuticals 2.2 $6.7M 160k 42.05
Mylan 2.1 $6.5M 236k 27.45
Merck & Co (MRK) 2.0 $6.3M 155k 40.94
St. Jude Medical 1.9 $5.7M 158k 36.14
Universal Health Services (UHS) 1.8 $5.5M 113k 48.35
AmerisourceBergen (COR) 1.6 $4.8M 112k 43.18
Teva Pharmaceutical Industries (TEVA) 1.4 $4.5M 120k 37.34
Aetna 1.2 $3.7M 79k 46.30
CIGNA Corporation 1.1 $3.4M 64k 53.46
Optimer Pharmaceuticals 0.9 $2.9M 315k 9.05
Tenet Healthcare Corporation (THC) 0.9 $2.8M 85k 32.47
Dendreon Corporation 0.9 $2.7M 505k 5.29
Spectrum Pharmaceuticals 0.7 $2.2M 200k 11.18
Express Scripts Holding 0.7 $2.2M 40k 54.00
Humana (HUM) 0.7 $2.1M 30k 68.63
Medicines Company 0.6 $1.9M 80k 23.98
LifePoint Hospitals 0.6 $1.9M 50k 37.76
Momenta Pharmaceuticals 0.4 $1.2M 100k 11.79
Medtronic 0.1 $328k 8.0k 41.00