Expo Capital Management

Latest statistics and disclosures from Expo Capital Management's latest quarterly 13F-HR filing:

Companies in the Expo Capital Management portfolio as of March 2012 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Medicis Pharmaceutical Corporation (MRX) 6.89 960000 +60% 37.59
Endo Pharmaceuticals (ENDP) 5.18 700000 NEW 38.73
Volcano Corporation (VOLC) 5.01 925000 NEW 28.38
Centene Corporation (CNC) 4.67 500000 -25% 48.97
Watson Pharmaceuticals (WPI) 4.48 350000 NEW 67.06
Sirona Dental Systems (SIRO) 4.43 450000 NEW 51.54
Cepheid (CPHD) 4.19 525000 -36% 41.83
Brookdale Senior Living (BKD) 4.11 1.15M -20% 18.72
Qiagen N.v. 4.01 1.35M NEW 15.57
Onyx Pharmaceuticals (ONXX) 3.96 550000 +57% 37.68
Cubist Pharmaceuticals (CBST) 3.92 475000 -29% 43.25
Hologic (HOLX) 3.81 925000 -31% 21.55
Thoratec Corporation (THOR) 3.70 575000 NEW 33.71
Molina Healthcare (MOH) 3.69 575000 NEW 33.63
Allergan (AGN) 3.64 200000 -27% 95.43
Alere (ALR) 3.60 725000 NEW 26.01
VCA Antech (WOOF) 3.54 800000 NEW 23.21
Warner Chilcott Plc - Adr 3.53 1.10M -12% 16.81
Salix Pharmaceuticals (SLXP) 3.51 350000 NEW 52.50
Gen-Probe Incorporated (GPRO) 3.49 275000 NEW 66.41
WellCare Health Plans (WCG) 3.43 250000 NEW 71.88
PerkinElmer (PKI) 3.43 650000 NEW 27.66
PSS World Medical (PSSI) 3.39 700000 -30% 25.34
United Therapeutics Corporation (UTHR) 3.37 375000 -34% 47.13
Waters Corporation (WAT) 3.01 170000 NEW 92.66

Past 13F-HR SEC Filings by Expo Capital Management

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