Asymmetry Capital Management as of March 31, 2019
Portfolio Holdings for Asymmetry Capital Management
Asymmetry Capital Management holds 25 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Portola Pharmaceuticals | 10.7 | $6.4M | 184k | 34.70 | |
| Ptc Therapeutics I (PTCT) | 9.6 | $5.8M | 153k | 37.64 | |
| Inogen (INGN) | 8.5 | $5.1M | 54k | 95.36 | |
| Gilead Sciences (GILD) | 7.6 | $4.5M | 70k | 65.01 | |
| Global Blood Therapeutics In | 7.6 | $4.5M | 86k | 52.93 | |
| Insmed (INSM) | 7.5 | $4.5M | 155k | 29.07 | |
| Aerie Pharmaceuticals | 5.7 | $3.4M | 72k | 47.51 | |
| Myokardia | 5.4 | $3.3M | 63k | 52.00 | |
| Centene Corporation (CNC) | 5.2 | $3.1M | 59k | 53.10 | |
| UnitedHealth (UNH) | 4.5 | $2.7M | 11k | 247.24 | |
| Illumina (ILMN) | 4.3 | $2.6M | 8.3k | 310.65 | |
| Glycomimetics (GLYC) | 2.9 | $1.7M | 137k | 12.46 | |
| Heron Therapeutics (HRTX) | 2.8 | $1.7M | 68k | 24.44 | |
| Penumbra (PEN) | 2.8 | $1.7M | 11k | 146.97 | |
| Acceleron Pharma | 2.3 | $1.4M | 30k | 46.57 | |
| CVS Caremark Corporation (CVS) | 1.7 | $1.0M | 29k | 35.70 | |
| Alkermes (ALKS) | 1.7 | $1.0M | 28k | 36.50 | |
| Irhythm Technologies (IRTC) | 1.4 | $823k | 11k | 74.97 | |
| Alnylam Pharmaceuticals (ALNY) | 1.4 | $818k | 8.8k | 93.44 | |
| Nucana Plc american depositary shares | 1.3 | $772k | 45k | 17.01 | |
| Verrica Pharmaceuticals (VRCA) | 1.3 | $762k | 71k | 10.81 | |
| Natera (NTRA) | 1.1 | $628k | 31k | 20.62 | |
| Viewray (VRAYQ) | 1.0 | $618k | 84k | 7.39 | |
| Twist Bioscience Corp (TWST) | 0.9 | $550k | 24k | 23.17 | |
| Pacira Pharmaceuticals (PCRX) | 0.9 | $528k | 14k | 38.04 |
