Asymmetry Capital Management as of Sept. 30, 2019
Portfolio Holdings for Asymmetry Capital Management
Asymmetry Capital Management holds 22 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Insmed (INSM) | 9.5 | $4.4M | 251k | 17.64 | |
| Ptc Therapeutics I (PTCT) | 8.7 | $4.1M | 120k | 33.82 | |
| Portola Pharmaceuticals | 8.6 | $4.0M | 150k | 26.82 | |
| Global Blood Therapeutics In | 7.8 | $3.6M | 75k | 48.53 | |
| Gilead Sciences (GILD) | 7.3 | $3.4M | 54k | 63.38 | |
| BioMarin Pharmaceutical (BMRN) | 7.1 | $3.3M | 49k | 67.39 | |
| Gw Pharmaceuticals Plc ads | 5.8 | $2.7M | 24k | 115.05 | |
| Myokardia | 5.4 | $2.5M | 48k | 52.15 | |
| Dex (DXCM) | 4.7 | $2.2M | 15k | 149.22 | |
| Natera (NTRA) | 4.4 | $2.1M | 63k | 32.80 | |
| Bio-Rad Laboratories (BIO) | 4.0 | $1.9M | 5.6k | 332.74 | |
| Acceleron Pharma | 4.0 | $1.9M | 48k | 39.51 | |
| Amarin Corporation (AMRN) | 3.4 | $1.6M | 105k | 15.16 | |
| Crispr Therapeutics (CRSP) | 3.3 | $1.5M | 37k | 40.98 | |
| Antares Pharma | 2.7 | $1.3M | 377k | 3.34 | |
| Nucana Plc american depositary shares (NCNA) | 2.5 | $1.2M | 164k | 7.24 | |
| Tandem Diabetes Care (TNDM) | 2.4 | $1.1M | 19k | 58.96 | |
| Verrica Pharmaceuticals (VRCA) | 2.4 | $1.1M | 74k | 14.76 | |
| Twist Bioscience Corp (TWST) | 2.0 | $913k | 38k | 23.89 | |
| Arena Pharmaceuticals | 1.6 | $745k | 16k | 45.78 | |
| Heron Therapeutics (HRTX) | 1.6 | $727k | 39k | 18.51 | |
| Penumbra (PEN) | 0.8 | $363k | 2.7k | 134.44 |
