Asymmetry Capital Management as of Dec. 31, 2019
Portfolio Holdings for Asymmetry Capital Management
Asymmetry Capital Management holds 33 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Baxter International (BAX) | 7.8 | $4.4M | 52k | 83.61 | |
| BioMarin Pharmaceutical (BMRN) | 5.1 | $2.9M | 34k | 84.54 | |
| Centene Corporation (CNC) | 5.0 | $2.8M | 44k | 62.87 | |
| Guardant Health (GH) | 4.9 | $2.8M | 35k | 78.13 | |
| Insmed (INSM) | 4.9 | $2.7M | 114k | 23.88 | |
| Mylan Nv | 4.8 | $2.7M | 133k | 20.10 | |
| Ptc Therapeutics I (PTCT) | 4.8 | $2.7M | 55k | 48.03 | |
| Tandem Diabetes Care (TNDM) | 4.7 | $2.6M | 44k | 59.62 | |
| Bio-Rad Laboratories (BIO) | 4.2 | $2.3M | 6.4k | 370.02 | |
| Arena Pharmaceuticals | 3.5 | $1.9M | 43k | 45.42 | |
| UnitedHealth (UNH) | 3.4 | $1.9M | 6.4k | 294.04 | |
| Regeneron Pharmaceuticals (REGN) | 3.1 | $1.7M | 4.6k | 375.44 | |
| Myokardia | 3.0 | $1.7M | 23k | 72.88 | |
| Abbvie (ABBV) | 3.0 | $1.7M | 19k | 88.53 | |
| Aerie Pharmaceuticals | 2.7 | $1.5M | 63k | 24.17 | |
| Dermira | 2.6 | $1.4M | 81k | 17.77 | |
| Exicure | 2.6 | $1.4M | 500k | 2.86 | |
| Esperion Therapeutics (ESPR) | 2.4 | $1.4M | 23k | 59.64 | |
| Gilead Sciences (GILD) | 2.4 | $1.4M | 21k | 64.98 | |
| Rts/bristol-myers Squibb Compa | 2.2 | $1.3M | 416k | 3.01 | |
| Momenta Pharmaceuticals | 2.2 | $1.2M | 63k | 19.73 | |
| eHealth (EHTH) | 2.2 | $1.2M | 15k | 81.98 | |
| Portola Pharmaceuticals | 2.1 | $1.2M | 49k | 23.87 | |
| Twist Bioscience Corp (TWST) | 2.0 | $1.1M | 54k | 21.00 | |
| Viewray (VRAYQ) | 1.9 | $1.1M | 256k | 4.22 | |
| Nucana Plc american depositary shares | 1.8 | $975k | 160k | 6.10 | |
| Amicus Therapeutics (FOLD) | 1.7 | $962k | 99k | 9.74 | |
| Ascendis Pharma A S (ASND) | 1.6 | $911k | 6.5k | 139.15 | |
| Cytokinetics (CYTK) | 1.6 | $904k | 85k | 10.61 | |
| Mirati Therapeutics | 1.6 | $896k | 7.0k | 128.92 | |
| Varian Medical Systems | 1.5 | $843k | 5.9k | 142.06 | |
| Marinus Pharmaceuticals | 1.4 | $767k | 355k | 2.16 | |
| Apellis Pharmaceuticals (APLS) | 1.2 | $655k | 21k | 30.64 |
