Asymmetry Capital Management as of Dec. 31, 2016
Portfolio Holdings for Asymmetry Capital Management
Asymmetry Capital Management holds 20 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ptc Therapeutics I (PTCT) | 9.8 | $5.3M | 485k | 10.91 | |
| Centene Corporation (CNC) | 9.4 | $5.1M | 90k | 56.52 | |
| HMS Holdings | 8.9 | $4.8M | 265k | 18.16 | |
| Jazz Pharmaceuticals (JAZZ) | 8.6 | $4.6M | 43k | 109.02 | |
| Eli Lilly & Co. (LLY) | 7.8 | $4.2M | 57k | 73.55 | |
| Amicus Therapeutics (FOLD) | 7.0 | $3.8M | 757k | 4.97 | |
| Synergy Pharmaceuticals | 6.3 | $3.4M | 555k | 6.09 | |
| Bio-Rad Laboratories (BIO) | 6.2 | $3.3M | 18k | 182.28 | |
| Quest Diagnostics Incorporated (DGX) | 5.0 | $2.7M | 30k | 91.91 | |
| UnitedHealth (UNH) | 4.7 | $2.5M | 16k | 160.04 | |
| Aerie Pharmaceuticals | 4.5 | $2.4M | 64k | 37.85 | |
| Impax Laboratories | 4.1 | $2.2M | 166k | 13.25 | |
| Nevro (NVRO) | 3.9 | $2.1M | 29k | 72.65 | |
| Incyte Corporation (INCY) | 3.8 | $2.0M | 20k | 100.26 | |
| DaVita (DVA) | 2.3 | $1.2M | 20k | 64.21 | |
| Edwards Lifesciences (EW) | 1.8 | $956k | 10k | 93.73 | |
| Ironwood Pharmaceuticals (IRWD) | 1.6 | $877k | 57k | 15.29 | |
| Perrigo Company (PRGO) | 1.6 | $861k | 10k | 83.28 | |
| Clovis Oncology | 1.3 | $703k | 16k | 44.40 | |
| Natera (NTRA) | 1.3 | $694k | 59k | 11.70 |
