BAM Capital as of March 31, 2011
Portfolio Holdings for BAM Capital
BAM Capital holds 22 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Edwards Lifesciences (EW) | 13.8 | $21M | 238k | 87.01 | |
| TiVo | 10.9 | $16M | 1.9M | 8.75 | |
| Celgene Corporation | 10.4 | $16M | 270k | 57.58 | |
| Amarin Corporation | 10.1 | $15M | 2.1M | 7.30 | |
| United Therapeutics Corporation (UTHR) | 9.4 | $14M | 209k | 67.02 | |
| InterMune | 7.4 | $11M | 234k | 47.19 | |
| Human Genome Sciences | 5.9 | $8.8M | 320k | 27.47 | |
| Delcath Systems | 5.3 | $8.0M | 1.1M | 7.36 | |
| MannKind Corporation | 4.9 | $7.3M | 2.0M | 3.64 | |
| Optimer Pharmaceuticals | 4.8 | $7.1M | 601k | 11.83 | |
| Vivus | 4.3 | $6.5M | 1.0M | 6.19 | |
| Keryx Biopharmaceuticals | 3.4 | $5.1M | 1.0M | 5.00 | |
| XenoPort | 3.0 | $4.5M | 755k | 5.93 | |
| MELA Sciences | 1.5 | $2.2M | 617k | 3.57 | |
| Teva Pharmaceutical Industries (TEVA) | 1.3 | $2.0M | 40k | 50.18 | |
| Savient Pharmaceuticals | 1.2 | $1.9M | 175k | 10.60 | |
| Cerner Corporation | 0.8 | $1.2M | 11k | 111.16 | |
| Orexigen Therapeutics | 0.6 | $855k | 301k | 2.84 | |
| Elan Corporation | 0.5 | $705k | 102k | 6.88 | |
| Onyx Pharmaceuticals | 0.3 | $507k | 14k | 35.21 | |
| Inspire Pharmaceuticals | 0.1 | $68k | 17k | 3.98 | |
| Biodel | 0.0 | $42k | 20k | 2.12 |
