Blue Jay Capital Management as of Dec. 31, 2014
Portfolio Holdings for Blue Jay Capital Management
Blue Jay Capital Management holds 23 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Perrigo Company (PRGO) | 5.6 | $13M | 75k | 167.16 | |
| Smith & Nephew (SNN) | 5.6 | $13M | 340k | 36.74 | |
| Receptos | 5.5 | $12M | 100k | 122.51 | |
| Cooper Companies | 5.4 | $12M | 75k | 162.09 | |
| Centene Corporation (CNC) | 5.3 | $12M | 115k | 103.85 | |
| Medicines Company | 4.9 | $11M | 400k | 27.67 | |
| Biogen Idec (BIIB) | 4.9 | $11M | 33k | 339.45 | |
| Mylan | 4.9 | $11M | 195k | 56.37 | |
| Teva Pharmaceutical Industries (TEVA) | 4.6 | $10M | 180k | 57.51 | |
| Shire | 4.5 | $10M | 48k | 212.55 | |
| Mallinckrodt Pub | 4.4 | $9.9M | 100k | 99.03 | |
| Molina Healthcare (MOH) | 4.3 | $9.6M | 180k | 53.53 | |
| Wright Medical | 4.1 | $9.2M | 343k | 26.87 | |
| Health Net | 4.1 | $9.1M | 170k | 53.53 | |
| Humana (HUM) | 4.0 | $9.0M | 63k | 143.63 | |
| Sirona Dental Systems | 4.0 | $9.0M | 103k | 87.37 | |
| Zoetis Inc Cl A (ZTS) | 3.9 | $8.8M | 205k | 43.03 | |
| Catamaran | 3.7 | $8.3M | 160k | 51.75 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 3.6 | $8.0M | 68k | 118.80 | |
| Edwards Lifesciences (EW) | 3.4 | $7.6M | 60k | 127.38 | |
| Synageva Biopharma | 3.3 | $7.4M | 80k | 92.79 | |
| Intuitive Surgical (ISRG) | 3.1 | $6.9M | 13k | 528.92 | |
| Globus Med Inc cl a (GMED) | 2.9 | $6.5M | 275k | 23.77 |
