Bridger Management as of Sept. 30, 2020
Portfolio Holdings for Bridger Management
Bridger Management holds 36 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Well Corp Cl A | 11.0 | $137M | 4.6M | 29.64 | |
| Natera (NTRA) | 7.6 | $95M | 1.3M | 72.24 | |
| Caesars Entertainment (CZR) | 6.1 | $76M | 1.4M | 56.06 | |
| Godaddy Cl A (GDDY) | 5.9 | $73M | 966k | 75.97 | |
| Alcon Ord Shs (ALC) | 4.5 | $57M | 998k | 56.95 | |
| Charter Communications Inc N Cl A (CHTR) | 4.3 | $53M | 85k | 624.34 | |
| Alnylam Pharmaceuticals (ALNY) | 4.2 | $52M | 359k | 145.60 | |
| Post Holdings Inc Common (POST) | 3.8 | $47M | 547k | 86.00 | |
| Centene Corporation (CNC) | 3.7 | $47M | 800k | 58.33 | |
| Hca Holdings (HCA) | 3.6 | $45M | 358k | 124.68 | |
| Alexion Pharmaceuticals | 3.5 | $43M | 379k | 114.43 | |
| Morgan Stanley Com New (MS) | 3.2 | $40M | 817k | 48.35 | |
| Merck & Co (MRK) | 3.1 | $39M | 466k | 82.95 | |
| GDS HLDGS Sponsored Ads (GDS) | 3.0 | $38M | 460k | 81.83 | |
| LKQ Corporation (LKQ) | 2.8 | $35M | 1.3M | 27.73 | |
| Verisign (VRSN) | 2.8 | $35M | 173k | 204.85 | |
| Ross Stores (ROST) | 2.5 | $32M | 338k | 93.32 | |
| Incyte Corporation (INCY) | 2.5 | $31M | 343k | 89.74 | |
| Uber Technologies (UBER) | 2.3 | $29M | 800k | 36.48 | |
| Arena Pharmaceuticals Com New | 2.2 | $27M | 363k | 74.79 | |
| Ironwood Pharmaceuticals Com Cl A (IRWD) | 2.0 | $25M | 2.8M | 8.99 | |
| Etsy (ETSY) | 1.8 | $23M | 186k | 121.63 | |
| MGM Resorts International. (MGM) | 1.7 | $21M | 958k | 21.75 | |
| Atara Biotherapeutics | 1.6 | $21M | 1.6M | 12.96 | |
| Pretium Res Inc Com Isin# Ca74 | 1.4 | $18M | 1.4M | 12.84 | |
| Laboratory Corp Amer Hldgs Com New | 1.3 | $16M | 85k | 188.27 | |
| Inspire Med Sys (INSP) | 1.1 | $14M | 105k | 129.05 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 1.1 | $14M | 1.5M | 9.01 | |
| Dex (DXCM) | 1.0 | $13M | 31k | 412.22 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 1.0 | $13M | 88k | 141.81 | |
| Bristol-myers Squibb Right 99/99/9999 | 0.8 | $10M | 4.4M | 2.25 | |
| Dicerna Pharmaceuticals | 0.7 | $9.0M | 503k | 17.99 | |
| Frontdoor (FTDR) | 0.7 | $8.8M | 225k | 38.91 | |
| Quanterix Ord (QTRX) | 0.6 | $7.0M | 208k | 33.74 | |
| Tg Therapeutics (TGTX) | 0.5 | $6.9M | 257k | 26.76 | |
| Alector (ALEC) | 0.2 | $2.4M | 229k | 10.54 |
