Expo Capital Management as of Sept. 30, 2011
Portfolio Holdings for Expo Capital Management
Expo Capital Management holds 20 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Medicis Pharmaceutical Corporation | 8.3 | $47M | 1.3M | 36.48 | |
| Pharmaceutical Product Development | 8.2 | $46M | 1.8M | 25.66 | |
| Cepheid | 5.5 | $31M | 800k | 38.83 | |
| Cubist Pharmaceuticals | 5.4 | $30M | 850k | 35.32 | |
| Hologic (HOLX) | 5.2 | $29M | 1.9M | 15.21 | |
| Shire | 5.0 | $28M | 300k | 93.93 | |
| Amarin Corporation (AMRN) | 4.9 | $28M | 3.0M | 9.20 | |
| Allscripts Healthcare Solutions (MDRX) | 4.8 | $27M | 1.5M | 18.02 | |
| Volcano Corporation | 4.8 | $27M | 900k | 29.63 | |
| Sirona Dental Systems | 4.7 | $27M | 625k | 42.41 | |
| Intuitive Surgical (ISRG) | 4.6 | $26M | 70k | 364.29 | |
| Thoratec Corporation | 4.5 | $25M | 775k | 32.64 | |
| Gilead Sciences (GILD) | 4.5 | $25M | 650k | 38.80 | |
| Edwards Lifesciences (EW) | 4.5 | $25M | 350k | 71.28 | |
| Allergan | 4.4 | $25M | 300k | 82.38 | |
| Centene Corporation (CNC) | 4.3 | $24M | 850k | 28.67 | |
| Onyx Pharmaceuticals | 4.3 | $24M | 800k | 30.01 | |
| Mylan | 4.1 | $23M | 1.4M | 16.99 | |
| Covance | 4.1 | $23M | 500k | 45.45 | |
| Brookdale Senior Living (BKD) | 3.8 | $21M | 1.7M | 12.54 |
