HealthCor Management as of Sept. 30, 2013
Portfolio Holdings for HealthCor Management
HealthCor Management holds 54 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gilead Sciences (GILD) | 9.3 | $173M | 2.8M | 62.87 | |
| Allscripts Healthcare Solutions (MDRX) | 8.8 | $164M | 11M | 14.87 | |
| Cubist Pharmaceuticals | 6.2 | $116M | 1.8M | 63.55 | |
| ArthroCare Corporation | 4.4 | $82M | 2.3M | 35.58 | |
| Intuitive Surgical (ISRG) | 4.3 | $81M | 215k | 376.27 | |
| Wright Medical | 4.2 | $78M | 3.0M | 26.08 | |
| Zimmer Holdings (ZBH) | 4.1 | $76M | 925k | 82.14 | |
| eHealth (EHTH) | 3.9 | $73M | 2.3M | 32.26 | |
| Actavis | 2.9 | $54M | 375k | 144.00 | |
| Allergan | 2.6 | $49M | 545k | 90.45 | |
| Abbvie (ABBV) | 2.5 | $47M | 1.1M | 44.73 | |
| Beam | 2.5 | $47M | 725k | 64.65 | |
| Alexion Pharmaceuticals | 2.5 | $47M | 400k | 116.16 | |
| Mylan | 2.5 | $46M | 1.2M | 38.17 | |
| Whitewave Foods | 2.4 | $45M | 2.3M | 19.97 | |
| Aetna | 2.4 | $45M | 700k | 64.02 | |
| Molina Healthcare (MOH) | 2.1 | $39M | 1.1M | 35.60 | |
| Agilent Technologies Inc C ommon (A) | 2.1 | $38M | 750k | 51.25 | |
| Aegerion Pharmaceuticals | 1.9 | $36M | 425k | 85.75 | |
| Tenet Healthcare Corporation (THC) | 1.9 | $35M | 850k | 41.19 | |
| Edwards Lifesciences (EW) | 1.9 | $35M | 500k | 69.63 | |
| Monsanto Company | 1.8 | $34M | 325k | 104.37 | |
| Theravance | 1.5 | $29M | 700k | 40.87 | |
| Alkermes (ALKS) | 1.5 | $28M | 825k | 33.62 | |
| Pharmacyclics | 1.5 | $28M | 200k | 138.26 | |
| Impax Laboratories | 1.2 | $23M | 1.1M | 20.47 | |
| McKesson Corporation (MCK) | 1.2 | $22M | 173k | 128.30 | |
| Zoetis Inc Cl A (ZTS) | 1.1 | $21M | 675k | 31.12 | |
| Estee Lauder Companies (EL) | 1.1 | $21M | 300k | 69.90 | |
| Dynavax Technologies Corporation | 1.1 | $21M | 18M | 1.19 | |
| Acorda Therapeutics | 1.0 | $19M | 550k | 34.20 | |
| Cynosure | 0.9 | $17M | 725k | 22.81 | |
| Sarepta Therapeutics (SRPT) | 0.9 | $17M | 350k | 47.23 | |
| Salix Pharmaceuticals | 0.9 | $16M | 245k | 66.88 | |
| Ptc Therapeutics I (PTCT) | 0.8 | $16M | 732k | 21.46 | |
| Clovis Oncology | 0.8 | $16M | 256k | 60.80 | |
| WellPoint | 0.8 | $15M | 175k | 83.61 | |
| WebMD Health | 0.7 | $13M | 450k | 28.55 | |
| Celldex Therapeutics | 0.6 | $12M | 326k | 35.44 | |
| Novavax | 0.6 | $11M | 3.5M | 3.15 | |
| NuVasive | 0.6 | $10M | 425k | 24.49 | |
| Regulus Therapeutics | 0.5 | $9.2M | 975k | 9.43 | |
| CorVel Corporation (CRVL) | 0.4 | $8.1M | 218k | 36.97 | |
| Coca-cola Enterprises | 0.4 | $8.0M | 200k | 40.21 | |
| Exelixis (EXEL) | 0.4 | $7.3M | 1.3M | 5.82 | |
| Pfizer (PFE) | 0.4 | $6.8M | 236k | 28.73 | |
| Chimerix (CMRX) | 0.3 | $6.6M | 300k | 21.98 | |
| Eli Lilly & Co. (LLY) | 0.3 | $6.1M | 122k | 50.33 | |
| Idera Pharmaceuticals | 0.3 | $5.7M | 3.3M | 1.74 | |
| InterMune | 0.2 | $4.2M | 271k | 15.38 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $3.8M | 41k | 92.14 | |
| Mettler-Toledo International (MTD) | 0.2 | $3.0M | 13k | 240.05 | |
| Cooper Companies | 0.1 | $2.8M | 22k | 129.68 | |
| HCP | 0.1 | $2.8M | 67k | 40.95 |
