Sector Gamma ASA

Sector Gamma AS as of Dec. 31, 2011

Portfolio Holdings for Sector Gamma AS

Sector Gamma AS holds 28 positions in its portfolio as reported in the December 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Merck & Co (MRK) 10.3 $34M 907k 37.70
Eli Lilly & Co. (LLY) 8.3 $28M 662k 41.56
Abbott Laboratories (ABT) 7.5 $25M 443k 56.23
Medtronic 7.5 $25M 646k 38.25
Forest Laboratories 7.0 $23M 761k 30.26
WellPoint 5.7 $19M 284k 66.25
Bristol Myers Squibb (BMY) 4.6 $15M 431k 35.24
Cardinal Health (CAH) 4.1 $14M 334k 40.61
Onyx Pharmaceuticals 4.1 $14M 307k 43.95
Life Technologies 3.8 $13M 323k 38.91
Cubist Pharmaceuticals 3.7 $12M 307k 39.62
Zimmer Holdings (ZBH) 3.6 $12M 222k 53.42
St. Jude Medical 3.2 $11M 309k 34.30
Quest Diagnostics Incorporated (DGX) 3.1 $10M 175k 58.06
CVS Caremark Corporation (CVS) 3.0 $9.9M 243k 40.78
Amylin Pharmaceuticals 2.5 $8.2M 721k 11.38
Watson Pharmaceuticals 2.4 $8.1M 134k 60.34
Thermo Fisher Scientific (TMO) 2.3 $7.5M 168k 44.97
Covidien 2.1 $7.0M 156k 45.01
ResMed (RMD) 2.0 $6.8M 266k 25.40
United Therapeutics Corporation (UTHR) 1.5 $4.9M 105k 47.25
Hologic (HOLX) 1.5 $4.8M 277k 17.51
Impax Laboratories 1.3 $4.4M 218k 20.17
Auxilium Pharmaceuticals 1.2 $3.8M 192k 19.93
Mylan 1.0 $3.4M 160k 21.46
Incyte Corporation (INCY) 1.0 $3.3M 220k 15.01
DaVita (DVA) 0.9 $3.0M 40k 75.80
Optimer Pharmaceuticals 0.7 $2.2M 179k 12.24