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 |
