Sector Gamma AS as of March 31, 2012
Portfolio Holdings for Sector Gamma AS
Sector Gamma AS holds 28 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Forest Laboratories | 7.4 | $29M | 837k | 34.69 | |
| Amylin Pharmaceuticals | 7.0 | $28M | 1.1M | 24.96 | |
| Eli Lilly & Co. (LLY) | 6.9 | $27M | 677k | 40.27 | |
| Boston Scientific Corporation (BSX) | 5.5 | $22M | 3.6M | 5.98 | |
| Merck & Co (MRK) | 5.3 | $21M | 547k | 38.40 | |
| Abbott Laboratories (ABT) | 4.8 | $19M | 308k | 61.29 | |
| Bristol Myers Squibb (BMY) | 4.7 | $18M | 546k | 33.75 | |
| Medtronic | 4.3 | $17M | 429k | 39.19 | |
| Watson Pharmaceuticals | 4.3 | $17M | 250k | 67.06 | |
| Cardinal Health (CAH) | 4.2 | $17M | 385k | 43.11 | |
| Onyx Pharmaceuticals | 4.0 | $16M | 413k | 37.68 | |
| Life Technologies | 3.8 | $15M | 305k | 48.82 | |
| Express Scripts | 3.7 | $14M | 266k | 54.18 | |
| Zimmer Holdings (ZBH) | 3.6 | $14M | 222k | 64.28 | |
| St. Jude Medical | 3.6 | $14M | 320k | 44.31 | |
| CIGNA Corporation | 3.3 | $13M | 266k | 49.25 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 3.0 | $12M | 292k | 41.01 | |
| Covidien | 3.0 | $12M | 213k | 54.68 | |
| ResMed (RMD) | 2.9 | $11M | 364k | 30.91 | |
| Thermo Fisher Scientific (TMO) | 2.8 | $11M | 198k | 56.38 | |
| Cubist Pharmaceuticals | 2.5 | $9.7M | 225k | 43.25 | |
| Tenet Healthcare Corporation | 2.1 | $8.3M | 1.6M | 5.31 | |
| Hologic (HOLX) | 2.1 | $8.1M | 377k | 21.55 | |
| Quest Diagnostics Incorporated (DGX) | 1.6 | $6.5M | 106k | 61.15 | |
| Auxilium Pharmaceuticals | 1.4 | $5.6M | 301k | 18.57 | |
| Community Health Systems (CYH) | 1.3 | $5.2M | 235k | 22.24 | |
| Optimer Pharmaceuticals | 0.8 | $3.2M | 233k | 13.90 | |
| Impax Laboratories | 0.3 | $1.3M | 51k | 24.58 |
