Sector Gamma AS as of Dec. 31, 2012
Portfolio Holdings for Sector Gamma AS
Sector Gamma AS holds 33 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 11.1 | $34M | 693k | 49.32 | |
| Johnson & Johnson (JNJ) | 9.8 | $30M | 430k | 70.10 | |
| Forest Laboratories | 9.5 | $29M | 827k | 35.32 | |
| Boston Scientific Corporation (BSX) | 9.1 | $28M | 4.9M | 5.73 | |
| Bristol Myers Squibb (BMY) | 5.9 | $18M | 561k | 32.59 | |
| Baxter International (BAX) | 5.9 | $18M | 273k | 66.66 | |
| Life Technologies | 4.5 | $14M | 281k | 49.03 | |
| Thermo Fisher Scientific (TMO) | 4.3 | $13M | 211k | 63.78 | |
| Cardinal Health (CAH) | 3.9 | $12M | 290k | 41.18 | |
| Onyx Pharmaceuticals | 3.5 | $11M | 142k | 75.53 | |
| ResMed (RMD) | 3.1 | $9.5M | 228k | 41.57 | |
| United Therapeutics Corporation (UTHR) | 2.8 | $8.5M | 159k | 53.42 | |
| Salix Pharmaceuticals | 2.6 | $8.2M | 202k | 40.47 | |
| Auxilium Pharmaceuticals | 2.4 | $7.5M | 404k | 18.54 | |
| Cubist Pharmaceuticals | 2.2 | $6.7M | 160k | 42.05 | |
| Mylan | 2.1 | $6.5M | 236k | 27.45 | |
| Merck & Co (MRK) | 2.0 | $6.3M | 155k | 40.94 | |
| St. Jude Medical | 1.9 | $5.7M | 158k | 36.14 | |
| Universal Health Services (UHS) | 1.8 | $5.5M | 113k | 48.35 | |
| AmerisourceBergen (COR) | 1.6 | $4.8M | 112k | 43.18 | |
| Teva Pharmaceutical Industries (TEVA) | 1.4 | $4.5M | 120k | 37.34 | |
| Aetna | 1.2 | $3.7M | 79k | 46.30 | |
| CIGNA Corporation | 1.1 | $3.4M | 64k | 53.46 | |
| Optimer Pharmaceuticals | 0.9 | $2.9M | 315k | 9.05 | |
| Tenet Healthcare Corporation (THC) | 0.9 | $2.8M | 85k | 32.47 | |
| Dendreon Corporation | 0.9 | $2.7M | 505k | 5.29 | |
| Spectrum Pharmaceuticals | 0.7 | $2.2M | 200k | 11.18 | |
| Express Scripts Holding | 0.7 | $2.2M | 40k | 54.00 | |
| Humana (HUM) | 0.7 | $2.1M | 30k | 68.63 | |
| Medicines Company | 0.6 | $1.9M | 80k | 23.98 | |
| LifePoint Hospitals | 0.6 | $1.9M | 50k | 37.76 | |
| Momenta Pharmaceuticals | 0.4 | $1.2M | 100k | 11.79 | |
| Medtronic | 0.1 | $328k | 8.0k | 41.00 |
