Sector Gamma As as of Sept. 30, 2013
Portfolio Holdings for Sector Gamma As
Sector Gamma As holds 33 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 |
|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 9.3 | $37M | 724k | 50.33 | |
| Forest Laboratories | 8.8 | $35M | 806k | 42.79 | |
| Johnson & Johnson (JNJ) | 8.1 | $32M | 365k | 86.69 | |
| Boston Scientific Corporation (BSX) | 7.7 | $30M | 2.6M | 11.74 | |
| Cardinal Health (CAH) | 5.2 | $20M | 392k | 52.15 | |
| Baxter International (BAX) | 5.1 | $20M | 304k | 65.69 | |
| Agilent Technologies Inc C ommon (A) | 3.6 | $14M | 278k | 51.25 | |
| Auxilium Pharmaceuticals | 3.6 | $14M | 762k | 18.20 | |
| Cubist Pharmaceuticals | 3.3 | $13M | 204k | 63.55 | |
| Onyx Pharmaceuticals | 3.3 | $13M | 103k | 124.70 | |
| Edwards Lifesciences (EW) | 3.2 | $13M | 180k | 69.63 | |
| Medicines Company | 2.7 | $11M | 318k | 33.52 | |
| WellCare Health Plans | 2.7 | $10M | 149k | 69.74 | |
| Masimo Corporation (MASI) | 2.6 | $10M | 376k | 26.64 | |
| Teva Pharmaceutical Industries (TEVA) | 2.5 | $9.9M | 263k | 37.78 | |
| PerkinElmer (RVTY) | 2.5 | $10M | 264k | 37.75 | |
| Salix Pharmaceuticals | 2.4 | $9.5M | 141k | 66.88 | |
| LifePoint Hospitals | 2.2 | $8.7M | 187k | 46.63 | |
| Thoratec Corporation | 2.2 | $8.6M | 230k | 37.29 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.1 | $8.0M | 106k | 75.82 | |
| Mallinckrodt Pub | 2.0 | $7.9M | 179k | 44.09 | |
| Express Scripts Holding | 1.9 | $7.6M | 123k | 61.80 | |
| Volcano Corporation | 1.9 | $7.5M | 313k | 23.95 | |
| Bio-Rad Laboratories (BIO) | 1.6 | $6.3M | 54k | 117.57 | |
| Allergan | 1.6 | $6.1M | 68k | 90.46 | |
| UnitedHealth (UNH) | 1.6 | $6.1M | 85k | 71.61 | |
| Ironwood Pharmaceuticals (IRWD) | 1.3 | $5.0M | 423k | 11.84 | |
| Optimer Pharmaceuticals | 1.2 | $4.7M | 376k | 12.59 | |
| Owens & Minor (OMI) | 1.1 | $4.4M | 127k | 34.59 | |
| Hospira | 0.8 | $3.0M | 76k | 39.22 | |
| United Therapeutics Corporation (UTHR) | 0.7 | $2.9M | 37k | 78.86 | |
| Momenta Pharmaceuticals | 0.7 | $2.7M | 187k | 14.39 | |
| Spectrum Pharmaceuticals | 0.1 | $419k | 50k | 8.38 |
