Sector Gamma ASA

Sector Gamma As as of Sept. 30, 2014

Portfolio Holdings for Sector Gamma As

Sector Gamma As holds 33 positions in its portfolio as reported in the September 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Eli Lilly & Co. (LLY) 11.7 $50M 770k 64.85
Baxter International (BAX) 8.6 $37M 512k 71.77
Boston Scientific Corporation (BSX) 7.0 $30M 2.5M 11.81
Edwards Lifesciences (EW) 5.7 $24M 237k 102.15
Teva Pharmaceutical Industries (TEVA) 4.3 $18M 341k 53.75
PerkinElmer (RVTY) 4.0 $17M 398k 43.60
Stryker Corporation (SYK) 4.0 $17M 210k 80.75
Quest Diagnostics Incorporated (DGX) 4.0 $17M 279k 60.68
Thoratec Corporation 3.9 $17M 628k 26.73
Bristol Myers Squibb (BMY) 3.8 $16M 317k 51.18
Cardinal Health (CAH) 3.5 $15M 200k 74.92
Ironwood Pharmaceuticals (IRWD) 3.5 $15M 1.1M 12.96
LifePoint Hospitals 3.2 $14M 200k 69.19
Tenet Healthcare Corporation (THC) 3.2 $14M 230k 59.39
Cubist Pharmaceuticals 3.1 $13M 200k 66.34
ResMed (RMD) 2.7 $11M 231k 49.27
Patterson Companies (PDCO) 2.5 $11M 259k 41.43
WellCare Health Plans 2.4 $10M 173k 60.34
Hospira 2.4 $10M 200k 52.03
Bio-Rad Laboratories (BIO) 2.0 $8.7M 77k 113.40
Vertex Pharmaceuticals Incorporated (VRTX) 2.0 $8.4M 75k 112.31
AmerisourceBergen (COR) 1.8 $7.6M 98k 77.30
Community Health Systems (CYH) 1.4 $6.1M 111k 54.79
Acorda Therapeutics 1.4 $6.0M 177k 33.88
Volcano Corporation 1.4 $5.9M 557k 10.64
Integra LifeSciences Holdings (IART) 1.3 $5.7M 114k 49.64
Catamaran 1.1 $4.8M 114k 42.15
CIGNA Corporation 1.0 $4.4M 49k 90.69
Allergan 0.8 $3.6M 20k 178.20
Medicines Company 0.8 $3.5M 156k 22.32
AVANIR Pharmaceuticals 0.6 $2.7M 229k 11.92
Auxilium Pharmaceuticals 0.6 $2.6M 86k 29.85
Spectrum Pharmaceuticals 0.1 $566k 70k 8.14