Tamarack Advisers as of Sept. 30, 2018
Portfolio Holdings for Tamarack Advisers
Tamarack Advisers holds 30 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NuVasive | 10.7 | $37M | 525k | 71.26 | |
| Novocure Ltd call | 9.5 | $33M | 635k | 52.62 | |
| Laboratory Corp. of America Holdings | 7.9 | $28M | 160k | 173.68 | |
| Allscripts Healthcare Solutions (MDRX) | 7.5 | $26M | 2.0M | 13.56 | |
| Medtronic | 7.3 | $26M | 260k | 98.37 | |
| Stericycle (SRCL) | 6.2 | $22M | 370k | 58.68 | |
| Bio-Rad Laboratories (BIO) | 5.8 | $20M | 65k | 312.98 | |
| NxStage Medical | 4.8 | $17M | 600k | 27.89 | |
| Rigel Pharmaceuticals | 4.2 | $15M | 4.6M | 3.21 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 4.1 | $15M | 970k | 14.95 | |
| Hologic | 4.1 | $14M | 350k | 40.98 | |
| Corium Intl | 3.9 | $14M | 1.4M | 9.51 | |
| Gilead Sciences (GILD) | 3.9 | $14M | 175k | 77.21 | |
| Optinose | 3.0 | $11M | 860k | 12.43 | |
| AtriCure (ATRC) | 2.8 | $9.6M | 275k | 35.03 | |
| Service Corporation International (SCI) | 2.7 | $9.5M | 214k | 44.20 | |
| Correvio Pharma Corp | 2.4 | $8.3M | 2.1M | 4.02 | |
| Pacira Pharmaceuticals (PCRX) | 2.1 | $7.4M | 150k | 49.15 | |
| Vitamin Shoppe | 1.7 | $6.0M | 600k | 10.00 | |
| Obalon Therapeutics | 1.6 | $5.7M | 2.1M | 2.70 | |
| Glaukos (GKOS) | 1.4 | $4.9M | 75k | 64.91 | |
| Ophthotech | 0.7 | $2.4M | 1.0M | 2.36 | |
| Streamline Health Solutions | 0.6 | $2.2M | 1.9M | 1.18 | |
| Model N (MODN) | 0.5 | $1.6M | 100k | 15.85 | |
| Alkermes Plc cmn | 0.2 | $652k | 2.0k | 326.00 | |
| Ishares Russell 2000 | 0.1 | $539k | 7.0k | 77.00 | |
| Gilead Sciences Inc option | 0.1 | $340k | 2.5k | 136.00 | |
| Spdr S&p 500 Etf Tr option | 0.1 | $294k | 1.5k | 196.00 | |
| Amgen Inc option | 0.1 | $197k | 200.00 | 985.00 | |
| Medicines Company cmn | 0.0 | $50k | 2.0k | 25.00 |
