Tavio Capital as of Sept. 30, 2017
Portfolio Holdings for Tavio Capital
Tavio Capital holds 10 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Anthem (ELV) | 20.3 | $50M | 263k | 189.88 | |
| Boston Scientific Corporation (BSX) | 20.1 | $49M | 1.7M | 29.17 | |
| Molina Healthcare (MOH) | 15.0 | $37M | 537k | 68.76 | |
| Centene Corporation (CNC) | 11.7 | $29M | 297k | 96.77 | |
| Universal Health Services (UHS) | 9.2 | $23M | 205k | 110.94 | |
| McKesson Corporation (MCK) | 8.8 | $22M | 140k | 153.61 | |
| Spdr S&p 500 Etf (SPY) | 5.6 | $14M | 55k | 251.24 | |
| SPDR S&P Biotech (XBI) | 4.1 | $10M | 116k | 86.57 | |
| Retrophin | 3.0 | $7.3M | 294k | 24.89 | |
| Teladoc (TDOC) | 2.2 | $5.3M | 160k | 33.15 |
