Tavio Capital as of March 31, 2018
Portfolio Holdings for Tavio Capital
Tavio Capital holds 12 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Anthem (ELV) | 18.4 | $39M | 178k | 219.70 | |
| Molina Healthcare (MOH) | 12.6 | $27M | 328k | 81.18 | |
| CVS Caremark Corporation (CVS) | 11.6 | $25M | 395k | 62.21 | |
| Boston Scientific Corporation (BSX) | 9.2 | $20M | 716k | 27.32 | |
| Humana (HUM) | 8.3 | $18M | 66k | 268.84 | |
| Cardinal Health (CAH) | 7.1 | $15M | 242k | 62.68 | |
| DaVita (DVA) | 6.7 | $14M | 214k | 65.94 | |
| Universal Health Services (UHS) | 6.2 | $13M | 112k | 118.41 | |
| Alexion Pharmaceuticals | 6.2 | $13M | 119k | 111.46 | |
| Hca Holdings (HCA) | 5.9 | $13M | 130k | 97.00 | |
| Heron Therapeutics (HRTX) | 4.6 | $9.7M | 352k | 27.60 | |
| Retrophin | 3.1 | $6.6M | 294k | 22.36 |
