Tavio Capital as of March 31, 2019
Portfolio Holdings for Tavio Capital
Tavio Capital holds 13 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zimmer Holdings (ZBH) | 17.9 | $49M | 380k | 127.70 | |
| Laboratory Corp. of America Holdings (LH) | 17.5 | $48M | 311k | 152.98 | |
| Anthem (ELV) | 17.1 | $46M | 162k | 286.98 | |
| Centene Corporation (CNC) | 10.7 | $29M | 548k | 53.10 | |
| Molina Healthcare (MOH) | 8.8 | $24M | 169k | 141.96 | |
| Hca Holdings (HCA) | 7.7 | $21M | 159k | 130.38 | |
| Universal Health Services (UHS) | 7.2 | $19M | 145k | 133.77 | |
| Patterson Companies (PDCO) | 4.1 | $11M | 510k | 21.85 | |
| Medpace Hldgs (MEDP) | 2.8 | $7.5M | 127k | 58.97 | |
| Zogenix | 2.2 | $6.0M | 109k | 55.01 | |
| Amicus Therapeutics (FOLD) | 1.8 | $4.8M | 356k | 13.60 | |
| Heron Therapeutics (HRTX) | 1.5 | $4.1M | 166k | 24.44 | |
| Retrophin | 0.8 | $2.3M | 101k | 22.63 |
