Traxis Partners as of Dec. 31, 2012
Portfolio Holdings for Traxis Partners
Traxis Partners holds 45 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hca Holdings (HCA) | 4.2 | $4.4M | 145k | 30.17 | |
| HeartWare International | 4.1 | $4.3M | 51k | 83.94 | |
| Express Scripts Holding | 3.9 | $4.0M | 75k | 54.00 | |
| WellCare Health Plans | 3.5 | $3.6M | 74k | 48.68 | |
| Team Health Holdings | 3.5 | $3.6M | 125k | 28.77 | |
| Health Management Associates | 3.4 | $3.5M | 374k | 9.32 | |
| Cardinal Health (CAH) | 3.3 | $3.4M | 83k | 41.18 | |
| Agilent Technologies Inc C ommon (A) | 3.3 | $3.4M | 83k | 40.94 | |
| Centene Corporation (CNC) | 3.2 | $3.4M | 82k | 40.99 | |
| Molina Healthcare (MOH) | 3.2 | $3.4M | 124k | 27.06 | |
| McKesson Corporation (MCK) | 3.1 | $3.2M | 33k | 96.97 | |
| Universal Health Services (UHS) | 3.1 | $3.2M | 66k | 48.35 | |
| Covidien | 3.0 | $3.1M | 54k | 57.73 | |
| Baxter International (BAX) | 2.9 | $3.0M | 46k | 66.65 | |
| AmerisourceBergen (COR) | 2.8 | $2.9M | 66k | 43.18 | |
| Zimmer Holdings (ZBH) | 2.7 | $2.8M | 41k | 66.65 | |
| Walgreen Company | 2.5 | $2.6M | 70k | 37.01 | |
| PerkinElmer (RVTY) | 2.4 | $2.5M | 79k | 31.74 | |
| Biogen Idec (BIIB) | 2.3 | $2.4M | 17k | 146.35 | |
| Gilead Sciences (GILD) | 2.3 | $2.4M | 33k | 73.45 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.2 | $2.3M | 55k | 41.90 | |
| Hospira | 2.2 | $2.3M | 74k | 31.24 | |
| Stryker Corporation (SYK) | 2.2 | $2.3M | 42k | 54.83 | |
| Health Net | 2.1 | $2.2M | 91k | 24.30 | |
| Community Health Systems (CYH) | 2.1 | $2.2M | 71k | 30.74 | |
| Allergan | 2.0 | $2.1M | 23k | 91.73 | |
| Medivation | 2.0 | $2.1M | 41k | 51.17 | |
| St. Jude Medical | 1.9 | $2.0M | 56k | 36.14 | |
| Insulet Corporation (PODD) | 1.9 | $2.0M | 92k | 21.22 | |
| Celgene Corporation | 1.9 | $1.9M | 25k | 78.47 | |
| Teva Pharmaceutical Industries (TEVA) | 1.8 | $1.9M | 50k | 37.33 | |
| Cepheid | 1.6 | $1.7M | 50k | 33.87 | |
| Charles River Laboratories (CRL) | 1.5 | $1.6M | 42k | 37.46 | |
| Waters Corporation (WAT) | 1.4 | $1.4M | 17k | 87.13 | |
| Humana (HUM) | 1.4 | $1.4M | 21k | 68.62 | |
| Varian Medical Systems | 1.2 | $1.3M | 19k | 70.21 | |
| Hill-Rom Holdings | 1.1 | $1.2M | 42k | 28.51 | |
| Owens & Minor (OMI) | 1.1 | $1.2M | 42k | 28.51 | |
| Tornier Nv | 1.1 | $1.2M | 69k | 16.78 | |
| Vivus | 1.1 | $1.1M | 83k | 13.42 | |
| CareFusion Corporation | 1.0 | $1.0M | 36k | 28.58 | |
| Idenix Pharmaceuticals | 0.9 | $970k | 200k | 4.85 | |
| Vanguard Health Systems | 0.8 | $837k | 68k | 12.25 | |
| AMN Healthcare Services (AMN) | 0.3 | $362k | 31k | 11.55 | |
| Cross Country Healthcare (CCRN) | 0.3 | $347k | 72k | 4.80 |
