Traxis Partners as of June 30, 2013
Portfolio Holdings for Traxis Partners
Traxis Partners holds 61 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Health Management Associates | 3.8 | $4.9M | 310k | 15.72 | |
| St. Jude Medical | 2.6 | $3.4M | 75k | 45.63 | |
| Molina Healthcare (MOH) | 2.6 | $3.3M | 90k | 37.18 | |
| Icon | 2.5 | $3.2M | 90k | 35.43 | |
| Aetna | 2.5 | $3.2M | 50k | 63.54 | |
| Centene Corporation (CNC) | 2.4 | $3.1M | 60k | 52.47 | |
| Bristol Myers Squibb (BMY) | 2.4 | $3.1M | 70k | 44.69 | |
| Community Health Systems (CYH) | 2.4 | $3.0M | 65k | 46.88 | |
| Biogen Idec (BIIB) | 2.3 | $3.0M | 14k | 215.21 | |
| Thermo Fisher Scientific (TMO) | 2.3 | $3.0M | 35k | 84.63 | |
| Medivation | 2.3 | $3.0M | 60k | 49.20 | |
| LifePoint Hospitals | 2.3 | $2.9M | 60k | 48.83 | |
| Celgene Corporation | 2.2 | $2.9M | 25k | 116.99 | |
| Cardinal Health (CAH) | 2.2 | $2.8M | 60k | 47.20 | |
| Medtronic | 2.2 | $2.8M | 55k | 51.47 | |
| WellCare Health Plans | 2.1 | $2.8M | 50k | 55.56 | |
| Bruker Corporation (BRKR) | 2.1 | $2.7M | 170k | 16.15 | |
| Hca Holdings (HCA) | 2.1 | $2.7M | 75k | 36.07 | |
| UnitedHealth (UNH) | 2.0 | $2.6M | 40k | 65.48 | |
| Health Net | 2.0 | $2.5M | 80k | 31.82 | |
| Hospira | 1.9 | $2.5M | 65k | 38.30 | |
| Quest Diagnostics Incorporated (DGX) | 1.9 | $2.4M | 40k | 60.62 | |
| Insulet Corporation (PODD) | 1.8 | $2.4M | 75k | 31.41 | |
| Gilead Sciences (GILD) | 1.8 | $2.3M | 45k | 51.27 | |
| Tenet Healthcare Corporation (THC) | 1.8 | $2.3M | 50k | 46.10 | |
| CVS Caremark Corporation (CVS) | 1.8 | $2.3M | 40k | 57.18 | |
| Zimmer Holdings (ZBH) | 1.7 | $2.2M | 30k | 74.93 | |
| Universal Health Services (UHS) | 1.7 | $2.2M | 33k | 66.97 | |
| CIGNA Corporation | 1.7 | $2.2M | 30k | 72.50 | |
| Myriad Genetics (MYGN) | 1.7 | $2.2M | 80k | 26.88 | |
| Express Scripts Holding | 1.7 | $2.1M | 35k | 61.73 | |
| Allergan | 1.6 | $2.1M | 25k | 84.24 | |
| Merck & Co (MRK) | 1.6 | $2.1M | 45k | 46.44 | |
| Baxter International (BAX) | 1.6 | $2.1M | 30k | 69.27 | |
| Owens & Minor (OMI) | 1.6 | $2.0M | 60k | 33.83 | |
| Hill-Rom Holdings | 1.6 | $2.0M | 60k | 33.68 | |
| Acadia Healthcare (ACHC) | 1.5 | $2.0M | 60k | 33.07 | |
| CareFusion Corporation | 1.4 | $1.8M | 50k | 36.86 | |
| Novartis (NVS) | 1.4 | $1.8M | 25k | 70.72 | |
| Catamaran | 1.3 | $1.7M | 35k | 48.76 | |
| Abbvie (ABBV) | 1.3 | $1.7M | 40k | 41.35 | |
| Stryker Corporation (SYK) | 1.2 | $1.6M | 25k | 64.68 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.2 | $1.6M | 20k | 80.05 | |
| Wright Medical | 1.2 | $1.6M | 60k | 26.22 | |
| HeartWare International | 1.1 | $1.4M | 15k | 95.13 | |
| Tornier Nv | 1.1 | $1.4M | 81k | 17.51 | |
| IDEXX Laboratories (IDXX) | 1.0 | $1.3M | 15k | 89.67 | |
| Humana (HUM) | 1.0 | $1.4M | 16k | 84.38 | |
| Pall Corporation | 1.0 | $1.3M | 20k | 66.45 | |
| VCA Antech | 1.0 | $1.3M | 50k | 26.10 | |
| Agilent Technologies Inc C ommon (A) | 1.0 | $1.3M | 30k | 42.77 | |
| AMN Healthcare Services (AMN) | 1.0 | $1.3M | 89k | 14.32 | |
| Vivus | 1.0 | $1.3M | 100k | 12.58 | |
| Cepheid | 0.9 | $1.2M | 35k | 34.43 | |
| HMS Holdings | 0.9 | $1.2M | 50k | 23.30 | |
| Momenta Pharmaceuticals | 0.8 | $1.1M | 72k | 15.06 | |
| Cross Country Healthcare (CCRN) | 0.7 | $887k | 172k | 5.16 | |
| Rite Aid Corporation | 0.7 | $858k | 300k | 2.86 | |
| Dendreon Corporation | 0.6 | $824k | 200k | 4.12 | |
| Kindred Healthcare | 0.5 | $657k | 50k | 13.14 | |
| Eli Lilly & Co. (LLY) | 0.2 | $317k | 6.5k | 49.13 |
