StockDriftsStockDriftsTop 22 Healthcor Management, L.p. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BMRN | BIOMARIN PHARMACEUTICAL INC | 34.88% | 367.8K | $38.1M | -51.55%(-391.27K) | — | 2022-12-31 | |
| DXCM | DEXCOM INC | 33.35% | 321.4K | $36.4M | +26.78%(+67.88K) | — | 2022-12-31 | |
| CYTK | CYTOKINETICS INC | 6.91% | 164.4K | $7.5M | -62.16%(-270.12K) | — | 2022-12-31 | |
| ACRV | ACRIVON THERAPEUTICS INC | 3% | 284.2K | $3.3M | new | — | 2022-12-31 | |
| HYPR | HYPERFINE INC | 2.99% | 3.88M | $3.3M | +41.15%(+1.13M) | — | 2022-12-31 | |
| ALKS | ALKERMES PLC | 2.63% | 110.0K | $2.9M | -63.76%(-193.50K) | — | 2022-12-31 | |
| CNMD | CONMED CORP | 2.23% | 27.5K | $2.4M | new | — | 2022-12-31 | |
| NBIX | NEUROCRINE BIOSCIENCES INC | 2.19% | 20.0K | $2.4M | -7.92%(-1.72K) | — | 2022-12-31 | |
| SNDX | SYNDAX PHARMACEUTICALS INC | 1.63% | 70.0K | $1.8M | -91.85%(-789.24K) | — | 2022-12-31 | |
| KDNY | CHINOOK THERAPEUTICS INC | 1.44% | 60.0K | $1.6M | -77.51%(-206.83K) | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Healthcor Management, L.p. reports $109.11M in US-listed equity holdings across 22 positions in its most recent 13F filing. Its largest disclosed positions are BMRN (34.9%), DXCM (33.4%) and CYTK (6.9%). Figures reflect the Q4 2022 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Healthcor Management, L.p.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1343781). View Healthcor Management, L.p.’s 13F filings on SEC