AC

Asymmetry Capital Management, L.P.

13F
Asymmetry Capital Management, L.P.
Last update 2022-01-19 24 Stocks (9 new)
Value $188.00 Mil Turnover 65 %
Countries:
Portfolio Report
Asymmetry Capital Management, ... Top Holdings of 2021-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BMRN
Biomarin Pharmaceutical Inc
177,741
15703.000
New Holding
8.340
+8.34%
0.100
-9.22%
-2.95%
12161.102
Biotechnology
HZNP
Horizon Therapeutics PLC
137,610
14829.000
+451.57%
7.870
+6.44%
0.060
+13.24%
+2.20%
26632.068
Drug Manufacturers
UNH
UnitedHealth Group Inc
26,844
13479.000
New Holding
7.160
+7.16%
0.000
-9.78%
+7.57%
500395.404
Healthcare Plans
ABBV
AbbVie Inc
94,448
12788.000
New Holding
6.790
+6.79%
0.010
-9.69%
-1.35%
310221.484
Drug Manufacturers
IQV
IQVIA Holdings Inc
44,314
12503.000
New Holding
6.640
+6.64%
0.020
-14.95%
+0.94%
35929.740
Medical Diagnostics & Research
CNC
Centene Corp
148,254
12216.000
New Holding
6.480
+6.48%
0.030
-12.87%
+4.84%
32008.441
Healthcare Plans
BLU
BELLUS Health Inc
1,280,757
10310.000
+19.40%
5.470
+0.89%
1.200
+116.76%
+79.32%
1869.211
Biotechnology
CYTK
Cytokinetics Inc
225,032
10257.000
-8.65%
5.440
-0.46%
0.260
-16.85%
-3.67%
5337.784
Biotechnology
JNJ
Johnson & Johnson
55,755
9538.000
New Holding
5.060
+5.06%
0.000
-9.78%
+0.01%
348503.425
Drug Manufacturers
NTRA
Natera Inc
101,674
9495.000
New Holding
5.040
+5.04%
0.110
+25.70%
+4.71%
21883.770
Medical Diagnostics & Research

Asymmetry Capital Management, L.P.'s Historical Top Holdings Breakdowns

Asymmetry Capital Management, L.P. Total Holding History ($B)

To

Asymmetry Capital Management, L.P.'s Asset Allocation

To

Asymmetry Capital Management, L.P. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Asymmetry Capital Management, L.P.'s Hypothetical Growth since 2021-12-31

Asymmetry Capital Management, L.P.'s Yearly Returns

Year Portfolio % % Excess Gain %

Asymmetry Capital Management, L.P.'s Holdings Heat Map

Size field:

Asymmetry Capital Management, L.P.'s Holdings Bubble Chart

Asymmetry Capital Management, L.P. News

  • 1

Discussions on Asymmetry Capital Management, L.P.

No discussions yet.