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:
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
15,703.0
New Holding
8.340
+8.34%
0.100
-3.44%
-9.01%
11,470.1
Biotechnology
HZNP
Horizon Therapeutics PLC
137,610
14,829.0
+451.57%
7.870
+6.44%
0.060
+13.24%
+2.20%
26,632.1
Drug Manufacturers
UNH
UnitedHealth Group Inc
26,844
13,479.0
New Holding
7.160
+7.16%
0.000
-31.76%
-42.02%
263,061.7
Healthcare Plans
ABBV
AbbVie Inc
94,448
12,788.0
New Holding
6.790
+6.79%
0.010
+8.26%
+9.89%
335,669.6
Drug Manufacturers
IQV
IQVIA Holdings Inc
44,314
12,503.0
New Holding
6.640
+6.64%
0.020
+31.32%
-1.73%
32,830.4
Medical Diagnostics & Research
CNC
Centene Corp
148,254
12,216.0
New Holding
6.480
+6.48%
0.030
-52.95%
-51.75%
14,545.0
Healthcare Plans
BLU
BELLUS Health Inc
1,280,757
10,310.0
+19.40%
5.470
+0.89%
1.200
+116.76%
+79.32%
1,869.2
Biotechnology
CYTK
Cytokinetics Inc
225,032
10,257.0
-8.65%
5.440
-0.46%
0.260
-0.39%
-19.54%
4,520.3
Biotechnology
JNJ
Johnson & Johnson
55,755
9,538.0
New Holding
5.060
+5.06%
0.000
+9.29%
+18.36%
405,110.6
Drug Manufacturers
NTRA
Natera Inc
101,674
9,495.0
New Holding
5.040
+5.04%
0.110
-7.50%
-13.19%
18,764.9
Medical Diagnostics & Research

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

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

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

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Asymmetry Capital Management, L.P. Past Portfolios

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

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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

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

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