Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BLUE JAY CAPITAL MANAGEMENT, LLC (CIK 1586444) reported $146.8M across 20 reported positions in its SEC 13F filing for 2017-06-30. Largest positions: TSRO ($9.4M, 6.43%), CLVS ($9.3M, 6.32%), INCY ($9.1M, 6.18%), IRWD ($8.9M, 6.05%), WMGI ($8.8M, 6.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSRO | TESARO INC | $9.4M | 6.43% | 67,490 | Trimmed |
| 2 | CLVS | CLOVIS ONCOLOGY INC | $9.3M | 6.32% | 99,101 | Trimmed |
| 3 | INCY | INCYTE CORP | $9.1M | 6.18% | 72,051 | Added |
| 4 | IRWD | IRONWOOD PHARMACEUTICALS INC | $8.9M | 6.05% | 470,000 | Trimmed |
| 5 | WMGI | WRIGHT MED GROUP N V | $8.8M | 6.00% | 320,420 | Added |
| 6 | BMRN | BIOMARIN PHARMACEUTICAL INC | $8.6M | 5.84% | 94,454 | Trimmed |
| 7 | PRAH | PRA HEALTH SCIENCES INC | $8.0M | 5.45% | 106,555 | Trimmed |
| 8 | EW | EDWARDS LIFESCIENCES CORP | $8.0M | 5.42% | 67,266 | Trimmed |
| 9 | ABMD | ABIOMED INC | $7.9M | 5.41% | 55,387 | Trimmed |
| 10 | NVRO | NEVRO CORP | $7.8M | 5.33% | 105,000 | Added |
| 11 | QGEN | QIAGEN NV | $7.3M | 4.98% | 217,954 | New |
| 12 | SNN | SMITH & NEPHEW PLC | $7.0M | 4.75% | 200,000 | New |
| 13 | PTLA | PORTOLA PHARMACEUTICALS | $6.7M | 4.59% | 120,000 | New |
| 14 | NBIX | NEUROCRINE BIOSCIENCES INC | $6.7M | 4.55% | 145,303 | New |
| 15 | BKD | BROOKDALE SENIOR LIVING INC | $6.6M | 4.51% | 450,000 | New |
| 16 | ICLR | ICON PLC ORD | $6.2M | 4.22% | 63,342 | New |
| 17 | VRTX | VERTEX PHARMACEUTICALS INC | $6.0M | 4.06% | 46,202 | Trimmed |
| 18 | ALGN | ALIGN TECHNOLOGY INC | $5.1M | 3.47% | 33,904 | New |
| 19 | ILMN | ILLUMINA INC | $4.8M | 3.25% | 27,500 | New |
| 20 | ISRG | INTUITIVE SURGICAL INC | $4.7M | 3.19% | 5,000 | New |
| 21 | CELG | CELGENE CORP | $0 | 0.00% | 0 | Exited |
| 22 | AKRXQ | AKORN INC | $0 | 0.00% | 0 | Exited |
| 23 | DERM2 | DERMIRA INC | $0 | 0.00% | 0 | Exited |
| 24 | BMY | BRISTOL MYERS SQUIBB CO | $0 | 0.00% | 0 | Exited |
| 25 | GMED | GLOBUS MED INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2017-06-30