TA
Tamarack Advisers Portfolio holdings
AUM
$2.12M
1-Year Est. Return
56.28%
1 Year Est. Return
-56.28%
AUM
$2.12M
AUM Growth
-$48M
(-96%)
Holding
18
Top Buys
No buys this quarter
Top Sells
| 1 | +$6.66M | |
| 2 | +$6.46M | |
| 3 | +$5.72M | |
| 4 |
McKesson
MCK
|
+$4.78M |
| 5 |
Collegium Pharmaceutical
COLL
|
+$4.13M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
STRM
1
DELISTED
Streamline Health Solutions
STRM
| $2.12M | 100% |
328,725
|
|
||
2
AngioDynamics
ANGO
$475M
| – | – |
-475,000
|
|
||
3
AtriCure
ATRC
$1.85B
| – | – |
-40,000
|
|
||
4
Becton Dickinson
BDX
$54.2B
| – | – |
-25,000
|
|
||
5
Cerus
CERS
$293M
| – | – |
-650,000
|
|
||
|
6
Collegium Pharmaceutical
COLL
$1.07B
| – | – |
-185,000
|
|
||
7
DexCom
DXCM
$26.1B
| – | – |
0
|
|
||
|
8
McKesson
MCK
$97.8B
| – | – |
-11,000
|
|
||
9
iShares S&P 100 ETF
OEF
$26.9B
| – | – |
0
|
|
||
10
Phreesia
PHR
$1.34B
| – | – |
-215,000
|
|
||
11
SI-BONE Inc
SIBN
$636M
| – | – |
-50,000
|
|
||
12
Sanofi
SNY
$123B
| – | – |
-30,000
|
|
||
13
SPDR S&P 500 ETF Trust
SPY
$660B
| – | – |
0
|
|
||
14
Tactile Systems Technology
TCMD
$324M
| – | – |
-239,222
|
|
||
15
Teva Pharmaceuticals
TEVA
$22.2B
| – | – |
0
|
|
||
16
Tenet Healthcare
THC
$17.7B
| – | – |
-20,000
|
|
||
17
Viatris
VTRS
$11.9B
| – | – |
-675,000
|
|
||
|
MDRX
18
DELISTED
Veradigm Inc. Common Stock
MDRX
| – | – |
-435,000
|
|