TA

Tamarack Advisers Portfolio holdings

AUM $2.12M
1-Year Est. Return 56.28%
This Quarter Est. Return
1 Year Est. Return
-56.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$50.2M
AUM Growth
-$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$73.1K

Top Sells

1
+$6.5M
2
+$6.5M
3
+$5.67M
4
THC icon
Tenet Healthcare
THC
+$4.94M
5
ABT icon
Abbott
ABT
+$4.91M

Sector Composition

1 Healthcare 100%
2 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTRS icon
1
Viatris
VTRS
$12.3B
$6.66M 4.31%
675,000
-575,000
BDX icon
2
Becton Dickinson
BDX
$54.7B
$6.46M 4.19%
25,000
+10,000
MDRX
3
DELISTED
Veradigm Inc. Common Stock
MDRX
$5.72M 3.7%
435,000
-495,000
MCK icon
4
McKesson
MCK
$106B
$4.78M 3.1%
11,000
-3,000
STRM
5
DELISTED
Streamline Health Solutions
STRM
$4.77M 3.09%
328,725
COLL icon
6
Collegium Pharmaceutical
COLL
$1.48B
$4.13M 2.68%
185,000
-190,000
PHR icon
7
Phreesia
PHR
$1.2B
$4.02M 2.6%
215,000
-75,000
ANGO icon
8
AngioDynamics
ANGO
$534M
$3.47M 2.25%
475,000
+10,000
TCMD icon
9
Tactile Systems Technology
TCMD
$556M
$3.36M 2.18%
239,222
-60,778
ATRC icon
10
AtriCure
ATRC
$1.74B
$1.75M 1.13%
40,000
-45,000
SNY icon
11
Sanofi
SNY
$121B
$1.61M 1.04%
30,000
-65,000
THC icon
12
Tenet Healthcare
THC
$18.9B
$1.32M 0.85%
20,000
-75,000
SIBN icon
13
SI-BONE Inc
SIBN
$819M
$1.06M 0.69%
50,000
-150,000
CERS icon
14
Cerus
CERS
$346M
$1.05M 0.68%
650,000
-1,100,000
ALKS icon
15
Alkermes
ALKS
$4.77B
– –
-100,000
BIO icon
16
Bio-Rad Laboratories Class A
BIO
$8.67B
– –
-2,000
BMRN icon
17
BioMarin Pharmaceuticals
BMRN
$10.6B
– –
-75,000
DCGO icon
18
DocGo
DCGO
$94.5M
– –
-135,000
DXCM icon
19
DexCom
DXCM
$24.8B
– –
-16,000
INMD icon
20
InMode
INMD
$904M
– –
-75,000
IRWD icon
21
Ironwood Pharmaceuticals
IRWD
$569M
– –
-225,000
KVUE icon
22
Kenvue
KVUE
$33B
– –
-1,000
OEF icon
23
iShares S&P 100 ETF
OEF
$28.8B
– –
0
ABT icon
24
Abbott
ABT
$223B
– –
-45,000
RDNT icon
25
RadNet
RDNT
$6.17B
– –
-140,000
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