GuruTrackHoldings radar

Healthcare

sector

Summary

In the Healthcare sector, tracked hedge-fund managers hold 56 stocks, a combined reported value of ~$7.03T; most concentrated in DHR, UNH, BIIB. 12 managers hold positions here. From public SEC 13F filings, delayed up to ~45 days.

Constituents

56stocks

Tracked gurus

12(13F)

Board total value

$7.03T

Largest holding

DHRDANAHER CORP

Data delay: 13F filings lag up to ~45 days and cover only some long positions. For research only.

Stocks in this boardranked by tracked-guru holding value

1

DHRDANAHER CORP$1.33T

2

UNHUNITEDHEALTH GROUP INC$871.43B

3

BIIBBIOGEN INC$521.92B

4

BAXBAXTER INTERNATIONAL INC$354.19B

5

AMGNAMGEN INC$343.03B

GLP-1 / Weight Loss

6

ABTABBOTT LABORATORIES$327.88B

7

PFEPFIZER INC$306.05B

Antibody-Drug Conjugates

8

NVONOVO-NORDISK A/S-SPONS ADR$299.40B

GLP-1 / Weight Loss AI Drug Discovery

9

LLYELI LILLY & CO$277.66B

GLP-1 / Weight Loss AI Drug Discovery

10

HUMHUMANA INC$209.27B

11

JNJJOHNSON & JOHNSON$204.32B

12

EWEDWARDS LIFESCIENCES CORP$155.30B

13

ISRGINTUITIVE SURGICAL INC$140.51B

Robotics & Automation

14

CNCCENTENE CORP$138.19B

15

CVSCVS HEALTH CORP$119.11B

16

GILDGILEAD SCIENCES INC$105.16B

Antibody-Drug Conjugates

17

MRKMERCK & CO INC$101.77B

Antibody-Drug Conjugates

18

TMOTHERMO FISHER SCIENTIFIC INC$84.67B

19

BDXBECTON DICKINSON AND CO$83.29B

20

HOLXHOLOGIC INC$81.45B

21

IDXXIDEXX LABORATORIES INC$79.53B

22

SYKSTRYKER CORP$77.64B

23

NVSNOVARTIS AG-SPONSORED ADR$65.22B

24

CORCENCORA INC$61.63B

25

BMYBRISTOL-MYERS SQUIBB CO$61.62B

Antibody-Drug Conjugates

26

MCKMCKESSON CORP$48.26B

27

BSXBOSTON SCIENTIFIC CORP$44.66B

28

VRTXVERTEX PHARMACEUTICALS INC$42.98B

29

ABBVABBVIE INC$37.92B

Antibody-Drug Conjugates

30

ONCBEONE MEDICINES LTD-ADR$30.19B

China ADRs Biotech

31

MTDMETTLER-TOLEDO INTERNATIONAL$29.52B

32

INCYINCYTE CORP$28.78B

33

ZTSZOETIS INC$27.23B

34

CAHCARDINAL HEALTH INC$24.38B

35

AAGILENT TECHNOLOGIES INC$21.87B

36

MRNAMODERNA INC$21.53B

37

ZBHZIMMER BIOMET HOLDINGS INC$21.46B

38

TDOCTELADOC HEALTH INC$21.36B

Cathie Wood · ARK

39

ELVELEVANCE HEALTH INC$21.11B

40

HCAHCA HEALTHCARE INC$20.08B

41

MDTMEDTRONIC PLC$18.68B

42

BEAMBEAM INC$18.57B

43

REGNREGENERON PHARMACEUTICALS$18.21B

44

EXASEXACT SCIENCES CORP$17.91B

—

45

CRSPCRISPR THERAPEUTICS AG$16.19B

Cathie Wood · ARK Biotech

46

DXCMDEXCOM INC$15.61B

47

NTLAINTELLIA THERAPEUTICS INC$13.34B

Cathie Wood · ARK Biotech

48

CITHE CIGNA GROUP$12.53B

49

IQVIQVIA HOLDINGS INC$10.96B

AI Drug Discovery

50

ALNYALNYLAM PHARMACEUTICALS INC$10.80B

51

SDGRSCHRODINGER INC$8.84B

Biotech AI Drug Discovery

52

WSTWEST PHARMACEUTICAL SERVICES$8.12B

53

RMDRESMED INC$7.66B

54

LEGNLEGEND BIOTECH CORP-ADR$7.11B

China ADRs Biotech

55

GSKGSK PLC-SPON ADR$3.37B

56

BNTXBIONTECH SE-ADR$3.23B

Gurus most invested in this boardby value held in this board

1Ken Griffin53 stocks$8.33B 2Izzy Englander52 stocks$5.03B 3Renaissance Technologies36 stocks$3.09B 4Steven Cohen29 stocks$2.14B 5Andreas Halvorsen4 stocks$1.52B 6Joel Greenblatt44 stocks$1.15B 7Cathie Wood7 stocks$1.09B 8Terry Smith4 stocks$1.07B 9Ray Dalio40 stocks$825.95M 10Zhang Lei2 stocks$415.42M 11Philippe Laffont1 stocks$394.25M 12Seth Klarman1 stocks$373.30M

Data from public SEC 13F & STOCK Act filings, delayed up to ~45 days, partial holdings only — for research, not investment advice.