Sivik Global Healthcare LLC

data from 30/09/2025

Capitalization

$ 343.709 M -6.50 %

Average holding period

10 ans

Performance

$ 382.576 M 172.92 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Sivik Global Healthcare LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 XBI SPDR S&P BIOTECH ETF 7.29% 25.050 M $ 250000 2021/06/30 4.317 M $ 20.82 %
2025/09/30 PUT - SPY 100 @ 645 EXP 10/31/2025 5.81% 19.985 M $ 300 2025/09/30 0.000 $ 0.00 %
2025/09/30 PUT - SPY 100 @ 660 EXP 10/31/2025 4.85% 16.655 M $ 250 2025/09/30 0.000 $ 0.00 %
2025/09/30 PUT - SPY 100 @ 655 EXP 10/31/2025 4.85% 16.655 M $ 250 2025/09/30 0.000 $ 0.00 %
2025/09/30 PUT - SPY 100 @ 639 EXP 10/31/2025 4.85% 16.655 M $ 250 2025/09/30 0.000 $ 0.00 %
2025/09/30 PUT - SPY 100 @ 635 EXP 10/31/2025 4.85% 16.655 M $ 250 2025/09/30 0.000 $ 0.00 %
2025/09/30 PUT - SPY 100 @ 658 EXP 10/31/2025 4.85% 16.655 M $ 250 2025/09/30 0.000 $ 0.00 %
2025/09/30 PUT - SPY 100 @ 659 EXP 10/31/2025 4.85% 16.655 M $ 250 2025/09/30 0.000 $ 0.00 %
2025/09/30 PUT - SPY 100 @ 659 EXP 11/21/2025 4.85% 16.655 M $ 250 2025/09/30 0.000 $ 0.00 %
2025/09/30 PUT - SPY 100 @ 660 EXP 11/21/2025 4.85% 16.655 M $ 250 2025/09/30 0.000 $ 0.00 %
2025/09/30 LLY ELI LILLY & CO 2.22% 7.630 M $ 10000 2018/06/30 -181.829 K $ -2.12 %
2025/09/30 HCA HCA HEALTHCARE INC 2.11% 7.245 M $ 17000 2017/03/31 1.077 M $ 11.25 %
2025/09/30 THC TENET HEALTHCARE 2.07% 7.106 M $ 35000 2019/06/30 2.298 M $ 15.36 %
2025/09/30 DHR DANAHER CORP 2.02% 6.939 M $ 35000 2018/12/31 28.799 K $ 0.36 %
2025/09/30 BSX BOSTON SCIENTIFIC CORPORATION 1.99% 6.834 M $ 70000 2015/03/31 -782.400 K $ -9.11 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC. 1.98% 6.790 M $ 14000 2025/09/30 0.000 $ 0.00 %
2025/09/30 HUM HUMANA INC. 1.89% 6.504 M $ 25000 2013/12/31 423.630 K $ 6.42 %
2025/09/30 ABC CENCORA INC 1.82% 6.251 M $ 20000 2020/03/31 0.000 $ 0.00 %
2025/09/30 CAH CARDINAL HEALTH 1.71% 5.886 M $ 37500 2020/03/31 -496.799 K $ -6.57 %
2025/09/30 ISRG INTUITIVE SURG 1.69% 5.814 M $ 13000 2021/12/31 -1.250 M $ -17.70 %
2025/09/30 SNN SMITH & NEPHEW 1.69% 5.806 M $ 160000 2023/12/31 792.400 K $ 18.48 %
2025/09/30 UHS UNIV HEALTH SVC 1.67% 5.724 M $ 28000 2013/12/31 1.223 M $ 12.86 %
2025/09/30 MDT MEDTRONIC INC 1.66% 5.714 M $ 60000 2024/09/30 645.599 K $ 9.26 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC. 1.60% 5.483 M $ 14000 2025/09/30 0.000 $ 0.00 %
2025/09/30 MCK MCKESSON CORP 1.57% 5.408 M $ 7000 2020/03/31 516.879 K $ 5.43 %
2025/09/30 ABT ABBOTT LABS 1.46% 5.023 M $ 37500 2017/03/31 -81.143 K $ -1.52 %
2025/09/30 SYK STRYKER CORP 1.40% 4.806 M $ 13000 2017/06/30 -493.239 K $ -6.56 %
2025/09/30 SGRY SURGERY PARTNERS INC 1.39% 4.761 M $ 220000 2022/03/31 -73.749 K $ -2.65 %
2025/09/30 JNJ JOHNSON&JOHNSON 1.35% 4.636 M $ 25000 2025/09/30 0.000 $ 0.00 %
2025/09/30 ABBV ABBVIE INC 1.35% 4.631 M $ 20000 2025/09/30 0.000 $ 0.00 %
2025/09/30 EHC ENCOMPASS HEALTH CORP 1.29% 4.446 M $ 35000 2020/03/31 109.750 K $ 3.58 %
2025/09/30 A AGILENT TECHNOLOGIES INC 1.23% 4.236 M $ 33000 2024/06/30 465.299 K $ 8.76 %
2025/09/30 UNH UNITEDHEALTH GRP 1.21% 4.144 M $ 12000 2024/12/31 499.949 K $ 10.68 %
2025/09/30 CI CIGNA GROUP/THE 1.17% 4.036 M $ 14000 2024/12/31 -698.444 K $ -12.80 %
2025/09/30 ZBH ZIMMER BIOMET HOLDINGS INC 1.15% 3.940 M $ 40000 2025/09/30 0.000 $ 0.00 %
2025/09/30 WST WEST PHARMACEUTICAL SERVICES INC 1.14% 3.935 M $ 15000 2024/03/31 652.949 K $ 19.89 %
2025/09/30 DGX QUEST DIAGNOSTIC INC 1.11% 3.812 M $ 20000 2025/06/30 273.750 K $ 6.10 %
2025/09/30 RGEN REPLIGEN CORP 1.07% 3.676 M $ 27500 2024/06/30 278.699 K $ 7.47 %
2025/09/30 BIO BIO-RAD LABS A 0.90% 3.084 M $ 11000 2024/12/31 703.259 K $ 16.19 %
2025/09/30 LH LABCORP HOLDINGS INC 0.84% 2.871 M $ 10000 2025/09/30 0.000 $ 0.00 %
2025/09/30 SEM SELECT MEDICAL HOLDINGS CORP 0.65% 2.247 M $ 175000 2021/06/30 -702.000 K $ -15.42 %
2025/09/30 STVN STEVANATO GROUP SPA 0.64% 2.189 M $ 85000 2025/09/30 0.000 $ 0.00 %
2025/09/30 BRKR BRUKER CORPORATION 0.57% 1.949 M $ 60000 2025/09/30 0.000 $ 0.00 %
2025/09/30 GEHC GE HEALTHCARE TECHNOLOGY 0.55% 1.878 M $ 25000 2025/09/30 0.000 $ 0.00 %
2025/09/30 PUT - SPY 100 @ 607 EXP 07/31/2025 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 PUT - SPY 100 @ 610 EXP 08/15/2025 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 GILD GILEAD SCIENCES INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 COO COOPER COS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 PUT - SPY 100 @ 599 EXP 07/18/2025 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 WAT WATERS CORP 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 BAX BAXTER INTERNATIONAL INC. 0.00% 0.000 $ 0 2017/03/31 0.000 $ 0.00 %
2025/09/30 ALGN ALIGN TECH INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 PUT - SPY 100 @ 593 EXP 07/31/2025 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 AVTR AVANTOR INC 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %
2025/09/30 ARGX ARGEN SE - ADR 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 PUT - SPY 100 @ 596 EXP 07/18/2025 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 INSP INSPIRE MEDICAL SYSTEMS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 PUT - SPY 100 @ 600 EXP 08/15/2025 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 MDGL MADRIGAL PHARMACEUTICALS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 NVO NOVO-NORDISK A/S 0.00% 0.000 $ 0 2022/03/31 0.000 $ 0.00 %
2025/09/30 REVVITY INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 ALNY ALNYLAM PHARMACEUTICALS 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 PUT - SPY 100 @ 597 EXP 07/18/2025 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 PUT - SPY 100 @ 602 EXP 07/31/2025 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %