Tamarack Advisers, LP
CIK 1661462 · Holdings on Sep 30, 2023 · First reported Nov 16, 2023
Top ten holdings
Q3 2023- VTRS13.27%
- BDX12.88%
- MDRX11.39%
- MCK9.53%
- STRM9.51%
- COLL8.24%
- PHR8.01%
- ANGO6.92%
- TCMD6.70%
- ATRC3.49%
Share classes counted separately89.94%
Portfolio value by quarter
Top 10 holdings 14
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTRSVIATRIS INCEquity View history and evidence | $6.66M | 13.27% | 675.00K shares | — | ↗▾ | |
| 02 | BDXBECTON DICKINSON AND COEquity View history and evidence | $6.46M | 12.88% | 25.00K shares | — | ↗▾ | |
| 03 | MDRXVERADIGM INCEquity View history and evidence | $5.72M | 11.39% | 435.00K shares | — | ↗▾ | |
| 04 | MCKMCKESSON CORPEquity View history and evidence | $4.78M | 9.53% | 11.00K shares | — | ↗▾ | |
| 05 | STRMSTREAMLINE HEALTH SOLUTIONSEquity View history and evidence | $4.77M | 9.51% | 4.93M shares | — | ↗▾ | |
| 06 | COLLCOLLEGIUM PHARMACEUTICAL INCEquity View history and evidence | $4.13M | 8.24% | 185.00K shares | — | ↗▾ | |
| 07 | PHRPHREESIA INCEquity View history and evidence | $4.02M | 8.01% | 215.00K shares | — | ↗▾ | |
| 08 | ANGOANGIODYNAMICS INCEquity View history and evidence | $3.47M | 6.92% | 475.00K shares | — | ↗▾ | |
| 09 | TCMDTACTILE SYSTEMS TECHNOLOGY IEquity View history and evidence | $3.36M | 6.70% | 239.22K shares | — | ↗▾ | |
| 10 | ATRCATRICURE INCEquity View history and evidence | $1.75M | 3.49% | 40.00K shares | — | ↗▾ |
Options overlay 7
$104.25M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SPY 07.02.25 P590July 25 Puts on SPY USListed Option View history and evidence | Put | 150.00K | $64.12M | ▾ | |
BDXBECTON DICKINSON AND COListed Option View history and evidence | Call | 65.00K | $16.80M | ▾ | |
DXCMDEXCOM INCListed Option View history and evidence | Call | 100.00K | $9.33M | ▾ |
3 / 7 options · preview only
Exited positions 19
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SPY SS SPDR S&P 500 ETF TRUST-US | Put | — | — | SEC filing ↗ | |
| TLT ISHARES 20+ YEAR TREASURY BD | Call | — | — | SEC filing ↗ | |
| BMRN BIOMARIN PHARMACEUTICAL INC | Non-derivative | — | — | SEC filing ↗ |
3 / 19 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1661462 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 154421847
}Take these holdings further.
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