Asymmetry Capital Management, L.P. Buys Centene Corp, Alkermes PLC, Kymera Therapeutics Inc, Sells Vertex Pharmaceuticals Inc, UnitedHealth Group Inc, NanoString Technologies Inc

• New Purchases: CNC, ALKS, KYMR, ACRS, BDSX, HOLX, FOLD, ARGX, BIO, ITOS, MCRB,
• Added Positions: MRTX, MREO, FBRX,
• Reduced Positions: GH, ADPT, PODD, JAZZ, AVDL, AZN, EPIX, ARNA, SHC, RGLS, PMVP, ASLN, GLTO,
• Sold Out: VRTX, UNH, NSTG, KURA, RCUS, SAGE, JNCE, SEEL, TPTX,

For the details of Asymmetry Capital Management, L.P.'s stock buys and sells, go to https://www.gurufocus.com/guru/asymmetry+capital+management%2C+l.p./current-portfolio/portfolio

1. Centene Corp (CNC) - 164,489 shares, 8.48% of the total portfolio. New Position
2. AstraZeneca PLC (AZN) - 176,010 shares, 7.45% of the total portfolio. Shares reduced by 19.6%
3. Sotera Health Co (SHC) - 421,341 shares, 7.21% of the total portfolio. Shares reduced by 9.83%
4. Arena Pharmaceuticals Inc (ARNA) - 142,246 shares, 6.86% of the total portfolio. Shares reduced by 12.8%
5. Mirati Therapeutics Inc (MRTX) - 57,979 shares, 6.62% of the total portfolio. Shares added by 138.96%

Asymmetry Capital Management, L.P. initiated holding in Centene Corp. The purchase prices were between $59.49 and $74.31, with an estimated average price of $68.44. The stock is now traded at around $70.470000. The impact to a portfolio due to this purchase was 8.48%. The holding were 164,489 shares as of 2021-06-30.

Asymmetry Capital Management, L.P. initiated holding in Alkermes PLC. The purchase prices were between $18.68 and $25.15, with an estimated average price of $22.15. The stock is now traded at around $24.140000. The impact to a portfolio due to this purchase was 5.29%. The holding were 305,245 shares as of 2021-06-30.

Asymmetry Capital Management, L.P. initiated holding in Kymera Therapeutics Inc. The purchase prices were between $31.08 and $51.95, with an estimated average price of $43.34. The stock is now traded at around $58.140000. The impact to a portfolio due to this purchase was 4.23%. The holding were 123,363 shares as of 2021-06-30.

Asymmetry Capital Management, L.P. initiated holding in Aclaris Therapeutics Inc. The purchase prices were between $17.08 and $29.6, with an estimated average price of $22.8. The stock is now traded at around $14.740000. The impact to a portfolio due to this purchase was 3.92%. The holding were 315,834 shares as of 2021-06-30.

Asymmetry Capital Management, L.P. initiated holding in Biodesix Inc. The purchase prices were between $12.14 and $20.35, with an estimated average price of $15.84. The stock is now traded at around $9.100000. The impact to a portfolio due to this purchase was 3.56%. The holding were 381,378 shares as of 2021-06-30.

Asymmetry Capital Management, L.P. initiated holding in Hologic Inc. The purchase prices were between $60.52 and $76.68, with an estimated average price of $67.02. The stock is now traded at around $72.190000. The impact to a portfolio due to this purchase was 2.18%. The holding were 46,184 shares as of 2021-06-30.

Asymmetry Capital Management, L.P. added to a holding in Mirati Therapeutics Inc by 138.96%. The purchase prices were between $144 and $179.73, with an estimated average price of $160.98. The stock is now traded at around $152.260000. The impact to a portfolio due to this purchase was 3.85%. The holding were 57,979 shares as of 2021-06-30.

Asymmetry Capital Management, L.P. added to a holding in Mereo BioPharma Group PLC by 52.20%. The purchase prices were between $2.94 and $4.08, with an estimated average price of $3.35. The stock is now traded at around $2.490000. The impact to a portfolio due to this purchase was 1.25%. The holding were 1,618,328 shares as of 2021-06-30.

Asymmetry Capital Management, L.P. added to a holding in Forte Biosciences Inc by 24.80%. The purchase prices were between $31.5 and $42.5, with an estimated average price of $35.95. The stock is now traded at around $29.160000. The impact to a portfolio due to this purchase was 0.31%. The holding were 66,390 shares as of 2021-06-30.

Asymmetry Capital Management, L.P. sold out a holding in Vertex Pharmaceuticals Inc. The sale prices were between $187.49 and $221.1, with an estimated average price of $209.31.

Asymmetry Capital Management, L.P. sold out a holding in UnitedHealth Group Inc. The sale prices were between $364.37 and $420.89, with an estimated average price of $398.06.

Asymmetry Capital Management, L.P. sold out a holding in NanoString Technologies Inc. The sale prices were between $48.42 and $80.6, with an estimated average price of $63.47.

Asymmetry Capital Management, L.P. sold out a holding in Kura Oncology Inc. The sale prices were between $20.85 and $29.88, with an estimated average price of $24.91.

Asymmetry Capital Management, L.P. sold out a holding in Arcus Biosciences Inc. The sale prices were between $22.75 and $35.77, with an estimated average price of $28.5.

Asymmetry Capital Management, L.P. sold out a holding in Sage Therapeutics Inc. The sale prices were between $54.88 and $79.29, with an estimated average price of $70.83.