Krishen Sud 's Sivik Global Healthcare LLC has filed its 13F with the SEC for the end of second quarter reporting period and the filing reveals that healthcare providers have made their way past biotech stocks in his portfolio. The healthcare-focused investment manager reported a public equity portfolio valued at $288.19 million as of June 30. Krishen Sud is known for investing heavily in healthcare, and 91% of his overall portfolio was dedicated to healthcare stock picks as of the reporting period.