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Armistice Capital Portfolio holdings

AUM $5.62B
1-Year Est. Return 36.06%
This Fund
S&P 500
This Quarter Est. Return
+2.87%
1 Year Est. Return
+36.06%
3 Year Est. Return
+44.14%
5 Year Est. Return
+38.37%
10 Year Est. Return
+188.88%
AUM
$208M
AUM Growth
Cap. Flow
+$196M
Cap. Flow %
94.43%
Top 10 Hldgs %
50.65%
Holding
29
New
27
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 36.89%
2 Consumer Discretionary 11.44%
3 Industrials 4.9%
4 Technology 4.74%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPPI
1
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
$14.2M 6.83%
+2,052,000
New +$15.1M
ZGNX
2
DELISTED
Zogenix, Inc.
ZGNX
$12.9M 6.19%
+1,175,000
New +$11.6M
VNDA icon
3
Vanda Pharmaceuticals
VNDA
$327M
$10.4M 5.01%
+728,000
New +$8.61M
HPTX
4
DELISTED
HYPERION THERAPEUTICS INC COM STK (DE)
HPTX
$10.4M 5.01%
+434,000
New +$9.78M
RXDX
5
DELISTED
Ignyta, Inc.
RXDX
$10.4M 4.98%
+1,513,100
New +$10.3M
SPY icon
6
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$10.3M 4.94%
+50,000
New +$10.1M
KODK icon
7
Kodak
KODK
$750M
$10.2M 4.9%
+470,000
New +$9.78M
PBY
8
DELISTED
PEP BOYS MANNY MOE& JACK
PBY
$9.11M 4.38%
+928,000
New +$8.59M
VCRA
9
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
$8.86M 4.26%
+850,000
New +$8.08M
SODA
10
DELISTED
SodaStream International Ltd
SODA
$8.65M 4.16%
+430,000
New +$9.41M
QLGC
11
DELISTED
QLOGIC CORP
QLGC
$8.55M 4.11%
+642,000
New +$7.3M
RPTP
12
DELISTED
RAPTOR PHARMACEUTICAL CORP COM STK (DE)
RPTP
$8.42M 4.04%
+800,000
New +$7.82M
WIFI
13
DELISTED
Boingo Wireless, Inc.
WIFI
$8.21M 3.94%
+1,070,000
New +$7.95M
AEGR
14
DELISTED
Aegerion Pharmaceuticals
AEGR
$7.79M 3.74%
+372,000
New +$9.37M
PPLI
15
People Inc
PPLI
$3.31B
$7.78M 3.74%
+716,212
New +$8.11M
TIME
16
DELISTED
Time Inc.
TIME
$7.63M 3.67%
+310,000
New +$7.01M
LF
17
DELISTED
LEAPFROG ENTERPRISES INC.
LF
$7.08M 3.4%
+1,500,000
New +$7.96M
ATRS
18
DELISTED
Antares Pharma, Inc.
ATRS
$6.68M 3.21%
+2,600,000
New +$5.84M
KZ
19
DELISTED
KongZhong Corporation
KZ
$6.48M 3.11%
+1,197,000
New +$7.35M
URBN icon
20
Urban Outfitters
URBN
$6.25B
$6.04M 2.9%
+172,000
New +$5.57M
UNTD
21
DELISTED
UNITED ONLINE INC COM NEW
UNTD
$5.09M 2.45%
+350,000
New +$4.4M
KND
22
DELISTED
Kindred Healthcare
KND
$4.25M 2.04%
+234,000
New +$4.63M
BSTC
23
DELISTED
BioSpecifics Technologies Corp.
BSTC
$4.05M 1.95%
+105,000
New +$4.01M
DRRX
24
DELISTED
DURECT Corp
DRRX
$3.04M 1.46%
+384,927
New +$3.75M
VERU icon
25
Veru
VERU
$38.2M
$2.64M 1.27%
+67,400
New +$2.78M

Similar funds

Armistice Capital's Q4 2014 Portfolio in Review

Q4 2014 is the first quarter with a 13F filing on record for Armistice Capital, which disclosed 29 positions worth $208M. Its ten largest holdings account for 51% of the portfolio.

Its largest position is Spectrum Pharmaceuticals Inc: 2,052,000 shares worth $14.2M.

By sector, the portfolio is most concentrated in Healthcare at 37% of assets, followed by Consumer Discretionary and Industrials.

  • Armistice Capital's largest Q4 2014 buy was Spectrum Pharmaceuticals Inc: 2,052,000 shares worth $14.2M.
  • Armistice Capital's ten largest holdings make up 51% of its $208M portfolio in Q4 2014.
  • Armistice Capital disclosed 29 positions in Q4 2014, its first 13F filing on record.

Based on Armistice Capital's 13F filing for Q4 2014, filed 17 Feb 2015.