IHM
Iguana Healthcare Management Portfolio holdings
AUM
$133M
This Quarter Return
+8.3%
1 Year Return
+45.66%
3 Year Return
+127.07%
5 Year Return
–
10 Year Return
–
AUM
$130M
AUM Growth
–
Cap. Flow
+$130M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
49.66%
Holding
62
New
52
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Amgen
AMGN
|
$11.4M |
| 2 |
Merck
MRK
|
$8.76M |
| 3 |
Biogen
BIIB
|
$8.39M |
| 4 |
Zimmer Biomet
ZBH
|
$7.46M |
| 5 |
Gilead Sciences
GILD
|
$6.38M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 83.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Edwards Lifesciences
EW
$48B
| $1.64M | 0.94% |
+25,000
| New | +$1.64M |
|
27
MiMedx Group
MDXG
$1.06B
| $1.57M | 0.9% |
+180,000
| New | +$1.57M |
|
28
Vertex Pharmaceuticals
VRTX
$101B
| $1.49M | 0.85% |
+20,000
| New | +$1.49M |
|
29
Agilent Technologies
A
$34.8B
| $1.43M | 0.82% |
+25,000
| New | +$1.43M |
|
30
Sarepta Therapeutics
SRPT
$1.78B
| $1.43M | 0.81% |
+70,000
| New | +$1.43M |
|
|
NVDQ
31
DELISTED
Novadaq Technologies Inc.
NVDQ
| $1.4M | 0.8% |
+85,000
| New | +$1.4M |
|
|
NPSP
32
DELISTED
NPS PHARMACEUTICALS INC
NPSP
| $1.37M | 0.78% |
+45,000
| New | +$1.37M |
|
|
AVNR
33
DELISTED
AVANIR PHARMACEUTICALS, INC CL A
AVNR
| $1.34M | 0.77% |
+400,000
| New | +$1.34M |
|
34
Bruker
BRKR
$4.96B
| $1.29M | 0.73% |
+65,000
| New | +$1.29M |
|
|
IPXL
35
DELISTED
Impax Laboratories, Inc.
IPXL
| $1.26M | 0.72% |
+50,000
| New | +$1.26M |
|
36
Cyclacel Pharmaceuticals
CYCC
$18M
| $1.11M | 0.63% |
+275,000
| New | +$1.11M |
|
|
THOR
37
DELISTED
THORATEC CORPORATION
THOR
| $1.1M | 0.63% |
+30,000
| New | +$1.1M |
|
38
Enanta Pharmaceuticals
ENTA
$190M
| $1.09M | 0.62% |
+40,000
| New | +$1.09M |
|
39
CONMED
CNMD
$1.66B
| $1.06M | 0.61% |
+25,000
| New | +$1.06M |
|
|
ARRY
40
DELISTED
Array Biopharma Inc
ARRY
| $1M | 0.57% |
+200,000
| New | +$1M |
|
41
Cytokinetics
CYTK
$5.74B
| $975K | 0.56% |
+150,000
| New | +$975K |
|
|
MDVN
42
DELISTED
MEDIVATION, INC.
MDVN
| $957K | 0.55% |
+15,000
| New | +$957K |
|
43
Insulet
PODD
$24.3B
| $928K | 0.53% |
+25,000
| New | +$928K |
|
|
ZGNX
44
DELISTED
Zogenix, Inc.
ZGNX
| $860K | 0.49% |
+250,000
| New | +$860K |
|
45
Assertio
ASRT
$77.2M
| $688K | 0.39% |
+65,000
| New | +$688K |
|
|
CMRX
46
DELISTED
Chimerix, Inc.
CMRX
| $680K | 0.39% |
+45,000
| New | +$680K |
|
47
Amicus Therapeutics
FOLD
$2.38B
| $623K | 0.36% |
+265,000
| New | +$623K |
|
|
SLTM
48
DELISTED
SOLTA MED INC (DE)
SLTM
| $516K | 0.29% |
+175,000
| New | +$516K |
|
49
Microbot Medical
MBOT
$184M
| $492K | 0.28% |
+400,000
| New | +$492K |
|
|
CADX
50
DELISTED
CADENCE PHARMACEUTICALS, INC COM STK
CADX
| $453K | 0.26% |
+50,000
| New | +$453K |
|