IHM

Iguana Healthcare Management Portfolio holdings

AUM $133M
1-Year Est. Return 45.66%
This Quarter Est. Return
1 Year Est. Return
+45.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$2.1M
3
+$1.99M
4
AKCA
Akcea Therapeutics Inc
AKCA
+$1.74M
5
PBYI icon
Puma Biotechnology
PBYI
+$1.73M

Top Sells

1
+$5.61M
2
+$4.53M
3
+$3.42M
4
GKOS icon
Glaukos
GKOS
+$3.3M
5
XLRN
Acceleron Pharma
XLRN
+$2.61M

Sector Composition

1 Healthcare 82.78%
2 Energy 0.61%
3 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MYOK
26
DELISTED
MyoKardia, Inc. Common Stock
MYOK
$2.1M 1.37%
+50,000
IONS icon
27
Ionis Pharmaceuticals
IONS
$11.6B
$2.01M 1.31%
40,000
+25,000
SUPN icon
28
Supernus Pharmaceuticals
SUPN
$2.81B
$1.99M 1.3%
+50,000
MRUS icon
29
Merus
MRUS
$7.19B
$1.94M 1.26%
100,000
-40,000
ADMA icon
30
ADMA Biologics
ADMA
$3.43B
$1.93M 1.25%
600,000
+35,000
PFE icon
31
Pfizer
PFE
$139B
$1.81M 1.18%
52,700
-10,540
WVE icon
32
Wave Life Sciences
WVE
$1.24B
$1.75M 1.14%
50,000
-5,000
AKCA
33
DELISTED
Akcea Therapeutics Inc
AKCA
$1.74M 1.13%
+100,000
PBYI icon
34
Puma Biotechnology
PBYI
$276M
$1.73M 1.13%
+17,500
ARNA
35
DELISTED
Arena Pharmaceuticals Inc
ARNA
$1.7M 1.11%
50,000
-10,000
VTRS icon
36
Viatris
VTRS
$11.9B
$1.69M 1.1%
+40,000
AVXS
37
DELISTED
AveXis, Inc. Common Stock
AVXS
$1.66M 1.08%
15,000
-2,500
MDCO
38
DELISTED
Medicines Co
MDCO
$1.64M 1.07%
60,000
-40,000
AGN
39
DELISTED
Allergan plc
AGN
$1.64M 1.07%
+10,000
ABLX
40
DELISTED
Ablynx NV
ABLX
$1.62M 1.05%
+65,000
CTMX icon
41
CytomX Therapeutics
CTMX
$528M
$1.58M 1.03%
75,000
+5,000
BSX icon
42
Boston Scientific
BSX
$147B
$1.24M 0.81%
50,000
-75,000
CTLT
43
DELISTED
CATALENT, INC.
CTLT
$1.23M 0.8%
30,000
GSK icon
44
GSK
GSK
$88.3B
$1.06M 0.69%
+24,000
DPLO
45
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
$1M 0.65%
50,000
-10,000
RGNX icon
46
Regenxbio
RGNX
$593M
$998K 0.65%
+30,000
INCY icon
47
Incyte
INCY
$17.1B
$947K 0.62%
+10,000
LHCG
48
DELISTED
LHC Group LLC
LHCG
$919K 0.6%
+15,000
VKTX icon
49
Viking Therapeutics
VKTX
$3.77B
$913K 0.59%
+225,000
CORI
50
DELISTED
Corium International, Inc.
CORI
$865K 0.56%
90,000
-35,000
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