IHM

Iguana Healthcare Management Portfolio holdings

AUM $133M
1-Year Est. Return 48.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.74%
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
+$5.56M
2
+$1.98M
3
+$1.96M
4
PBYI icon
Puma Biotechnology
PBYI
+$1.96M
5
MYOK
MyoKardia, Inc. Common Stock
MYOK
+$1.93M

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
VYGR icon
51
Voyager Therapeutics
VYGR
$241M
$830K 0.55%
50,000
+25,000
MRNS
52
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
$816K 0.54%
25,000
-18,750
AKAO
53
DELISTED
Achaogen Inc
AKAO
$806K 0.53%
75,000
+45,000
ADVM
54
DELISTED
Adverum Biotechnologies
ADVM
$700K 0.46%
+20,000
OMED
55
DELISTED
OncoMed Pharmaceuticals, Inc.
OMED
$615K 0.41%
150,000
-200,000
CCXI
56
DELISTED
ChemoCentryx, Inc.
CCXI
$595K 0.39%
100,000
-175,000
SCYX icon
57
SCYNEXIS
SCYX
$46.9M
$580K 0.38%
25,000
WMGI
58
DELISTED
Wright Medical Group Inc
WMGI
$444K 0.29%
+20,000
ASXC
59
DELISTED
Asensus Surgical, Inc.
ASXC
$241K 0.16%
+9,615
AET
60
DELISTED
Aetna Inc
AET
– –
-28,500
RXDX
61
DELISTED
Ignyta, Inc.
RXDX
– –
-125,000
OBSV
62
DELISTED
ObsEva SA Ordinary Shares
OBSV
– –
-50,000
XLRN
63
DELISTED
Acceleron Pharma
XLRN
– –
-70,000
ALXN
64
DELISTED
Alexion Pharmaceuticals
ALXN
– –
-40,000
ESRX
65
DELISTED
Express Scripts Holding Company
ESRX
– –
-25,000
ADAP
66
DELISTED
Adaptimmune Therapeutics
ADAP
– –
-25,000
ASND icon
67
Ascendis Pharma A/S Ordinary Share
ASND
$13.9B
– –
-30,000
CAH icon
68
Cardinal Health
CAH
$48.2B
– –
-30,000
EXEL icon
69
Exelixis
EXEL
$11.7B
– –
0
KYNB
70
Kyntra Bio
KYNB
$28.4M
– –
-1,600
FOLD icon
71
Amicus Therapeutics
FOLD
$4.54B
– –
-60,000
GKOS icon
72
Glaukos
GKOS
$7.07B
– –
-100,000
INSM icon
73
Insmed
INSM
$31B
– –
-50,000
KURA icon
74
Kura Oncology
KURA
$823M
– –
-90,000
LLY icon
75
Eli Lilly
LLY
$820B
– –
-40,000
1 2
3
4