IHM
Iguana Healthcare Management Portfolio holdings
AUM
$133M
1-Year Est. Return
45.66%
1 Year Est. Return
+45.66%
AUM
$133M
AUM Growth
-$18.4M
(-12%)
Holding
84
Top Buys
| 1 | +$3.73M | |
| 2 | +$3.21M | |
| 3 | +$3.06M | |
| 4 |
Labcorp
LH
|
+$2.83M |
| 5 |
DexCom
DXCM
|
+$2.6M |
Top Sells
| 1 | +$7.83M | |
| 2 | +$5.08M | |
| 3 | +$4.84M | |
| 4 |
Esperion Therapeutics
ESPR
|
+$4.7M |
| 5 |
KTWO
K2M Group Holdings, Inc
KTWO
|
+$2.84M |
Sector Composition
| 1 | Healthcare | 89.09% |
| 2 | Energy | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ABLX
76
DELISTED
Ablynx NV
ABLX
| – | – |
-65,000
|
|
||
77
AbbVie
ABBV
$406B
| – | – |
-50,000
|
|
||
78
Boston Scientific
BSX
$147B
| – | – |
-50,000
|
|
||
79
Danaher
DHR
$150B
| – | – |
-28,200
|
|
||
80
Ionis Pharmaceuticals
IONS
$11.6B
| – | – |
-40,000
|
|
||
81
Puma Biotechnology
PBYI
$276M
| – | – |
-17,500
|
|
||
|
AVXS
82
DELISTED
AveXis, Inc. Common Stock
AVXS
| – | – |
-15,000
|
|
||
|
JUNO
83
DELISTED
Juno Therapeutics, Inc.
JUNO
| – | – |
-60,000
|
|
||
|
CELG
84
DELISTED
Celgene Corp
CELG
| – | – |
-75,000
|
|