$177 Million is the total value of Iguana Healthcare Management, LLC's 62 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | MERCK & CO INCcall | $6,409,000 | – | 100,000 | +100.0% | 3.62% | – | |
| LLY | New | LILLY ELI & CO | $4,115,000 | – | 50,000 | +100.0% | 2.33% | – |
| New | CLOVIS ONCOLOGY INCput | $3,745,000 | – | 40,000 | +100.0% | 2.12% | – | |
| SNY | New | SANOFIsponsored adr | $3,593,000 | – | 75,000 | +100.0% | 2.03% | – |
| New | ASTRAZENECA PLCput | $3,410,000 | – | 100,000 | +100.0% | 1.93% | – | |
| CI | New | CIGNA CORPORATION | $2,929,000 | – | 17,500 | +100.0% | 1.66% | – |
| ABBV | New | ABBVIE INC | $2,900,000 | – | 40,000 | +100.0% | 1.64% | – |
| AVXS | New | AVEXIS INC | $2,465,000 | – | 30,000 | +100.0% | 1.39% | – |
| New | BIOMARIN PHARMACEUTICALcall | $2,271,000 | – | 25,000 | +100.0% | 1.28% | – | |
| TSRO | New | TESARO INC | $2,098,000 | – | 15,000 | +100.0% | 1.19% | – |
| MDT | New | MEDTRONIC PLC | $1,775,000 | – | 20,000 | +100.0% | 1.00% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $1,525,000 | – | 55,000 | +100.0% | 0.86% | – |
| GWPH | New | GW PHARMACEUTICALS PLCads | $1,504,000 | – | 15,000 | +100.0% | 0.85% | – |
| ZGNX | New | ZOGENIX INC | $1,233,000 | – | 85,000 | +100.0% | 0.70% | – |
| WVE | New | WAVE LIFE SCIENCES LTD | $1,023,000 | – | 55,000 | +100.0% | 0.58% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $887,000 | – | 7,500 | +100.0% | 0.50% | – |
| XNCR | New | XENCOR INC | $844,000 | – | 40,000 | +100.0% | 0.48% | – |
| CORI | New | CORIUM INTL INC | $746,000 | – | 100,000 | +100.0% | 0.42% | – |
| New | SANOFIcall | $719,000 | – | 15,000 | +100.0% | 0.41% | – | |
| CBAY | New | CYMABAY THERAPEUTICS INC | $605,000 | – | 105,000 | +100.0% | 0.34% | – |
| RXDX | New | IGNYTA INC | $518,000 | – | 50,000 | +100.0% | 0.29% | – |
| RAD | New | RITE AID CORP | $443,000 | – | 150,000 | +100.0% | 0.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BIOGEN INC | 17 | Q1 2018 | 7.5% |
| ULTRAGENYX PHARMACEUTICAL IN | 17 | Q1 2018 | 6.7% |
| MERCK & CO INC NEW | 16 | Q1 2018 | 5.4% |
| CELGENE CORP | 15 | Q4 2017 | 7.9% |
| AERIE PHARMACEUTICALS INC | 15 | Q4 2017 | 3.3% |
| GILEAD SCIENCES INC | 14 | Q1 2017 | 6.7% |
| ESPERION THERAPEUTICS INC NE | 14 | Q1 2018 | 7.8% |
| SUPERNUS PHARMACEUTICALS INC | 14 | Q4 2017 | 2.8% |
| DERMIRA INC | 14 | Q1 2018 | 2.7% |
| AMGEN INC | 13 | Q1 2017 | 6.5% |
View Iguana Healthcare Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2018-05-15 |
| 13F-HR | 2018-02-14 |
| 13F-HR/A | 2017-11-16 |
| 13F-HR | 2017-11-14 |
| 13F-HR | 2017-08-14 |
| 13F-HR | 2017-05-15 |
| 13F-HR | 2017-02-14 |
| 13F-HR/A | 2016-11-17 |
| 13F-HR | 2016-11-14 |
| 13F-HR/A | 2016-11-04 |
View Iguana Healthcare Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.