IGUANA HEALTHCARE MANAGEMENT, LLC Information

551 FIFTH AVENUE, NEW YORK, New York, 10176, (646) 564-2300

Report Date: 03/31/2016

Position Statistics

Total Positions 83
New Positions 24
Increased Positions 39
Decreased Positions 40
Positions with Activity 79
Sold Out Positions 24
Total Mkt Value (in $ millions) 223

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates 2.5%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 5.72%
Healthcare 69.88%
Services 0.67%
Technology 2.63%
Transportation
Utilities

83 Positions as of 03/31/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CELGENE CORP COM 16,851 -2,407 (12.5) 175,000
MEDIVATION INC COM 15,092 12,244 430 265,000
CIGNA CORPORATION COM 12,771 -4,470 (25.93) 100,000
BAXTER INTL INC COM 12,717 -1,535 (10.77) 290,000
ZIMMER BIOMET HLDGS INC COM 9,919 9,919 New 85,000
MERCK & CO INC COM 8,382 2,794 50 150,000
MEDTRONIC PLC SHS 8,326 8,326 New 100,000
HCA HOLDINGS INC COM 7,672 7,672 New 100,000
BIOGEN INC COM 6,871 2,290 50 30,000
GILEAD SCIENCES INC COM 6,840 -402 (5.56) 85,000
PFIZER INC COM 6,794 6,794 New 200,000
ULTRAGENYX PHARMACEUTICAL INC COM 5,900 246 4.35 120,000
NUVASIVE INC COM 5,793 2,897 100 100,000
ONCOMED PHARMACEUTICALS INC COM 5,576 800 16.76 467,025
LILLY ELI & CO COM 5,575 5,575 New 75,000
AMGEN INC COM 5,126 -9,519 (65) 35,000
SUPERNUS PHARMACEUTICALS INC COM 5,071 2,305 83.33 275,000
TENET HEALTHCARE CORP COM NEW 4,900 2,800 133.33 175,000
BOSTON SCIENTIFIC CORP COM 4,474 4,474 New 200,000
GLOBAL BLOOD THERAPEUTICS INC COM 3,923 2,197 127.27 250,000