IGUANA HEALTHCARE MANAGEMENT, LLC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 83
New Positions 21
Increased Positions 37
Decreased Positions 40
Positions with Activity 77
Sold Out Positions 29
Total Mkt Value (in $ millions) 229

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 0.85%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 5.53%
Healthcare 58.99%
Services 3.65%
Technology 3.81%
Transportation
Utilities

83 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ULTRAGENYX PHARMACEUTICAL INC COM 22,324 2,791 14.29 200,000
CELGENE CORP COM 17,712 4,723 36.36 150,000
GILEAD SCIENCES INC COM 10,507 New 100,000
AMGEN INC COM 9,107 9,107 New 60,000
EXPRESS SCRIPTS HLDG CO COM 8,360 3,344 66.67 100,000
VALEANT PHARMACEUTICALS INTL I COM 8,071 8,071 New 35,000
MEDTRONIC PLC SHS 7,229 7,229 New 100,000
ESPERION THERAPEUTICS INC NEW COM 7,193 -2,398 (25) 150,000
ST JUDE MED INC COM 7,081 1,770 33.33 100,000
ANTHEM INC COM 7,053 4,232 150 50,000
PFIZER INC COM 6,444 -12,888 (66.67) 200,000
IPC HEALTHCARE INC COM 5,955 3,176 114.29 75,000
HORIZON PHARMA PLC SHS 5,844 New 200,000
CIGNA CORPORATION COM 5,632 1,408 33.33 40,000
ACCELERATE DIAGNOSTICS INC COM 5,297 392 8 270,000
IMPAX LABORATORIES INC COM 5,120 2,048 66.67 125,000
EDWARDS LIFESCIENCES CORP COM 4,931 4,931 New 35,000
TEVA PHARMACEUTICAL INDS LTD ADR 4,831 4,831 New 75,000
SUPERNUS PHARMACEUTICALS INC COM 4,810 -4,265 (47) 265,000
GW PHARMACEUTICALS PLC ADS 4,786 -532 (10) 45,000