IGUANA HEALTHCARE MANAGEMENT, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 62
New Positions 12
Increased Positions 23
Decreased Positions 33
Positions with Activity 56
Sold Out Positions 12
Total Mkt Value (in $ millions) 174

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
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 1.36%
Healthcare 89.73%
Services
Technology 0%
Transportation
Utilities

62 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BIOGEN IDEC INC COM 13,036 -2,058 (13.64) 38,000
AMGEN INC COM 11,499 -2,997 (20.67) 82,500
CELGENE CORP COM 9,977 9,977 New 105,000
MEDTRONIC INC COM 9,737 2,714 38.64 152,500
MERCK & CO INC NEW COM 8,866 -3,456 (28.05) 147,500
GILEAD SCIENCES INC COM 8,067 2,689 50 75,000
PUMA BIOTECHNOLOGY INC COM 7,164 -1,954 (21.43) 27,500
HCA HOLDINGS INC COM 5,586 5,586 New 80,000
ISIS PHARMACEUTICALS INC COM 5,503 5,503 New 135,000
TENET HEALTHCARE CORP COM NEW 5,200 5,200 New 85,000
MYLAN INC COM 5,103 -365 (6.67) 105,000
ABBVIE INC COM 4,699 4,699 New 85,000
SALIX PHARMACEUTICALS INC COM 4,376 4,376 New 27,500
ALEXION PHARMACEUTICALS INC COM 4,232 846 25 25,000
GW PHARMACEUTICALS PLC ADS 3,890 1,602 70 42,500
ALKERMES PLC SHS 3,802 -671 (15) 85,000
SPECTRANETICS CORP COM 3,548 3,548 New 125,000
ST JUDE MED INC COM 3,443 3,443 New 52,500
SUPERNUS PHARMACEUTICALS INC COM 3,396 2,490 275 375,000
CELLDEX THERAPEUTICS INC NEW COM 3,341 -80 (2.33) 210,000