Iguana Healthcare Management, LLC 13F 持仓 · 最近申报 2018年Q1
Iguana Healthcare Management 在 2018年Q1（报告期截至 2018-03-31）的 SEC 13F 申报中报告了 59 只证券，申报市值合计 1.52 亿美元。前几大持仓：SPY（8.66%）、ESPR（4.76%）、IMMU（3.84%）。本季前 25 大持仓中：新建仓 9 只、增持 5 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $13.2M | 8.66% | 50,000 | 新建仓 |
| 2 | ESPR | ESPERION THERAPEUTICS INC NE | $7.2M | 4.76% | 100,000 | 减持 |
| 3 | IMMU | IMMUNOMEDICS INC | $5.8M | 3.84% | 400,000 | 减持 |
| 4 | GBT | GLOBAL BLOOD THERAPEUTICS IN | $5.6M | 3.65% | 115,000 | 减持 |
| 5 | HUM | HUMANA INC | $5.4M | 3.54% | 20,000 | 减持 |
| 6 | BIIB | BIOGEN INC | $4.8M | 3.15% | 17,500 | 减持 |
| 7 | MRK | MERCK & CO INC | $4.4M | 2.87% | 80,000 | 持平 |
| 8 | ARNA | ARENA PHARMACEUTICALS INC | $4.0M | 2.60% | 100,000 | 增持 |
| 9 | SHPG | SHIRE PLC | $3.7M | 2.46% | 25,000 | 新建仓 |
| 10 | CLVS | CLOVIS ONCOLOGY INC | $3.7M | 2.43% | 70,000 | 增持 |
| 11 | ESPR | ESPERION THERAPEUTICS INC NE | $3.6M | 2.38% | 50,000 | 新建仓 |
| 12 | ANAB | ANAPTYSBIO INC | $3.4M | 2.23% | 32,500 | 减持 |
| 13 | CI | CIGNA CORPORATION | $3.4M | 2.21% | 20,000 | 减持 |
| 14 | VTRS | MYLAN N V | $3.3M | 2.17% | 80,000 | 增持 |
| 15 | CNC | CENTENE CORP DEL | $3.2M | 2.11% | 30,000 | 新建仓 |
| 16 | BMY | BRISTOL MYERS SQUIBB CO | $3.2M | 2.08% | 50,000 | 持平 |
| 17 | ALXN | ALEXION PHARMACEUTICALS INC | $3.1M | 2.02% | 27,500 | 新建仓 |
| 18 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $3.1M | 2.01% | 60,000 | 增持 |
| 19 | ABT | ABBOTT LABS | $3.0M | 1.97% | 50,000 | 减持 |
| 20 | LH | LABORATORY CORP AMER HLDGS | $2.8M | 1.86% | 17,500 | 新建仓 |
| 21 | ADMA | ADMA BIOLOGICS INC | $2.8M | 1.82% | 600,000 | 持平 |
| 22 | DXCM | DEXCOM INC | $2.6M | 1.71% | 35,000 | 新建仓 |
| 23 | CBIO | CATALYST BIOSCIENCES INC | $2.6M | 1.70% | 100,000 | 新建仓 |
| 24 | TSRO | TESARO INC | $2.6M | 1.69% | 45,000 | 增持 |
| 25 | ZSANQ | ZOSANO PHARMA CORP | $2.5M | 1.66% | 500,000 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2018-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR