IPL Advisers, LLC 13F Holdings · last filed Q4 2017
IPL Advisers, LLC reported 12 securities worth $157.96M in its SEC 13F filing for Q4 2017 (period ended 2017-12-31). Top holdings: DXCM (13.04%), AGN (12.68%), AMZN (11.44%). Among its top 25 positions this quarter: 2 added, 6 trimmed, 6 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DXCM | DEXCOM INC | $20.6M | 13.04% | 359,000 | Trimmed |
| 2 | AGN | ALLERGAN PLC | $20.0M | 12.68% | 122,400 | Added |
| 3 | AMZN | AMAZON COM INC | $18.1M | 11.44% | 15,450 | Trimmed |
| 4 | JD | JD COM INC | $15.9M | 10.05% | 383,300 | Trimmed |
| 5 | META | FACEBOOK INC | $15.5M | 9.82% | 87,947 | Trimmed |
| 6 | LC | LENDINGCLUB CORP | $15.5M | 9.78% | 3.7M | Added |
| 7 | PI | IMPINJ INC | $14.6M | 9.27% | 649,886 | Trimmed |
| 8 | GRPN | GROUPON INC | $9.6M | 6.10% | 1.9M | Trimmed |
| 9 | MB | MINDBODY INC | $9.1M | 5.76% | 298,940 | Hold |
| 10 | ONCE | SPARK THERAPEUTICS INC | $7.4M | 4.67% | 143,500 | Hold |
| 11 | SIOX | AXOVANT SCIENCES LTD | $6.4M | 4.03% | 1.2M | Hold |
| 12 | TVTX | RETROPHIN INC | $5.3M | 3.35% | 251,045 | Hold |
| 13 | BZUN | BAOZUN INC | $0 | 0.00% | 0 | Exited |
| 14 | DQ | DAQO NEW ENERGY CORP | $0 | 0.00% | 0 | Exited |
| 15 | FIT | FITBIT INC | $0 | 0.00% | 0 | Exited |
| 16 | GDX | VANECK VECTORS ETF TR | $0 | 0.00% | 0 | Exited |
| 17 | P | PANDORA MEDIA INC | $0 | 0.00% | 0 | Exited |
| 18 | SHAK | SHAKE SHACK INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2017-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR