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Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2019-11-14 (Q3 2019) | Holdings: 74 | Value: $3.0B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| ALLK - ALLAKOS INC | Add 34% ($61.1M) | 8.10% | $242.0M | -17.47% | +29.84% | ||
| FOLD - AMICUS THERAPEUTICS INC | 6.12% | $182.8M | -39.11% | +14.88% | +140.60% | ||
| FATE - FATE THERAPEUTICS INC | Add 8% ($13.3M) | 5.83% | $174.2M | -91.51% | +102.84% | +270.27% | |
| DCPH - DECIPHERA PHARMACEUTICALS IN | Add 115% ($86.8M) | 5.43% | $162.3M | +13.09% | +36.40% | ||
| ALDR - ALDER BIOPHARMACEUTICALS INC | 5.20% | $155.5M | |||||
| ARGX - ARGENX SE | Add 1% ($1.3M) | 4.12% | $123.1M | +290.82% | +16.33% | +87.81% | |
| BMY - BRISTOL MYERS SQUIBB CO | Add 35% ($29.6M) | 3.82% | $114.2M | -2.44% | +13.66% | +13.58% | |
| ALXN - ALEXION PHARMACEUTICALS INC | New Purchase | 3.81% | $113.8M | -4.38% | +19.63% | ||
| QURE - UNIQURE NV | Add 44% ($29.2M) | 3.17% | $94.9M | -71.34% | +19.02% | -16.51% | |
| EPZM - EPIZYME INC | Reduce 1% $(951.1K) | 2.98% | $89.1M | +64.17% | -22.95% | ||
| RGNX - REGENXBIO INC | Add 70% ($34.6M) | 2.81% | $84.1M | -76.60% | +45.84% | -2.32% | |
| BOLD - AUDENTES THERAPEUTICS INC | 2.78% | $83.2M | |||||
| TNDM - TANDEM DIABETES CARE INC | 2.29% | $68.4M | -67.70% | +41.72% | +51.55% | ||
| WVE - WAVE LIFE SCIENCES LTD | Add 17% ($9.4M) | 2.18% | $65.2M | -75.53% | -70.28% | -70.11% | |
| TCDA - TRICIDA INC | Add 7% ($4.1M) | 2.15% | $64.1M | +2.31% | -81.69% | ||
| ATRA - ATARA BIOTHERAPEUTICS INC | Reduce 2% $(1.1M) | 2.14% | $63.8M | -97.59% | +9.27% | +46.62% | |
| CELG - CELGENE CORP | Add 1% ($566.0K) | 1.87% | $55.9M | ||||
| IGMS - IGM BIOSCIENCES INC | New Purchase | 1.87% | $55.8M | -95.68% | +67.05% | +99.26% | |
| NVRO - NEVRO CORP | New Purchase | 1.85% | $55.4M | +35.62% | +61.22% | ||
| WMGI - WRIGHT MED GROUP N V | Add 1% ($660.2K) | 1.66% | $49.6M | +3.36% | |||
| DXCM - DEXCOM INC | Add 77% ($19.7M) | 1.52% | $45.4M | +59.32% | +45.53% | +67.18% | |
| SYRS - SYROS PHARMACEUTICALS INC | Add 7% ($2.8M) | 1.35% | $40.4M | -99.95% | +46.85% | +63.86% | |
| PEN - PENUMBRA INC | New Purchase | 1.34% | $40.1M | +55.14% | +15.31% | +58.38% | |
| PRAH - PRA HEALTH SCIENCES INC | New Purchase | 1.31% | $39.2M | +5.89% | +8.27% | ||
| KRYS - KRYSTAL BIOTECH INC | 1.25% | $37.4M | +158.44% | +21.72% | -19.37% | ||
| IMGN - IMMUNOGEN INC | Add 5% ($1.6M) | 1.18% | $35.4M | +86.63% | +74.77% | ||
| CNC - CENTENE CORP DEL | Add 17% ($5.2M) | 1.17% | $35.1M | +0.93% | +22.09% | +23.85% | |
| EIDX - EIDOS THERAPEUTICS INC | Add 5% ($1.6M) | 1.11% | $33.2M | +11.94% | +78.25% | ||
| REPL - REPLIMUNE GROUP INC | Add 1% ($228.2K) | 1.03% | $30.8M | -30.17% | +24.28% | +234.22% | |
| XNCR - XENCOR INC | Reduce 45% $(24.7M) | 0.99% | $29.7M | -76.87% | -0.75% | +12.29% | |
| XERS - XERIS PHARMACEUTICALS INC | 0.99% | $29.5M | |||||
| HCA - HCA HEALTHCARE INC | New Purchase | 0.95% | $28.4M | +195.72% | +11.38% | +14.46% | |
| N/A - ALDER BIOPHARMACEUTICALS INC | 0.93% | $27.7M | |||||
| TCRR - TCR2 THERAPEUTICS INC | 0.90% | $26.9M | -2.67% | +82.47% | |||
| GRTS - GRITSTONE ONCOLOGY INC | Reduce 3% $(962.8K) | 0.90% | $26.8M | +40.06% | -60.08% | ||
| AKRO - AKERO THERAPEUTICS INC | 0.89% | $26.5M | +173.13% | +19.75% | +36.22% | ||
| SRRK - SCHOLAR ROCK HLDG CORP | Reduce 2% $(563.9K) | 0.86% | $25.6M | +337.59% | +64.34% | +360.00% | |
| LIVN - LIVANOVA PLC | Reduce 19% $(6.0M) | 0.85% | $25.3M | -41.60% | -8.88% | -31.51% | |
| GMAB - GENMAB A S | New Purchase | 0.85% | $25.3M | -2.36% | +9.01% | +60.69% | |
| JAZZ - JAZZ PHARMACEUTICALS PLC | Add 11% ($2.5M) | 0.80% | $24.0M | -19.42% | +1.86% | +8.73% | |
| PRNB - PRINCIPIA BIOPHARMA INC | New Purchase | 0.75% | $22.3M | +124.99% | |||
| STOK - STOKE THERAPEUTICS INC | 0.73% | $21.9M | -55.24% | +10.95% | +74.16% | ||
| AXNX - AXONICS MODULATION TECH INC | 0.73% | $21.8M | +19.14% | +60.83% | |||
| ANAB - ANAPTYSBIO INC | 0.72% | $21.4M | +114.00% | +44.28% | +150.87% | ||
| ODTC - ODONATE THERAPEUTICS INC | Add 4% ($856.4K) | 0.67% | $20.1M | -2.34% | -55.44% | ||
| CBAY - CYMABAY THERAPEUTICS INC | Reduce 1% $(115.2K) | 0.53% | $16.0M | -69.37% | +45.76% | ||
| HOOK - HOOKIPA PHARMA INC | New Purchase | 0.48% | $14.2M | -98.33% | +57.49% | +42.00% | |
| CLVS - CLOVIS ONCOLOGY INC | Add 4% ($571.8K) | 0.47% | $14.2M | ||||
| BCEL - ATRECA INC | 0.47% | $13.9M | +103.51% | +41.04% | |||
| ADPT - ADAPTIVE BIOTECHNOLOGIES COR | New Purchase | 0.44% | $13.1M | -61.58% | +16.51% | +71.38% | |
| ELV - ANTHEM INC | Reduce 100% | 0.00% | $0.00 | +53.47% | +7.63% | +19.80% | |
| ARRY1 - ARRAY BIOPHARMA INC | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - ARRAY BIOPHARMA INC | Reduce 100% | 0.00% | $0.00 | ||||
| EHTH - EHEALTH INC | Reduce 100% | 0.00% | $0.00 | -92.60% | +66.74% | -3.13% | |
| GLYC - GLYCOMIMETICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| SRPT - SAREPTA THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | +36.16% | +25.38% | +42.65% | |
| TDOC - TELADOC HEALTH INC | Reduce 100% | 0.00% | $0.00 | -84.91% | +47.66% | +122.92% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 100% | 0.00% | $0.00 | +156.43% | +18.43% | +41.65% | |
| VAPO - VAPOTHERM INC | Reduce 100% | 0.00% | $0.00 | ||||
| OXFD - OXFORD IMMUNOTEC GLOBAL PLC | Reduce 100% | 0.00% | $0.00 | ||||