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Redmile Group, LLC 13F Holdings
Holdings from the most recent 13F from Redmile Group, LLC
Filed: 2020-02-14 (Q4 2019) | Holdings: 64 | Value: $4.2B | 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 |
| DCPH - DECIPHERA PHARMACEUTICALS IN | Reduce 1% $(4.4M) | 7.01% | $293.1M | -6.94% | -14.05% | ||
| ALLK - ALLAKOS INC | Reduce 1% $(4.2M) | 6.92% | $289.3M | +1.99% | +103.81% | ||
| FOLD - AMICUS THERAPEUTICS INC | Add 11% ($23.6M) | 5.87% | $245.5M | -47.58% | +6.13% | +10.16% | |
| FATE - FATE THERAPEUTICS INC | 5.25% | $219.5M | -95.79% | -0.97% | +253.08% | ||
| EPZM - EPIZYME INC | Add 1% ($2.7M) | 5.15% | $215.2M | -26.75% | -55.73% | ||
| ARGX - ARGENX SE | Add 7% ($11.7M) | 4.43% | $185.1M | +237.76% | -1.52% | +132.87% | |
| QURE - UNIQURE NV | Add 6% ($10.3M) | 4.38% | $183.0M | -76.01% | -7.31% | -41.82% | |
| PRNB - PRINCIPIA BIOPHARMA INC | Add 245% ($105.9M) | 3.57% | $149.1M | +0.36% | |||
| BIIB - BIOGEN INC | New Purchase | 3.25% | $135.8M | -63.18% | -7.87% | -18.72% | |
| IGMS - IGM BIOSCIENCES INC | 2.87% | $120.0M | -97.34% | +34.12% | +123.62% | ||
| BMY - BRISTOL MYERS SQUIBB CO | Reduce 20% $(29.0M) | 2.76% | $115.6M | -14.73% | -2.84% | -7.85% | |
| NVRO - NEVRO CORP | Add 46% ($34.7M) | 2.64% | $110.4M | -15.55% | +28.08% | ||
| FTSV - FORTY SEVEN INC | New Purchase | 2.61% | $109.1M | ||||
| APRE - APREA THERAPEUTICS INC | New Purchase | 2.49% | $104.1M | ||||
| RGNX - REGENXBIO INC | Add 6% ($6.0M) | 2.46% | $102.8M | -84.00% | -28.48% | -13.63% | |
| CNC - CENTENE CORP DEL | Add 92% ($46.7M) | 2.33% | $97.6M | -15.19% | +5.64% | -10.52% | |
| TCDA - TRICIDA INC | Add 2% ($1.9M) | 1.92% | $80.4M | -15.24% | -81.45% | ||
| ATRA - ATARA BIOTHERAPEUTICS INC | Add 3% ($2.1M) | 1.83% | $76.6M | -97.76% | -24.72% | +30.35% | |
| IMGN - IMMUNOGEN INC | 1.79% | $74.7M | -34.37% | +27.70% | |||
| BSX - BOSTON SCIENTIFIC CORP | New Purchase | 1.76% | $73.8M | +139.93% | -17.56% | -10.22% | |
| TNDM - TANDEM DIABETES CARE INC | Add 1% ($705.2K) | 1.67% | $69.9M | -76.27% | +2.56% | +19.91% | |
| MNTA - MOMENTA PHARMACEUTICALS INC | New Purchase | 1.53% | $63.9M | -2.39% | |||
| KRYS - KRYSTAL BIOTECH INC | Add 1% ($659.0K) | 1.44% | $60.4M | +106.26% | -7.56% | +13.66% | |
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 1.43% | $59.7M | +11.59% | -2.49% | +10.11% | |
| NVS - NOVARTIS A G | New Purchase | 1.30% | $54.3M | +46.66% | -11.31% | -3.45% | |
| PRAH - PRA HEALTH SCIENCES INC | Add 14% ($6.0M) | 1.20% | $50.0M | -16.94% | +14.29% | ||
| AXNX - AXONICS MODULATION TECH INC | Add 89% ($20.0M) | 1.02% | $42.5M | +5.05% | +61.84% | ||
| HCA - HCA HEALTHCARE INC | Add 21% ($7.3M) | 1.01% | $42.2M | +164.12% | -33.51% | +17.17% | |
| PTCT - PTC THERAPEUTICS INC | New Purchase | 0.99% | $41.3M | -12.66% | -15.43% | +4.62% | |
| EIDX - EIDOS THERAPEUTICS INC | Reduce 24% $(12.7M) | 0.96% | $40.2M | -20.35% | |||
| REPL - REPLIMUNE GROUP INC | Add 25% ($7.9M) | 0.95% | $39.7M | -43.81% | +20.01% | +119.12% | |
| SRRK - SCHOLAR ROCK HLDG CORP | Add 3% ($1.1M) | 0.93% | $38.8M | +176.20% | +28.97% | +299.70% | |
| BOLD - AUDENTES THERAPEUTICS INC | Reduce 78% $(139.0M) | 0.91% | $38.2M | ||||
| GH - GUARDANT HEALTH INC | New Purchase | 0.73% | $30.5M | -39.52% | +16.61% | +107.20% | |
| ELV - ANTHEM INC | New Purchase | 0.73% | $30.4M | +35.63% | -6.16% | -1.32% | |
| AMED - AMEDISYS INC | New Purchase | 0.72% | $30.2M | -50.81% | -7.35% | +49.77% | |
| CI - CIGNA CORP NEW | New Purchase | 0.72% | $30.2M | +54.35% | -13.68% | -7.73% | |
| ARDX - ARDELYX INC | New Purchase | 0.72% | $30.0M | -50.82% | +1.09% | -1.91% | |
| STOK - STOKE THERAPEUTICS INC | 0.69% | $28.9M | -57.15% | -7.85% | +121.63% | ||
| GRTS - GRITSTONE ONCOLOGY INC | 0.67% | $28.0M | -29.97% | +59.40% | |||
| WVE - WAVE LIFE SCIENCES LTD | Add 5% ($1.2M) | 0.64% | $26.7M | -11.99% | +32.40% | +34.95% | |
| AKRO - AKERO THERAPEUTICS INC | 0.62% | $25.8M | +119.60% | -8.04% | +22.84% | ||
| TCRR - TCR2 THERAPEUTICS INC | 0.61% | $25.7M | -33.92% | +107.05% | |||
| ODTC - ODONATE THERAPEUTICS INC | Add 2% ($535.4K) | 0.61% | $25.6M | -10.04% | -23.57% | ||
| SWAV - SHOCKWAVE MED INC | New Purchase | 0.60% | $24.9M | -4.60% | +196.05% | ||
| NLTX - NEOLEUKIN THERAPEUTICS INC | New Purchase | 0.57% | $23.7M | ||||
| HOOK - HOOKIPA PHARMA INC | 0.55% | $23.1M | -98.92% | -21.90% | +2.64% | ||
| XERS - XERIS PHARMACEUTICALS INC | 0.51% | $21.2M | |||||
| GMAB - GENMAB A S | Reduce 25% $(7.0M) | 0.50% | $20.9M | -10.50% | +19.01% | +69.99% | |
| CABA - CABALETTA BIO INC | New Purchase | 0.48% | $20.0M | -89.18% | -55.91% | -26.77% | |
| ADPT - ADAPTIVE BIOTECHNOLOGIES COR | Reduce 100% | 0.00% | $0.00 | -80.86% | +22.55% | +106.86% | |
| ALDR - ALDER BIOPHARMACEUTICALS INC | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - ALDER BIOPHARMACEUTICALS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ALXN - ALEXION PHARMACEUTICALS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ANAB - ANAPTYSBIO INC | Reduce 100% | 0.00% | $0.00 | ||||
| BCEL - ATRECA INC | Reduce 100% | 0.00% | $0.00 | ||||
| CELG - CELGENE CORP | Reduce 100% | 0.00% | $0.00 | ||||
| CLVS - CLOVIS ONCOLOGY INC | Reduce 100% | 0.00% | $0.00 | ||||
| CBAY - CYMABAY THERAPEUTICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| DXCM - DEXCOM INC | Reduce 100% | 0.00% | $0.00 | +9.69% | +46.88% | +42.19% | |
| PEN - PENUMBRA INC | Reduce 100% | 0.00% | $0.00 | +28.09% | -10.20% | +45.66% | |
| SYRS - SYROS PHARMACEUTICALS INC | Reduce 100% | 0.00% | $0.00 | ||||
| XNCR - XENCOR INC | Reduce 100% | 0.00% | $0.00 | ||||
| JAZZ - JAZZ PHARMACEUTICALS PLC | Reduce 100% | 0.00% | $0.00 | -13.40% | -20.83% | +18.58% | |
| LIVN - LIVANOVA PLC | Reduce 100% | 0.00% | $0.00 | ||||
| WMGI - WRIGHT MED GROUP N V | Reduce 100% | 0.00% | $0.00 | ||||